Director, Portfolio Specialist, Morningstar Investment Adviser India Pvt. Ltd.
Dhaval Kapadia is Director, Portfolio Specialist, for Morningstar Investment Adviser India. He is responsible for leading Morningstar’s Managed Portfolios business in India. Dhaval has more than 24 years of experience in areas including fixed income, equity markets and investment advisory. Prior to joining Morningstar in 2014, he spent nearly six years at Axis Bank, leading a team of investment advisors, as part of the Wealth Management & Private Banking businesses. He was responsible for setting up the Investment and Portfolio advisory platform at Axis Bank. He was also involved in advising high net worth clients on asset allocation and investment strategies.
Dhaval holds a bachelor’s degree in Commerce from Mumbai University, an MBA with specialization in Finance, the CFP designation from FPSB India and is a CFA charter-holder.