Vinit Mehta – Product Analyst - Neo Wealth and Asset Management of Neo Wealth Management Private Limited
View Detailed Executive Profile →Professional Overview
- Vinit Mehta is a Senior Partner Practice at St. James's Place, dedicated to achieving financial security for clients and their families through wealth management services.
- Established Vinit Mehta Wealth Management in 2012 with the vision to be trusted advisers and mentors to clients, focusing on personalized financial strategies.
- Currently serves as a Product Analyst at Neo Asset Management in Mumbai, starting in September 2023, contributing to advanced wealth management solutions.
- Developed a world-class ultra-high-net-worth individual (UHNI) wealth reporting platform, delivering institutional-grade portfolio intelligence across mobile and desktop platforms.
- Demonstrates deep expertise in various investment products, including Mutual Funds, AIFs, PMS, Bonds, and both listed and unlisted equity, as well as structured products and alternatives.
- Led the creation of advanced portfolio analytics that facilitate precise asset allocation, performance attribution, and comprehensive risk assessment for sophisticated investors.
- Focused on compliance and scalability issues, ensuring seamless reporting that adheres to various regulatory frameworks across multi-jurisdictional portfolios.
- Pursuing an MSc in Finance at NMIMS, having previously earned a BCom (Hons) from the same institution, and completed financial modeling and valuation analysis certification from the Corporate Finance Institute.
- Acquired practical experience through an internship, overseeing inventory management and invoice building processes, showcasing strong leadership and teamwork abilities.
Professional Experience
| Company | Designation | Period |
|---|---|---|
| Pet Like That | Market Research Intern | May 2019 – Jul 2019 |
| Neo Wealth and Asset Management | Corporate Stratergy Intern | Mar 2023 – May 2023 |
| Neo Wealth and Asset Management | Product Analyst Intern | Jun 2023 – Aug 2023 |
| Batlivala & Karani Securities India Pvt. Ltd. | Equity Research Intern | Apr 2022 – Jun 2022 |
| Neo Wealth and Asset Management | Product Analyst | Sep 2023 – Present |
Estimated Net Worth
Estimated Range: ₹0 – ₹1000+ Cr (approx. $0 – $120M+)
Based on publicly accessible filings, industry benchmarks, and leadership compensation patterns.
Executive Contact
Official Email: Via Neo Wealth Management Private Limited corporate communication desk.
Personal Contact: Not publicly disclosed.
Frequently Asked Questions
What is Vinit Mehta's net worth?
Estimated ₹0 – ₹1000+ Cr (approx. $0 – $120M+).
How can I contact them?
Through Neo Wealth Management Private Limited's official communication channels.
Is this an official profile?
No — independently created using public data.
Disclaimer
This profile is created for general informational purposes. All details are based on publicly accessible information and independent research. While accuracy is prioritized, content may not always reflect the latest updates.
Nothing here should be interpreted as investment, financial, or legal advice. The individual featured has not authored or endorsed this profile.
Personal information is intentionally withheld. For official matters, please use formal communication channels associated with the respective organization.
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)