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Mehul  K Bheda | Personal Finance Professional | MumbaiMehul  K Bheda | Personal Finance Professional | Mumbai

Mehul K Bheda

Personal Finance Professional•Mumbai,MH
Mumbai,
Mumbai, MH, 400001
Mumbai, Mumbai, MH, 400001
About

I am a seasoned financial professional with over 21 years of experience in managing client wealth and guiding investors through multiple market cycles. Based in Mumbai, I work closely with individuals, families, and business owners to help them structure, grow, and preserve their financial portfolios through disciplined, goal-oriented strategies. My approach is built on long-term relationships, transparency, and consistency, with a strong focus on understanding client objectives and aligning investments accordingly. Over the years, I have had the privilege of managing substantial assets and supporting clients across evolving financial landscapes with clarity and confidence.

Practice at a glance

22
Years of Experience
700
Families Served
₹1,200
Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

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
Buy a Home
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Global Investing
Life Insurance
Mutual Funds
SIF

Complimentary Services

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