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:Hybrid (Comissions + Fees)
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
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
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