We Operate with Unwavering Honesty & Integrity
Mehta Wealth creates customized financial plans to grow your wealth. Our research-based approach and highly skilled wealth managers & financial advisors help you diversify your investments and balance risk for steady growth. Investment plans are based on research and analysis to ensure that they match your vision and financial goals.
Fiduciary
Creating financial strategies with your best interest in mind for your long-term financial well being.
Diversity
Provide you access to multiple asset classes and investment options to grow and secure your wealth.
Tailored strategy
Creating a highly personalized investment plan that aligns with your risk capacity, financial goals &lifestyle.
Research-driven
Highly qualified advisors & managers analyzing trends to create research-driven financial strategy.
Here's How We Got Started
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
We Always Put Your Interests First
Vision
To become the top Wealth Management Company in India by creating wealth plans that align with personal needs, providing authentic financial services and managing wealth effectively.
You are at the center of all our strategies and financial advice. Mehta Wealth’s interest lies in your financial well being. Our tailored and research-backed investment strategies match your vision and lifestyle. All our strategies and advice are always in your best interest!
Mission
To help our clients grow their wealth by providing exceptional financial service, unbiased financial advice, maximizing their returns and creating a customized investment plan that aligns with their needs.
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
John Smith
2024 Diversity, Equity, and Inclusion Report
- 2025
