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

About Us

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.
Distribution Offering

We Provide Most Exclusive
Service For Business

Integrity

We believe in the highest levels of ethics and transparency. We leave no room for misunderstandings or fraud.

Goal Centricity

Once we have established your resource aspirations, we channel all our energies towards meeting them. For us, your interests come first.

All Round Proficiency

Our team consists of experts in all relevant domains. With constantly evolving market dynamics, we are committed to honing our expertise and providing you with informed advice as per the current market trends.

Collaboration

We do not believe in working in a silo. We work closely with you, financial institutions, and other stakeholders to achieve your stated long-term life goals.

Responsibility

For us, your trust in us is one of our biggest assets. We do all we can to act in your best interest. For this, we are always keeping a close watch on ALL your investments and the potential impact of any market development on them.
Meet Our Advisors

A Team of Futuristic Experts

John N. Holmes

Business Developer

Kenneth A. Spencer

Business Developer

David K. Marble

Business Developer

Raymond Grimes

Business Developer

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Our Peoples

Meet The Team

Management

Jeevan Mehta

Chairman Emeritus

Mr. Jeevan Mehta started offering resource management services when the industry was in its infancy. He pioneered in managing personal resources  with complete transparency at a time when there was rampant mis-selling in the market. After spending his entire life towards this cause, he has now handed over the reigns to Mr. Keyur Mehta.

These days,  Mr Jeevan Mehta is the chairman emeritus of Mehta Prime Wealth and is also a trustee for more than a decade in a leading educational institute in Nashik. He has played an active role in his role as a Rotary Club member.

Mr. Keyur Mehta

Founder Chairman, Mehta Prime Wealth Ltd
With a career spanning more than 27 years in the field of financial services,Mr. Keyur Mehta with his unwavering dedication, traversed from a miniscule infrastructure of 150 square feet to a sprawling 4000 square feet of corporate and IT driven wealth management space with experienced professionals.  Starting with sub-broking, he has now taken Mehta Prime Wealth Ltd to become Gujarat’s fastest-growing wealth management firm with niche HNI & Ultra HNI clients across various profiles. He envisaged the emergence of wealth management as a necessity for his Clients and has been a pioneer in creating customized investment plans with complete transparency and a proven track record. Mehta Prime Wealth Ltd due to its strong bonding with clients has an enviable client retention rate that is amongst the highest in the Industry. Acknowledging this, he has been a member of the Capital Market Committee at The Southern Gujarat Chamber of Commerce and Industry for over a decade. Last year, he was awarded the ‘Most Admired BFSI Professional’ by the BFSI Congress Leaders Awards.

Chaitry Desai

Director
Ms Chaitry Desai started her career 10 years ago in the financial market realm. She joined Mehta Prime Wealth as a junior relationship manager and has risen the ranks to become partner now. Ms Desai has one of the highest client engagement rates in the industry and has the enviable reputation of winning the employee of the year award for 3 years straight in 2015, 2016, and 2017. With this, she has become a role model for women in her domain, both professionally and personally. With her experience in maintaining relationships with HNI clients, she has emerged as one of the leading resource management experts in South Gujarat.

Jeevan Mehta

Chairman Emeritus
Mr. Jeevan Mehta started offering resource management services when the industry was in its infancy. He pioneered in managing personal resources  with complete transparency at a time when there was rampant mis-selling in the market. After spending his entire life towards this cause, he has now handed over the reigns to Mr. Keyur Mehta. These days,  Mr Jeevan Mehta is the chairman emeritus of Mehta Prime Wealth and is also a trustee for more than a decade in a leading educational institute in Nashik. He has played an active role in his role as a Rotary Club member.

Mr. Keyur Mehta

Founder Chairman, Mehta Prime Wealth Ltd
With a career spanning more than 27 years in the field of financial services,Mr. Keyur Mehta with his unwavering dedication, traversed from a miniscule infrastructure of 150 square feet to a sprawling 4000 square feet of corporate and IT driven wealth management space with experienced professionals.  Starting with sub-broking, he has now taken Mehta Prime Wealth Ltd to become Gujarat’s fastest-growing wealth management firm with niche HNI & Ultra HNI clients across various profiles. He envisaged the emergence of wealth management as a necessity for his Clients and has been a pioneer in creating customized investment plans with complete transparency and a proven track record. Mehta Prime Wealth Ltd due to its strong bonding with clients has an enviable client retention rate that is amongst the highest in the Industry. Acknowledging this, he has been a member of the Capital Market Committee at The Southern Gujarat Chamber of Commerce and Industry for over a decade. Last year, he was awarded the ‘Most Admired BFSI Professional’ by the BFSI Congress Leaders Awards.

Chaitry Desai

Director
Ms Chaitry Desai started her career 10 years ago in the financial market realm. She joined Mehta Prime Wealth as a junior relationship manager and has risen the ranks to become partner now. Ms Desai has one of the highest client engagement rates in the industry and has the enviable reputation of winning the employee of the year award for 3 years straight in 2015, 2016, and 2017. With this, she has become a role model for women in her domain, both professionally and personally. With her experience in maintaining relationships with HNI clients, she has emerged as one of the leading resource management experts in South Gujarat.
Core Team

Nirag Shah

Research Analyst

Mehul Patel

Senior Wealth Manager

Pravin Samala

Head of Research & IT

Sejal Modi

Head of Operations & Complience

Riva Shah

Assitant Manager - Operations
Support Staff

Kishor Koli

Support Staff

Kartik Rathva

Support Staff

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