WEALTH MANAGEMENT

PORTFOLIO ADVISORS

Mehta Group along with Girik Capital, a SEBI registered portfolio manager providing discretionary, non-discretionary and advisory services based in Mumbai. The PMS has 15 years of cumulative investment management experience of the core team and Rs 200+ Crore assets under management.

It has an excellent track record as Investment Advisors. Its strong research base helps it identify stocks at an early level. Its excellent insight into corporate and the fact that it can do trading by itself works to its advantage. Its portfolio services cater to a wide spectrum of portfolio sizes including very small fund sizes of individual investors.

Click here to view PMS


MUTUAL FUND

At Mehta Wealth Management and Distribution Service, we advise our clients to pick best mutual fund using our detailed research methodology that benefits our clients by investing in Quality funds with Growth Potential and Longevity advantage at a reasonable price.

Click here to view MUTUAL FUND SCHEME

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.


BONDS

Bonds are Fixed income products, are popular with risk averse investors as they provide safety of capital with returns in the form of fixed periodic payments and the eventual return of principal at maturity.

At Mehta with our dedicated research and advisory desk, we help our customer with customized recommendations based on their need.


IPO’S

An initial public offering (IPO) is the first time that the stock of a private company is offered to the public. At Mehta Equities, we provide our clients with detailed research report of the upcoming IPO that helps the investors to take decision and provide them with hassle free process for processing their IPO application.