Mr. Dipak Morjaria brings 25 years plus experience in the field of Investment and Insurance Advisory, starting his career as a Small Savings Agent in 1990. He has rich experience in catering to the financial needs of various clienteles ranging from retail individuals to HNIs to Trusts & Institutions.
He has completed Diploma in Wealth Management from IIFP and holds Bachelors of Commerce from Mumbai University.
He is AMFI certified Mutual Fund Distributor and IRDAI certified Life Insurance Agent.
Awards and Recognition
- MDRT (Million Dollar Round Table) for 9 consecutive years
- HDFC Life Centurian/Toppers Club (India’s Top 225 Financial Consultants) for the last 15 years
- Royal Blue Partner in Upper Crust Club of HDFC Mutual Fund in 2015-16
- India’s Top Key Partner of HDFC Ltd.
Mr. Ronak Morjaria comes with an experience of more than 7 years in the financial markets. He has been a part of Equity Research team with Edelweiss Asset Management for 3 years and with Way2Wealth Brokers for a year; tracking Mid & SmallCap stocks. Prior to that he was associated with ApnaPaisa.com as a part of Financial Planning team; conducting research on financial products and advising clients.
He has contributed articles to electronic media like Moneycontrol.com, Rediff.com, Myiris.com and print media like Times Of India, Mumbai Mirror, Janmabhoomi Vyapaar, The Tribune (Chandigarh) and Eenadu (Tamil Nadu).
He has cleared all three levels of CFA exam of the CFA Institute, USA, and is a Certified Financial Planner. He has also completed his Executive MBA from Jamnalal Bajaj Institute Of Management Studies (JBIMS) and holds Bachelors of Commerce (Financial Market) from Mumbai University.
Mr. Harshil Morjaria has more than 4 years of experience in financial markets. He was a part of Financial Planning firm as a Financial Planner and Research Associate; conducting research on financial products, preparing financial plans and advising clients.
He has been featured in articles on Moneycontrol.com. He is a Certified Financial Planner and holds Bachelors of Commerce (Financial Market) from Mumbai University.
ValueCurve Financial Services 