Mehta Wealth Ltd

“If You take care of your employees, they will take care of your clients,” -states Mr.Krunal Mehta. Well !! Gujarat is popularly known as the CITY OF DIAMONDS. It is also famous for its different business firms. People all over India state that “Gujaratis are born to be businessmen”. Since many of the famous businessmen belong to Gujarat.

BACK & FORTH OF MEHTA WEALTH

Mehta Wealth Ltd is a leading Premium Wealth Management company conceptualized in 2005. Since then the core lies in taking investors through professional routes of investment through tailored Wealth Management Solutions.Mr. Mehta has pioneered in organizing Gujarat’s Largest HNI Investors Conference, which has become synonymous with execution and high-value results in the Wealth Management Industry. The company got an operational niche and shifted into premium solutions.

BACKBONE OF THE COMPANY

11 years back, Mr. Krunal joined Mehta Wealth Ltd as a Managing Director. In addition to his responsibilities at Mehta Wealth, he is also an active member & past president of the Rotary Club (Surat West), a Committee member of the Southern Gujarat Chamber of Commerce and Industry – Signature Club & a dynamic member of CII – Confederation of Indian Industry.Mr.Krunal started his career by working in a Diamond Company. He worked there for five years. Slowly and gradually, he realized that he has skills where he wants things to be automated and streamlined and he does not want to keep his knowledge only to himself. And that became the turning point of his life.In the five years of his journey in the corporate world, Krunal was the only youngest person in his company handling five departments altogether.

VISION AND MISSION

• Vision

” Most Promising Wealth Management Company ” Their vision lies in the enhancement of our clients where they are determined to become the most promising wealth management company in India by upholding the highest standards of conduct and services in all their dealings.

• Mission

They have the ambition to succeed by Delivering quality in whatever they do. It is their mission to elevate our client’s wealth by giving them the finest wealth management solutions and associating them with the finest asset management companies/fund managers in the industry

TAG LINE OF MEHTA WEALTH

“At Mehta Wealth Ltd we don’t close sales, we build Relationships”

THE SPECTACULARITY

Mehta Wealth Ltd primarily offers a tailor-made portfolio management service to attain the investment goals of various classes of investors. The investment solutions provided by the company expand to a niche segment of clients with high net worth and a huge reputation in the realm.

CONFRONTATION FACED BY THE COMPANY

We are living in a digital world, the team started following to accomplish the mission and converted everything digitally. They do not use pen and paper except for certain customer papers. They are a completely cloud-based company, they work on CRM, not excel, word. They even do not keep any cash. They have also developed a basic chatbot for clients and a mobile app.

ACHIEVEMENTS & ACCOMPLISHMENTS

• The Top 20 Wonderful Workplaces to shape your Career by The CEO Story
• The Most trusted financial consultants to watch in 2023 by the business fame
• Recognized as the 10 Most Promising Consultants of India in 2020 by Silicon India Magazine
• Company of the Year – 2021 By Business Connect Magazine
• Top 10 Trend Forecasters Giants in India By The CEO Story
• Top 101 Influential Leaders of the BESI Congress
• CEO Of the Year By Business Connect
• MOST ADMIRED BFSI LEADERS by Word BFSI Congress and Awards
• MFRT Samman Award

LEADERSHIP QUALITIES

Mr. Mehta is a great leader- he is a person who does not tell others but does himself. He believes in setting examples. Secondly, he holds great convincing skills, is fearless, and is not biased in nature. His work style is very perfect. Sometimes, other team members and colleagues find it difficult to work with him because he is very particular about things. He is kind of a perfectionist.