About Me

A Few words

Uma Desai
-Wealth & Finance Expert Coach

I Am Your Wealth & Finance Expert and Coach !!

A POST GRADUATE ,DFM,DMS,CFGP from AAFP  .

Master Degree in Managment Studies From Mumbai University ,
Diploma in Financial Management  from Welingkar’s Institute of Management.IRDA & NSE’s Certification in Financial Markets (NCFM) AMFI-MF (Advisory) and now aspiring CFP.

Working Experience Of More That 15 Years In Finance Sector , Cost Accounts Department, Banking, Mutual Fund &Insurance.

Corporate Trainer Coach
(Passionate For Investment Awareness)
Empaneled With Reliance Mutual Fund & Many Corporates & Various Institutions.

Partner With Accurate Learning Training Academy & Accurate Learning By Harish And Uma A YouTube Channel With More Than 14k Subscriber And 55plus Videos. In Lockdown Time Also We Had Fast Monetization Of Our YouTube Channel)

When money realizes it is in good hands it wants to stay & multiply in those hands !
-idowo Koyenikan

Post graduate, DFM,DMS & CFGP

Owner - Breeze Home

Prop - Lakshmoney Financial Services

STRENGTH

Accept changes for betterment of overall performance of personal and professional goals.

INTEREST

Having dignity in life to work towards true worth & Excellence.

OBJECTIVE

Creating Fiancial awareness for everyone right from Childhood  for stability.

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