Investment Coaching

I’ve worked in Silicon Valley, Wall Street and London’s The City. When it came to my own money as an individual investor, I found I had no idea where to start or what to do. It took me years of reading, questioning and finding but I finally came up with a system that works for me.

Example Coaching Program (personalised to your own needs)

Session 1: Why it's so hard to be a confident investor and what you can do about it.

Session 2: How the superstars of the world like Warren Buffett and Ray Dalio invest. Simple ways to copy them.

Session 3: Equities, Index Trackers and ETFs. Slicing and dicing by geography, industry, themes and Smart Beta.

Session 4: Alternative Investments: hedge funds, private equity, venture capital, real estate and commodities.

Session 5: Quantitative investing - robo advisers, forex, event driven investing.

Session 6: Wrap up and completing a written plan of action.

A 6 month package consists of 6 sessions of 90 minutes each. Homework and email based support in between.

If this is of interest contact me to see if we’re a good fit. 

 I gave the closing seminar for London Business School's Investment Management Executive Education Programme in 2016

I gave the closing seminar for London Business School's Investment Management Executive Education Programme in 2016

Mallika offers a unique perspective to the individual investor. Her bespoke education course combines her industry experience in index investing, asset allocation, market knowledge, and value investing.

Mallika’s one-to-one coaching has given me confidence, motivation and information to benefit my own trading and investing. Highly recommended.
— Liz Boyle