Mr. Ankit Desai is founder of PRISM Wealth and has more than 15 years of experience in investments field while working with various Multinational, Private and Public sector Banks in High Networth Individual (HNI) segment. He has worked with hundreds of customers in the field of investments across various locations like Mumbai, Ahmedabad and Vadodara during his stint with various banks Mr. Ankit Desai has an MBA degree from ITM Business school, Mumbai. He is AMFI certified Mutual fund distributor and NISM certified PMS distributor. He is also CRISIL certified wealth manager. He is currently pursuing Certified Financial Planner (CFP) course to strengthen his investment skills.
Practice at a glance
16
Years of Experience
100
Families Served
₹40
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)