Empowering Financial Inclusion, Redefining Global Investment with India’s Vision.

Mahesh Morabia
Mahesh Morabia

CHIEF EXECUTIVE OFFICER & CFO

Mahesh Morabia

Professional Highlights

  • Chief Executive Officer & Chief Financial Officer at SAMCO Group since 2004, driving the company’s growth and market leadership.
  • Bachelor’s in Industrial Engineering from Indian Institute of Technology Bombay (IIT Bombay); MBA from Indian Institute of Management Ahmedabad (IIMA); Advanced Business Management & Strategy Certificate from NYU Stern School of Business.
  • Architect of SAMCO’s low-commission trading model, lowering barriers to entry and making investing accessible for millions in India.
  • Recognized leader in fintech innovation, pioneering the application of AI in investment decision-making and promoting financial inclusion across emerging markets.

Main Achievements

  • Spearheaded the creation of the SAMCO low-commission platform, enabling retail investors in India to access capital markets at reduced costs.
  • Drove AI-powered investment strategies and dynamic portfolio rebalancing systems, shaping the future of intelligent trading.
  • Advanced investor education initiatives to strengthen financial literacy and empowerment for ordinary investors.
  • Under his leadership, Samco Holdings and Finance Pvt. Ltd. secured an RBI-issued NBFC license, granting authority to provide securities-backed lending and margin financing nationwide.
  • Honored with multiple awards including “Best Online Securities Broker” and “Most Trusted Investment Brand”, with consistent recognition in leading financial media such as The Economic Times, Moneycontrol, and Business Standard.
  • Selected as India’s representative at the Global Financial Capital Showdown 2025, showcasing India’s fintech transformation and investment vision on the world stage.
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The Transformative Power of Financial Expertise

Mahesh Morabia’s distinguished career embodies the transformative power of financial innovation and inclusive growth. As the Chief Executive Officer & Chief Financial Officer of SAMCO Group, he has redefined India’s capital markets by pioneering a low-commission trading ecosystem that empowers millions of retail investors. With an academic pedigree from IIT Bombay, IIM Ahmedabad, and NYU Stern, Mahesh blends technical depth with global strategy, driving SAMCO’s evolution into a multi-brand, multi-asset financial powerhouse.
 His vision centers on AI-powered trading, dynamic portfolio rebalancing, and digital asset integration, positioning SAMCO as a cornerstone of India’s fintech leadership.

Shaping the Future of India’s Financial Markets

Mahesh’s influence extends far beyond corporate success. As a mentor and advocate of financial literacy, he is dedicated to democratizing investment opportunities and empowering the next generation of investors.
 His leadership secured SAMCO Holdings and Finance Pvt. Ltd. an RBI-issued NBFC license, enabling the group to expand its role in financing, securities lending, and margin support nationwide. His recognition in The Economic Times, Moneycontrol, and Business Standard underscores his impact as a trusted innovator.
 In 2025, Mahesh will represent India at the Global Financial Capital Showdown where eight leading financial powers converge. His participation will not only highlight India’s advances in AI, fintech, and inclusive finance, but also reinforce the nation’s growing influence in shaping the future of global capital markets.

A Storied Career

Born and raised in India, Mahesh Morabia began his career by shaping the country’s financial innovation landscape. Since 2004, he has led SAMCO Group as Chief Executive Officer and Chief Financial Officer, pioneering a low-commission trading model that broke barriers for millions of retail investors. Under his leadership, SAMCO has evolved into a multi-brand financial powerhouse with a Reserve Bank of India–licensed NBFC, providing securities-backed lending and margin financing across the nation. His work not only elevated SAMCO’s standing but also reinforced India’s reputation as a fintech innovator on the global stage.

Committed to Empowerment and Growth

Mahesh is a lifelong advocate for financial inclusion and literacy. He dedicates his efforts to democratizing access to investments, ensuring ordinary investors can participate in capital markets at lower costs. Through AI-driven portfolio rebalancing, intelligent trading systems, and educational initiatives, he has empowered underrepresented communities and enabled new investors to make informed financial decisions. His philosophy of combining technology with accessibility continues to redefine the meaning of inclusive finance.

A Holistic Vision of Success

Beyond corporate achievements, Mahesh is deeply committed to advancing social impact and sustainable development. His vision of success extends to education, digital literacy, and green finance initiatives that benefit communities across India. By balancing his leadership role with a dedication to societal well-being, Mahesh exemplifies a new generation of leaders who use finance as a tool for empowerment, resilience, and long-term prosperity.

