Hemal Mehta

Hemal Mehta Email and Phone Number

Associate Director | CA | Offering Investment, Tax & Estate Planning Solutions to HNI's and senior management professionals within India and abroad @ Anand Rathi Wealth Limited
Hemal Mehta's Location
Mumbai, Maharashtra, India, India
Hemal Mehta's Contact Details

Hemal Mehta personal email

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.

Hemal Mehta's Current Company Details
Anand Rathi Wealth Limited

Anand Rathi Wealth Limited

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Associate Director | CA | Offering Investment, Tax & Estate Planning Solutions to HNI's and senior management professionals within India and abroad
Hemal Mehta Work Experience Details
  • Anand Rathi Wealth Limited
    Associate Director
    Anand Rathi Wealth Limited Sep 2022 - Present
    Mumbai, Maharashtra, India
  • Anandrathi Wealth Limited
    Senior Vice President
    Anandrathi Wealth Limited Feb 2016 - Aug 2022
    Mumbai Area, India
    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.
  • Karvy Private Wealth
    Associate Vice President
    Karvy Private Wealth Feb 2014 - Jan 2016
    Advising HNI's on investments across various financial products.
  • Religare Wealth Management Ltd.
    Associate Vice President
    Religare Wealth Management Ltd. Nov 2010 - Jan 2014
    Mumbai Area, India
    Advising HNI's on investments across various financial products.
  • India Capital Market Pvt. Ltd.
    Senior Vice President
    India Capital Market Pvt. Ltd. Aug 2007 - Oct 2010
    Mumbai Area, India
    Looking after business development and compliance aspects of PMS.
  • Standard Chartered Bank
    Portfolio Manager, Sme Banking
    Standard Chartered Bank Mar 2007 - Aug 2007
    Mumbai Area, India
    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.
  • Standard Chartered Bank
    Relationship Manager, Sme Banking
    Standard Chartered Bank Oct 2005 - Feb 2007
    Mumbai Area, India
  • Standard Chartered Bank
    Credit Analyst, Sme Banking
    Standard Chartered Bank Jan 2004 - Sep 2005
    Mumbai Area, India
  • Icici Bank Ltd.
    Branch Credit Manager (Home Loans)
    Icici Bank Ltd. Aug 2003 - Dec 2003
    Mumbai Area, India
  • Standard Chartered Bank
    Management Trainee, Sme Banking
    Standard Chartered Bank Aug 2002 - Jul 2003
    Mumbai Area, India
  • Shah S.Vora & Co. (Chartered Accountants)
    Articleship
    Shah S.Vora & Co. (Chartered Accountants) Jul 1999 - Jul 2002
    Mumbai Area, India

Hemal Mehta Skills

Portfolio Management Financial Risk Banking Financial Analysis Finance Credit Equities Loans Investment Banking Management

Hemal Mehta Education Details

Frequently Asked Questions about Hemal Mehta

What company does Hemal Mehta work for?

Hemal Mehta works for Anand Rathi Wealth Limited

What is Hemal Mehta's role at the current company?

Hemal Mehta's current role is Associate Director | CA | Offering Investment, Tax & Estate Planning Solutions to HNI's and senior management professionals within India and abroad.

What is Hemal Mehta's email address?

Hemal Mehta's email address is he****@****ail.com

What schools did Hemal Mehta attend?

Hemal Mehta attended Cfa Institute, Usa, Icfai University, The Institute Of Chartered Accountants Of India, R. A. Podar College Of Commerce & Economics, Holy Family High School, Mumbai.

What are some of Hemal Mehta's interests?

Hemal Mehta has interest in Poverty Alleviation, Animal Welfare, Children.

What skills is Hemal Mehta known for?

Hemal Mehta has skills like Portfolio Management, Financial Risk, Banking, Financial Analysis, Finance, Credit, Equities, Loans, Investment Banking, Management.

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