Management Team

Mr. Sudarshan Roongta


Sudarshan Roongta is a Graduate in Commerce from Jai Hind College, Mumbai. He is a Diploma holder in Securities Law from the Government Law College, Mumbai. He is a Whole Time Director in Roongta Corporate Services Pvt.Ltd., Member of the Bombay Stock Exchange Ltd. He is a committee member in various Forums and Charitable Institutions.

Having an experience of over 24 years in the Capital Markets, he has handled various operational aspects of managing the Broking and Investment business.

He strongly believes and suggests that equity, if held for a longer tenure, is the best asset class for wealth creation.

Having interacted with people from various walks of life over the years and understanding their limited knowledge of managing risk and long-term wealth creation, he decided that it is important to first educate the people and then handhold them in the wealth creation process.

To achieve this task, their Company began conducting investor awareness programs across various segments of the society, covering HNI’s, Corporate Executives, Students, NGO’s, Villages, Mumbai Dabbawalla’s, Security Establishments, Indian Defense Forces, Mumbai Police, etc. Over 15,000 families have benefited from this initiative.

Under his leadership, the Company has signed MOU’s with reputed Colleges of Mumbai to develop programs for their students which will enhance their skills and knowledge in Personal Finance.

Mr. Harshvardhan Roongta

Principal Financial Planner

Harshvardhan is a CERTIFIED FINANCIAL PLANNERCM (CFPCM ) with Roongta Securities Private Limited based out of Mumbai. 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 offers consulting services to individuals & families across the world. He also undertakes Financial Planning workshops and training programs for corporate employees. He has been in the Financial Services Industry since 2002 and during which he has undertaken numerous assignments. His consulting assignments span across the country and overseas. Harshvardhan 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), Bloomberg TV (Wealth Manager), ET Now (The Money Show), Bloomberg Quint, DD News (Business Morning, Paisa Vasool), Rajya Sabha TV 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, Times of India, DNA, Afternoon & ET Wealth. He is also a panel guest on Live Chat shows on

Link to videos on YouTube :

Link to videos on :