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, on-site 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. 1–6+ years of experience in Wealth Management, Financial Advisory, Banking, or Financial Services.
2. Graduate/Postgraduate in Finance, Business, Economics, or a related field.
3. NISM, AMFI, CFP, or CFA certification preferred
4. Solid knowledge of Mutual Funds, PMS, AIFs, Fixed Income, and other investment products.
5. Experience in managing HNI/UHNI clients and providi

📌 Wealth Manager (Surat)
🏢 Mehta Wealth
📍 Surat