Monica Malkani has 19+ years of work experience in the corporate world with considerable exposure in the finance, banking and insurance industries. She received her Registered Investment Advisor (RIA) license from SEBI in November 2017 and has been assisting individuals and families in their financial planning and wealth creation journey since then. She is also a Certified Financial Planner (CFPCM) and have been running a company, FinEdge Education (now FinEdge360), since 2014 where she teaches subjects related to personal finance, wealth management and stock markets in educational institutions and conducts financial planning-related workshops for corporates and other forums. She has provided training to over 1700 individuals, including over 140 corporate employees so far. She started her career in 1995 in Mumbai with Skindia Finance, a leading brokerage house specializing in Global Depositary Receipts and thereafter moved to Deutsche Bank in 2001, serving as the Relationship Manager for their Indian and overseas corporate clients. She has also secured a Masters in Commerce from the University of Pune and an MBA in Finance from the Institute of Management Education, Pune.
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Monica Malkani
Monica Malkani has 19+ years of work experience in the corporate world with considerable exposure in the finance, banking and insurance industries. She received her Registered Investment Advisor (RIA) license from SEBI in November 2017 and has been assisting individuals and families in their financial planning and wealth creation journey since then. She is also a Certified Financial Planner (CFPCM) and have been running a company, FinEdge Education (now FinEdge360), since 2014 where she teaches subjects related to personal finance, wealth management and stock markets in educational institutions and conducts financial planning-related workshops for corporates and other forums. She has provided training to over 1700 individuals, including over 140 corporate employees so far. She started her career in 1995 in Mumbai with Skindia Finance, a leading brokerage house specializing in Global Depositary Receipts and thereafter moved to Deutsche Bank in 2001, serving as the Relationship Manager for their Indian and overseas corporate clients. She has also secured a Masters in Commerce from the University of Pune and an MBA in Finance from the Institute of Management Education, Pune.
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Years of experience
19+years
SEBI Registered
INA200009120
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Focus on fundamental stock analysis and research on what matters for busy value investors.
1)Combination of Quality, Value & Growth, 2)Great companies that will be around for the long-term., 3)Companies with a track record of continued growth
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of FinEdge360. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
FinEdge360 decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to FinEdge360’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.
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