Simplifying

Investments

Amplifying Growth

Serving Our Clients Worldwide

Serving 40+ affluent clientele of founders,
CXOs, and HNI families.

Your Financial Goals, Just a Calculation Away!

Financial Calculators

Make Every Rupee Count with Smart Calculators!

About Us

Welcome to

Prism Wealth

SINCE 2020

The financial world is evolving at an unprecedented pace, and to keep up, financial growth is essential. Prism Wealth is committed to helping individuals grow their wealth and achieve their financial goals. We are dedicated to serving our clients with unwavering commitment and expertise.
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Years of
Pro Experience

Our Services

At Prism Wealth, our core aim is to serve our clients with dedication and integrity meet their expectations and build enduring relationship.

AT YOUR SERVICE

Whether you're

starting your

business journey

Or looking to grow your wealth, we make it easy, secure, and hassle-free.

Are you new to Mutual Fund Investing?

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You are an existing Mutual Fund Investor?

02

Why Choose Us

Industry Experience

We have 15+ years of financial experience

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Safety & Complaince

Your data is 100% safe and confidential with us

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Customer Friendly

Approachable, responsive, & committed to your growth

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Regular Review

We review your portfolio as and when required

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Entire Portfolio in one login

Monitor your entire Portfolio in a few clicks

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Zero Fees

We charge nothing from our clients

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Asset Allocation

Get Customized Asset Allocation as per your needs

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Available for you

Available to answer your queries anytime

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TESTIMONIALS

What our satisfied

customers say

I know Ankit Desai for last about 5 years. My wife and I are senior citizens and he has been advising us mutual fund investments and other financial planning matters. His recommendations has given me good investment returns. I am fully satisfied with Ankit as our financial advisor and I wish him well in his endeavour

Mr. Prafull Sheth (Former EVP and Board member, Ranbaxy)

Thanks to PRISM Wealth, I now feel more secure and optimistic about my financial future. I wholeheartedly recommend their services to anyone looking for a trustworthy and reliable financial partner. Their team is knowledgeable, approachable and always willing to go the extra mile to ensure I feel confident in my financial decisions.

Ms. Pooja Desai (Lead QA Engineer, USA)

I have had the pleasure of working with Mr. Ankit Desai for last 5 years just after I got retired. I have always appreciated his professionalism, integrity and sound financial advise. He has consistently guided me with care and insight, helping me make informed decisions to secure my financial well-being, particularly in mutual funds and related investment instruments.His deep understanding of market trends and personalized approach has been invaluable.

Mr. Vijay Malik (EX-Sr. Vice President, Reliance)

Since more than 2 years, Mr.Ankit Desai of PRISM Wealth  has been advising me for my mutual fund investments and also helping me in planning my overall finances. It is always a pleasure when I have a discussion with him on any financial subject. What impresses me is that he is very well informed and has a logical and rational mind which helps me understand all the intricacies. This and his transparent opinion helps me to make informed final decisions. So far all my investments have given great returns.

Mr. Deepak Dadlani (Former Head of Quality & Designs (Switchgears) -Siemens)

I’ve had the privilege of working with a truly exceptional wealth advisor, Mr. Ankit Desai. He is not only highly knowledgeable and practical, but also genuinely committed to doing what’s right – not just telling me what I want to hear. He takes the time, however long it may be, to fully understand my needs before presenting throughtful and well-researched options. His advise is always grounded, clear and tailored to my unique situation. It’s a rare and valuable partnership.

Mr. Pawan Anand (Senior Professional – TCS)

Mr. Ankit Desai and PRISM Wealth have helped me create a blueprint for my financial goals and provided a sound strategy for achieving it. I believe they provide good and sound recommendations.

Mr. Prasanna Dutt (Manager, Accounts- ONGC)

At PRISM Wealth, I get professional and trustworthy investment suggestions. Mr. Ankit Desai has good experience and expertise in handling client relations and financial guidance. I wish all the best to their team.

Mr. Rinkesh Patel (VP, JP Morgan)
Happy Clients
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Satisfied Families
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Our Trusted Partners
We are empaneled with 30+ AMCs

LATEST BLOG

Read our latest blog posts

Dramatically benchmarks collaborative growth

Dramatically benchmarks collaborative growth

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Competently seize robust rebot maintainable

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Implement customized user innovative success

Implement customized user innovative success

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