Discretionary Wealth Management


Out of Sight, Free of Worry.

Discretionary management means you don't have to be involved in each investment decision, but it doesn't have to mean you're unaware of what's happening in your portfolio.

We determine beforehand the exact criteria for any type of movement in your investments, so that we can be precise in our execution of your wealth strategy, and so that you can have clarity around when and why changes are made to your portfolio.

At Desai Wealth Management, we have:

  • Full licensing to provide discretionary wealth management
  • A formal process for reporting on and updating your portfolio
  • Set procedures and parameters for all discretionary investment decisions
  • Back-tested global ETF portfolios for efficient, low-cost investing