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Herzel Isaac | Wealth Premier Finserv LLP | MumbaiHerzel Isaac | Wealth Premier Finserv LLP | Mumbai

Herzel Isaac

Wealth Premier Finserv LLP•Mumbai,MH
Ground Floor, J 62, Lokmanya Pan Bazar, Behind Everard Nagar, Eastern Express Highway, Sion,
Mumbai, MH, 400022
Ground Floor, J 62, Lokmanya Pan Bazar, Behind Everard Nagar, Eastern Express Highway, Sion, Mumbai, MH, 400022
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About

Mr. Herzel brings over 35 years of experience in financial markets, having been active since 1990 and witnessed multiple bull and bear cycles. This deep exposure to volatile market conditions enables him to remain calm and take timely corrective action when needed. He holds a Master’s degree in Financial Management from the Narsee Monjee Institute of Management Studies (NMIMS) and has had a distinguished career with leading financial institutions. At Motilal Oswal Financial Services, he spent a decade rising from Branch Manager to Senior Vice President, reporting directly to the CEO. He later spent nearly five years with ICICI Bank, where his last role as Senior Relationship Manager involved managing investments for Ultra HNI and corporate clients.

Practice at a glance

30
Years of Experience
300
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Business & SME Owners, HNI Families, Doctors, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-109217

APMI Registered PMS Distributor

APRN- 03236

Education

Formal Education

Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
PMS
Gift City

Complimentary Services

Get any of the free services to experience working with Herzel Isaac.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop