Cat II · Managed by Mehta Wealth
Think Wealth. Think Mehta Wealth.
Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.
Mehta Wealth is a Surat-based wealth management firm operating since 2005. It builds diversified portfolios around each client's goals, expected returns and risk tolerance, mainly for high-net-worth individuals. Its services include portfolio management, alternative investment funds, private equity, real estate and global investments.
Krunal Mehta
Founder & Group CEO
As Founder & Group CEO, Krunal Mehta brings a clear vision for the future and drives the company's growth with passion, purpose and a focus on turning opportunities into lasting success.
Kinjal Mehta
Co-Founder & Deputy Group CEO
As Co-Founder & Deputy Group CEO. Kinjal Mehta drives strategic growth and innovation. She combines vision, leadership and execution to create lasting success.
Akanksha Shah
MD & CEO
Equal parts strategy and sass, Akanksha turns challenges into opportunities and meetings into moments of inspiration-with a smile and sharp insight.
Jolly Shah
Director
Jolly is our global ambassador, expanding Mehta Wealth's reach one country at a time. Off duty, she's a sports lover with a winning spirit.
Harshil Shah
Co-Founder & CEO Mehta Realty
Harshil leads with bold ideas and clear focus. He balances growth and strategy, proving success is about doing it right.
Yashvi Shah
Head of Business Strategies & Operations
With sharp insight and initiative, Yashvi drives the seamless integration of technology and operations, overseeing IT infrastructure, optimizing business processes, and ensuring operational excellence across the organization.
Shikha Mehra
Vice President - Investment Banking
Sikha oversees and drives our investment banking operations, leading high-value financial deals, strategic partnerships, and ensuring the overall growth and performance of our investment portfolio.
Yashsvi Bhagwagar
Associate Vice President - Wealth Management
Yashsvi specializes in delivering tailored wealth management solutions, helping clients achieve their financial goals through strategic planning and investment guidance. She is committed to building long-term relationships and creating sustainable wealth for clients.
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Manan Sharma
Principal Wealth Manager
Manan is responsible for managing and growing our clients' financial portfolios by providing personalized investment strategies, risk assessment, and long-term wealth planning solutions.
Prachi Sattabhaya
Head - Founder's Office
Prachi serves as the strategic backbone of the founder's vision, managing critical operations, aligning cross-functional teams, and ensuring seamless execution of high-priority initiatives directly for the leadership.
Zeel Shah
Manager - Operations and Compliance
Zeel ensures the smooth functioning of day-to-day operations while maintaining regulatory compliance, implementing internal controls, and upholding the highest standards of governance across the organization.
See every PMS strategy and AIF from Mehta Wealth.