Morag Finserve was established in 1999 with a clear mission: to help individuals and families achieve financial security through structured, objectives-based guidance. Today, we proudly serve 2,500+ satisfied clients across India.
We are certified by leading regulatory and industry bodies, including:
- FPSB India (Financial Planning Standards Board)
- AMFI (Association of Mutual Funds in India)
- NSE (National Stock Exchange)
- IRDAI (Insurance Regulatory and Development Authority of India)
Our team brings deep expertise in mutual funds, insurance, tax laws, and economics, enabling us to offer offerings tailored to both short-term needs and long-term aspirations.
At Morag Finserve, we believe in:
- Transparency and compliance in every interaction
- Client-first offerings that evolve with changing life stages
- Continuous learning to stay ahead of market and regulatory trends
Our core purpose is to deliver fast-track financial options that empower people to enjoy a secure and confident financial life.
To empower individuals and families with structured, compliant, and objectives-based financial options - ensuring sustainable wealth building and long-term protection through our approach of Sampoorna Suraksha for All.
To simplify financial decision-making by promoting awareness, clarity, and structured guidance, empowering individuals and families to achieve their life objectives with confidence and compliance.
Why Choose Us ?
At Morag Finserve, we believe that financial decisions deserve clarity, trust, and care. Here’s what sets us apart:
- Client-Centric Approach – We listen first, then guide. Every solution is tailored to your goals and comfort.
- Regulated & Transparent – We distribute SEBI-regulated products with full disclosure and zero jargon.
- Knowledge-Driven – Our team blends market research with practical insights to help you make informed choices.
- Relationship-Focused – We’re not just distributors—we’re long-term partners in your financial journey.
- Actionable & Compliant – Every recommendation is documented, compliant, and easy to act on.
Our Core Products
Leaders
The Management Team
Each member brings:
- Expertise in regulated financial products
- Clear, client-centric communication
- Operational discipline and compliance awareness
- Emotional and spiritual balance in daily routines
- 25+ years of experience in financial services
- Holds CFP® and QPFP certifications
- Visionary leader blending compliance, structured guidance, and client empowerment
- Joined in 2016
- Commerce graduate, AMFI MFD certificate holder
- Specializes in investment operations and retail client servicing
- Pursuing QPFP; expert in evolving KYC and compliance rules
- Joined in 2019
- Holds CFP®, QPFP, and AMFI MFD certifications
- Leads life & non‑life insurance operations and claims
- Strong technical grasp of markets; admired for soft skills and client rapport
- Joined in 2019
- AMFI MFD certificate holder and constant learner
- Enthusiastic in client interactions; high referrals due to problem‑solving skills
- Manages both investment and operational aspects with a cheerful, practical outlook
- Joined in Feb 2025 (second generation of Morag Finserve)
- Holds AMFI MFD certificate and QPFP designation
- Pursuing CFA and MBA
- Soft‑spoken, quick learner; clients appreciate his youthful presence and fresh perspective
- Currently in BFM, 2nd year
- Disciplined, smart, and tech‑savvy
- Learning wealth guidance operations and digital processes
- Represents Morag Finserve’s commitment to nurturing future professionals
- Trusted and experienced mentor
- Oversees team members with a balance of discipline and warmth
- Known for being strict yet soft, always smiling and sharing his experience
- Plays a key role in guiding the younger generation and ensuring operational excellence
