Marwah financial services


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Marwah financial services

  1. 1. A Financial Advisory FirmAdvisory Broking I Wealth Management I Financial Planning
  2. 2. Overview of the Firm About Us • Marwah Financial Services is an emerging financial services Firm offering Personalized Investment Services in Financial Planning, Wealth Management, Equities (trading and investments), Mutual fund Advisory, Real Estate Advisory, Insurance Advisory etc • The portfolio of services offered by Marwah financial range from vanilla Financial services including equity trading , mutual funds, fixed income instruments, insurance, tax planning etc to more customized financial planning, portfolio management and future and options services • Marwah Financial delivers financial services to its clients in conjunction with internationally recognized organizations like including MF Global, HDFC, SBI etc Vision • To become a preferred and a respected financial service organization for clients • Acting as one stop shop for all the financial needs of retail and high net worth clients in the Indian financial markets • Provide most useful and profitable investment solutions and thereby enabling wealth creation for the clients • Value driven approach to growth and client service2
  3. 3. Core Team • Abhishek Marwah is a Certified Personal Financial Advisor (CPFA) and a NSE Certified Market Professional (NCMP). He also holds several other certifications related to Abhishek Marwah investments and securities markets. Founder & CEO • Founded Marwah Financial with the vision to create an integrated, customer focused financial services firm. • Over 6 years of experience in the Indian Financial Markets. frequently invited by many business schools as a guest/industry expert. Dipin Kwatra • MBA in Finance ; NSE certifications in Capital Markets, Derivatives and AMFI Mutual Head – Trading & fund Advisory Investments • Over 5 years of experience in the Indian Financial markets; Over 3 years with a well known brokerage house • Fundamental and technical expertise in equity trading and investments, especially F &O strategies in the Indian Financial markets Amit Marwah, CFA • MBA in International Business from Delhi School of Economics; CFA Charter holder Head – Business from CFA Institute, United States Strategy • Over 5 years of domestic and international experience with renowned organizations like Mckinsey & Company, Kotak Mahindra Bank, DTZ Investment Advisory • Currently Working as the Senior Manager, Strategic Partnerships and Investments with a Venture Capital company in the Middle East3 s
  4. 4. A wide range of products Services offered  Insurance Planning Trading & Investments Equity & Financial  Investment Planning F & O strategies Debt Planning Mutual Funds – Equity, Debt,  Retirement Planning Balanced etc Exchange Traded Funds  Tax & Estate Planning Debt Funds, Fixed Maturity Product (FMP’s), Corporate FD’s, Bonds Products & Services  Short listing of suitable properties,  Comparisons of multiple  Gold Trading properties, site visits,  Crude Trading qualitative and quantitative market analysis Real Estate Commodities  Agri - Trading  Recommendations and best of class services, suited to the specific needs of the individual customers4
  5. 5. Advisory Broking • High quality Equity and commodities research reports from MF Global • Strong core team with expertise in the investments industry • Regular Investment/ Trading alerts • Investment Advisory • Short and Long Term Calls • Stock specific advisory - Sell/buy/hold • Relatively low risk F & O based strategies5
  6. 6. Wealth Management o All the financial needs of retail and high net Equities worth clients o Services include Equity & Commodities, Debt mutual funds, fixed income instruments, Commodities Insurance Planning, Tax Planning, Financial Investments planning, Wealth management, Real Estate Advisory etc Marwah Financial o Offer holistic solutions to clients and focuses on developing a long term, mutually beneficial relationship. Insurance Real Estate Planning Advisory o Dedicated team specializing in evaluation, monitoring and execution of equity trading, research, mutual funds schemes, insurance Mutual Funds policies, real estate services etc.6
  7. 7. Financial Planning o Financial planning is a process of setting Understanding the objectives, assessing assets and resources, objective of the investment estimating future financial needs, and making plans to achieve Financial goals Identifying current Periodic Review of the portfolio personal and o Few realizes the importance and the need financial situation of Financial Planning. o Few understands the wonders and differences a good investment advisory service can make for creating Long-term Marwah sustainable sizeable Wealth which Financial everyone of us desires. Designing appropriate Gauging the Risk investment Appetite strategies o Marwah Financial offers the complete gamut of financial planning services from planning to execution to evaluation. Recommendation of Identifying the o Specialized team of qualified professionals time horizon of the Asset Allocation financial plan to assist you in financial planning and execution.7
  8. 8. Advisory Board Mr. Ranjan Mangtani • Mr. Mangtani has over 32 years of experience in handling corporate legal matters. He is currently working as Sr. Vice President (Corporate & Legal Affairs) & Company Secretary for 6 companies of the CLC Group (3 listed 3 unlisted Companies), which is India’s premier global business conglomerate with stakes in Textile, Hydro Power, Software, and Merchant Export/ Sourcing/ Indenting of all textile products on global scale. • Mr. Mangtani has extensive experience of legal due diligence, Statutory Compliances, and legal proceedings & documentation relating to routine corporate matters, MOUs, Take-Overs, Acquisitions, De-Mergers, Due Diligence, Foreign Collaborations, Joint Ventures, Public Issues, Right Issues, Bonus Issues, Private Placement Issues etc. His qualifications include ACS and LLB. Mr. Jitendra Solanki • Mr. Solanki is a CFP and a management Graduate from UOR ( IIT-Roorkee ). He has spent 10 Years in Financial Services Industry working with Prestigious institution Like HDFC Bank, DCB and Motilal Oswal . He experience spans across wealth management, financial planning and personal finance. • He writes regularly for Indian Express and Business Bhaskar (Dainik Bhaskar Group) on topics related to Personal finance and answers the queries send by readers. He is also on panel of Indian express for resolving Financial Planning queries raised in IE Clinic. Mr. Abhishek Vaish • Mr. Vaish has over seven years of experience in investment banking, private equity and corporate finance. He is currently a Director – Transactions and Investments Advisory in Nucleus Partners, a transactions and regulatory advisory firm in Delhi. • Prior to Nucleus Partners, he had worked with Goldman Sachs for over five years in M&A serving clients across various sectors in the UK, Europe and India. He holds fellow chartered accountant (FCA) from ICAI and bachelor of commerce with honors from Delhi University.8
