Jay Desai

Background

About Jay Desai

Hello, I am Jay Desai, the founder and CEO of Wealthkare. Professionally, I am a Certified Financial Planner (CFP). In India, there are less than CFP, and I am one of them. In addition, I have an MBA with a Finance Specialization; I have a Post Graduate Diploma and more than 12 years of experience in Wealth Management. Why, How, and what are the three most important questions in any business. I have listed my Why, How, and what down below. WHY THIS BUSINESS? I have been in this business for 12 years and previously worked for FMCG companies like AMUL, GODREJ, EMAMI, CAVINKARE, and TTK. My job has been excellent since I have been in the FMCG industry for nearly 14 years. However, while flying from Ahmedabad to Chennai, I wondered, What would happen if my plane crashed? How would my family be aware of our investments? Who will help them obtain all of their claims? Who will help them with money management? How can they get their entire claim if it is rejected? I decided to discuss my concerns with my colleagues and friends because I had too many questions running through my head. Unfortunately, they were equally preoccupied with their jobs. In addition, ignoring the most important aspects of their lives because the majority of them had never asked themselves these questions before. This incident inspired me to create WEALTHKARE for our community and their families. HOW I SOLVE THIS PROBLEM? As a newspaper columnist, I write regular articles on financial planning. I run a regular Investment Awareness Program (IAP) and have given over 100 customised presentations at prestigious associations and corporations such as AMUL, Ahmedabad Medical Associations, Reliance Communication, TTK Healthcare, Power Drive Barring, Sadbhav Engineering Limited, GMDC, and Bharat Bijali, to name a few. WHAT IS THE OUTCOME? We have assisted 648 families and 491 retirees since our establishment. In order to achieve financial freedom, I help a wide range of clients, including Chartered Accountants, Bank officials, Business owners, and Individuals.