"AMFI registered Financial Distributor"

Welcome To Desai Wealth

To the world at large, Desai Wealth is an enterprise rooted in the distribution of financial products like Mutual Funds, Life Insurance, Health Insurance, General Insurance, Bonds, in addition to Comprehensive Financial Planning. But to us, we are a company founded on the principles of relationships, trust, and passion. Not only do we believe in creating wealth for our clients, but we also take pride in bringing them closer to their dreams by holding their hands in the entire journey for their financial wellbeing.

Our Services

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.

Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.

Retirement is one of the most important life events that many of us will ever experience. This is that stage in which we only have cash outflows.

Financial Services is a continuous process in which we assist you in defining your goals, estimating the cost of your goals and preparing a plan - create a simple flowchart

Create your wealth with the experts in management of your equity portfolio and want to invest in most secured with top NSE/BSE companies for high returns.

Health Insurance covers the potential expense of hospitalization due to illness or accident. that can protect you and your family from financial hardship.


Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.