Services

OUR SOLUTIONS

Global Investment

Going global is always good for your business and investment strategy! Yes, that’s right! Investing in the Global market enables you to benefit from the international markets and enjoy better returns. Invest in Equities, ETFs, and Fixed Incomes with Mehta Wealth! Whether you want to build your wealth or plan on relocating to another country, Mehta Wealth can help you set up a financial system to support your decision and create a reliable future for your family.

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OUR PHILOSOPHY

Help you grow beyond boundaries!

Dream of expanding your business or settling your future abroad? Mehta Wealth is here to help you achieve your dream with global investment! We can assist you with personalized and data-backed strategies to get the best returns from foreign markets.

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Our team of advisors and experts has the latest insights and industry expertise to help you find high-return markets compared to domestic ones.

There is no guessing game when it comes to your money and wealth building. We make each decision and strategy based on consistent tracking and analysis.
You are the centre of all our strategies. So, whether you want to invest in commodities, equity, or real estate, we back you up with customized plans.
Income optimization
Current cash flow needs
Customized asset allocation
Necessary insurance protection
Preparing For Your Future

Insights of domestic & global markets!

Mehta Wealth is here to help you grow by providing insights into the global and local markets to diversify your investments and build your dream life! Learn about investments, markets, and more from industry experts!
Our Process

Why Global Investment Is Vital For Your Wealth?

01

Currency diversification

With global investment, you are diversifying your portfolio and currencies. Your global investment can help you gain value even if the domestic currency takes a hit.
02

Investment protection

By diversifying your portfolio in a global market, you can balance your investment and stabilize your portfolio if there is a hiccup in the local political or geopolitical environment.
03

Global growth opportunity

Tap into the global growth opportunities with personalized strategies and advice that our team will create based on your vision, values, and expected returns.

04

Higher returns

If you want better returns in the long term, global investment is a must for you. With global investment, you can leverage diverse markets to increase the value of your wealth.
Free Consultation
Testimonials

Our Clients

Trust is gained over time, and in our decades of experience, we have been able to do so with our excellent performance and consistent communication. Don’t blindly trust our words. Check out what our clients have to say about us!

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4.5
Google reviews
“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.”
Karmeshbhai Lavangwala
Owner, Lavangwala Industries

“Through their PMS Service and detailed analysis of diversified investments along with latest technology, they helped me rebuilt my portfolio into an organised one.”

 
Pravinbahi Nanavati
Owner, SHE Jewels

“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.”

 
Piyushbhai Desai
Former MLA, Navsari

“I visit here often, and the youth’s participation and interest make the event more energetic and insightful. This youth makes the investment community stronger.“

 
Atul Suri
CEO, Marathon Trends

“Mehta Wealth is doing amazing work. I love how the Global Investor Conference is offering an open-ended discussion with time for deliberation. The steady flow of participants asking the right questions also makes this event better.“

 
Aashish Sommaiyaa
ED & CEO, Whiteoak Capital AMC

“Mehta Wealth is doing a great job in offering relevant insights based on recent situations, like the US tariffs and on our border. People will get detailed insights on how to create short-term investment strategies.“

 
Ajay Shah
Director, Badshah Masala

“Mehta Wealth is the best place for people in Surat, especially in the industrial area, to gain insights into the market. You can learn when you enter and exit the market and which sectors to invest in.“

 
Ashok Mehta
Owner, Suchi Semicon

“Mehta Wealth provides great insights for investment, especially for long-term investment. They are doing a great job in this sector! “

 
Himanshu Zota
Managing Director, Zota Healthcare

“Mehta Wealth is the right platform to entrust your money to the right people for investment. They are also providing guidance to help the investors invest their money to grow.“

 
Vijay Mevawala
President, SGCCI

“Mehta Wealth has set a benchmark in this industry by taking investment to another level. They have created an ecosystem in the industry. “

 
Nirav Mandlewala
Hon. Secretary, SGCCI

“Mehta Wealth is levelling up every day and improving the quality of the events they organize. It’s great that they are inviting speakers based on the current trends in the market to make the event more insightful for the attendees.“

 
Aasish Gujarati
Past president, SGCCI