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 Services
Financial Planning
Financial planning 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 Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan 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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Clients
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Our Philosophy
Every former smoker can tell you just how hard it is to stop
smoking cigarettes. However, there are a range of stop smoking
commodities that can assist you on your transition to a
smoke-free lifestyle.
smoking cigarettes. However, there are a range of stop smoking
commodities that can assist you on your transition to a
smoke-free lifestyle.
Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
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. A Commerce,Accounting, and Economics Post Graduate by education, he is known for his deep understanding of the Financial Markets and Requirements of Client Centric Advisory practices and its challenges.
He is certified to be a financial advisor by Association of Mutual Fund of India (AMFI). He also holds License to practice as Life and Non-life Insurance advisor. He is also a member of Million Dollar Round Table (MDRT) - The Premier Association of Financial Professionals.
