🔓 Unlock the full profile of Vinit Mehta (Neo Wealth Management Private Limited), including verified contact details, financial insights, and professional associations.
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Email: vin*****@neo******.com
Mobile: 61176*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- 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.