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Maitri Mehta Email & Phone Number
Wealth Manager
at
IIFL Capital Services Limited
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Manager
Location
Mumbai, Maharashtra, India
Company size
Who is Maitri Mehta? Overview
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Quick answer
Maitri Mehta is listed as Wealth Manager at IIFL Capital Services Limited, a company with 908 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Maitri Mehta.
Maitri Mehta previously worked as CA industrial trainee at Hdfc Bank and Article Assistant at Vinay Jain & Associates. Maitri Mehta holds Master Of Global Business, Global Finance from Sp Jain School Of Global Management - Dubai, Mumbai, Singapore & Sydney.
Company email context
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IIFL Capital Services Limited
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Profile bio
About Maitri Mehta
My journey at IIFL Securities as a Wealth Manager has been marked by the acquisition and nurturing of high-net-worth individuals, leveraging my expertise in global finance from SP Jain School of Global Management. Our team focuses on relationship management and wealth creation, coordinating with product and research teams to tailor investment decisions to our clients' financial needs.With certifications in mutual fund and portfolio management from NISM, I've honed analytical skills that empower our Private Client Group. My education and certifications align seamlessly with my role, enabling me to offer insightful financial strategies and presentations that resonate with our affluent clientele and contribute to the growth of our assets under management.
Current workplace
Maitri Mehta's current company
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Iifl Capital Services Limited
Employees
908
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4 roles
Maitri Mehta work experience
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Wealth Manager
CurrentPrivate Client Group (PCG)- Acquisition of HNIs and Ultra HNIs clients by tracking Affluent & Super Affluent Client segments in the market.- Working closely with clients and provide overall relationship management support & wealth creation.- Managing client relationships and generating AUM from preferred clients. Also, coordinate with the product and.
Jul 2023 - Present
Ca Industrial Trainee
- Was a part of the PAN India team. Assisted in Data collection, Data cleaning, and Data processing to issue scorecards, One pendency reports, and Cost summary reports. Handled End to end procedure for reporting and.
- Was a part of the policies team for the formulation of new policies and pricing for the Two-wheeler loan product.
- Created and maintained various Turnaround time summaries to the responses received for any case in action.
- Interpreting and analyzing the various risk factors and detecting early fraud signs which further would be evaluated by the respected teams.
- Worked on Hunter, Expedia, and RIMS for scrutinizing and analyzing the respective case.
Aug 2019 - Aug 2020
Article Assistant
Vinay Jain & Associates
- Department: Audit and taxation
- GST Computation and filing of Returns for Manufacturers, Retailers, Exporters/Importers, Coal Industry, Builders and Developers, Service Providers, Government Projects, Hotel Industry
- Preparation of Responses and Documentation for Notices under CGST / IGST ACT
- Facilitated in Preparation and Filing of Periodic TDS returns, Tax Returns of Corporate and Non-Corporate of Companies.
- Assisted in various statutory audits and internal audits
Aug 2016 - Aug 2018
3 education records
Maitri Mehta education
Master Of Global Business, Global Finance
Bachelor'S Degree, Taxation, A
K J Somaiya College Of Science & Commerce Vidyanagar Vidyavihar Mumbai 400 077
Ca, Business/Commerce, General
FAQ
Frequently asked questions about Maitri Mehta
Quick answers generated from the profile data available on this page.
What company does Maitri Mehta work for?
Maitri Mehta works for IIFL Capital Services Limited.
What is Maitri Mehta's role at IIFL Capital Services Limited?
Maitri Mehta is listed as Wealth Manager at IIFL Capital Services Limited.
Where is Maitri Mehta based?
Maitri Mehta is based in Mumbai, Maharashtra, India while working with IIFL Capital Services Limited.
What companies has Maitri Mehta worked for?
Maitri Mehta has worked for Iifl Capital Services Limited, Hdfc Bank, and Vinay Jain & Associates.
How can I contact Maitri Mehta?
You can use AeroLeads to view verified contact signals for Maitri Mehta at IIFL Capital Services Limited, including work email, phone, and LinkedIn data when available.
What schools did Maitri Mehta attend?
Maitri Mehta holds Master Of Global Business, Global Finance from Sp Jain School Of Global Management - Dubai, Mumbai, Singapore & Sydney.
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