Wealth Management
Firm focus on CREATING . PROTECTING . GROWING Wealth
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
Why Mutual Fund?
Cost Efficient
Reduction Of Tax
Liability
Lumpsum & SIP
investments
Easy To
Execute
Our Top Picks
| Date | Subject | View |
|---|---|---|
| Feb 02, 2022 | Mutual Fund Hybrid Schemes January 2023 | View |
| Feb 02, 2022 | Mutual Fund Debt Schemes January 2023 | View |
| Dec 22, 2022 | Mutual Fund Equity Schemes January 2023 | View |
| Oct 01, 2022 | Mutual Fund Debt Schemes September 2022 | View |
| Oct 01, 2022 | Mutual Fund Equity Schemes September 2022 | View |
AIF (Alternate Investment Fund)
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:
Our Collaboration
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.
PMS (Portfolio Management Services)
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