A wise man is not someone who knows how to make money, he is someone who knows how to manage it and make more money out of it

An ardent believer of the same, I trust in the power of an accurate advice. Rightfully so, Wealth Management is an art that you master with correct guidance and expert assistance. Having 14 years of experience in this field, wealth management comes to me as an inherent aptitude. My father, Mr. Rajesh Mehra, a charted accountant and company secretary has been in the same industry for the past 38 years now.

What started for me as an academic interest with an M.Com MBA and a CFP degree has now transformed into my passion. An aficionado of wealth management, I like to share my knowledge in the form of teaching. I’m currently associated with Mumbai University as a teaching faculty and in my past too, I have taught at some esteemed colleges and institutes like Mithibai, Dhanukar, NM, MMK. Along with this, I also hold degrees that make me a qualified consultant for Insurance and mutual funds investment. As an active member of NSE and BSE, I understand the significance of being updated with the present day market scenario.

All these years of my experience, knowledge and expertise have helped me build my strong clientèle not only in India but also overseas. Today, I have an array of clients in UAE, Japan, U.S, UK, Thailand, Indonesia, Singapore, Hong Kong.

Together with my father, we run a successful business where we provide consultancy services for mutual funds, insurance, direct equity, financial planning etc. Currently, with our online platforms, we strive each day to provide our customers a sense of care freeness and convenience with their finances.