MEHTA WEALTH MANAGEMENT SERVICES
 
 
 
MANAGEMENT TEAM
 
 
Profile of Vikaas Mehta

Business Development, Client acquisition & Servicing, Self-driven, team player, well organized, passionate and motivated towards fulfillment of business goals. Proven capabilities in enhancing brand visibility and bringing customers closer to the brand.

Manage various aspects of developing market and promotion plans based on services offered, market potential, competitive situations, and company objectives.

Leading the team and actively involved for achieving business targets, ensuring high morale & motivation of the team. Actively involved with investment team on product development. Keeping an eye on the competition to take appropriate measure on time to remain competitive and produce desired results.

Currently, into Strategic Business Planning taking care of new Initiatives of the group.
 
 
Profile of Asha Vikas Mehta- CFP

Asha is responsible to help deliver company's Purpose, Mission, Vision & Goals. This is to strive to facilitate an overall financial wellbeing of our clients through sound Financial Planning processes in a knowledgeable & professional manner.

Financial Planning is a 6-step process of determining whether & how an individual can meet life goals through the proper management of financial resources in an objective, integrated, comprehensive & holistic manner through the development of a sound and viable written plan. The 6-step processes of Financial Planning are:

1. Establish & define Client-Financial Planner relationship,
2. Gather client data (including goals),
3. Analyze & evaluate client’s current financial status,
4. Developing & presenting Financial Planning recommendations & alternates;
5. Implementing Financial Planning recommendations &
6. Reviewing, Revising & Monitoring your Financial Plan.
 
 
 
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