Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Prakash DCunha | Compass Finserve LLP | MumbaiPrakash DCunha | Compass Finserve LLP | Mumbai

Prakash DCunha

Compass Finserve LLP•Mumbai,MH
305, Atlanta Estate, Dr. Ambedkar Chowk, Goregaon East,
Mumbai, MH, 400063
305, Atlanta Estate, Dr. Ambedkar Chowk, Goregaon East, Mumbai, MH, 400063
View LinkedinView Website
LinkedIn
About

Prakash D’Cunha is a seasoned wealth management professional with over two decades of experience in private banking. He holds an MBA from NMIMS and is a Qualified Personal Finance Professional (QPFP). Over the course of his career, he has specialised in advising High Net Worth Individuals (HNIs) across a broad spectrum of asset classes. His extensive industry experience includes senior leadership roles with leading domestic and international financial institutions such as HDFC Bank Ltd. (Investment Services), ICICI Bank Ltd. (International Private Banking), Citigroup Global Markets Ltd. (Wealth and Private Banking), and Reliance Wealth Management Ltd. He is currently the Co-Founder and Managing Partner at Compass Finserve LLP, a role he has held since 2017. Prakash brings deep market insight and a strong client-centric approach, making him a trusted strategic partner to affluent individuals and families.

Practice at a glance

27
Years of Experience
75
Families Served
₹300
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

ARN-125172

APMI Registered PMS Distributor

APRN-00122

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Mutual Funds
Loan Against Securities
PMS
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Prakash DCunha.

30 Minute Q&A — Ask Me Anything
Mutual Fund Portfolio Review