Apeksha Khattiri Malhotra
Financial Planning Consultant at Investments Capsule- Claim this Profile
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Bio
Tarun Samdaria
Financial planning for me is important as I need to exactly know where my hard earned money is going to be put to use, its safety and will it earned the right amount of return basis my risk appetite and goals. Apeksha & Investments Capsule ensures a tailor made financial plan basis a detailed understanding of your goals. They break down financial planning & investment to layman language so that you never have a speck of doubt on your money invested. The best part is that the efforts put in by them feels so personal, asif it’s from a family/ friend. I recommend Apeksha & Investments Capsule if you want to ensure your financial goals to come true.
Murtuza Kutub (We're hiring)
Apeksha and Investments capsule have broken down finance and money matters in extremely simple and understandable terms for myself and our employees at F22 Labs. She commits herself to ensure that her clients understand what they should invest, where and for how long. She has a very sophisticated goals setting framework which using a lot of data points helps in setting the right financial goals and then she puts together a road map on achieving those goals in the stipulated timeframe. A lot of our employees and myself have invested with her because we trust her and we know she’s on top of her game. Would definitely recommend others to feel safe and confident to use her investment planning & management services.
Tarun Samdaria
Financial planning for me is important as I need to exactly know where my hard earned money is going to be put to use, its safety and will it earned the right amount of return basis my risk appetite and goals. Apeksha & Investments Capsule ensures a tailor made financial plan basis a detailed understanding of your goals. They break down financial planning & investment to layman language so that you never have a speck of doubt on your money invested. The best part is that the efforts put in by them feels so personal, asif it’s from a family/ friend. I recommend Apeksha & Investments Capsule if you want to ensure your financial goals to come true.
Murtuza Kutub (We're hiring)
Apeksha and Investments capsule have broken down finance and money matters in extremely simple and understandable terms for myself and our employees at F22 Labs. She commits herself to ensure that her clients understand what they should invest, where and for how long. She has a very sophisticated goals setting framework which using a lot of data points helps in setting the right financial goals and then she puts together a road map on achieving those goals in the stipulated timeframe. A lot of our employees and myself have invested with her because we trust her and we know she’s on top of her game. Would definitely recommend others to feel safe and confident to use her investment planning & management services.
Tarun Samdaria
Financial planning for me is important as I need to exactly know where my hard earned money is going to be put to use, its safety and will it earned the right amount of return basis my risk appetite and goals. Apeksha & Investments Capsule ensures a tailor made financial plan basis a detailed understanding of your goals. They break down financial planning & investment to layman language so that you never have a speck of doubt on your money invested. The best part is that the efforts put in by them feels so personal, asif it’s from a family/ friend. I recommend Apeksha & Investments Capsule if you want to ensure your financial goals to come true.
Murtuza Kutub (We're hiring)
Apeksha and Investments capsule have broken down finance and money matters in extremely simple and understandable terms for myself and our employees at F22 Labs. She commits herself to ensure that her clients understand what they should invest, where and for how long. She has a very sophisticated goals setting framework which using a lot of data points helps in setting the right financial goals and then she puts together a road map on achieving those goals in the stipulated timeframe. A lot of our employees and myself have invested with her because we trust her and we know she’s on top of her game. Would definitely recommend others to feel safe and confident to use her investment planning & management services.
Tarun Samdaria
Financial planning for me is important as I need to exactly know where my hard earned money is going to be put to use, its safety and will it earned the right amount of return basis my risk appetite and goals. Apeksha & Investments Capsule ensures a tailor made financial plan basis a detailed understanding of your goals. They break down financial planning & investment to layman language so that you never have a speck of doubt on your money invested. The best part is that the efforts put in by them feels so personal, asif it’s from a family/ friend. I recommend Apeksha & Investments Capsule if you want to ensure your financial goals to come true.
Murtuza Kutub (We're hiring)
Apeksha and Investments capsule have broken down finance and money matters in extremely simple and understandable terms for myself and our employees at F22 Labs. She commits herself to ensure that her clients understand what they should invest, where and for how long. She has a very sophisticated goals setting framework which using a lot of data points helps in setting the right financial goals and then she puts together a road map on achieving those goals in the stipulated timeframe. A lot of our employees and myself have invested with her because we trust her and we know she’s on top of her game. Would definitely recommend others to feel safe and confident to use her investment planning & management services.
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Credentials
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Family Office Advisors Program
EqualifiOct, 2022- Sep, 2024
Experience
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Investments Capsule
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India
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Financial Services
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1 - 100 Employee
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Financial Planning Consultant
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Nov 2016 - Present
• Apeksha is a co-founder and investment planner at Investments Capsule based in Chennai, India. • She has five years of experience in wealth management and financial planning. • She is AMFI registered Mutual Fund Distributor • She has a heart of teacher and believes in imparting financial literacy and raising the financial IQ. • She is pursuing CA (Final). • She is a trained Montessori teacher and a motivational speaker. • She is a voracious reader, a movie buff and loves travelling. Show less
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BSE Institute Ltd
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India
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Education Administration Programs
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100 - 200 Employee
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Faculty Member
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Jul 2018 - Sep 2019
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H&R Block
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Information Technology & Services
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1 - 100 Employee
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Tax Advisor
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Jul 2014 - Aug 2014
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Education
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The Institute of Chartered Accountants of India
CA, Accounting and Finance -
Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur
Bachelor of Commerce (B.Com.), Accounting and Finance