Certified Financial Planner by Profession.
Passionate towards creating full fledged goal based financial planning and Investment Advisory based on Client`s Goal, Risk Appetite, Time Horizon and Expectations using different Financial Products.
20/07/2025
A special one as we receive the Award for Excellence from two Veterans of the Industry - Sankaran Naren, CIO of ICICI Prudential AMC Ltd and Nimesh Shah CEO at ICICI Prudential AMC Ltd.
Grateful for the recognition and inspired to continue striving for excellence! 😇
25/05/2025
Nevil’s video Explaining Multi Asset Category of Mutual Fund selected in Divya Bhaskar's Personal Finance forum.
https://www.divyabhaskar.co.in/utility/news/nevil-desai-cfp-of-defcon-investment-services-talks-about-multi-asset-funds-134192561.html
The Fund has performed giving outstanding Outperfomance in recent Volatile Market because of its Dynamic management.
It can be ideal choice for investing Lumpsum & starting SWP for senior Citizens. 😇
ઇમ્પેક્ટ ફીચર: ‘ડિફકો ઇન્વેસ્ટમેન્ટ સર્વિસીઝ’ના નેવિલ દેસાઈ (CFP) મલ્ટીએસેટ ફંડ્સ વિશે વાત કરે છ લેખક વિશે - નેવિલ દેસાઇ વ્યવસાયે સર્ટિફાઇડ ફાઇનાન્શિયલ પ્લાનર છે. | લેખક વિશે - નેવિલ મહેતા વ્યવસાયે સર્ટિફાઇડ ફાઇ.....
10/04/2025
Had a wonderful Experience being part of the Residential Management Development Program (MDP) at .
It was a truly enriching experience—learning from esteemed faculty and engaging with industry peers brought valuable insights and fresh perspectives.
Grateful for the opportunity given by Aditya Birla Sun Life Mutual Fund (ABSLMF) and looking forward to applying these learnings ahead!
This Valentine’s Day, Gift a Financial Security & freedom to your loved ones…
SIP karo…
INVEST karo…
Financial Future Secure karo…💰
Our Video on ICICI Rural Opportunities Fund 🚜 selected in Zee News's Personal Finance forum and uploaded by them across all their Social Media Handles😇
Contact us to know and understand about the fund in detail👨🏫
Links for the respective Social media platforms are given below:
Zee News YouTube
https://youtu.be/GByc0nYHlNc?si=_NUcCQuN1iVhzpVm
Facebook
https://www.facebook.com/share/v/15pdeyYWte/
X
https://x.com/i/web/status/1876267625845792903
Instagram
https://www.instagram.com/p/DEfJORvyiA9/
Dream big, plan smart, achieve relentlessly. 🎯✨
Goals without a plan are just wishes; make yours unstoppable! 🚀📈
Are you prepared for your child’s higher education and child’smarriage when they turn 18 and 25 years???
Gift your child their dreams this Children’s Day and let them fly high.😇😎
Please note that we have done calculations on an assumptions basis @12% CAGR….
Hence returns are not guaranteed but you may land somewhere near to 12%( i.e. lesser or more than 12%)
Also the corpus required of 1Cr. Is also we have taken on assumption basis.
You may required lesser also more so plan accordingly…😎
Market correction is TEMPORARY,
But Growth is PERMANENT😎😇 📈
Concentrate on your Asset allocation, keep calm & stay invested 🤓
"Do you also invest based on specific financial goals?"😎
Did you know you were following the wrong habit?🤔
To know what is wrong please watch the video...
💰
How many of you feel that,
"Failing to plan is Planning to fail"???🤓
Financial planning involves managing your finances to achieve personal economic satisfaction.👩💻📝
Secure your future with smart financial planning today.😇