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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.
Our Services
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About Us

Portfolio Management Service Provider

We pioneered distribution of Portfolio Management Service (PMS) in South Gujarat. Mehta Prime Wealth was set up to cater to HNI’s, keeping in mind that they require a different kind of Product Offerings. We still continue to be the only company to exclusively do so, offering bespoke solutions for clients. Utilizing a comprehensive range of Product Offerings tools and resources backed by a culture of teamwork and excellence.

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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.

Let Mehta Prime Wealth be your ultimate partner!

Come associate with Mehta Prime Wealth today and take a significant step towards building your successful investment portfolio.
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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

Our Achivements

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.

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Years of Expertise
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Asset Under Management
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Awards & Recognition
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Experienced Fund Managers
What We Do

Why Choose Mehta Prime Wealth

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

  • We are a research-oriented professional company
  • Understand the needs of individual investors
  • Could help you grow right
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Company Skills

We Are Experts
In Wealth Creation

Mehta Prime Wealth is a SEBI-registered Premium Wealth Management firm, which pioneered bespoke Portfolio Management Services (PMS) in South Gujarat. Our PMS caters specifically to High-Net-Worth Individuals (HNIs).
Our proficient portfolio managers, in coordination with the team of researchers, build and manage the investment portfolio of these Individuals. From risk tolerance to investment duration, taxation, and liquidity, we consider each aspect before building the individual’s portfolio.
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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
Shalini Batra
What fun it is to serve HNI’s with our bespoke services. Totally love my job.
Anjali Agnihotri
Anjali Agnihotri
Providing the best services has been a habit for us now.
Sneha Mehta
Sneha Mehta
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