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PRISM Wealth | PRISM Wealth | VadodaraPRISM Wealth | PRISM Wealth | Vadodara

PRISM Wealth

PRISM Wealth•Vadodara,GJ
3A Rajendra society, Behind Dawat Hotel, Manjalpur Naka, Manjalpur,
Vadodara, GJ, 390011
3A Rajendra society, Behind Dawat Hotel, Manjalpur Naka, Manjalpur, Vadodara, GJ, 390011
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About

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)
Specialises working with:Senior Management
Language Spoken:Hindi, Gujarati, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-281271

APMI Registered PMS Distributor

APRN06542

Education

Formal Education

BBA – Bachelor of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

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

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
PMS
SIF
AIF
Gift City