Desai Investment is a boutique ‘Private Wealth Firm’ founded in 1986; with a vision to be the most trusted Wealth Management Group in India. Its core team includes private banking professionals who spent credible years in the areas of Private Banking and Strategic Consulting before setting up Desai Investment. While laying the foundation of the Desai Investment we dreamt of setting up a truly hone
st client oriented practice. We wanted our clients to “Celebrate Life with Desai Investment” as we were driven by the passion of touching their lives and not just managing their wealth. And we knew that this would happen only if we were able to disengage our clients from the arduous task of managing their wealth. This would free them to pursue their dreams and delegate the task of efficiently managing their wealth to us, which is, a product of Trust, because delegation is a follower of faith and trust. Over the years the acceptance of Desai Investment by Private Clients at large and the goodwill that it has generated in the Wealth Management Industry continues to be the source of energy for its continuous growth. It is our privilege to introduce you to Desai Investment and if you feel that we would be worthy of your trust then we would feel proud to welcome you to the Desai Investment Family. Our practice model was built around the needs of a client.Desai Investment’s unique selling point is that it manages the total financial affairs of their clients. A typical Private Client of Desai Investment is an informed and knowledgeable Client Family, which has and is creating Private Wealth. Together they constitute the most successful section of our society. They are high profile Corporate Heads, Successful Professionals and Entrepreneurs, and Eminent Business Owners.
