Services
Roongta Group, founded in 2001 is a Financial Services Company located in Mumbai, India. We offer consulting services to private individuals and families. Our consulting assignments span across the country and overseas. We also undertake Financial Planning workshops and training programs for corporate employees. The Roongta Group is your investment hub, offering expertise on financial planning, mutual funds, stock market, and commodity training.

We, at Roongta Securities understand that people have different financial needs, and resources to meet those needs. Therefore, we provide our clients with customised financial planning solutions for child education, retirement, estate planning and others, to successfully meet those needs.
Sudarshan, CEO, holds a diploma in Securities Law, and has been in the Financial Services Industry since 2001, during which he has undertaken numerous assignments. His years of experience and in-depth knowledge of the industry gives him the ability to provide excellent consulting services to our clients.
Sudarshan
CEO

Harshvardhan
Principal Financial Planner
Harshvardhan is a CERTIFIED FINANCIAL PLANNERCM (CFPCM). He has the distinction of being amongst the top 3 rank holders in the CFPCM final examination. He heads the Financial Planning & Wealth Management consulting practice of the company.  He also undertakes Financial Planning workshops and training programs for corporate employees. He appears regularly on personal finance shows of TV channels like CNBC TV18 (Markets & Macros, FinWiz, Train to wealth), CNBC Awaaz (Your Money, Sauda Aapka), Zee Business (Money Matters for Women, MF Show, Money Guru), NDTV (Property show), DD News (Business Morning, Paisa Vasool) etc. In these shows he advises individuals on their Personal Finance queries. He writes regularly on matters of Financial Planning & related subjects, in various publications and business dailies, besides being quoted regularly in Economic Times, DNA, Afternoon & ET Wealth. He is also a panel guest on Live Chat shows on www.moneycontrol.com

Sudarshan and Harshvardhan, are third generation members in the Financial Services industry. The family has offered broking services since the 1950s. The brothers have expanded the scope of operations to now include insurance, mutual funds, commodity training and complete consulting services on financial planning.
           Company Time Line
           2001
Roongta Securities Pvt. Ltd. established offering insurance advice and services.
           2005
Group Company “Roongta Corporate Services Pvt. Ltd”. established to corporatized the Stock Broking activities on The Bombay Stock Exchange Ltd.
           2014

Group Company “Roongta Corporate Services Pvt. Ltd.” gets IRDA approval and becomes an “Authorized Person” to open and service e-Insurance accounts. [ Demat a/c. for Insurance Policies ]