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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
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.
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.
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.
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.
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