An Epitome Of Modern Wealth Management Solutions

The Indian Wealth Management segment has shown an astronomical growth given the economic prospects, progressive demography and the rising income opportunities. With time and tide, India has witnessed a significant rise in HNIs (High Networth Individuals). Their aggregated wealth, which is no less than $ 12.6 Trillion makes India on the TOP 10 Countries with the highest private wealth. As per reports of several survey and research bodies, only 8% of the total population represents 45% of the total wealth, only 20% of affluent individuals seeks the advice of Wealth Managers.

Nonetheless, the numbers are growing and many HNIs, UHNIs, are seeking advice on Investments, Asset Management, Private equity and much more. More than 50% of the HNIs in India are below the age of 60, which further incites the need for sophisticated wealth managers, as many of them lack the expertise and time. This growing need calls out the name of Mehta Fincon Services Ltd. A seasoned Wealth Management Company located in Surat, Gujrat, Mehta Fincon caters its services to HNIs & Ultra HNIs with a diverse client base of domestic, NRI and institutional clients.

A WELL-DEFINED WEALTH MANAGER

Wealth management is a volatile sphere, having a significant number of players. Contrarily the increasing number of HNIs outside of tier 1 cities makes it challenging to provide tailored services. Technology is the driving force of every business, and people seek solutions that are on time, comprehensive and tech-oriented. Mehta Fincon’s foundation lies in solving these challenges. Its tailored solutions with wealth management tools and resources address client’s concerns on Portfolio Management (PMS), Alternative Investment Fund (AIF), Private Equity, Global Investment Fund and more.

Mehta Fincon was found in 2005 to contribute to the growth of Wealth Management and be an unorthodox venture. Keeping this in mind, Mehta Fincon has gauged a promising journey, providing bespoke solutions backed by user-friendly technology and culture of teamwork and excellence. Among all the services, Mehta Fincon is a Pioneer in Portfolio Management Services in South Gujarat. But how does their PMS makes them significant? Mehta Fincon’s Tailored solutions address investment challenges for a diverse clientele. Clients receive sustainable performance guarantee that is monitored, by an in-house team who also keeps accord with risk factors. Clients also receive timely reports on their performance and other investment matters, keeping them updated on the know-hows. The end-toend process ensures transparency between the two bodies. The Company also provides a Moblie app to clients where they can get detailed reports of investment and performance.

NAVIGATED BY A TRIO OF SEASONED LEADERS

Mehta Fincon has journeyed for 15 years in the Industry under the aegis of Mr Keyur Mehta (Chairman & CIO), Mr Krunal Mehta (MD & CEO) and Mrs Kinjal Mehta (Director & COO). The trio is well-defined with changing dimensions of the finance and business segment and manoeuvred Mehta Fincon through challenges and now the Company is a Conglomerate having joint ventures with international players.

An excerpt of the trio is shown below:

1. Keyur Mehta: Keyur has more than 2 decades of expertise in the finance sphere, with adroit skills in understanding markets and investor behaviours. His strong experience combined, with his analytical skills, make him a dynamic leader and the driving force of the Company. Along with optimizing Company’s revenue, Keyur contributes to the growth of many companies. As a part of his socio-economic approach, he has helped many schools, colleges/institutions and hospitals to gauge their business, benefiting the society at large. Not only this, Keyur has sponsored myriad sports, cultural and social events for Companies. His efforts towards the business fraternity have been conferred, with several accreditations and awards.
2. Krunal Mehta: Krunal’s leadership is a blend of youth, enthusiasm and ambition that helps the Company stay with the changing dynamics. He specializes in venture creation & execution and ensures the business is moulded to its core vision. Krunal has earned an MBA from CSM Institute, IGS of Canada, and played prominent roles in growing several small, medium and large business in events, e-commerce, B2B, not-for-profit and government organizations. Krunal also has a good footing in mentoring next-generation leaders and is a prudent speaker too. Along with Mehta Fincon, Krunal is a treasurer at the Rotary Club (Surat west), Independent Financial advisor to FIFA and is a member of the Chamber of Commerce.
3. Kinjal Mehta: Kinjal is a passionate leader, having a meticulous approach towards, whatever she does. She has done Masters in Accounting and Finance and foresees to contribute her expertise to all aspects of business and life. Kinjal is a very lively person who believes in investing time and utilize opportunities in her surrounding. Along with business, Kinjal is associated, with societal development too.