Mehta Equities

Wealth Management

Firm focus on CREATING . PROTECTING . GROWING Wealth

Our team of expert Wealth Managers help investors (individuals, corporates, family offices and institutions) invest in a wide variety of financial assets, example: Mutual Funds, AIFs (Alternate Investment Funds), PMS (Portfolio Management Services), etc.

Mutual Fund

Discover the exponential growth of the Indian Mutual Fund (MF) industry, witnessing a remarkable fivefold increase in Assets Under Management (AUM) from ₹18.90 trillion in November 2013 to ₹49.05 trillion in November 2023.

Alongside this surge, Systematic Investment Plan (SIP) investments are flourishing, with inflows soaring to Rs 1.66 lakh crore during the first 11 months of 2023. At Mehta Equities Ltd., we embrace this trend, recognizing SIPs' rising significance in the investment landscape. Sebi's recent decision to lower the ticket size to Rs 250 further amplifies the allure of SIPs, bolstering overall investment potential.

Embracing innovation, Mehta Equities Ltd. has devised a unique research methodology tailored for assessing mutual funds. Our approach involves meticulous evaluation and ranking of fund categories from the top ten Asset Management Companies (AMCs), considering AUM, a 10-year performance track record, and multi-year returns using quartile ranking. We prioritize consistently high-performing schemes, often overlooked by others, ensuring optimal returns for long-term investments.

Our dynamic ranking system offers a valuable resource for optimizing your fund portfolio, empowering you to capitalize on consistently high-performing investments for sustained profitability. Unlock your potential with our Mutual Fund Distribution service at Mehta Equities Ltd.

Mutual Fund

Cost Efficient

Reduction Of Tax
Liability

Lumpsum & SIP
investments

Easy To
Execute

Date	Subject	View
Mar 06, 2018	Msearch Mutual Fund Hybrid Schemes March 2018	View
Mar 06, 2018	Msearch Mutual Fund Debt Schemes March 2018	View
Mar 06, 2018	Msearch Mutual Fund Equity Schemes March 2018	View
Mar 06, 2018	Msearch Mutual Fund Portfolio March 2018	View
Feb 02, 2018	Msearch Mutual Fund Hybrid Schemes Feb 2018	View

AIF (Alternate Investment Fund)

An Alternative Investment Fund (AIF) represents a distinct investment category, deviating from traditional instruments. It operates as a privately pooled fund primarily attracting institutions and High Net Worth Individuals (HNIs) due to the SEBI stipulation of a minimum investment amount of Rs. 1 crore.

Types of AIFs in India:

Category 1

These funds invest in SMEs, start-ups, and new economically viable businesses with high growth potential. Venture Capital Funds, Angel Funds, Infrastructure Funds & Social Venture Funds fall under this category.

Category 2

Funds that are invested in equity securities and debt securities are included. Those funds not already under Categories 1 and 3 respectively are also included. Fund of Funds, Debt Funds & Private Equity funds fall under this category.

Category 3

Category 3 AIFs are those funds which give returns under a short period of time. These funds use complex and diverse trading strategies to achieve their goals. Hedge Funds and Private Investment in Public Equity Funds fall under this category.

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Sistema Asia Fund India Ventures (SAFIV)

A $120 million fund specializing in mid and growth stage investments (Series B and follow-on). The fund places a strong emphasis on creating value in technology-driven traditional and new-age businesses, with a primary focus on customer tech and enterprise tech.

PMS (Portfolio Management Services)

At Mehta Equities Ltd., our selective approach to Portfolio Management Services (PMS) involves collaborating with only three to four PMS schemes in which we have a high conviction in both the strategy and the leadership team. We carefully assess each client's needs and goals to provide them with an appropriate PMS scheme.

It's important to note that the minimum investment amount for PMS schemes is Rs 50 lakhs (As per SEBI). We ensure a tailored and strategic approach to meet the unique requirements of our clients. Our wealth experts strongly emphasize the inclusion of PMS in every investor's portfolio, given the widespread availability of this product in the market and the potential for outstanding returns demonstrated by certain players in the industry.

The PMS industry's impressive 26% compound annual growth rate from June FY19 to June FY24 highlights its resilience and attractiveness as a wealth creation tool. Its ability to provide tailored strategies makes it essential for investors looking to optimize returns and achieve long-term financial prosperity.

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PMS (Portfolio Management Services)

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Help Desk

Connect with us effortlessly to explore tailored financial solutions. Our dedicated team is here to address your inquiries and guide you towards financial success.

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SEBI Registration Numbers

Mehta Equities Limited: NSE, BSE, MSEI, MCX, NCDEX, ICEX- INZ000175334 | Depository Participant: IN-DP-CDSL-35-99 | Research Analyst: INH000000552 | PMS: INP000005971 | Mutual Fund Distributor: ARN: 26010

The Stock Exchange, Mumbai is not in any manner answerable, responsible or liable to any person or persons for any acts of omission or commission, errors, mistakes and/or violation, actual or perceived, by us or our partners, agents, associates etc., of any of the Rules, Regulations, Bye-laws of the Stock Exchange, Mumbai, SEBI Act or any other laws in force from time to time. The Stock Exchange, Mumbai is not answerable, responsible or liable for any information on this Website or for any services rendered by our employees, our servants, and us.

"Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day......................issued in the interest of investors."

Attention Investors

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.

Pay 20% upfront margin of the transaction value to trade in cash market segment.

Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 and BSE vide notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 dated August 31, 2020 and MCX Circular Ref .No. MCX/ISD/625/2021 dated 29th September 2021 and other guidelines issued from time to time in this regard.”

SEBI Score portal / SMART ODR

Disclaimer

Online scams and frauds are on the rise. It is important that you protect your online credentials and ensure that you do not fall victim to online frauds. Please be aware that certain individuals might approach you, by falsely presenting themselves as our employees, affiliates agents or representatives. Under this false pretence, they might try to gain access to your personal information or to acquire money or other valuables from you by offering fixed or unreasonable returns, fictitious employment opportunities or by claiming that they are contacting you on our behalf. These Claims and offers are fraudulent and invaild and you are strongly advised to exercise great caution when you receive such an offer. Be very mindful of such scams. please note that under no circumstances shall Mehta Group be held liable or responsible for any claims, losses, damages, expenses or other inconvenience resulting from or in any way connected to the actions of these imposters. Please note that we do not ask for any payment for offering advice. Mehta Groups’s official website is www.mehtagroup.in and one can contact us on our boarding 022-61507100. Accordingly, we would ask you to immediately get in touch with us via email at compliance@mehtagroup.in upon receiving a suspicious offer or claim and additionally notify the police or other competent authority.

Note: Mehta Equities Ltd and Dowell Fiscal Services Pvt Ltd are part of the Mehta Group.

“The Stock Exchange, Mumbai is not in any manner answerable, responsible or liable to any person or persons for any acts of omission or commission, errors, mistakes and/or violation, actual or perceived, by us or our partners, agents, associates etc., of any of the Rules, Regulations, Bye-laws of the Stock Exchange, Mumbai, SEBI Act or any other laws in force from time to time. The Stock Exchange, Mumbai is not answerable, responsible or liable for any information on this Website or for any services rendered by our employees, our servants, and us. ”

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+91-22-61507146

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