Representing India on a Global Stage

In 2025, Mahesh Morabia will proudly represent India at the Global Financial Capital Showdown, where eight of the world’s financial powers converge in a battle of intellect and strategy. His participation highlights India’s emergence as a fintech leader, showcasing advances in AI-powered investing, smart trading, and multi-asset strategies. For Mahesh, this is not just a competition—it is a declaration that India’s capital markets are not only growing but also shaping the future of global finance.

Blog & News

Latest News

Testimonial

Testimonials for Mahesh Morabia

Mukesh Patel

Founder & CEO, FinStart India

“From Mahesh’s mentorship, I mastered low-commission trading execution and AI-driven hedging. Our firm generated over ₹18 crore in additional profits within one year compared to traditional brokerage models.”

Priya Nair

Senior Equity Analyst, ICICI Securities

“Mahesh taught me dynamic rebalancing with AI quant tools. By applying his techniques, I realized ₹12 crore in consistent gains across two financial years, outperforming sector benchmarks.”

Amit Bansal

Private Investor & Tech Entrepreneur

“Mahesh’s structured approach to AI risk management and equities allocation gave me confidence to scale my investments. Starting with ₹40 crore, I achieved ₹55 crore portfolio value in just 18 months.”

Sakshi Mehta

Financial Literacy Advocate, Women Empowerment NGO

“Through Mahesh’s financial literacy programs, our NGO women’s collective invested in structured portfolios. Together, more than 500 women achieved ₹60 crore in combined profits in less than two years.”

Rahul Singh

Senior Portfolio Manager, Kotak Asset Management

“Mahesh’s insights into multi-asset allocation and AI analytics allowed me to restructure client portfolios. The result: over ₹220 crore in net realized returns across institutional mandates in FY2024.”

Vikram Chawla

Retired Government Official & HNI Investor

“After retirement, I applied Mahesh’s AI-backed safe income strategies. With an initial ₹10 crore corpus, I earned ₹2.5 crore in stable annual income, while preserving capital security.”

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If you would like to learn more about Mahesh Morabia, his leadership at SAMCO Group, research, or if you are interested in potential collaborations, please feel free to reach out using the following contact details:

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info@maheshmorabia.com

Mahesh Morabia Office

Express Towers, 11th Floor, Nariman Point, Mumbai, Maharashtra 400021, India

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Mahesh Morabia

Mahesh Morabia is a visionary Indian financial leader and fintech innovator, currently serving as the Chief Executive Officer and Chief Financial Officer of SAMCO Group. Since 2004, he has been at the forefront of reshaping India’s investment landscape—pioneering a low-commission trading model that has empowered millions of retail investors to access capital markets with greater affordability and efficiency.

With a strong academic foundation—an Industrial Engineering degree from IIT Bombay, an MBA from IIM Ahmedabad, and an Advanced Business Management & Strategy Certificate from NYU Stern—Mahesh combines technical rigor with global strategic insight. His leadership has been instrumental in establishing Samco Holdings and Finance Pvt. Ltd. as a licensed NBFC under the Reserve Bank of India, enabling the group to provide a full spectrum of capital market financing solutions, including securities-backed lending and margin funding.

Over the years, Mahesh has championed AI-driven investment strategies, dynamic portfolio rebalancing, and the integration of digital assets and green finance into emerging markets. His commitment to financial inclusion and technological innovation has positioned SAMCO as one of India’s most trusted and awarded investment platforms, recognized by The Economic Times, Moneycontrol, and Business Standard.

In 2025, Mahesh Morabia will represent India at the Global Financial Capital Showdown —where the world’s top eight financial powers converge in a battle of intellect and capital. As India’s sole representative, he brings a unique blend of fintech innovation and inclusive finance, presenting his theme: “Reconstructing Capital Efficiency through Intelligent Engines.”

This moment marks not only a personal milestone for Mahesh, but also a defining statement for India’s role in the global financial future:

  • Empowering ordinary investors with technology-driven access

  • Showcasing India’s strength in AI, smart trading, and multi-asset allocation

  • Redefining the narrative of emerging markets as contributors to global capital transformation

As Mahesh himself states:
 “I am not here just for a competition—I am here for an idea: to connect ordinary people with capital through technology, and to let India’s spirit empower the future of global investing.”