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
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Sectors
Financial Services
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Email
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Phone
*********
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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
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Annual Revenue
$801.48 K (USD)135.33as on Mar 31, 2023
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Net Profit
$133.49 K (USD)1743.34as on Mar 31, 2023
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EBITDA
$140.71 K (USD)362.99as on Mar 31, 2023
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Latest Funding Round
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Investors
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Employee Count
13
as on Mar 31, 2023
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Funding Insights of Mehta Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Mehta Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Mehta Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Mehta Wealth Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Mutual funds, portfolio management, and retirement planning services are offered.
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Corporate advisory and investment services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Mehta Wealth
When was Mehta Wealth founded?
Mehta Wealth was founded in 2005.
Where is Mehta Wealth located?
Mehta Wealth is headquartered in Surat, India. It is registered at Surat, Gujarat, India.
How many employees does Mehta Wealth have?
As of Mar 31, 2023, the latest employee count at Mehta Wealth is 13.
What is the annual revenue of Mehta Wealth?
Annual revenue of Mehta Wealth is $801.48K as on Mar 31, 2023.
What does Mehta Wealth do?
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.
Who are the top competitors of Mehta Wealth?
Mehta Wealth's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
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