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CA Premal K Desai
Leadership - Private Wealth
CA Premal K Desai is the Managing Director at Neo Wealth and Asset Management, based in Mumbai, India. He has a robust background in private wealth management and banking, with over 15 years of experience in leadership roles within the financial services sector.
Professional Experience
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Managing Director at Neo Wealth and Asset Management since January 2024, focusing on private wealth management.
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Chief Executive Officer at Torus Private Wealth for a brief period from September 2023 to January 2024, where he oversaw private wealth and family office services.
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Zonal Head at IDFC FIRST Bank, serving in various capacities from August 2021 to September 2023, where he managed private banking operations across different zones.
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He has held multiple significant positions at Kotak Mahindra Bank, including Senior Vice President - Regional Head for West Private Banking and Vice President roles focusing on priority banking and branch management.
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Earlier in his career, Desai worked at Citibank in various roles related to wealth management and investment advisory, catering to high-net-worth individuals.
Education
Desai holds a Bachelor of Commerce degree and is a qualified Chartered Accountant, which underpins his expertise in financial management and advisory services.
Skills and Expertise
His extensive experience encompasses leadership in private wealth management, investment advisory, and banking operations, making him a prominent figure in the financial services industry in India.1
