1. A Financial Advisory Firm
Advisory Broking I Wealth Management I Financial Planning

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 service
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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 East
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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
customers
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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 strategies
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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.
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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.
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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.
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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’s
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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 myiris.com, Abhishek Marwah,
founder & CEO, Marwah Financial
Get authentic financial services at Marwah Financial
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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
 “Dipin's 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 Suzuki
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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 Abhishek's 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, EvalueServe
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