Apeksha Khattiri Malhotra

Financial Planning Consultant at Investments Capsule
  • Claim this Profile
Contact Information
Location
Chennai, Tamil Nadu, India, IN
Languages
  • English -
  • Hindi -
  • Marathi -

Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
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.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Family Office Advisors Program
    Equalifi
    Oct, 2022
    - Sep, 2024

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Consultant
      • 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

    • India
    • Education Administration Programs
    • 100 - 200 Employee
    • Faculty Member
      • Jul 2018 - Sep 2019
    • Information Technology & Services
    • 1 - 100 Employee
    • Tax Advisor
      • Jul 2014 - Aug 2014

Education

  • The Institute of Chartered Accountants of India
    CA, Accounting and Finance
    2011 - 2018
  • Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur
    Bachelor of Commerce (B.Com.), Accounting and Finance
    2007 - 2010

Community

You need to have a working account to view this content. Click here to join now