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Delhi based Entrepreneur Abhishek Marwah, On providing affordable and accurate investment advice!

Thursday May 12, 2011 , 5 min Read

Abhishek Marwah, aged 25, is an entrepreneur, investor and strategist in the Indian Financial Markets. Having over six years experience in the Indian Financial Markets, he is running a wealth management firm Marwah Financial based out of New Delhi that aims to offer affordable, accurate and authentic investment advice.

Tell us about Marwah Financial.

Marwah Financial is all about personal finance advisory , wealth management and financial planning.

What is your market differentiator?

We focus on wealth management and financial planning rather than just plain vanilla selling followed by current market players.

How did the idea for your startup come about? How much capital was required to implement the idea?

During my graduation days, I noticed that the financial services was/is the sector prone to hard selling and mis-selling, and it’s a service which everyone needs, right from a service class employee to a high net worth investor. I could immediately spot an opportunity to create a customer focused firm in the sector. It is not a capital intensive business to start with. One can start this business with a working capital of few lakhs. Majorly investment goes in setting the infrastructure and the operations

Tell us about your background

I come from a middle class background and my father was a banker. I have done many professional certifications in financial markets in Equities, Derivatives, Commodities. I am NSE Certified Market Professional (NCMP) and AMFI Certified Mutual fund Advisor. Right now I am perusing CPFA (Certified Personal Finance Advisor) and CFP( Certified Financial Planner).

Let us know about the tie-ups that you have.

We have a tie up with one of the leading brokerage house, MF Global for execution of trades in markets and Research. It is among the top brokerage houses on the NSE for equity derivatives and for commodities trading on the NCDEX and MCX. It is infact the only global brokerage house with a local footprint in India.

Where do you see your start up five years from now?

I see my company as well respected and preferred financial services organization, enabling wealth creation for all our Clients. I would like to have physical presence across Delhi/NCR and may be some other Metro cities in India. I would also like to create an online model for Personal finance and Financial planning.

What is your revenue model? How have you fundraised to startup?

The revenue model is based on services (brokering, third party products like mutual funds, Bonds & IPO’s, corporate FD’s etc) and Advisory (financial planning, wealth management, personal finance etc). As I mentioned previously, it’s not a capital intensive business, the initial funding came from within the family and from some of my personal corpus, which I earned during my college days through investing and some other small ventures. Now the business is self funded from internal accruals.

As an entrepreneur, what are your joys? What are the challenges?

The biggest joy for an entrepreneur is to see its idea become a successful reality. Joy is when one invests in a project, an idea, a resource(employees) and sees it becoming successful. The biggest challenge is to find competent people who can mirror the kind of enthusiasm and motivation you have about your venture.

How big is your team?Tell us a little bit about your team. Are you looking at hiring?

The key people who work alongside me are Amit Marwah (my brother) and Dipin Kwatra.

Trading and investing is managed by Dipin Kwatra, who is management graduate with experience of working in a major brokerage house before joining Marwah Financial.

My brother Amit is involved in the strategy and business development of the business. He is management graduate from Delhi School of Economics and holds a CFA charter from US. He has prior experience with reputed companies like Kotak Mahindra Bank, Mckinsey & company. I have a competent team of 6 people involved in different facets of the business, relationship management, live trading, operations, client servicing etc. We are always looking at hiring competent and motivated people, to expand our business.

Let us know about your expansion plans.

I would like to have physical presence across Delhi/NCR and may be some other Metro cities in India. I would also like to create an online model for Personal finance and Financial planning.

Anything else that you want to tell us?

We have close to 500+ clients. We have clients across India and also NRI’s but primary focus is Delhi/NCR. Financial Planning has great future ahead. The importance of financial planning cannot be ignored in these times of volatile markets and economic instability. Nuclear families, increasing costs of living, education and medical expenses, uncertain retirement benefits, low returns on deposits and greater life expectancy levels just highlight the need to plan your finances even more.

We wish Abhishek and his team good luck as they plan to scale to other cities in India. What do you think about this story? Please write to us at