Welcome To Morag Finserve
We as a Startup incorporated in the year 1999 and at present having 1500 satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are Certified Financial Planner, Mutual Fund Distributor, Financial Economist and Insurance Brokers Certified by Financial Planning Boards India (FPSB), AMFI (Association of Mutual Fund of India), the NSE (National Stock Exchange) and IRDA (Insurance Regulatory and Development Authority). We offer comprehensive financial advisory services, having support of highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws,Economics, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured Financial life.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Experience
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Satisfied
Clients
Clients
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Of AUM
Of AUM
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Of Awards
Our Philosophy
We believe that thinking expansively about the possibilities of life begins with a firm understanding of one's personal resources and a guide to help best utilize those resources. We also believe financial planning is not once and done, but rather it spans years and often generations.
Right People To Partner
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Value Added Services
Value Edition
Experience
Our Team Members
Mr. Manish P DutiaFOUNDER
Mr. Manish is the Chief Advisor for Morag Consultancy. One of the oldest in the team, he has over 20 years of rich experience in the financial services industry.
Bharat Tumalpalli
Relationship Manager
As His Name Suggest Obedience, Is A Hard Working And Sincere Member Of Our Team. He Is Learning More About Personal Finance Profession And Aspires To Be Most Productive Person In The Organization Is Assisting In Mutual Funds And Capital Markets Departments Of Our Organization.
Chirag Hiren Gala
Intern
Chirag Hiren Gala, is pursuing M.Com Global Wealth Management From SIES College of Commerec and Economics who is a Focused employee to his work and study both. Chirag Likes to meet new people which builds customer relationship with the client and which can connect to more people in future.
Kanchi Lalit Makhija
Intern
Our ambitious employee Kanchi is pursuing his Master in Wealth Management from SIES College of Commerce and Economics. Kanchi loves to meet new people and building relationships makes her a natural networker, which comes in handy in his role.
Aditya Bandekar
Relationship Manager
Aditya Bandekar , Fondly Called As Bandekarbhauji, Has Been With Morag Finserve From Last Three Year's ,He Is Currently Managing Insurance And Wealth Management Team In Our Organization.
Nitin GudekarRelationship Manager
A Commerce Graduate Has Been With Company For More Than Five Years. He Joined Organization As Junior Handling Paperwork Of Clients .
Vishakha Jagdish Darji
Relationship Manager
Vishakha is a warm personality that focuses on work and studies both at the same time, She is the most vibrant thread, weaving joy and laughter into the world of fabric. Finished his schooling at St. Columba Girls School and joined K. P. B. Hinduja College for ACCOUNTING AND FINANCE.
