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Manish Malhotra

Founder & CEO, Income Discovery, Personalized tax-optimal paycheck in retirement

Manish Malhotra is the Founder and CEO of Income Discovery by Fiducioso, a platform that maximizes a client's retirement income using AI technology.23 He has over 20 years of experience in the financial industry and technology sector.2

Malhotra's career highlights include:

  1. Founded Income Discovery in July 2010, which aims to increase retirees' paychecks by up to 30% using its AI engine, AIDA.3
  2. Previously served as Senior Vice President at Citigroup Global Wealth Management, leading application architecture for strategic initiatives at Smith Barney and Private Bank.13
  3. Worked on market and credit risk systems at Nomura Securities and Bank of America.13
  4. Started his career at ICICI Bank in India, underwriting credit for greenfield projects.13

Education and Skills

  • BTech in Instrumentation Engineering from Indian Institute of Technology, Kharagpur (1992-1996)3
  • MBA in Business Management, Finance, and Marketing from XLRI Jamshedpur (1996-1998)3
  • Expertise in financial technology, retirement income planning, and AI applications in finance23

Malhotra is passionate about leveraging technology to solve complex financial problems, particularly in the realm of retirement income planning. His company, Income Discovery, offers modules for Lead Generation, Income Advice, and Paycheck in Retirement, aiming to enable $1.3 trillion of industry revenue over the next decade.3

Highlights

What We Provide - Income Discovery: For a Full & Rich Retirement
Speaker Details: Datos Insights' Wealth Management Forum 2024
Jan 25 · theorg.com
Manish Malhotra - Founder & CEO at Fiducioso Advisors | The Org
Jan 14 · businesswire.com
Income Discovery Announces New Round of Investment By Leading ...
Overview - Income Discovery
Overview - Income Discovery

Related Questions

What inspired Manish Malhotra to start Income Discovery?
How does Income Discovery's AI engine, AIDA, work?
What were the key challenges Manish faced while developing Income Discovery?
How has Manish's background in financial technology influenced his approach to retirement planning?
What partnerships has Income Discovery formed to enhance its services?
Manish Malhotra
Manish Malhotra, photo 1
Manish Malhotra, photo 2
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Location

Jersey City, New Jersey, United States