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Runav Desai | WHAT NEXT | ValsadRunav Desai | WHAT NEXT | Valsad

Runav Desai

WHAT NEXT•Valsad,GJ
5A, Tarabaug, Tithal Road, Behind GEB Office,
Valsad, GJ, 396001
5A, Tarabaug, Tithal Road, Behind GEB Office, Valsad, GJ, 396001
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About

I run an integrated Wealth & Investment business firm - WHAT NEXT, providing tailored financial solutions backed by comprehensive research. My work spans investment solutions, including equities, mutual funds, AIFs, PMS, and portfolio management services, as well as insurance and protection planning, such as term life and retirement plans, P2P Lending, Fractional Real Estate. My ongoing Doctor of Business Administration in Business Analytics at Golden Gate University enhances my ability to blend analytical insights with financial strategies. By leveraging my expertise in client relations, I focus on delivering data-driven financial planning that aligns with clients’ goals and fosters sustainable growth.

Practice at a glance

1
Years of Experience
60
Families Served
₹7
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹30,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

338247

IRDAI Licensed Insurance Agent (Life)

TATAAIA9653340

Education

Formal Education

MBA – Master of Business Administration, BE – Bachelor of Engineering, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Invest for Goals
Build Wealth
Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Runav Desai.

Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review