CA. Indresh Malik shares his life planning journey with Kinder Institute’s COO Lora Woodward. He is a SEBI Registered Investment Adviser (RIA) based in Gurgaon, India. Indresh is one of over 600 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation.
From a RETURN-oriented work-life to a LIFE-oriented work-life!
Indresh Malik’s journey into financial services began as a chartered accountant practicing for 10 years. Seeking a more fulfilling path, he transitioned to the world of investments, eventually becoming a SEBI Registered Investment Advisor in 2014. His quest for a client-centric approach led him to Kinder Institute’s training program in 2015, where he discovered the transformative power of life planning.
What drew Indresh to Kinder Institute was its emphasis on conduct—how trainers like Mary Zimmerman, George Kinder, Louis Vollebregt, and Anita Vollebregt conducted themselves with compassion and empathy, inspiring him to develop his relationship skills alongside his technical expertise.
Earning the Registered Life Planner® designation in 2017 revolutionized Indresh’s approach to working with clients. His interactions became more open and meaningful, with discussions shifting from investments to life goals and experiences. This shift not only deepened his relationships with clients but also made his work more fulfilling and purpose-driven.
One of Indresh’s most memorable client success stories involves a client who, through the life planning process, found the courage to pursue his dream of starting his own business. This transformational experience not only changed the client’s life but also reaffirmed Indresh’s belief in the power of life planning.
For Indresh, life planning wasn’t just a professional journey—it was a personal one. Through the life planning process, he found a better balance between work and life, focusing more on meaningful experiences and his Buddhist practice. This personal transformation has not only made him a better planner but has also given him the clarity and peace of mind to serve his clients more effectively.
Looking ahead, Indresh plans to expand his life planning practice, envisioning a team of life planners making a difference in more people’s lives. His advice to aspiring life planners is to start practicing life planning early, take the mentorship program seriously, and engage with clients regularly to build confidence and expertise.
Indresh’s story is a testament to the transformative power of life planning. By integrating life planning into his practice, he has not only helped his clients achieve their financial goals but has also inspired them to live more fulfilling lives. His journey serves as a roadmap for those seeking a more meaningful approach to financial planning.
Thank you, Indresh, for sharing your story with us. Your passion for life planning is truly inspiring, and we wish you continued success in your journey.
CA. Indresh Malik Bio
CA. Indresh Malik is a Registered Life Planner® (RLP®), Certified Financial Transitionist (CeFT®) CERTIFIED FINANCIAL PLANNERCM (CFPCM) and a SEBI Registered Investment Adviser (RIA) having 23+ years of experience in financial markets and investment consulting in various roles. Enriching his client’s lives with Financial Life Planning, Financial Life Transitions, and Investment Advisory. He started out his career in a Chartered Accountants firm and has immense knowledge in the field of auditing, business setting up, and taxation. As an Investment Officer with Wegmans PMS, he focused on the client’s portfolio construction and management. He realized that all individuals are unique. So as an Investment Adviser, he with his clients need to work together over the requirements of the individual (family) client. He acts as a personal CFO for his clients, managing their finances based on their financial personality, requirements, and see how they can achieve true financial freedom. www.indreshmalik.com
Kinder Institute of Life Planning
Kinder Institute of Life Planning provides experiential training on client-centered relationship skills to financial advisors and professionals worldwide. Since it began in 2003, Kinder Institute of Life Planning has trained thousands on its life planning methodologies that deliver clients into the lives they long to live. The designation of Registered Life Planner® (RLP®) is earned by completing an entire course of study including The Seven Stages of Money Maturity® Training, the EVOKE® Life Planning Training, and a subsequent Life Planning Mentorship Program. To learn more about life planning, trainings offered by Kinder Institute of Life Planning, or to find an Registered Life Planner® professional, visit www.kinderinstitute.com.
