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A Good Financial Plan is a road map that shows us exactly how the choices we make today will affect our future.

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WEALTH MANAGEMENT

Having served over 1,00,000 clients over the last 25 years, our team has witnessed all types of bull and bear markets and strongly believe that in-order to protect oneself from the volatility and to generate returns consistently one needs an effective wealth manager. We offer Wealth Management services to all our clients and work very closely with each client to understand their long-term and short-term goals and thereupon provide them a variety of investment opportunities. Our work doesn’t end there, from advising to executing to monitoring/evaluating we maintain a very proactive approach towards the wealth management aspect for our investors/clients.

About us

Strong in-house research team

Goal based investment planners

Strong domain knowledge in Mutual Fund industry

Process driven organization

Staggered investment approach

Sistema Asia Fund India is a Securities & Exchange Board of India registered category II Alternative Investment fund (AIF).

Mehta is the exclusive partner with Sistema (A Russian Conglomerate with interest in Telecom, Retail, Real Estate, Technology, Healthcare etc.) for this fund

Invests in Series B+ rounds of technology enabled portfolio companies located in

India with gateway platform between India / SEA and Russia / Europe.

Mid-Stage Investing is Under-Represented in India and offers an Attractive Playing Field.

Experienced Team Has a Unique Blend of VC Investing, Operational Build-up and M&A Skills.

Happy Clients

Projects

Hours Of Support

Hard Workers

Financial planning is the process of setting and achieving personal or organizational financial goals by creating a comprehensive strategy to manage income, expenses, investments, and assets. It involves analyzing your current financial situation, identifying your financial goals, and developing a roadmap to reach those goals while considering factors such as risk tolerance, time horizon, and tax implications.

  • Goal Setting: Clearly define short-term and long-term financial goals. These goals could include saving for retirement, buying a home, paying for education, creating an emergency
  • Budgeting: Create a detailed budget that outlines your income and expenses. This helps you track your spending, identify areas where you can save money, and allocate funds toward your goals.
  • Investment Planning: Determine how to allocate your investments across various asset classes (stocks, bonds, real estate, etc.) based on your risk tolerance, time horizon, and financial goals. This also involves selecting specific investment vehicles, such as mutual funds, stocks, or exchange-traded funds (ETFs).

Risk Management: Evaluate your insurance needs, including health insurance, life insurance, disability insurance, and liability insurance, to protect yourself and your family from unexpected events.

A fixed deposit (also known as a time deposit or term deposit) is a financial instrument offered by banks and other financial institutions. It allows individuals to deposit a certain amount of money for a fixed period at a predetermined interest rate. The principal amount and interest earned are paid back to the depositor at the end of the fixed period.

Guaranteed Returns: Fixed deposits offer a guaranteed return on your investment. The interest rate is fixed at the time of deposit placement and remains constant throughout the tenure.

  • Low Risk: Fixed deposits are considered low-risk investments because the principal amount is generally secured, and the interest rate is predetermined.
  • Liquidity: While fixed deposits have a fixed term, some banks offer the option of premature withdrawal, although it may come with penalties or reduced interest rates.
  • Income Stream: Fixed deposits can provide a steady source of income, especially for retirees or those seeking stable returns.
  • nflation Risk: The returns from fixed deposits might not keep up with inflation, which could erode the purchasing power of your money over time.

If you could provide more information or clarify what you mean by "holding planning," I would be happy to assist you further. For example, are you referring to holding period planning, estate planning, investment holding strategies, or something else entirely? The more details you provide, the better I can assist you.

  • "Holding planning" is not a standard financial term or concept that I am aware of. It's possible that you might be referring to a specific type of planning related to holding assets, investments, or positions, but without further context or details, I cannot provide a specific explanation.

Derivatives broking involves facilitating the trading of financial instruments known as derivatives between buyers and sellers. Derivatives are financial contracts or instruments that derive their value from an underlying asset, such as stocks, bonds, commodities, currencies, or indices. The primary role of a derivatives broker is to act as an intermediary between traders who want to buy or sell these derivative contracts.

Matching Buyers and Sellers: Derivatives brokers connect buyers and sellers who are interested in trading derivative contracts. Buyers may be looking to speculate on price movements, hedge their existing positions, or manage risk, while sellers may be looking to profit from market movements or offset their exposure.

  • Executing Trades: Once a buyer and a seller agree on the terms of a derivative contract, the broker facilitates the execution of the trade. This involves ensuring that the contract's specifications, such as contract size, expiration date, strike price (if applicable), and other relevant details, are accurate.
  • Providing Market Information: Derivatives brokers offer market insights, real-time price quotes, and other relevant information to assist traders in making informed decisions. They help clients understand the potential risks and rewards associated with different derivative contracts
  • Liquidity: Brokers contribute to market liquidity by bringing together a wide range of market participants, making it easier for traders to buy or sell derivatives contracts quickly and efficiently.

Services

Equities and securities are terms commonly used in the world of finance and investing. They refer to different types of financial instruments that represent ownership or rights in a company, organization, or asset.

Financial Planning

Financial planning is the process of setting and achieving personal or organizational financial goals by creating a comprehensive strategy to manage income, expenses, investments, and assets.

IPO Service

An IPO (Initial Public Offering) service refers to the process and assistance provided by financial institutions, investment banks, or advisory firms to companies that are seeking to go public and offer their shares to the general public for the first time.

Derivatives Broking

Derivatives broking involves facilitating the trading of financial instruments known as derivatives between buyers and sellers. Derivatives are financial contracts or instruments that derive their value from an underlying asset, such as stocks, bonds, commodities, currencies, or indices.

Fixed Deposits Stock

A fixed deposit (also known as a time deposit or term deposit) is a financial instrument offered by banks and other financial institutions.
It allows individuals to deposit a certain amount of money for a fixed period at a predetermined interest rate.

Holding Planning

Holding planning" is not a standard financial term or concept that I am aware of. It's possible that you might be referring to a specific type of planning related to holding assets, investments, or positions, but without further context or details, I cannot provide a specific explanation.

Mutual funds

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. They are managed by professional fund managers who make investment decisions on behalf of the fund's shareholders.

Testimonials

I'm glad you're interested in collecting testimonials! Testimonials are valuable statements from clients, customers, or users who have had a positive experience with your product, service, or organization.

Saul Goodman

Ceo & Founder

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Sara Wilsson

Designer

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Jena Karlis

Store Owner

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Matt Brandon

Freelancer

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John Larson

Entrepreneur

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Frequently Asked Questions

Contact

Our Address

921, Lodha Supremus, Dr. E. Moses Road, Worli, Mumbai - 400018

Email Us

info@mehtasecurity.com

Call Us

+91 8120180663

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