Fully compliant & regulated advisory ( INA000021401 )
Data-backed strategies focused on fundamental analysis.
Unbiased advice aligned solely with your financial goals.
Zero hidden charges. Pure fee-based advisory model.
Mehak Wealth Management Investment Advisors Pvt Ltd is led by Mr. Rajan Malhotra, a financial professional with more than 40+ years of experience in investing, stock markets and investor education. His background brings together strong academics and deep practical exposure across banking, international trade and real estate.
Mr. Malhotra holds a B.com (Hons.), M.com, Master of Business Administration in Finance, an Executive Masters in International Trade from the Indian Institute of Foreign Trade. He has also qualified as a Real Estate Institute of Victoria (REIV) in Melbourne, Australia.
Before starting Mehak Wealth Management Investment Advisors Pvt Ltd, he worked with Allahabad Bank as Manager (Scale II) and is a Certified Associate of the Indian Institute of Bankers (CAIIB). His varied experience gives him a broad understanding of financial markets, risk, banking operations and wealth creation.
Mehak Wealth Management Investment Advisors Pvt Ltd is a SEBI registered Investment Advisor Registration Number INA000021401 also Registered with BSE Enlistment No 2373, focused on providing independent and transparent guidance. Our aim is to help investors make informed decisions, manage risk with confidence and build long term wealth through disciplined planning and clear strategies.
We believe in simplifying finance, educating clients and supporting them at every step of their investment journey.
SECURITY & TRUST
We don’t put all eggs in one basket. Your capital is spread across multiple high-growth sectors, asset classes, and investment styles to minimize concentration risk while optimizing returns.
Every investment recommendation is backed by rigorous fundamental and quantitative analysis. We filter out market noise and focus on data-driven intrinsic value.
Markets are dynamic. We continuously track portfolio performance and rebalance assets to maintain your ideal risk profile and secure profits at the right time.
Complete clarity on where your money is. We provide detailed performance reports, transaction history, and fee disclosures with zero hidden charges.
SAFEGUARDING WEALTH
The foundation of safety. We dynamically adjust the mix of Equity, Debt, and Cash buffers tailored to your specific risk profile and market conditions.
Navigating turbulence smoothly. We utilize Systematic Investment Plans (SIPs), staggered entries, and defined rebalancing bands to turn volatility into opportunity.
Preserving your capital. Our strategy includes quality bias filters, sector diversification, and strict duration controls to minimize impact during market corrections.
Constant vigilance. We ensure alignment through ongoing monitoring and structured quarterly reviews to track progress against your financial goals.