Unlock financial freedom with Mehta Prime Wealth's expert investment guidance.

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LOCAL PRESENCE,
GLOBAL EXPERTISE

Mehta Prime Wealth, a team of proficient portfolio managers & researchers, pioneers bespoke Portfolio Management Services in South Gujarat.

About Us

Your Journey to
Financial Freedom

At Mehta Prime Wealth, we understand that you’ve dedicated countless moments to building your wealth. Now, it’s time to entrust it to the experts. Our mission is to guide you towards financial success and ensure your money works for you. With tailored investment strategies and years of trust and expertise, we’re your ultimate partner in optimizing wealth management.

What makes us unique

We utilize a repeatable and thorough process to help our clients achieve their goals and objectives. Our 8 step wealth management process has allowed us to provide effective planning for our clients, identify the issues and work to resolve them.

Our Achivements

We utilize a repeatable and thorough process.

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Years of Experience

0 Million$

Assets Managed Across 250+ Families Globally

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Experienced Professionals

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Years of Combined Experience Across The Team

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Portfolio Managers

What makes us unique

Company Services

We Provide the Most Exclusive
Services to HNIs

Portfolio Management Services (PMS)

Bespoke fund-management services by licensed professionals

Alternate Investment Fund (AIF)

Stabilize your portfolio with great investment choices

Real Estate Investment

Professional asset management to help your portfolio grow

Private Equity

Boost and restructure your brand financially with private equity

Global Investments

Choose global-based investment options for your portfolio

Startup Investment

Step into the world of entrepreneurship with the right investment

Fixed Income Investment

Preserve your capital and income the right way

What We Do

Why Choose Mehta Prime Wealth

Let Mehta Prime Wealth be your ultimate partner in optimum wealth management. Choose us because:

Meet Our Advisors

A Team of
Futuristic Experts

It has been a great journey with Mehta Prime Wealth. Many more years to come.

Shalini Batra

What fun it is to serve HNI’s with our bespoke services. Totally love my job.

Anjali Agnihotri

Providing the best services has been a habit for us now.

Sneha Mehta

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