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Manish Malhotra, MBA

Manish Malhotra, MBA

Manish Malhotra, MBA, is Founder, President & CEO of Income Discovery, which is an optimizing software for retirement income strategies.

 

Passion/Expertise

Manish Malhotra is an expert on retirement income planning software. He launched Income Discovery to develop innovative solutions addressing the retirement income planning challenge. Being part of the team at Smith Barney that developed a time-segmented retirement income solution, he realized the potential of developing a new paradigm. He proposed a new analysis framework for retirement income strategies in a paper in Journal of Financial Planning. The framework and approach are used in Income Discovery, the software for optimizing retirement income strategies.

 

Position/Experience

Prior to forming Income Discovery, Manish was a Sr Vice President at Citigroup Global Wealth Management (Smith Barney and Private Bank) leading the IT strategy & architecture function. Prior to Citigroup, he led the IT architecture for enterprise risk systems at Bank of America. Prior to Bank of America, he designed and implemented global risk systems at Nomura Securities. He started his career as corporate banker with ICICI Bank, a leading private financial services firm in India before moving into software at Webtek Software, a Dresdner Kleinwort’s subsidiary, in India.

 


 

Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra - YouTube clip View YouTube clips from recent Retirement Resource Center webinars
including Manish Malhotra's
Finding Optimized Income Strategies for Middle Market Clients .

 


 

Education

Manish holds an MBA from Xavier School of Management (XLRI), and an engineering degree from Indian Institute of Technology (IIT) Khargapur, top colleges in India.

 

 


 

Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra   - Retirement InSight and Trends article Read a summary transcript of Manish Malhotra's presentation Finding Optimized Income Strategies for Middle Market Clients in the 3rd / 4th Qtr 2014 issue of "Retirement Insight and Trends".

 


 

Publications

Manish Malhotra is a well-known MarketWatch RetireMentor. You can read his column here.

 

In a landmark 2012 Journal of Financial Planning paper titled A Framework for finding an Appropriate Retirement Income Strategy, Manish proposed a new risk-reward framework for analyzing retirement income strategies, which is used in concert with Income Discovery to find strategies that provide higher retirement income at less risk.

 

Manish Malholtra is also a contributor to Advisor Perspectives:

 

 

Manish Malhotra, President, Income Discovery – Expert on Retirement Income Planning Software - Retirement Speakers Bureau Manish Malhotra is available to do presentations on a variety of topics for your retirement professional development group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
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A Case Study of a Middle Affluent Couple Planning for Retirement Income - Patrick Bogusch and Stephan Granitz from Income Discovery

A Case Study of a Middle Affluent Couple Planning for Retirement Income - Patrick Bogusch and Stephan Granitz from Income Discovery

1 hr CFP®, CRC®, PACE CE

Observe this case study to see how modeling options and potential solution combinations might increase their likelihood of retirement success.

$39.00
Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra

Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra

1 hr CFP®, CRC®, PACE CE

There are many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP).

$39.00
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