The Principal Officer of mehakwealthmanagement.com is Mr. Rajan Malhotra who is a qualified financial professional having more than 40 years experience in the field of finance and finance management. He is accredited with educational qualifications i.e. B. Com (Hons), M.Com, MBA (Finance) from Delhi University. He has also done professional courses like Executive Masters from Indian Institute of Foreign Trade (IIFT), New Delhi and also real estate professional course from Real Estate Institute of Victoria, Melbourne, Australia, Besides he has passed professional courses from National Institute of Securities Management (SEBI) i.e. Mutual Funds Distributor, Equity Derivative, Currency Derivative, Risk Management, Investment Advisor (Part I). He is also qualified Technical Analyst professional conducted by NSE. He has also authorised professional (agency) in Life Insurance from IRDA. He has worked as a bank manager in a nationalised bank having exposure in all fields of banking including foreign exchange. He was a visiting faculty of Jagan International Management School taking classes of foreign trade policies and procedures.

Our main objective is to educate perspective investors and offer various investment options available to him. It is pertinent to note that the investors’ money is hard earned and must be invested judicially. As per SEBI, 90% of share traders loose monies in share market by doing trading. When and how to take a call in investments in shares is a technical field and must be understood by the investing public before putting their hard earned monies and investing without understanding the fundamentals of the company he is investing in. Helping investors to generate excellent returns by promotion of various investment tools like mutual funds, insurance etc. Also helping investors to understand the basic principle of investment by investing long terms to generate good returns in the long run based on risk profile. We are authorised channel partners of Motilal Oswal Share Trading. Our family members are also authorised channel partners of ICICI Securities Ltd. (a group company of ICICI Bank) and J.M. Financial Services Ltd. However, it is pertinent to note that we are not authorised Investment Advisor from SEBI yet though we have successful cleared Investment Advisor (part I) test conducted by NISM (SEBI).

• Providing guidance on investments
• Helping investors in understanding various options available for creating long term wealth.
• Assisting with tax-related matters
• Ensuring compliance with regulations
• Assisting with financing needs i.e. providing loans through reputed banks like HDFC Bank, ICICI Bank etc.
• Providing expertise in real estate investments
• Offering protection strategies for wealth preservation
• Making importers and exporters understand hedging against their foreign exchange exposures etc.
• Helping investors to choose best mutual funds of different asset management companies based on their risk profile and creation of long term wealth through mutual funds investments.
• Helping to invest in banks’ bonds of reputed banks, corporate bonds of reputed Government companies.
• Making investors not to getting carried away by false promises of high returns by some unlisted companies.
• Helping investors to choose best mutual funds of different asset management companies based on their risk profile and creation of long term wealth through mutual funds investments.

Legacy Services
• Assisting with succession planning for wealth transfer
• Providing education and guidance for the next generation.