Apeksha Malhotra | INVESTMENTS CAPSULE

About

As a Qualified Personal Finance Professional (QPFP) with 12+ years of experience, I have been guiding individuals and business owners in financial planning since 2016. With a strong CA background, I specialize in equity and alternative investments, helping clients build wealth through strategic financial planning. My expertise includes pre-IPO stocks, PMS, P2P lending, corporate FDs, invoice discounting, and startup investing, aligning investments with financial goals. Combining deep financial knowledge with a practical approach, I simplify wealth-building strategies, making smart investing accessible and effective.

Practice at a glance

12

Years of Experience

28

Families Served

₹75

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Virtual

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Apeksha Malhotra.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

One Page Financial Blueprint

Stocks Portfolio Review