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Meeta Mehta | Savepro Financial Services | New DelhiMeeta Mehta | Savepro Financial Services | New Delhi

Meeta Mehta

Savepro Financial Services•New Delhi,DL
Dakha House, Ground Floor, 18/17 WEA, Karol Bagh, New Delhi 110005,
New Delhi, DL, 110005
Dakha House, Ground Floor, 18/17 WEA, Karol Bagh, New Delhi 110005, New Delhi, DL, 110005
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About

Established in 2005,Savepro Financial Services is a boutique Wealth Management firm dedicated to serving a diverse clientele. Our mission is to provide tailored, need-based financial investment solutions that empower individuals and families to secure their financial future. I am Head of Operations & Customer Relations at Savepro. I have over 10 years experience in Strategy ,Business Operations and Sales. I have done my MBA from Amity Business School and B.Com from Delhi University. I have managed successful projects at leading organizations like Landmark Worldwide, Microsoft, Canon. My expertise lies in Client Management and ensuring Customer Delight. I am committed to making your financial journey smooth and helping you achieve your life goals through personalized financial planning. I am passionate about bridging the knowledge gap and empowering people to make informed financial decisions. My goal is to provide you with tools and insights needed to reach your significant milestones.

Practice at a glance

5
Years of Experience
120
Families Served
₹11
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Salaried Executives
Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

EUIN503812

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

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
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
PMS
Gift City

Complimentary Services

Get any of the free services to experience working with Meeta Mehta.

Financial Health Check-up
Insurance Portfolio Review
One Page Financial Blueprint
Risk Profile Assessment
Financial Wellbeing Workshop