WHO WE ARE

 

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Who We Are

Welcome to MoCa Wealth, your trusted partner in the world of finance and investment. With a rich heritage in the financial markets, we have established ourselves as a beacon of financial expertise, integrity, and commitment. Our team of seasoned professionals brings a wealth of experience to the table, ensuring that our clients receive top-tier services.

At MoCa Wealth, we understand that each individual's financial journey is unique. That's why we offer a comprehensive range of financial services, including investment advisory, portfolio management, equity capital market solutions, wealth creation strategies, financial planning, wealth management, wealth protection, and insurance planning. Our holistic approach is designed to empower you to achieve your financial goals and secure your future.

Meet Our Founders

HIREN R. PAREKH

Experience: Mr. Hiren R. Parekh has sixteen years of professional expertise in the financial industry, having worked as both an adviser and an investor. Financial coach Mr. Hiren R. Parekh is a qualified, independent, and experienced individual.

Qualifications: Accredited Professional CFP CM with FPSB USA Certification Only 1900 out of 1,90,000 practitioners worldwide hold the CFP certification from FPSB USA, which is regarded as the GOLD Standard in personal financial planning.

KRUNAL R. PAREKH

Experience: With 16 years of professional experience, Mr. Krunal R. Parekh has worked in the investing industry as both an adviser and an investor. He is skilled at guiding customers toward the creation of long-term wealth via the use of mutual funds, stocks, and bonds in a robust and secure investment portfolio.