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Our Services

Mutual Funds

We help you to choose a right product at a right time whether it be debt, equity or gold. After a proper analysis of your financial needs and suitability, we thereby recommend appropriate investment strategy.

Portfolio Management

Engaging in daily stock market activities we also provide Portfolio Management Services

Financial & Tax Planning

A proper check on all the required aspects of a client enable us to provide a suitable guideline on the asset allocation mix, tax planning and future financial requirements.

Equity Investments

Equity Investment Services are provided by Mehta Tradelink Pvt Ltd our co-owned firm dealing in BSE, NSE, IPO & F&O Markets.

About Us

A Financial Services firm catering to all your financial needs. The promoters of the firm comes from a diverse backgrounds with insightful knowledge of products and services catered to the investors. We offer a wide portfolio of products like Mutual Funds Advisory, Equity Investments, Financial & Tax Planning and Portfolio Management Services. Our Team Punit Mehta (CA, CFA) He has done his Chartered Accountancy and CFA. He was working as a Fund Manager cum Dealer at ICICI Prudential AMC for two and half years and is now involved in day to day operations of the firm as to widen its goals and expertise. Along with a good corporate experience and academics, Mr. Punit Mehta has honed knowledge of financial industry. Sumit Mehta (MBA - Finance) He has pursued MBA from Welingkar Institute, Mumbai. He has been engaged in the Mutual Funds industry since 2007 and has seen the bull and bear market closely, hence well versed with the do's and dont's. He has been engaged in financial management of many of his clients successfully since then.

Invest Online

Some of the AMC's that provide online investment option.

Our Testimonials

  • Hemal Patel  

    Personal attention & proper track of investments on all transactions whether it be debt or equities

  • Dilip Mehta  

    Good guidance on way of investing and proper tax planning

  • Jayesh Korat  

    Sound skills of Portfolio management according to background and requirements of investors