Naresh Desai
Financial Advocate, Financial Freedom Fighter, Financial Educator, Financial Enterpreneur & Portfolio Designer
- Role
- Chief Financial Designer at Wealthmitra
- Location
- Valsad, IN
- LinkedIn followers
- 500 followers
About Naresh Desai
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Experience
Chief Financial Designer
Mar 2009 — Present · Valsad, IN
Education
National Institute of Securities Markets (NISM)
INVESTMENT ADVISOR LEVEL 2, Business and Personal/Financial Services Marketing Operations
2018
Indian Institute of Banking and Finance
PGDFA, PERSONAL FINANCIAL PLANNING SERVICES
2005 — 2006
American Academy of Financial Management
Chartered Financial Goal Planner
National Institute of Securities Markets (NISM)
INVESTMENT ADVISOR LEVEL 1, PERSONAL FINANCE
2018
SETT R J J HIGH SCHOOL VALSAD
SECONDORY AND HIGHER SECONDORY , SCIENCE
1978 — 1982
Veer Narmad South Gujarat University, Surat
MASTERS, Theoretical and Mathematical Physics
1986 — 1987
National Institute of Securities Markets (NISM)
PERSONAL FINANCE , PERSONAL FINANCE
2008
Indian Institute of Banking and Finance
Bachelor's degree, PHYSICS
1982 — 1985
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