  9. 9. Why Marwah Financial 1. Best of class services at your fingertips 2. Highest priority placed on safety of Client’s capital 3. Regular Reporting and follow up via email, phone calls, SMS etc 4. All documentation and handling of paperwork at your doorsteps 5. Customized and simplified advice for each client 6. Competitive brokerage/fees 7. Well trained, courteous and highly responsive staff. 8. High Quality Research Reports on equity and commodities 9. One stop shop for entire range of saving and investment services – Equity, Debt, Commodities, Real Estate 10. Team of Qualified and experienced professionals - MBA, CFA and CFP’s9
  10. 10. Media Coverage Click on Icons to read the complete interviews Delhi based Entrepreneur Abhishek Marwah, On providing affordable and authentic investment advice! Marwah Financial, CEO and Founder Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator. In an interview with Yogita Khatri of, Abhishek Marwah, founder & CEO, Marwah Financial Get authentic financial services at Marwah Financial10
  11. 11. Testimonials - Clients “Abhishek is a sincere professional. He delivers at times when it most required out of an individual. I have been associated with him for almost 5 years now and he has always gone an extra mile to deliver results. An individual with very high integrity and a go getter. I wish him all the best.” Mr. Sachin Kapoor - Deputy General Manager, Tata Teleservices “Abhishek is having good analytical power , having capacity to take good decisions , always try to be realistic with the situation & solutions . His suggestions always help to move ahead with minimum risk” Mr. Pranay Sharma, Assistant Manager, Case New Holland “Abhishek is one of the more prudent investment advisors you will find in this exceedingly competitive financial services industry. I have been associated with him for over three years and have been very satisfied with the services of his company. I wish him all the best in his endeavor of making Marwah Financial one of the respected names in the industry. Mr. Nipun Khandelwal, NRI Client working in Dubai “I am associated with Mr. Abhishek for last more than 2 years. He is a diligent, responsive finance professional who works tirelessly in all environments to provide excellent analytical insight as well as creative financial solutions. He is a true professional and a valuable asset in these challenging financial times.” Mr. Ashish Bhattacharya, Manager Business development, Sierra Atlantic “Dipins skillfulness in the command of fundamentals deriving from practice and familiarity makes him stand out from the crowd. His analysis of Indian Financial Markets is backed by solid/valid reasoning. One can blindly follow his advice as it is unbiased & impartial, which shows how genuine he is. He has everything to become one of the best financial consultants, that one can ask for.” Mr. Varun Puri, Director, Universal Group “Abhishek is a young and a promising entrepreneur . He has extremely good analytical skills. He is good at managing situations and environment . He has a very professional in his approach in his dealings . Also has good management skill.” Mr. Abhijeet Satsangi, Deputy General Manager, Tata Documo “A consistent professional with clear thought and sterling focus. His sound interest in finance makes him teach crude topics in reasonably simple ways. Continuous customer support and quick response rate are his core business possessions. Its fun dealing with him professionally” Mr. Pritpal Singh, Manager, Maruti Suzuki11
  12. 12. Testimonials - Clients “Marwah Financial is my one stop shop for all the financial solutions. From tax planning to insurance to investments, all my financial management needs are handled by Abhisheks company. I have been associated with him from the last three years and I never had to look beyond Marwah Financial for any of the financial services requirements” Mr. Arun Sharma, Trust Analytics Manager at eBay “It’s always very exciting to see young entrepreneur like Abhishek doing very well in their professional career. I admire the way Abhishek has build his business .Stock Market experience of over five years, a strong support team, desire to provide excellent customer service and an intention to keep customer interest first, Abhishek clearly has the right formulae to make it big in the field of financial services. I wish him all the best for his future plans.” Mr. Dhiraj Gupta, NRI Client, Working in Saudi Arabia “Dipin is a very sincere worker who takes every aspect of his work very seriously. Is great with detailed execution of every task to the tee. A Delight to work with .” Mr. Rohit Malhotra, Regional Sales Manager, thedealspoint “Dipin Comes across as a dedicated, committed and Sincere person who has an eye for detail, As a professional , commonly referred as the Ganesh Jee, for his in-depth understanding for the Markets. Dipin has been known to me for the 5 Years now, and have seen his skills in portfolio management for quite some time now.” Mr. Kaif Ahmed, Asst. Manager, Cargill India “I have been using Dipin’s advisory services ever since he was with Indiabulls. I have seen him evolving with time. One thing which impresses me the most is his thirst for knowledge. He never takes any decision without having a logical reasoning behind it. And he uses knowledge to justify his decision. So, next time he takes a decision, you can be rest assured that it is backed by enough information.” Mr. Amit Sethi, Senior Executive, CSC Corporation “Dipin is a highly knowledgeable and innovative person having immense knowledge of Indian financial markets. He is a master at options and you need not to think twice before following his advice. His recommendations are logical and based on thorough analysis of fundamentals and the current market environment. You will learn new and novel ways of analyzing markets, once you start working with him, this I am sure of.” Mr. Sahil Kapoor, EvalueServe12