GROW YOUR WEALTH WITH OUR EXPERTISE

Transcription

1 GROW YOUR WEALTH WITH OUR EXPERTISE

2 ABOUT MEHTA FINCON Founded in 2005 as a Small sub-broking unit with two promoters Mr. Jeevan Mehta & Mr Keyur Mehta. A well-diversified Wealth Management Company where we focus on Goal Based Investment Planning for our Clients. Today a Public Limited Company with more than 700+ HNI customers managed by a professional team of 50 People. We believe in highly transparent and ethical business practices along with Professionalism with the Customers First attitude. We help Customers across the country to take Informed Investment Decisions backed by a strong Research based Advisory service. Extensive use of technology and the benefit of Synergized operations have delivered enhanced value for our Customers.

3 ENRICHING YOUR INVESTMENTS Our Business Tagline itself says, You re in good hands as we are committed to highly Ethical & Transparent Business practices. All Investment Solutions under one roof. Tracking & Rebalancing of Portfolio by highly qualified Research Analysts. Certified Advisors & Dedicated Professional Relationship Managers. Well trained & efficient in-house Customer Care. Amongst IFA s, we are the pioneers in South Gujarat to recommend PMS (Portfolio Management Services). Mehta Fincon Mobile App specially designed for our clients. Knowledge sharing Newsletter - Mehta Times issued every month keeping in mind our clients interest. We are the pioneers in the industry to organize grand investor conference in South Gujarat - MFGIC (Mehta Fincon Global Investor Conference)

4 ONE STOP SOLUTION FOR WEALTH CREATION Portfolio Management Services Mutual Funds Wealth Management Angel Investments Project Finance Real Estate Investments Life & General Insurance Club Membership

5 MEHTA PRIVILEGE SILVER GOLD DIAMOND PLATINUM TITANIUM Feel Delighted, Feel Privileged with MEHTA PRIVILEGE!! We want our clients to feel privileged to be associated with Mehta Fincon and hence we have launched an exclusive Reward Programme for our Clients. In designing this programme special care has been taken to include Client s investment parameters which build healthy investor culture among the investors. MEHTA CLUB Mehta Club is the part of MEHTA PRIVILEGE. It s a Non-Profit initiative started by us in the benefit of Customers where Corporate Tie- Ups with Leading brands of Surat has been done that includes Hotels & Restaurants, Hospitals, Pharmacy, Labs and many more. MEHTA CLUB The Extra Privilege TM It aims at providing exclusive offers & discounts to its members. Clients receive their Digital Mehta Club Card after joining hands with Mehta Fincon. You can simply show the Digital card at listed Tie-ups and avail offers AKANKSHA SHAH VALID UPTO MM/YY 03/18

6 MEHTA GROUP MILESTONES Founded on 9th May Expanded our Business wings Corporate Distributor of Mutual Funds Joint Venture with UK based Red Ribbon Asset Management Company BSE Membership Mehta Fincon Global Investor Conference (MFGIC) - Debut Edition Sole Distributor of Piramal Capital Launched Mehta Fincon Mobile App

7 2012 Awarded 'Titanium Member' of Motilal Oswal 2014 Launched Mehta Times The Monthly Newsletter 2014 Change in Corporate entity Pvt. Ltd. to Public Ltd. Expanded Reach in Insurance Sole Distributorship of Alchemy Capital Management Co-Founded by Mr. Rakesh Jhunjhunwala 2017 Awarded Insurance Direct Broker s Licence from IRDA 2017 Employee Stock Ownership Plan (ESOP) for our esteemed team More Miles to Go...!

8 WHAT OUR CLIENTS SAY ABOUT US Shri Pravinbhai Nanavati Past President, SGCCI Mehta Fincon is very different than other advisors because they always plan their investment in accordance to your goals. I am been associated with Mehta Fincon since a long time now and it always gives me pleasure to be with them. By organizing an event like Mehta Fincon Global Investor Conference, Mehta Fincon have made a historical mark in Diamond & Textile city Surat. Mr. Kiranjit Singh Pannu Principal - Tapti Valley International School Mehta Fincon Pvt Ltd has been such a wonderful company to be associated with for my investment management. The first thing that strikes about them is the loving, calm, patient and professional Directors and staff. They patiently understand the need, evaluate and provide the best investment advice. As a customer what matters to meis the behavior, professionalism and ethics of the service provider and in all these three aspects i will give Mehta Fincon a 10/10..Wish them all the best and i hope to have a long term investment and personal relationship with them. Dr. Ashokbhai Shroff Founder, Shroff Eye Hospital Being associated with Mehta Fincon since a long now have made me a part of them. I have found that Mehta Fincon is the right place for the management of your spare money. Personal Experience always counts!! Dr. Rajeev Pradhan Sr. Anaesthetist, Mission Hospital Mehta Fincon is a company run by its flawless management and professional team. They are very much humble towards their clients. The monthly newsletter Mehta Times is informative and something unique in the industry. I am happy with my investment. I wish them all the success and to be the leader in Financial Services.

