Headquarter In: Gurugram
Founded in Year: 2008
Employees Headcount: 06
Your Tagline/Quote: “Between our past, the present and the future, there is one common factor: Relationship and Trust. This is the foundation of our growth”
In this interview, Abhishek Marwah is the Founder and CEO of Marwah Financial takes us through an interesting journey with his company.
1. Brief us about the Company journey of rich experience – origin, inception, early issues, success stories, and major milestones, to name a few.
Marwah Financial provides premium services from Mutual Funds Distribution to Real Estate Advisory. We are driven by a passion for touching lives and not just managing the client’s wealth. We believe that this would happen only if we are able to disengage our clients from the arduous task of managing their wealth.
My journey from developing interest in the financial markets to setting up my own company has been very satisfying yet extremely challenging. Any new business goes through a lot of challenges from arranging finances to having the right people on board to creating a niche and acceptance for the products and services. But in fact all these challenges and overcoming these challenges is what makes the whole experience extremely satisfying. During my journey, I have formed important partnerships, created a qualified and competent team of people; I have set up the required systems and procedure in my organization to make it customer centric and operationally efficient. Right now my biggest challenge is to build a team of passionate and capable people to take the business on to the aggressive expansion path.
Driven by an entirely investor-centric approach, the organization today is a suitable mix of investment expertise, resource bandwidth and process orientation. Marwah Financial endeavours to simplify its investor’s journey to meet their financial goals, and give a good investment experience through innovation, consistency and sustained risk-adjusted performance. Core to our any services is our customer needs and requirement which separates us from other firms who believes in just selling financial products. We follow due diligence after knowing our customer expectation and after understanding their risk appetite we blend different financial instruments for maximum wealth creation with minimal risk.
We have over 1000 marquee clients. We have both domestic and NRI clients. We deliver our services primarily from Delhi/NCR. We focus on executives working in the corporate sector as they understand and value the importance of professional financial advice as proper financial planning is intertwined with all our future lifetime family & personal goals.
We are a one-stop solution for all financial needs, services across different asset classes like Mutual Funds, Corporate & Government Bonds, Equity, Real Estate Advisory etc.
2. Brief us about the CEO/Founder of the Company.
Abhishek Marwah is the Founder and CEO at Marwah Financial Services. Abhishek has done many professional certifications in financial markets in equities, derivatives, commodities, financial advisory and more. He is also a certified professional financial advisor (CPFA), NSE certified market professional (NCMP) and AMFI certified mutual fund advisor.
During his graduation days, he noticed that the financial service was the sector prone to hard selling and miss-selling, a service which everyone needs from a service class employee to a high net-worth investor (HNI). Being from a middle class and having his father from a banking background, Abhishek immediately spot an opportunity to create a customer-focused and service-oriented firm in the sector. Hence, he founded Marwah Financial in 2008 to offer affordable and authentic investment advice. The industry which then set off late has started to move from a sales oriented to advisory oriented industry. Still now, the importance of financial planning cannot be ignored by the founder in these times of volatile markets and economic instability.
3. Kindly talk about the exclusive products or services offered by the Company, How does it distinguish you from your competitors?
Marwah Financial ® is a customer-focused financial services firm offering personalized services. We aim to be a trusted service provider for our clients personal on a platform of transparency and performance.
Specialised Services we offer are:
► Mutual Funds
► Real Estate
Our USP has been ‘deliver’ more value than asked for, understand needs in detail, understand risk & provide active portfolio management.
While you may find many in the market who deliver a similar set of services like we do, it will be tough to find similar levels of commitment.
4. What is the vision and mission of the Company?
To provide our esteemed clients with affordable, workable, useful, beneficial and authentic investment services.
5. What is the present scenario of the financial sector? How are you contributing to making it better?
Driven by an entirely investor-centric approach, the organization today is a suitable mix of investment expertise, resource bandwidth and process orientation. Marwah Financial endeavors to simplify its investor’s journey to meet their financial goals, and give a good investment experience through innovation, consistency and sustained risk adjusted performance. Core to our any services is our customer needs and requirement which separates us from other firms who believes in just selling financial products. We follow due diligence after knowing our customer return expectation and after understanding their risk appetite we blend different financial instruments for maximum wealth creation with minimal risk.
6. What are the marketing strategies adopted by the Company?
One customer, well taken care of, could be more valuable than lakhs worth of advertising. Good service leads to multiple sales. If you take good care of your customers, they will open doors you could never open by yourself.
7. How do you portray the future of the Company in the next decade?
We are working towards two fronts. First to diversify the geographic base of the clients, nationally and internationally. We are looking at setting a branch in Dubai to tap the broader NRI market. Secondly, we are working on providing the best tech-based customer interface to our clients, by doing the relevant tie-ups with different tech firms.
8. With respect to your distinctive products and services, how have you helped bring positive developments in the Finance industry?
The main benefit, I would describe is that the clients are assured of trust, which is extremely important in a fiduciary relationship. The main idea of having an advisor is the understanding, that the customers can focus on their core work/job/business and leaving the money management to experts, who are carefully watching and scanning the dynamic investment environment.
9. What advice would you give to the upcoming entrepreneurs and professionals?
Believe in your idea and in your dream. There is nothing more satisfying in the world to see your idea, your dream becomes a reality. The biggest challenge is to find competent people who can mirror the kind of enthusiasm and motivation you have about your venture.