Mehta Wealth Ltd is a SEBI Registered Investment Adviser (RIA) based in India, positioning itself as a "Personal CFO" for its clients. The company focuses on providing holistic financial planning and wealth management services to high-net-worth individuals (HNIs), non-resident Indians (NRIs), and families. Their mission is to offer unbiased, client-centric advice, helping clients achieve their financial goals through structured investment strategies and comprehensive planning, including services like family office and estate planning.

Founded in

India