Dhaval Kapadia

Dhaval Kapadia, CFA, CFP, is Director - Portfolio Specialist at Morningstar Investment Adviser India.

He is responsible for leading Morningstar’s investment consulting business in India.  He has more than 17 years of experience in areas including fixed income, equity markets and investment advisory, he spent nearly six years at Axis Bank, leading a team of Investment Advisors. He had set up the Investment & Portfolio advisory platform at Axis Bank.

An MBA with specialization in Finance, the CFP designation from FPSB India and is a CFA charter holder.

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