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Jay Desai

Jay Desai

Certified Financial Planner — Founder & CEO at Wealthkare

jaydesai
Ahmedabad, Gujarat, India
Joined November 2025
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Network

1.7K connections

Summary

Entrepreneurial financial planner: Jay founded Wealthkare and positions himself as a CFP-led independent advisor focused on wealth management, mutual funds distribution, insurance planning, equity advisory, PMS, tax and estate planning; he emphasizes client education and hands-on advisory to help families and retirees achieve financial freedom. wealthkare+1
Public educator and content creator: Jay regularly publishes financial-education content (LinkedIn articles, YouTube videos, Instagram reels) and runs Investment Awareness Programs and workshops for corporates and associations, demonstrating a strong emphasis on public financial literacy. youtube+1
Local business networker and community speaker: Active in local business networks (BNI Ahmedabad) and invited speaker at forums such as GCCI on MSME topics, indicating strong local ties in Ahmedabad and focus on MSME/entrepreneur audiences. bni-ahmedabad+1
Uses formal full name in corporate filings: Public records and business directories list a full/legal form 'Jay Ajitkumar Desai' (DIN/LLP associations), while day-to-day public branding typically uses 'Jay Desai' — helpful to know for matching legal and public records. zaubacorp+1

Work

Education

Projects

Writing

Breaking Free: The New Definition of Retirement Through Financial Independence

April 1, 2023

LinkedIn Pulse article arguing that retirement is increasingly defined by financial independence rather than age, and outlining planning steps to achieve financial independence.

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Contribution to 'I Can Coach' Volume 7 — The Celestial Compass (profile/author contribution)

Listed as a contributor/author (Financial Freedom Coach, Wealth Kare) in the I Can Coach Volume 7 collection of coaching stories.

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Hobbies

Creates and shares educational videos and short-form content about personal finance and investing. youtube+1