9 Mr. Anand Singhal Finance Controller, ADANI Ports "Mehta Fincon is a very standard company who constantly make efforts to delight their clients. The client relationship building by Mehta Fincon team is very effective. The privilege activities undertaken are good and thoroughly enjoy the gatherings especially Movie Day. The events are always well organised and the team did outstanding job. Thanks to entire Mehta Fincon team. Bhupendrabhai Vankawala Former Chief Manager, KRIBHCO "What particularly impressed me about Metha Fincon was just how much time they spent early on in our relationship listening to my particular goals and objectives. I have always found that they truly understand what i am working towards with my career, my investments, and my others personal goals. Their regular reviews and proactive meetings keep me well aware of my progress towards my goals. I have no hesitation whatsoever in referring Mehat Fincon on to someone looking for client-focused financial advisor. Dharmeshbhai Shah Partner, Gujarat Essence "I am very pleased with the Financial Services provided by Mehta Fincon. Their advisors are highly qualified and well trained. Company like this is worth noticing. It s my pleasure to get associated with the company. I highly recommend them to all Anilbhai Trivedi Chartered Accountant Mehta Fincon is a prestigious organization with clear vision. The company have ethics & transparency as its core values. With their constant study/research the clients do benefit in long run. Mehta Fincon team is very efficient and talented!!

10 GRAND EVENT - MFGIC Catching the attention; our Devoted Audience Shri Sevantibhai Shah Founder, Venus Jewel & Mr. Jeevan Mehta Founder, Mehta Fincon presenting Memento to Shri C.R.Paatil Mahendrabhai Kajiwala & Mr. Keyur Mehta felicitating Smt. Darshanaben Jardosh Mr. Sunil Subramaniam CEO, Sundaram AMC Mr. Kalpen Parekh Joint President, DSP Blackrock Mr. Hiren Ved CIO, Alchemy Capital Mgt Mr. Anoop Bhaskar Head of Equities, IDFC Mutual Fund Mr. Keyur Mehta Chairman & CIO Mehta Fincon Services Ltd Mr. Krunal Mehta MD & CEO Mehta Fincon Services Ltd. Team Mehta Fincon

11 MFGIC MEDIA COVERAGE ET NOW Coverage Print Media Coverage

12 MOBILE APP LAUNCH Official Launch of MEHTA FINCON MOBILE APP The App is created especially for the benefit of Clients giving them one stop solution for all their Investments. My Account Mehta Times (Newsletter) Mehta Club Mehta Events

13 MEHTA TIMELINE Our MD & CEO Mr. Krunal Mehta with Hon Minister Shri Santosh Kumar Gangwarji Our MD & CEO Mr. Krunal Mehta with Shri Arjun Ram Meghwal, Union Minister of State in Finance and Corporate Affairs Our Founder Mr. Jeevan Mehta & MD & CEO Mr. Krunal Mehta with Dy Chief Minister of Gujarat Shri Nitinbhai Patel & MLA Shri Piyushbhai Desai Our Founder Mr. Jeevan Mehta & MD & CEO Mr. Krunal Mehta with Minister of State for Finance Shri Rohitbhai Patel & MLA Shri Piyushbhai Desai Our Chairman & CIO Mr. Keyur Mehta & MD & CEO Mr. Krunal Mehta presenting the MFGIC Magazine to Mr. Vishal Kapoor - CEO, IDFC AMC Our MD & CEO Mr. Krunal Mehta & COO. Mrs. Kinjal Mehta presenting the MFGIC Magazine to Mr. Ashish Chauhan - CEO, BSE Our Chairman & CIO Mr. Keyur Mehta with Mr. Hiren Ved, Co-founder & CIO- Alchemy Capital Management Pvt Ltd. Our Chairman & CIO Mr. Keyur Mehta, MD Mr. Krunal Mehta & Wealth Manager Miss. Chaitry Desai with CEO of Sundaram Asset Management Mr. Sunil Subramaniam Our MD & CEO Mr. Krunal Mehta with Mr. Anoop Bhaskar, Head of Equity - IDFC Mutual Fund

14 PRINT MEDIA COVERAGE Employee Stock Ownership Plan (ESOP) for our Esteemed Team Mehta Insurance Broker's Pvt. Ltd. (IRDA License)

15 PRINT MEDIA COVERAGE Article on Market Outlook by Mr. Keyur Mehta in Divya Bhaskar Joint Venture with UK Based Red Ribbon Asset Management Company covered by National Media

16 CONNECT WITH MEHTA FINCON OUR ASSOCIATIONS GROUP OF COMPANIES Mehta Fincon Services Ltd Mehta Insurance Brokers Pvt Ltd Mehta Dreams Realty Pvt Ltd Mehta Holidays Pvt Ltd Stay connect with us: Facebook/mehtafincon Twitter/mehtafincon YouTube/mehtafincon LinkedIn/mehtafincon MEHTA FINCON SERVICES LTD. C-208, International Trade Centre, Majuragate, Ring Road, Surat Board: (100 lines) : info@mehtafincon.com