ANKIT MEHTA
Nivesh Capital •Mumbai,MH
S-11 second floor The Affairs, Plam Beach Road Sector 17,
Mumbai, MH, 400705
S-11 second floor The Affairs, Plam Beach Road Sector 17, Mumbai, MH, 400705
Practice at a glance
10
Years of Experience
75
Families Served
₹5
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CWM – Chartered Wealth Manager
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with ANKIT MEHTA.
30 Minute Q&A — Ask Me Anything