Kirtan Mehta

Associate Vice President

Kirtan Mehta is a highly accomplished professional with over 11 years of experience in the Investments & Financial Services Industry. With clients across the globe, he holds diverse experience in advising and managing multi-asset discretionary portfolios for HNI’s & sophisticated investors.

Along with managing and offering private banking, wealth & investment management solutions to clients, Kirtan also possesses expertise in covering asset classes such as Equities, Structured products, and Private Equities. He also applies his analytical skills, and market knowledge to generate consistent and superior returns while adhering to the risk profile and investment objectives to optimise portfolio performance and client satisfaction.

Areas of Expertise

Equity Research

Structured Products and Portfolio Management

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Private Banking Advice

Insurance & Family Protection

High Net Worth & Ultra High Net Worth Clients

Qualifications & Awards

MBA (Financial Markets)

Regions Covered

  • USA
  • Europe
  • UK
  • Middle East
  • Asia