We as a Startup incorporated in the year 1999 and at present having 2500+ satisfied clients. We will help clients to achieve their financial needs with effective and smart investment planning. We are Certified Financial Planner, Mutual Fund Distributor, Financial Economist and Insurance Brokers Certified by FPSB India, AMFI, NSE, IRDAI. 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.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
At Morag Finserve, our mission is to empower individuals and families with clear, unbiased, and actionable financial Options across four pillars: Wealth Building, Wealth Protection, Wealth Preservation, and Income Generation. We are committed to simplifying the financial journey by offering guidance that is transparent, client‑centric and compliant.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
- 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 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
