I am a BBA student at Emory University - Goizueta Business School, majoring in Finance and Financial Management Services. I have also worked as a Financial Advisor at Neo Wealth Partners, a boutique investment firm that offers customized solutions to high-net-worth clients. I have core competencies in portfolio management, financial analysis, and digital marketing.As a Financial Advisor, I have leveraged my skills to outperform the Nifty 50 by 3% through a meticulously crafted personal portfolio. I have also presented this success in company meetings to assist in potential investments. Additionally, I have conducted in-depth analysis of 7 NSE-listed companies across pharmaceutical, agrochemical, and insurance sectors, providing valuable insights and recommendations to the firm. Prior to joining Neo Wealth Partners, I was a Marketing Team Member at Reliable Pipes & Tubes LTD, where I revitalized marketing efforts, retaining 7 pitched clients, overhauled the website, and showcased traffic growth in weekly meetings. I played a key role in the company's strategic shift from trading to manufacturing through increased web traffic. I am passionate about learning new skills and applying them to real-world scenarios. I value teamwork, innovation, and diversity, and I believe I can bring a unique perspective and experience to any organization.
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Woodpec Fitness AttendantEmory UniversityAtlanta, Ga, Us -
Financial AnalystAugcap Jul 2024 - Aug 2024Austin, Texas, United States• Analyzed and ranked the top 500 lower-to-middle market private companies in targeted sectors, formulating a strategic plan to secure top-tier clients for AugCap’s investment banking services. • Developed comprehensive reports evaluating the expected 20-year risk-adjusted returns of leading global companies, employing quantitative and qualitative analysis to support investment decisions.• Created actionable strategies aimed at winning key clients for AugCap, contributing to potential revenue growth while gaining practical experience in deal-making and financial analysis -
Summer InternLgt Wealth India May 2024 - Aug 2024Mumbai, Maharashtra, India• Utilized advanced Excel functions such as pivot tables, VLOOKUP, and data validation to ensure accuracy.• Conducted an in-depth analysis and created a comprehensive report on companies supplying medical devices and used factors such as, market positioning, and growth potential to identify the optimal investment opportunity. -
Financial AdvisorNeo Wealth Partners Jun 2023 - Aug 2023Mumbai, Maharashtra, IndiaI leveraged my skills to outperform the Nifty 50 by 3% through a meticulously crafted personal portfolio. Presented this success in company meetings to assist in potential investments. Conducted in-depth analysis of 7 NSE-listed companies across pharmaceutical, agrochemical, and insurance sectors. -
Marketing Team MemberReliable Pipes & Tubes Ltd Jun 2019 - Aug 2023Mumbai, Maharashtra, IndiaI revitalized marketing efforts, retaining 7 pitched clients, overhauled the website, and showcased traffic growth in weekly meetings. I played a key role in the company's strategic shift from trading to manufacturing through increased web traffic. -
Intramural RefereeEmory University Jan 2023 - May 2023Atlanta, Georgia, United States -
Finance InternSupros May 2021 - Jul 2021Mumbai, Maharashtra, IndiaConducted a consumer survey with 100 data points to gauge online gaming interest. Utilized field research findings to develop a mock game and product portfolio. Presented pricing and product recommendations for games within the $50-$75 range.
Kevin Mehta Education Details
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Finance And Financial Management Services -
High School Diploma
Frequently Asked Questions about Kevin Mehta
What company does Kevin Mehta work for?
Kevin Mehta works for Emory University
What is Kevin Mehta's role at the current company?
Kevin Mehta's current role is WoodPec Fitness Attendant.
What schools did Kevin Mehta attend?
Kevin Mehta attended Emory University - Goizueta Business School, The Cathedral And John Connon School.
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Kevin Mehta
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Kevin Mehta
Ex - Data & Product Intern @ Yellowbird | B.S Business Data Analytics & Finance At Arizona State University (Asu)Tempe, Az
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