About Us
DESAI FINANCIAL WINDOW PVT.LTD is started by keeping in mind importance of women empowerment. Organisation is leading by young and dynamic first generation woman entrepreneurs and team having 18 years plus experience in the field of financial services with specialization in third party products, Mutual Funds Distribution and across Financial Products.
DESAI FINANCIAL WINDOW PVT.LTD is an organisation which provides platform for resolving financial needs and support by providing need based requirements of loans, insurance, medical insurance and all day today required insurance products. We are also leading in providing customised product mix of diversified mutual funds.
DESAI FINANCIAL WINDOW PVT.LTD is Channel Partner with industries top rated insurance companies for general and life insurance products. Satisfying financial requirements of each segment and group of people, we have been tie up with nationalised as well as private aggressive players for loan requirements.
Our Services
Mutual Funds sales and distribution
Life Insurance consultancy
General Insurance and Mediclaim Consultancy
OBJECTIVES
Create new entrepreneurs for economy who in turn would create jobs for the economy. Not just by imparting knowledge but also creating value chain of new entrepreneurs who in turn would actually become part of the India growth story.
VISION
To be the MOST reliable financial/services oriented organization with all your money related solutions under single window.
VALUES
HIGH LEVEL OF ETHICS-our way of dealing is giving ethical advice to client and considering his needs first .Ethics in dealing with all our associates and chain netwroks.
TRANSPARENCY
We believe in utmost transparency while dealing with our clients and giving them genuine services
MISSION 2025
From an entrepreneurial start-up in 2021, we wish to grow steadily and by addressing financial needs and requirements of our clients. Mission to cover south Gujarat with team of experts in their respective financial fields.
WHY JOIN DESAI FINANCIAL WINDOW PVT.TLD?
Entrepreneurship Opportunity: DESAI BROKING PRIVATE LIMITED has created a model where enthusiastic who wants to be master of his/her own and wants to start his own business. We provide an opportunity whereby one can create his place in multi exposure products by becoming Business Associate .
UNIQUE FEATURES
1. HAND HOLDING: Complete hand holding in terms of process and system would be given to the new entrepreneur who joins us.
2. JOINT CALLS: Our top management will personally come along with your good self to meet your top clients during your calls if required to support and convert the clients.
3. SYSTEMATIC APPROACH FOR INVESTMENT: We want to develop systematic approach for investment and not as one time activity. Our intention is to create a value proposition for our business associate and their clients.
4. FOCUS ON WEALTH CREATION FOR CLIENTS: Our Objective is to focus on long term wealth creation disciplined investment. We want to inculcate habit of regular savings and thus create long term investment culture.
WHAT IS INVESTMENT?
Investment is a process to forego the current consumption for better future. One does investment to augment the saving and do the investment for having decent future. Today inflation is eating our savings and thus reduces the purchasing power of the rupee. One should invest to enhance the standard of living/with healthy future needs.
WHY TO INVEST?
One who needs to do investment for the following reasons.
1. To Beat Inflation.
2. For Retirement Planning
3. For having dream house
4. For Children Education
5. For Children Marriage
Out of 4 primary reasons, the most important is to beat inflation. Inflation eats away the purchasing power of the rupee and thus make a person poorer as the time passes. Indian economy average inflation in the last 50 years has been 6% and considering that fixed deposit and PPF which are traditional instruments of investment give 8% return, the real rate is only 2% which is barely enough to create wealth for oneself and for the future generation.
The need of the is to have prudent financial planning with instruments whose average consistent return over period of time, so that one can have decent standard of living
OUR CONSULTANT TEAM
Rikin Desai – Sales and Business Head driving and developing new channel partners and creating business opportunities for organisation. His years of experience in retail segment will help organisation to identify and touch at micro level customer base.
Rakesh Vira – Managing and seeking timely financial requirements for organisation as well as for Business associates for their continue growth. Biking and exploring new places is passion and utilising same for organisation geo development.
Himanshu H. Vyas – Training and mentoring new recruitments and new channel partners with years of experience in banking financial industry. Creating a value chain between organisation and corporate governance.
Romil Patel - Entreprenuer by birth having vast network and presence in FMCG products and forward integration of organisation. Creating new geography by identifying potential network places.