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Bhushan Desai | ACUMEN FINANCIAL SERVICES | SuratBhushan Desai | ACUMEN FINANCIAL SERVICES | Surat

Bhushan Desai

ACUMEN FINANCIAL SERVICES•Surat,GJ
405A, RAJHANS ORNATE, PARLE POINT,
Surat, GJ, 395007
405A, RAJHANS ORNATE, PARLE POINT, Surat, GJ, 395007
About

20 + years of experience in diverse sectors of Investment Management, Automobile, Healthcare and Power Generation. Worked with reputed organizations like Tata Motors, NJ India, Eye-Q and Enercon India. Core Work Areas: Investment Management, Insurance Consultation, Direct and Indirect Taxation, Budgeting, MIS, Compliance and other areas of Financial Management.

Practice at a glance

20
Years of Experience
200
Families Served
₹55
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

Enrolment Number : 2410122629

APMI Registered PMS Distributor

Enrolment Number : 2310253417

SIF Distributor (AMFI)

Enrolment Number : 2610042071

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances
Organize Financials
Save Taxes

Can help you buy / invest in

Other Insurances
Health Insurance
Global Investing
Mutual Funds
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Bhushan Desai.

Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Tax-Saving Review