Jugalkishor S. Malpani

CHANAKYA BUSINESS VENTURES LLC

Johns Creek, GA 30097

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CRD#: 7274157

Professional summary

Jugalkishor Shivnarayan Malpani is a registered financial advisor currently at CHANAKYA BUSINESS VENTURES LLC located in Johns Creek, Georgia.

Jugalkishor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jugalkishor has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jugal Malpani is an IT Project Manager who optionally works on full-time or consulting contracts. He works as an independent contractor. He spends approximately 10% of his time on this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jugalkishor Shivnarayan Malpani's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 30, 2021 - Present

CHANAKYA BUSINESS VENTURES LLC

Office #1: 1204 Lakefield Place, Johns Creek, GA 30097

RIA

CRD#: 309886

Johns Creek, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/3/2021)

IAR

Georgia
(8/30/2021)

IAR

Texas
(12/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/17/2021

Uniform Investment Adviser Law Examination

Current Firm

CHANAKYA BUSINESS VENTURES LLC

CRD#: 309886 / SEC#:

California

Registered Investment Advisory firm - (12/3/2021 Approved)

Georgia

Registered Investment Advisory firm - (8/30/2021 Approved)

Texas

Registered Investment Advisory firm - (12/8/2021 Approved)

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Contact information

Main Address

Johns Creek, GA

Mailing Address

Phone number

(404) 576-7802

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 10,926,140

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jugalkishor S. Malpani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jugalkishor Shivnarayan Malpani's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANAKYA BUSINESS VENTURES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2021

Current Firm

CHANAKYA BUSINESS VENTURES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHANAKYA BUSINESS VENTURES LLC

TRUST BUT VERIFY

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