# Desai Wealth

Desai Wealth is a RIA based in Valsad, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Valsad, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://desaiwealth.com

## Regulatory record

- **CRD number:** 335226
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335226

## About

Desai Wealth is an AMFI registered financial distributor rooted in the distribution of financial products like Mutual Funds, Life Insurance, Health Insurance, General Insurance, Bonds, and Comprehensive Financial Planning. The firm focuses on managing clients' wealth through mutual funds and insurance and on helping clients achieve life goals via financial investments. It emphasizes relationships, trust, transparency, and putting clients' interests first.

## Sectors

- Mutual funds, life insurance, health and general insurance

## People

- Mitul Pravinchandra Desai — Grievance Officer
- Mitul Pravinchandra Desai — Grievance Officer

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- [Karma Capital Advisors](https://altss.com/profile/karma-capital-advisors-pvt-ltd)
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Last updated: 2026-08-11T15:06:35.052Z

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