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Wealth Advisory · ARN-338247 · India

Write
your
wealth
story.

Runav Desai · BE, MBA, PhD (Pursuing) · crafts complete wealth strategies across 8 investment categories. One advisor. Every product you need.

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₹0
Portfolio Advised
0
Clients Served
0
Wealth Products
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Equity · Mutual Funds · PMS · AIF · SIF · Insurance · P2P Lending · Fractional Real Estate · Equity · Mutual Funds · PMS · AIF · SIF · Insurance · P2P Lending · Fractional Real Estate ·
Most advisors sell you products.
We write your future.
How Your Wealth Is Built

Eight levers.
One plan.

Your strategy draws from exactly the right combination of these, based on your goals, timeline and risk profile. Not a product pitch. A plan.

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 Finance PhD PursuingMFD Certified Insurance 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.
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.

Call +91 74051 08464 09runav@gmail.com
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.
Get in Touch

Let's talk
wealth.

Whether starting with your first ₹500 SIP or optimising a multi-crore portfolio, one conversation changes the trajectory.

📞
✉️
🪪
ARN
ARN-338247
🎓
Qualifications
BE · MBA · PhD (Pursuing)

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