Mehta Wealth

Surat, India Founded: 2005 • Age: 21 yrs
Mehta Wealth manages diversified investment portfolios across various asset classes.
Annual revenue $801,483 Latest available
Total funding - Funding intelligence
Employees 13 Tracked headcount
Investors - Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About Mehta Wealth

Mehta Wealth is a company based in Surat (India) founded in 2005. It operates as a B2B. The company has 13 employees as of March 31, 2023. Mehta Wealth operates in a competitive market with competitors including Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and FIS, among others.

  • Headquarter Surat, India
  • Employees 13 as on 31 Mar, 2023
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Mehta Wealth Limited
  • Date of Incorporation 10 May, 2012
  • Jurisdiction Surat, Gujarat, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $801.48 K (USD)
    135.33
    as on Mar 31, 2023
  • Net Profit
    $133.49 K (USD)
    1743.34
    as on Mar 31, 2023
  • EBITDA
    $140.71 K (USD)
    362.99
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    13

    as on Mar 31, 2023

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Funding Insights of Mehta Wealth

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Detailed funding history for Mehta Wealth

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Investments & Acquisitions by Mehta Wealth

Investments
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Investment portfolio details for Mehta Wealth

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Financial Statements - Mehta Wealth

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Detailed financials for Mehta Wealth

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Mehta Wealth Comparisons

Mehta Wealth Primary company
Description
Mehta Wealth manages diversified investment portfolios acros...
Location
Surat, India
Founded Year
2005
Annual Revenue
$801.48 K (USD)
Net Profit
$133.49 K (USD)
EBITDA
$140.71 K (USD)
Employees
13
As of 2023
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Peer comparison for Mehta Wealth

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Competitors of Mehta Wealth

Mehta Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, S&P Global, UTI Mutual Fund, Bank of America and FIS, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Mutual funds, portfolio management, and retirement planning services are offered.
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Corporate advisory and investment services are provided to clients.
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Detailed competitors of Mehta Wealth

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Latest news on Mehta Wealth

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Complete news archive for Mehta Wealth

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Frequently Asked Questions about Mehta Wealth

Mehta Wealth was founded in 2005.

Mehta Wealth is headquartered in Surat, India. It is registered at Surat, Gujarat, India.

As of Mar 31, 2023, the latest employee count at Mehta Wealth is 13.

Annual revenue of Mehta Wealth is $801.48K as on Mar 31, 2023.

Mehta Wealth, established in 2005, excels in finance, managing assets, managing investment portfolios, and diversified investments. Mehta Wealth manages diversified investment portfolios across various asset classes. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.

Mehta Wealth's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.

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