Monica Malkani
  • Reg. Number INA200009120
  • ValidityNov 21, 2017 - Perpetual
  • TypeSebi Registered Investment Advisor
  • About

    With over 20 years of work experience in the corporate world and as an entrepreneur, I have had considerable exposure in the finance, banking and insurance industries.

    I am a Certified Financial Planner (CFP) and run a financial education-based company, FinEdge360, through which I teach subjects related to personal finance, wealth management and stock markets in educational institutions. I also conduct financial planning-related workshops for corporates and other forums. I have conducted training for over 1900 individuals, including around 175 corporate employees so far.

    I am also a Registered Investment Advisor (RIA) with SEBI and provide advisory services to individuals and families, assisting them in their financial planning and wealth creation journey.

    I started my career in 1995 in Mumbai with Skindia Finance, a leading brokerage house specializing in Global Depositary Receipts and thereafter moved to Deutsche Bank serving as the Relationship Manager for their Indian and overseas corporate clients.

    In 2003, I joined Instanex Insurance Brokers and got the opportunity to work in all areas of the insurance business including sales, business development and claims servicing. After moving to Bangalore in 2004, I set up an office of Instanex here and expanded operations of the company. I was soon promoted as Managing Director and Principal Officer of the company and worked there till December 2013.

    I have secured a Masters in Commerce from the University of Pune and an MBA in Finance from the Institute of Management Education, Pune.

    Contact Person
    Monica Malkani
    Registered Address
    1083 Prestige Jade Pavilion, On Gear School Road, BANGALORE, KARNATAKA, 560103
    Communication Address
    1083 Prestige Jade Pavilion, On Gear School Road, BANGALORE, KARNATAKA, 560103