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Who We Are?

Mehta Prime Wealth Ltd was incepted by the visionary Keyur Mehta, culminating his nearly three decades of experience in the financial services industry. With a humble origin of being a sub-broker, to accumulate a profound understanding of the evolving landscape of wealth creation and management, Mr Mehta created a legacy. Acknowledging the revolutionary potential of expert money management, he set out to redefine the industry norms. His professional journey has been marked with perseverance, innovation and an unshakable commitment to quality, right from the times when he established Mehta Investment alongside his father to the present times.

Mehta Prime Wealth's mission goes beyond providing financial advice; it also facilitates and nurtures a prosperous and abundant ecosystem. At the heart of our business is a client-centric outlook that puts trust, openness, and customized service before everything. Our methods are synergised to enhance our clients' financial well-being, align their investment plans to their objectives, and cultivate lasting connections. We maintain a keen eye on market developments and seize new opportunities, to aid our customers in confidently navigating the financial world's intricacies.

Our unwavering commitment to client satisfaction and post-sale connections is what defines and distinguishes Mehta Prime Wealth. We make sure that every client feels valued and understood by offering a range of tailored services including personalised reviews and meticulous documentation. Our commitment to transparency, integrity, and ideals serves as the cornerstone of our business. At Mehta Prime Wealth, we don't just close sales; we open relationships, forging enduring partnerships that stand the test of time.

Vision

 

To be the trusted partner in the financial journey of esteemed clients, enriching their lives through value-driven strategies that pave the way to genuine financial freedom for them and the generations to come.

Mission

 

To simplify wealth creation and oversight for HNIs through transparent, holistic advisory and management services. We understand unique needs to deliver tailored solutions, unlocking opportunities for growth and financial well-being.

Integrity

We adhere to the strictest codes of ethics and openness, leaving no room for discrepancies or disparities.

Goal Centricity

Our clients' aspirations drive us. We prioritise and align interests and objectives to conjunct the best outcome.

Teamwork

Our team, committed to consistent learning and growth, represents all pertinent domains.

Competence

Our top-notch solutions come out of our experienced team who have expertise in aligning them with the required preferences.

Confidentiality

We ensure stringent privacy and non-disclosure policies to maintain our clients’ financial confidentiality.

Meet The Team

Key Management

Mr. Jeevan Mehta

Chairman Emeritus

Mr. Keyur Mehta

Founder Chairman, Mehta Prime Wealth Ltd

Core Team

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Mr. Nirag Shah

Equity Research Analyst
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Mr. Mehul Patel

Senior Wealth Manager
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Mr. Pravin Samala

Head of Research & IT
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Ms. Sejal Modi

Head of Operations & Complience
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Ms. Riva Shah

Assitant Manager - Operations

Support Staff

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Mr. Vikas Khemnar

Support Staff

Our Workspace