Associate Director
Current
Sep 2022 - Present
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Hemal Mehta Email & Phone Number
Associate Director | CA | Offering Investment, Tax & Estate Planning Solutions to HNI's and senior management professionals within India and abroad
at
Anand Rathi Wealth Limited
1 work email found
@karvywealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Director | CA | Offering Investment, Tax & Estate Planning Solutions to HNI's and senior management professionals within India and abroad
Location
Mumbai, Maharashtra, India
Who is Hemal Mehta? Overview
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Quick answer
Hemal Mehta is listed as Associate Director | CA | Offering Investment, Tax & Estate Planning Solutions to HNI's and senior management professionals within India and abroad at Anand Rathi Wealth Limited, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at karvywealth.com and a matched LinkedIn profile for Hemal Mehta.
Hemal Mehta previously worked as Associate Director at Anand Rathi Wealth Limited and Senior Vice President at Anandrathi Wealth Limited. Hemal Mehta holds Cfa (Level 1) from Cfa Institute, Usa.
Company email context
Email format at Anand Rathi Wealth Limited
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{first}.{last}@karvywealth.com
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AeroLeads found 1 current-domain work email signal for Hemal Mehta. Compare company email patterns before reaching out.
Profile bio
About Hemal Mehta
With a solid foundation in financial risk management and investment advisory, my role as Associate Director at Anand Rathi Wealth Limited centers around providing high-net-worth individuals with strategies that ensure sustainable growth of their capital. Clients benefit from my in-depth analysis and regular monitoring, tailored to achieve the individual portfolio objectives. My tenure at Anand Rathi has honed my ability to create comprehensive tax planning and wealth protection frameworks, leveraging an array of financial products. Collaborating with a network of seasoned professionals, we empower our clients' financial journeys, ensuring their assets are managed with the utmost precision and foresight.
Listed skills include Portfolio Management, Financial Risk, Banking, Financial Analysis, and 6 others.
Current workplace
Hemal Mehta's current company
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11 roles
Hemal Mehta work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Advising HNI’s in India and abroad on the right form of investments to attain sustainable growth of capital, tax planning, safeguarding of wealth by creating safety nets, indepth analysis and regular monitoring to achieve portfolio objectives.
Feb 2016 - Aug 2022
Associate Vice President
Advising HNI's on investments across various financial products.
Feb 2014 - Jan 2016
Associate Vice President
Advising HNI's on investments across various financial products.
Nov 2010 - Jan 2014
Senior Vice President
India Capital Market Pvt. Ltd.
Looking after business development and compliance aspects of PMS.
Aug 2007 - Oct 2010
Portfolio Manager, Sme Banking
Effectively handled the Asset Portfolio for the Western Region of the Bank.. Strengthening and deepening relationship with the existing clients with focus on cross sell opportunities.
Mar 2007 - Aug 2007
Relationship Manager, Sme Banking
Oct 2005 - Feb 2007
Credit Analyst, Sme Banking
Jan 2004 - Sep 2005
Branch Credit Manager (Home Loans)
Aug 2003 - Dec 2003
Management Trainee, Sme Banking
Aug 2002 - Jul 2003
Articleship
Shah S.Vora & Co. (Chartered Accountants)
Jul 1999 - Jul 2002
5 education records
Hemal Mehta education
Cfa (Level 1)
Cfa Institute, Usa
Certified Treasury Manager
Education record
Holy Family High School, Mumbai
FAQ
Frequently asked questions about Hemal Mehta
Quick answers generated from the profile data available on this page.
What company does Hemal Mehta work for?
Hemal Mehta works for Anand Rathi Wealth Limited.
What is Hemal Mehta's role at Anand Rathi Wealth Limited?
Hemal Mehta is listed as Associate Director | CA | Offering Investment, Tax & Estate Planning Solutions to HNI's and senior management professionals within India and abroad at Anand Rathi Wealth Limited.
What is Hemal Mehta's email address?
AeroLeads has found 1 work email signal at @karvywealth.com for Hemal Mehta at Anand Rathi Wealth Limited.
Where is Hemal Mehta based?
Hemal Mehta is based in Mumbai, Maharashtra, India while working with Anand Rathi Wealth Limited.
What companies has Hemal Mehta worked for?
Hemal Mehta has worked for Anand Rathi Wealth Limited, Anandrathi Wealth Limited, Karvy Private Wealth, Religare Wealth Management Ltd., and India Capital Market Pvt. Ltd..
How can I contact Hemal Mehta?
You can use AeroLeads to view verified contact signals for Hemal Mehta at Anand Rathi Wealth Limited, including work email, phone, and LinkedIn data when available.
What schools did Hemal Mehta attend?
Hemal Mehta holds Cfa (Level 1) from Cfa Institute, Usa.
What skills is Hemal Mehta known for?
Hemal Mehta is listed with skills including Portfolio Management, Financial Risk, Banking, Financial Analysis, Finance, Credit, Equities, and Loans.
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