Cat II · Managed by Mehta Equities
To be a Trusted Financial Services Organization
Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.
Established in 1995 by Chartered Accountant CA Rakesh Mehta, Mehta Equities Limited is a diversified financial services organization serving over 100,000 clients across India. Over the years, the firm has evolved from a traditional broking house into a multifaceted financial institution offering Broking, Wealth Management, Portfolio Management Services (PMS), Investment Banking, NBFC services and Alternative Investment offerings. The organization embraces digital transformation while staying rooted in its core values of integrity, transparency and customer centricity.
Samridh Poddar
Fund managerMMFS PMS Fund Manager
BSc in Accounting and Finance, Indiana University Bloomington
14 years of experience in covering Midcaps and Small-caps in the Indian Capital Markets across sectors. Previous work experience: managed investments for Occulus Pte Ltd, a Japanese family office based out of Singapore, into capital markets in India, Indonesia, the US and Singapore. Research Analyst at Steinberg India Advisors (a $200mn AUM) covering midcaps in the Indian equities market. Worked under Mr Ashish Kacholia as an Analyst covering the Metals and Gas industry.
Rajat Mehta
Principal Officer & COO & President Wealth Management
Started the Wealth Management business of Mehta Equities Pvt Ltd. Instrumental in setting up PMS - MMFS. Instrumental in setting up an alternate advisory desk and family office advisory desk.
Ghanshyam Dadich
Director
Postgraduate (M Com), with more than 20 years of experience and associated with the group since inception. He is part of the operational team in the wealth management business.
Sharad Chandra Shukla
Director
Holds a MA in Economics from Delhi School of Economics and has more than 25 years of experience in Fundamental Equity Advisory and Wealth Management.
Mr. Murli Manohar Himmatramka
Head of Customer Care
Leads customer care operations ensuring client service excellence and grievance handling.
Mr. Prakash Joshi
Compliance Officer & Grievance Redressal Officer
Oversees compliance and grievance redressal functions ensuring adherence to regulatory requirements and investor protection standards.
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Ms. Heena Kadivar
Customer Care
Handles KYC assistance and customer service queries.
CA Mithun Jain
Chief Financial Officer (CFO)
CA
Lokesh Bangera
Chief Compliance Officer (CCO)
Vinay Tiwari
Sr VP - Wealth Distribution
Prashanth Tapse
Principal Officer & Sr VP - Research
Rahul Kalantri
VP - Commodity & Business Development
CA Rakesh Mehta
BoardDirector
CA
Established in 1995 by visionary Chartered Accountant Mr Rakeshh Mehta.
CA Prasant Bhansaali
BoardDesignated Director
CA
A qualified Chartered Accountant with over 15 years of experience in Corporate Finance and Wealth Management. He leads the team which advises corporates on fundraising, M&A and restructuring.
Manoj Maheshwari
BoardDesignated Director & COO
Holds a Master of Commerce (M.Com) degree from Ajmer University, Rajasthan and has more than 2 decades of experience in capital markets operations. Prior to Mehta Equities, he was associated with Stock Holding Corporation of India Limited.
Elad Even-Chen
BoardDirector
David Zruia
BoardDirector
Nir Zats
BoardDirector
Ofir Chudin
BoardDirector
See every PMS strategy and AIF from Mehta Equities.