CA Bhushan Desai | ACUMEN FINANCIAL SERVICES

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