MANN DESAI

Prime Investment Services •Valsad,GJ

"Millenium", 1st floor, Office No 103, Opp. Pragji Tower, Halar Road ,Valsad -396 001,

Valsad, GJ, 396001

"Millenium", 1st floor, Office No 103, Opp. Pragji Tower, Halar Road ,Valsad -396 001, Valsad, GJ, 396001

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About

I am Mann Desai, an ICT professional certified by NSIM, IRDA, and QPFP. With a strong academic foundation in information and communication technologies, I am particularly drawn to the financial sector. My passion for continuous learning and improvement, cultivated through years of dedication to sports, empowers me to embrace new challenges and adapt to evolving technological landscapes. I am eager to contribute my skills and knowledge to organizations seeking to harness the power of technology to achieve their goals within the financial industry.

Practice at a glance

Years of Experience

Families Served

₹5

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings: --

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)

SEBI Registered Investment Adviser

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Plan Retirement

Save Taxes

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with MANN 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

Stocks Portfolio Review

Retirement Readiness Check