Mithun Desai

About Mithun Desai

I am Mithun Desai, a Wealth Strategist, Investment Advisor, and FinTech Innovator dedicated to helping individuals turn financial fears into financial freedom. I understand the uncertainties that come with money, and my mission is to provide clarity, confidence, and long-term security through strategic financial planning.As the Managing Director of Jumbo Wealth, I go beyond managing portfolios—I help clients navigate life\'s financial crossroads with trust, transparency, and technology. Whether it\'s Wealth Creation, Wealth Preservation, or Retirement Planning, my approach is centered on empowering individuals with financial wisdom and strategies that work.My book, M2D: Money Management Doctrine, reflects my journey and insights. It blends wealth psychology with practical strategies to guide individuals through financial complexities. It\'s more than a book; it\'s a roadmap for anyone looking to take control of their financial future.What Drives Me: Financial Planning – A structured approach to financial security Investment Advisory – Smart wealth-building strategies Portfolio Management – Protecting and growing assets Wealth Psychology – Transforming Financial Mindsets FinTech Innovation – Simplifying wealth management through technology

Experience

1. Managing Director & Chief Wealth Advisor

   Jumbo Wealth

   Dec 2004 — Present

   Founded Jumbo Wealth in 2004.Now, steering it into the disruptive world of FinTech!Be it Mutual Funds, Insurance or Wealth Management, I provide solutions, advice and strategy for all your financial questions!

Education

• The University of Texas at Austin

  AI for Leaders, Artificial Intelligence

• AAFM India

  Chartered Wealth Manager (CWM), Finance

  2010 — 2018

• XLRI Jamshedpur

  MDP, Wealth Management & Investment Advisory

  2014 — 2014

• Indian Institute of Management, Calcutta

  Advance Program, Financial Technology (FinTech)

  2019 — 2019

• Indian School of Business

  Executive Education, Business Innovation and Customer Centricity Programme

  2018 — 2019

Skills

• Strategic Financial Planning
• Strategy
• Portfolio Management
• Private Banking
• Estste Planning
• Customer Service
• Investment Strategies
• Family Constitution
• Equities
• High Net Worth Individuals
• Wealth Management Services
• Relationship Management
• Retirement Planning
• Mutual Funds
• Wealth Management
• Microsoft Office
• Team Management
• Corporate Treasury
• Financial Planning
• Financial Advisory
• Investment Advisory
• Investments
• Financial Services
• Wealth