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About Us

We are an extremely experienced and competent team of professional having combined experience of more than 200+ Man years.

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Dipak Desai

Founder

Dipak Desai is having nearly 38 years of experience in financial market and closely supervising company business and provides regular strategic guidance to the team member. With his brilliant academic track record and a deep understanding of capital market he helped to lay the solid foundation of Akta Wealth with well
defined philosophies and core values.

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Ajay Shah

Founder

Ajay Shah is B.Com, LL.B. Advocate - Respected and widely known in this industry for his in-depth knowledge. Practicing as a Senior Tax Consultant on Direct and Indirect Tax Matters having 25 Years of Varied and rich exposure on various taxation matters related to Industries. He is providing advisory to many large corporate and Multinational companies & Director in many companies as promoter and as an independent director. He is specialized advisor for growing business from small to
medium and large organization and carried out many mergers and acquisitions smoothly and successfully.

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Gautam Desai

Co-Owner & Managing Partner

Gautam Desai is having 14 years of experience in financial field and since 2005 he took Akta Wealth Management to reach new zeniths. His Mantra always is inspired & work towards success in order to create a win-win situation where the clients are always satisfied. With his deep knowledge and insight he is an NRI investments solution provider and possesses a strong expertise in NRI business and manages overseas clients of Dubai, Canada, USA, UK & Australia.

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Kaushik Patel

Co-Owner & Partner

Kaushik Patel is having over 16 years of work experience in financial market and having strong hold on various financial product baskets. With his strong vision and deep product knowledge he work closely with HNI’s and large corporate and provide special value addition. He is having extensive multi-asset class investment experience and work on strong principal of asset allocation. Some of his previous stints include working with Max New York & Aditya Birla. He believes in sharpening knowledge to provide better advisory, he is pursuing RIA for widening his experience.

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Jayesh Sheth

Co-Owner & Partner

Jayesh Sheth is an Post Graduate in Management from International Institute of Advanced Marketing, Mumbai with over all experience of 18 years having core competency in the areas of Wealth Management, Portfolio Management, Mutual Funds, Structured Products, Investment Advisory, Financial Planning and Insurance. In his career, he has worked with business giants like HDFC, Citi & Kotak in various leadership roles. He is specializes in Finance, Marketing, Acquisition & Strategy planning.

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Prashant Naik

Co-Owner & Partner

Prashant Naik is a science graduate and having 22 years of experience in Banking and Financial services. His last assignment was Regional Head with IndusInd Bank for Rural Region, Gujarat. He is having expertise in retail banking, liabilities and Assets and Wealth management. Having served in senior and leadership role, Prashant demonstrate strong and competency to quality for recruiting and training manpower and resources.

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Romit Barat

Co-Owner & Partner

Romit Barat is a product professional having core competency in the areas of Portfolio Management Services, Mutual Funds, Structured Products, Investment Advisory, Wealth Management, Private Banking, Financial Planning and Insurance. Romit has earlier worked with blue-chip organisations like Kotak, ICICI Prudential AMC, Motilal Oswal and others in various leadership roles. Romit is also a voracious reader and his flair for writing is deep rooted in his noteworthy insight on market behaviors that otherwise go unnoticed. 

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