Dattaraj Desai
Omega Investments•Panaji
CREC Business Centre, 1st Floor, Opp Hotel Marriott Miramar, Panaji,
Panaji, 403001
CREC Business Centre, 1st Floor, Opp Hotel Marriott Miramar, Panaji, Panaji, 403001
Practice at a glance
20
Years of Experience
150
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:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Dattaraj Desai.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check