Company Description:

Mehta Wealth Ltd. operates across a broad spectrum of financial services, including Portfolio Management Services (PMS), Alternate Investment Funds (AIF), startup venture capital, private equity, investment banking, real estate funds, and global funds. The firm provides diversified investment solutions designed to meet complex wealth management and growth objectives. Clients benefit from access to both traditional and alternative asset classes, as well as specialized investment structures.

Mehta Wealth

Ltd. focuses on tailored strategies, professional portfolio oversight, and long-term value creation for individuals, families, and institutions.

Role Description:

The Wealth Manager role at Mehta Wealth Ltd. is a full-time, in office position.

The Wealth

Manager will be responsible for advising clients on financial planning, investment strategies, and portfolio allocation across a range of products such as PMS, AIF, private equity, and global funds. Daily responsibilities include assessing client goals and risk profiles, constructing and reviewing portfolios, monitoring market developments, and recommending adjustments to align with changing circumstances. The role involves regular client meetings, preparation of investment proposals and performance reports, coordination with internal product and research teams,



and ensuring compliance with regulatory and internal risk guidelines.

The Wealth

Manager is expected to build long-term client relationships, support business development initiatives, and contribute to the firm’s reputation for high-quality, ethical advisory services.

What We're Looking For:

- 1–6+ years of experience in Wealth Management, Financial Advisory, Banking, or Financial Services.
- Graduate/Postgraduate in Finance, Business, Economics, or a related field.
- NISM, AMFI, CFP, or CFA certification preferred.
- Strong knowledge of Mutual Funds, PMS, AIFs, Fixed Income, and other investment products.
- Experience in managing HNI/UHNI clients and providing investment advisory.
- Excellent communication, relationship management, and business development skills.
- Strong analytical mindset with a client-centric approach.
- High ethical standards with a good understanding of regulatory and compliance requirements.

Why Join Us:

- One of India's fastest-growing independent wealth distribution platforms
- Access to 50+ AMCs, top PMS/AIF managers, and leading insurance partners
- Robust technology platform — CRM, research tools, and client reporting
- Dedicated operations and compliance support so you can focus on clients
- Transparent, industry-leading payout structure with trail income potential

📌 Wealth Manager (Surat)
🏢 Mehta Wealth
📍 Surat