About Us
We are a leading Premium Wealth Management firm that pioneered in Portfolio Management Service (PMS) in South Gujarat. Mehta Wealth was set up to cater to HNIs, keeping in mind that they require a different kind of Wealth Management. We still continue to be the only company to exclusively do so, offering bespoke solutions for clients, utilizing a comprehensive range of wealth management tools and resources backed by a culture of teamwork and excellence.
Mehta Fincon's Portfolio Management Service (PMS) is a professional- tailor made service intended to accomodate the investment objectives of different class of investors. The Investment solutions provided by us cater to a niche segment of clients- Individuals or Institutions with high net worth. In simple words, through our portfolio management service, investments will be managed professionally to create optimum wealth for our investors.
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 or accredited, high-net-worth individuals because of the complex nature and limited regulations of the investments. Alternative investments include private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts.
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. Institutional and retail investors provide the capital for private equity, and the capital can be utilized to fund new technology, make acquisitions, expand working capital, and to bolster and solidify a balance sheet.
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. We, at Mehta Fincon 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.
We additionally understand your needs for global funds based on factors such as International exposure, education or travel. Additionally, in case of depreciation in the value of Rupees for any preceding education of your children abroad, we play a major role in hedging your investments with dollar denominated returns. In sum, our superior knowledge of global markets and International investment partnerships helps in bringing together the right solutions to manage and grow your portfolio across the life cycle.
Our Solutions
Our Clients
We are a leading Premium Wealth Management firm that pioneered in Portfolio Management Service (PMS) in South Gujarat. Mehta Wealth was set up to cater to HNIs, keeping in mind that they require a different kind of Wealth Management. We still continue to be the only company to exclusively do so, offering bespoke solutions for clients, utilizing a comprehensive range of wealth management tools and resources backed by a culture of teamwork and excellence.
I started my investment with Mehta Wealth in the Starting of April 2022 and handed by funds for PMS in July 2022. I am very happy with kind of services they provide regarding my investments and time to time updates of the portfolio. New market trends and start up investment options are also being briefed time to time. So very happy with Mehta Wealth in managing.
Owner, Lavangwala Industries
With detailed investment plans, exploration of wide suitable options and coming to best appropriate selection is what Mehta Wealth does. Investment suggested by them has given us a significant growth.
Former MLA, Navsari
Through their PMS Service and detailed analysis of diversified investments along with latest technology, they helped me rebuilt my portfolio into an organised one.
Owner, SHE Jewels
I met Mehta Wealth Directors in 2019. I had shares of Bajaj Finance, TCS, and HDFC in my portfolio. He advised me to sell out the old portfolio and since then I started investing in a new one after acting on his advice the returns are really great. Directors are very helpful and cooperative and treat every client like a priority.
Owner Navrang, Icecream
