Wealth management is a branch of finances that helps people with affluent management of their investments. Wealth management companies discuss with their clients their needs and goals about the investments and financial needs. These services can be tailored to the specific needs of the client. Wealth Management helps people manage their finances swiftly, and opens up new investment opportunities to them, thus expanding the horizon.
Helping people manage their wealth efficiently and embark on the journey of learned investments is Mehta Wealth formerly known as Mehta Fincon Services Ltd, a company that is committed to empowering the wealth of people.
The Company-
“We don’t close sales, we open relationships! We are a brand who have the authenticity, trust and integrity in its roots.”
Mehta Wealth Services is a seasoned wealth management company located in Surat, Gujrat. Their services cater to the HNIs and the Ultra HNIs and have a diverse client base of the domestic, NRI and institutional clients.
The company started out as a financial planning firm, where they helped people make informed decisions about their finances and investments. As their expertise in the field grew, they shifted to specializing in providing services to the HNIs. Today the company has earned a well reputation for handling the HNIs.
The wealth management sector is quite volatile, what with a significant number of players playing. It has become exceedingly challenging to provide tailored services to the clients with the increasing number of HNIs outside tier 1 cities. But with technology playing a major role in the service sector, the clients are looking for services that are on time, comprehensive and backed by appropriate technology.
Founded in the year 2005, Mehta Wealth is a company that is contributing to the Wealth Management Sector. The company provides a range of services that are backed by user-friendly technology and a team that is driven by excellence, dedication and professionalism.
The company has been organizing GLOBAL INVESTOR CONFERENCE annually since 2017 and the INDIA INVESTORS SUMMIT since 2019 exclusively for the HNIs and Ultra HNIs. Both of these conferences are addressed by Veterans from Policy Makers to Industry Leaders and are participated not only by the Domestic but also global NRI Investors. Mehta Wealth is the first company in India to organize these conferences and give people a new perspective from the experts’ point of view.
While the pandemic has affected many industries in many different ways, the Mehta Wealth team has taken advantage of the situation. They have become much more proactive and reactive. They have been working more efficiently since the pandemic has had the outbreak. Thanks to the technology, it has helped the team to reach their clients and prospects which would not have been possible physically. With the clients’ faith and trust in their services, not much has changed.
We believe in being Unique because being unique makes us the “Only One”
Among a wide portfolio of services, Mehta Wealth is a company that pioneers in Portfolio Management Services.
Vision
“Our vision lies in the enhancement of our clients where we are determined to become the Most Promising Wealth Management Company in India by upholding the highest standards of conducts and services in all our dealings.”
Mission
“Our mission lies in empowering the wealth of people. To fulfill our mission we elevate our client’s wealth by giving them finest wealth management solutions and associating them with the finest Asset Management Companies / Fund Managers of Industry.”
The Products and Services-
Mehta Wealth’s tailored services have helped them gain a diverse clientele. Their services include-
Portfolio Management Services-
Mehta Wealth‘s Portfolio Management Service (PMS) is a professional- tailor made service intended to accommodate the investment objectives of different class of investors. The Investment solutions provided by them cater to a niche segment of clients- Individuals or Institutions with high net worth
Alternative Investment Fund-
Every High Net Investor wants to have one part of their asset allocation to be Alternative Investment Fund for it is an asset that is not one of the conventional investment types, of which are held by institutional investors.
Private Equity
Private equity consists of investing in an unlisted company at different stages of their development, in order to support their growth, create value, and then ultimately, resell them with the goal of obtaining a significant capital gain.
Global Funds-
Mehta Wealth supports your local Indian investments as well as guides you to make international investments hence providing additional opportunities and yet diversifying your risks.
Additionally, they pay attention to your needs for global funds based on factors such as International exposure, education or travel.
Real Estate Fund
Private real estate offerings come in a variety of strategies, goals, and structures and a private investor must become good at understanding and assessing the specifics of each offering to be effective. At Mehta Wealth, the team can help you to start considering how this type of investment might fit in your portfolio, and the key areas to consider as you are evaluating new opportunities.
Key Points that signifies the company-
- The company specializes and focuses majorly on the HNIs and Ultra HNIs.
- The Mehta Wealth team is a pioneer in Portfolio Management Services in South Gujarat.
- The Company stands unique in organizing bringing together various policy makers and industry veterans on the same platform meeting the investors.
- With the advancement of technology, the company has moved forward with 100% digital implementation. They make the best use of technology for clients as well as the team like Mobile App, Chatbot, CRM, etc.
- The team does not stick to the traditional norms of a 9 to 6 work system. Their work system is flexible and the employees are required to work only 40 hours a week; which can be accomplished during any time and any day of the week.
- The company also provides its employees with a permanent remote work option.
- The company is likewise trendsetter of our industry as various companies have followed their work style as well as have always appreciated their work and setup.
About the Work Culture-
The company has a flexible but system oriented work culture where everyone is responsible for their role. The team believes in giving their employees a work-life balance. They follow the concept of “40 hours work week” where the employees don’t need to follow the typical 9 hours a day work system and come to office as per their convenience and fulfill the 40 hours of the week any day.
“We follow the motto of PPP – People , Planet and Profit ideology.”
Though it is a family owned business, the system is managed very much professionally.
About the leadership style of Key Officials
Key Leaders in the company believe in Delegation of Work and always give the team new opportunities to explore their skills and capabilities. They are constant motivators and up lifters. They believe in Ethics, Transparency and Values. Learning is something they always put on priority for self as well as team.
Mr. Keyur Mehta- (Chairman & CIO)
With a career spanning more than 24 years in the field of financial services, Mr. Keyur Mehta with his unwavering dedication, traversed from a miniscule infrastructure of 150 square feet to a sprawling 3600 square feet of corporate and IT driven wealth management space with 15 professionals. His amassed leadership skills way back since his primary education and now to having established himself as the chairman and CIO of Mehta Wealth formerly known as Mehta Fincon Services Ltd, a company that has pioneered in Portfolio Management Services (PMS) for High Net Investors in South Gujarat.
Mr. Krunal Mehta- (MD & CEO)
Mr. Krunal Mehta is dedicated to help customers and loves to help clients find the right strategy to develop their business. Mr. Krunal Mehta’s presentations were extraordinary in every regard! His background and experiences are significant, and his willingness to enlighten others commendable!
Mr. Krunal Mehta is an authentic speaker and teacher. He inspires the next generation of leaders enrolled in the Centre for Higher Ambition Leadership in a way that inspires everybody. A seasoned CEO, Mr. Krunal Mehta brings proven leadership knowledge and experience to the business challenges facing participants.
Kinjal Mehta- (Director and COO)
Mrs. Kinjal Mehta, a business trailblazer is the primary interface between the business and its operations at Mehta Wealth to provide advice on people matters. She is a firm leader who is responsible for ensuring effective delivery of the firm’s engagement agenda. With countless milestones behind the success of Mehta Wealth, Mrs Kinjal Mehta is at the forefront of leadership prowess in the company. Her forte lies in escalating the efficiency of the business. Along with which she holds an unwavering position in the company and strategies the operational realms.
Under the leadership of experienced professionals and the array of services that they provide, Mehta Wealth is an established name for wealth management, and with constant research and innovations, they wish to provide their customers with better services that will benefit them.
