Bhavika Desai
Financial Planner

About Me

I am an avid traveller and bit of an adventure seeker. I love travelling and experiencing what the world has to offer. I really enjoy exploring a country off the beaten track and I believe it’s the only real way to experience the culture, traditions and cuisine of a country. Travelling has given me some amazing memories, which have moulded me as a person. Some of my most memorable are; elephant trekking in North Thailand, bamboo rafting down rivers, snorkelling with sharks and spending an afternoon in an orphanage in Cambodia. Having previously worked for a travel company, my bucket list is long but I’m working my way through it! Apart from travelling, I enjoy a good book, particularly economics and cultural classics.

My Work History & Experience

I have worked in financial services for over 12 years, 8 of which as a financial adviser. I hold both the Chartered and Certified Financial Planner designations and I was one of the youngest people in the country to achieve Chartered Financial Planner status.

My Time at Index Wealth Management

I joined Index in February 2015. My core philosophy around finances is that money is a means to providing financial security, for you and your loved ones. This fits in perfectly with the ethos at Index. I love what I do and I take great satisfaction in helping my clients meet their goals. On a professional level, I’m now involved in the progression of our industry. I’m a board member of the CII (Chartered Insurance Institute) diversity action group, and branch secretary for STEP (Society of Trust and Estate Planners) East Midlands.

What I Can Do For You

  • Simplify your life, giving you more time to spend on the things you value.
  • Help you understand what money means to you.
  • Dramatically change the way you think about investing and how financial markets work, enabling you to make smart decisions about your money.
  • Meet you with regularly to make sure you are on target to meet your financial goals.

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered