Kavish Malakar is a qualified Chartered Accountant with an extensive knowledge of financial markets and a passion for helping people make smarter investment decisions. He believes in keeping things simple, clear, and effective when it comes to managing money.
He focuses on helping clients grow and protect their wealth by recommending the right investment strategies—always keeping tax efficiency and long-term goals in mind. He understands that no two clients are the same, and takes pride in offering personalized guidance that fits each individual’s unique financial goals.
Driven by a client-first mindset, he is committed to building strong relationships and helping clients create meaningful legacies that stand the test of time and benefit future generations.

Education & Training
- Chartered Accountant - Institute of Chartered Accountants of India
- Bachelor of Commerce - MDSU Ajmer
- Certified Investment Advisor - NISM
Areas of Expertise
- Wealth management
- Capital markets
- Client relations
- Finance and taxation
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do No Simply Invest, Make Informed Decisions
