Mehta Fincon: Maximizing Returns through Meticulous Wealth Management Advisory

Keyur Mehta, Chairman & CIO,Krunal Mehta, MD & CEO, & Kinjal Mehta, Director & COO

Keyur Mehta, Chairman & CIO

Krunal Mehta, MD & CEO, & Kinjal Mehta, Director & COO

Money is an asset that should never sit idle and prudent investment is the right way to make your money work for you. However, given the immense complexities involved, investing in financial markets is no simple feat for a layman. It takes experienced subject matter experts with the right industry knowledge to create wealth. Handholding HNIs and Ultra HNIs towards judicious wealth creation through perceptive advice is Mehta Fincon, a premium wealth management firm. Headquartered in Surat, the firm offers tailor made range of wealth management tools and resources to its clients backed by a culture of teamwork and excellence.

Founded in 2005, the firm has pioneered the promotion of Portfolio Management Services in South Gujrat. "We favor long term investments and with time we figured that PMS is a better suited tool for the same," says Krunal Mehta, MD & CEO, Mehta Fincon. PMS also offers customization and personalization for an investor's portfolio, which works better for HNIs. Additionally, the firm renders distinguished Alternative Investment Fund (AIFs), private equity and global investment funds to its clientele.

Picking the Right Products & Fund Managers
The key to any successful investment is picking the right products and the best suited asset management
companies, which might be an uphill battle for a layman investor. "Investors who invest in direct equities without ample research end up facing below benchmark returns. A major reason for the same is over diversification of portfolios with multiple mutual funds," explains Keyur Mehta, Chairman & CIO, Mehta Fincon. The firm thus provides clients with the best AMC to invest in along with concentrated portfolios of 15/20 high quality companies. The company undertakes a data driven approach while applying Robust Research Methodology to guide investors better on their risk factor.

Bringing to the fore, the benefits of undertaking a professional route to investment, Mehta Fincon presents clients with accomplished fund managers to work with. Extremely selective while picking their fund managers, Mehta Fincon reviews their prior track record and investment philosophy.

We are a digital organization and have built a digital enquiry module system which automatically raises and acknowledges a client query (TAT 30 seconds during work hours)

Working with a diverse base of domestic, NRI and institutional clients, Mehta Fincon believes that it does not just `close sales, but opens relationships'. Acting as a true ally to its clientele, the young firm initiates the process with profiling the investor which includes studying the risk appetite, investment horizon, existing investments in other asset class. Post the analysis, the team recommends judicious diversification across various asset class.

Building Strong Relationships
In order to benefit its clients, Mehta Fincon has been organizing the Global Investor Conference annually since 2017 and India Investors Summit since 2019. Designed exclusively for HNIs & Ultra HNIs, these conferences are addressed by veterans from the sphere of policy making and other Industry Leaders.

Laying emphasis on communication, the firm employs dedicated relationship managers who conduct periodic review meetings of client's portfolio. Mehta Fincon also lends a personal touch to its client dealings through constant con calls, webinars, meetings, birthday wishes and customized gifts. "We are a digital organization and have built a digital enquiry module system which automatically raises and acknowledges a client query (TAT 30 seconds during work hours)," adds Kinjal Mehta, Director & COO. The ambitious firm is now gearing towards incorporating AI in its service delivery which will help clients get their queries/concerns solved with minimum TAT.