Devang Mehta Email and Phone Number
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Research-oriented, detail-driven professional having more than two decades of experience in the areas of Equity Advisory, Portfolio Management, Client relationship management and Business Development. In depth knowledge of the research processes, valuation methods and dynamics of the market. Excellent persuasion, deal negotiation, and articulate communication skills gained during independent business execution. Energetic and goal oriented with a genuine passion for Capital markets and investment strategies and a well rounded background in supporting a progressive organization in optimizing performance and growth. Consistent out performer at Anand Rathi & Angel Broking. Training of Internal & external customers. Successfully set up an extremely niche & unique Equity Advisory/NDPMS proposition, starting from scratch & taking it to key milestones for BNP Paribas Wealth & Centrum Wealth.Specialties: Investment Advisory, Portfolio Management, Managing portfolios of UHNI clients & Family Offices, Client Relationship Management, Equity Sales, Corporate Sales, Business Development, Addressing large size Investor Camps, Training on fundamentals, Representing company in Electronic Media like CNBC TV18, CNBC Awaaz, ET Now, Bloomberg UTV, NDTV Profit, Zee Business etc. Core competency in identifying fundamentally sound companies for the longer term, street smartness for understanding the behavioral aspect of the markets. Excellent communication, presentation & writing skills.Visiting & Guest faculty at reputed management institutes.
Spark Pwm Private Limited
View- Website:
- sparkadvisors.in
- Employees:
- 12
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Director - Equity AdvisorySpark Pwm Private Limited Jun 2023 - PresentMumbai -
Head - Equity AdvisoryCentrum India Feb 2018 - May 2023Mumbai Area, India -
Senior Vice President & Head Of EquitiesBnp Paribas Wealth Management Nov 2015 - Jan 2018Mumbai Area, India -
Senior Vice President & Head - Equity Sales & AdvisoryAnand Rathi Securities Nov 2012 - Oct 2015Mumbai Area, IndiaSetting up from Scratch & Heading the Pan India Equity Advisory & Sales Desk which provides research support to Branches, HNI Desks, Corporates, Clients & Franchisees. Introducing innovative initiatives for Business development via research based advisory & tailor made portfolio restructuring & advisory. An eminent speaker at a number of Investor Camps & a regularly sought after face in the Electronic Business & Print Media. Addressed 75 large sized Investor Camps & Conferences Pan India in the last 4 years. Cross functional collaboration for creating long lasting & mutually beneficial synergies. -
Vice President & Head - Equity Advisory & SalesAnand Rathi Securities Oct 2010 - Oct 2012Heading the Pan India Equity Advisory desk, Creation of efficient process for information & research dissemination, Portfolio Advisory, Brand building & Business development by addressing large size Investor Camps, Representing the company in Electronic & Print Media, Conducting Internal & Client Training Workshops -
Assistant Vice President - Equity SalesAnand Rathi Securities Jan 2010 - Sep 2010Setting up of a Centralized Equity Sales & Advisory Desk, that provides research support to Pan India Branches & Franchisees. Representing the company in Electronic & Print media. Addressing a number of investor camps pan India. Combining the best from institutional & retail research & creating efficient processes for information dissemination.Recruiting, training & managing a team of advisors catering to different regions. -
Avp - Investment AdvisoryAngel Broking Jun 2006 - Jan 2010Comprehend fundamental research reports. Execute go-to-market strategies to convert prospects into new customers.Create, update, and maintain portfolios for retail and HNI customers. Convert raw content to dynamic and market-facing presentation for business development activities.Cross functional collaboration for new wealth management product development. Business intelligence and mining of customer data to identify dormant customer and develop a game plan to convert dormant customer to active client.Bestowed with the Star Performer Award & Selected for Management Development Program. Ranked 1st in the Six Sigma Yellow belt certification test & MDP -
Dealership Of Energy Conservation EquipmentShepherd Transformers Industries Jan 2003 - May 2006Represent company and interact with potential clients in a number of trade exhibitions Managed strategic alliances for supply of Energy Conservation Equipments to various Companies, Malls, Showrooms, Industrial plants, Hotels Etc.
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Independent Business OwnerLatin Manharlal Securities Sep 1997 - Dec 2002Sub broker with Latin Manharlal Securities and othersDeveloping & maximizing new business and marketing strategiesConverting good relationship with people into businessUtilizing knowledge and skill for providing trading and investment advice
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Management TraineeHarsh Investments Jul 1996 - Aug 1997
Devang Mehta Skills
Devang Mehta Education Details
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Jamnalal Bajaj Institute Of Management StudiesFinance
Frequently Asked Questions about Devang Mehta
What company does Devang Mehta work for?
Devang Mehta works for Spark Pwm Private Limited
What is Devang Mehta's role at the current company?
Devang Mehta's current role is Director - Equity Advisory at Spark PWM Private Limited.
What is Devang Mehta's email address?
Devang Mehta's email address is de****@****ail.com
What schools did Devang Mehta attend?
Devang Mehta attended Jamnalal Bajaj Institute Of Management Studies.
What are some of Devang Mehta's interests?
Devang Mehta has interest in Investor Education And Awareness, Interaction With People.
What skills is Devang Mehta known for?
Devang Mehta has skills like Capital Markets, Equities, Portfolio Management, Trading, Financial Markets, Investments, Investment Advisory, Business Development, Finance, Securities, Valuation, Derivatives.
Who are Devang Mehta's colleagues?
Devang Mehta's colleagues are Aakash Patil, Deepika Thanigaivelan, Rishi Dhawan, Nitu Singh, Sumithra T V, Anuradha Kaura, Yadavinder S. Dhillon.
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Devang Mehta
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Devang Mehta
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