About Us
Vijay Malik Financial Services is amutual fund distributionfirm focused on helpingIndian families achieve financial independence through disciplined, goal-oriented investing.
Our Mission
To democratize access to quality investment products and guidance, empowering everyday Indians to build wealth throughtransparency,education, anddisciplined investing.
Our Journey
Founded in Chandigarh
Vijay Malik established the firm with a focus on personalized mutual fund advice for families and young professionals.
Expanded to Digital Services
Launched our online platform to reach investors across India, especially in tier-2 and tier-3 cities with limited access to financial guidance.
Introduced Goal Planning Tools
Developed specialized calculators and planning frameworks to help clients align investments with specific life goals.
Reached 1000+ Families
Achieved the milestone of guiding 10,000 families on their investment journey with a focus on long-term SIPs.
Launched Educational Content
Expanded our commitment to investor education through webinars, workshops, and our comprehensive financial literacy blog.
Our Values
Transparency
We believe in clear communication about product features, risks, costs, and our compensation structure.
Education
We empower clients with knowledge, ensuring they understand their investments rather than just following recommendations.
Client Focus
Every recommendation starts with understanding client goals, risk comfort, and time horizons.
Long-term Perspective
We promote disciplined investing for wealth creation rather than market timing or speculative approaches.
Our Team
Vijay Malik
Founder & Chief Investment Officer(2021-2024)
With over 30 years Banking Industry, Vijay lead our investment research and client advisory services with a focus on long-term wealth creation.
Ojasvi Malik
AMFI Registered Mutual Fund Distributor (Sole Proprietorship)
Ojasvi ensures our clients receive personalized attention and clear communication about their investments, with expertise in goal-based financial planning.
Registration & Compliance
Vijay Malik Financial Services (Sole Proprietorship) is an AMFI Registered Mutual Fund Distributor (ARN-317605). All mutual fund investments are subject to market risks, read all scheme related documents carefully before investing.
AMFI Registration: 317605
EUIN: E601818
NISM Certification: Ojasvi Malik holds valid NISM Series V-A certification as required by SEBI
KYC Registration: Registered with CVL KRA
Grievance Handling: View our grievance handling procedure
Vijay Malik Financial Services is a AMFI Registered Mutual Fund Distributor (ARN-317605). All mutual fund investments are subject to market risks, read all scheme related documents carefully before investing.
Ready to Start Your Investment Journey?
Schedule a complimentary 20-minute consultation to discuss your financial goals.