Different assets rise and fall at different times. Spreading your wealth across equity, fixed income, alternatives and protection means no single market decides your future. We bring together the right mix for your goals, timeline and risk profile.
GROW
01
Equity
Direct stocks. Long-term compounding in India's finest businesses through disciplined portfolio construction.
02
Mutual Funds
SIP-based, AMFI-registered. Equity, debt and hybrid categories starting from ₹500 per month.
SCALE
03
PMS
Portfolio Management for HNIs. Customised, actively managed equity with full transparency and direct holdings.
04
AIF
Private equity, venture capital and structured products beyond public markets. Category I, II & III.
05
SIF
SEBI's Specialised Investment Fund. Concentrated, flexible portfolios that bridge mutual funds and AIFs.
PROTECT
06
Insurance
Life, health, term and general coverage. Protecting what you build matters as much as building it.
DIVERSIFY
07
P2P Lending
RBI-regulated peer-to-peer lending. Competitive returns as a smart alternative to traditional fixed deposits.
08
Fractional Real Estate
Own premium commercial and residential assets at accessible ticket sizes, without crores upfront.
₹0
Portfolio Advised
0
Clients Served
0
Wealth Products
About Runav Desai
The advisor who thinks in systems.
Runav Desai combines engineering precision, business strategy, and financial science to give clients a complete picture. Not just a product recommendation. PhD-level analytical thinking applied to every decision.
BE EngineeringMBA FinancePhD PursuingMFD CertifiedInsurance Licensed
ARN-338247 · AMFI Registered Mutual Fund Distributor
₹6 Cr+ AUM
120+ Clients
Runav Desai
Wealth Advisor & Financial Planner
EducationBE · MBA · PhD (Pursuing)
CertificationARN-338247
Specialisation8 Wealth Products
Clients120+
Portfolio₹6 Cr+ Advised
Five steps to a plan that actually works.
01
Discovery Call
Goals, income, risk profile and timeline mapped clearly.
02
Financial Mapping
Audit holdings, gaps, insurance and tax opportunities.
03
Custom Strategy
Personalised multi-asset plan for your exact life stage.
04
Execution
Seamless onboarding across every recommended category.
05
Review & Grow
Quarterly reviews as life and markets evolve together.
Free tool
Track every SIF in India, daily.
See how every Specialised Investment Fund strategy is performing, using official AMFI NAVs. No sign-up needed.
Choose a one-to-one conversation or join a small group session. Understand how SIFs work, ask your questions and get clear answers.SIF વિશે સીધી વાત કરો: પર્સનલ મુલાકાત અથવા ગ્રુપ સેશન.
Free
No obligation
Gujarati · Hindi · English
Phone, video or in person
One-to-one
Personal interaction
Sit down with Runav, by phone, video or at the Valsad office, and go through your questions at your own pace.
Understand how SIFs and each category work
Talk through the SIF you're considering
Want a second view? We can bring a SIF specialist into the conversation
Small groups
Group session
Join a small group of investors for an open discussion on SIFs with specialists. Ask your questions directly.
Small groups, so everyone gets to ask
Online or in person in Valsad
Bring your family or business partners
Sessions are for information and education, and are not investment advice. Specialist participation depends on availability. Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Minimum investment in a SIF is ₹10 lakh per PAN. Runav Desai, AMFI-registered SIF and Mutual Fund Distributor, ARN-338247.
Let's write your wealth story.
Book a free 30-minute call. No commitment. No jargon. Just a clear picture of where you stand and where you could go.