We are for
Established with a vision to redefine financial services, M/s Umang Mehta has been a beacon of trust since its inception. Our commitment to transparency, integrity, and personalized service has made us a leading force in the industry.
About us
Nurturing Trust,
Shaping Financial Futures
Since Inception
Our legacy speaks for itself. With over three decades of experience, we’ve evolved into a premier personal financial service provider. Our seasoned leadership team brings a track record of entrepreneurial and management success, ensuring that your financial journey is guided by expertise and integrity.
*till date total family managed assets
*till date total family managed assets
Get to know us
Beyond the numbers
Who we are
Our legacy speaks for itself. With over three decades of experience, we’ve evolved into a premier personal financial service provider. Our seasoned leadership team brings a track record of entrepreneurial and management success, ensuring that your financial journey is guided by expertise and integrity.
Our mission
At Umang Mehta, our mission is to empower individuals and businesses with sound financial solutions. We believe in fostering long-term relationships built on trust, expertise, and shared success.
Reasons to consider us
Defining the four pillars to financial excellence
Why should you choose Umang Mehta for your financial journey? The answer lies in our unwavering commitment to excellence, transparency, and comprehensive financial expertise.
Umang Mehta stands as a beacon of transparency. Our commitment to clear communication ensures you stay informed at every stage of your financial journey.
Experience financial solutions tailored to your aspirations. At Umang Mehta, we understand that your financial goals are unique, and we craft personalized strategies to align with them.
As your trusted stock broker, mutual fund distributor, and finance consultancy, Umang Mehta offers a comprehensive suite of services under one roof. Simplify your financial journey with us.
At Umang Mehta, your satisfaction is our priority. Our client-centric approach ensures that your financial well-being remains at the forefront of every decision we make.
Reasons to consider us
Defining the four pillars to financial excellence
Why should you choose Umang Mehta for your financial journey? The answer lies in our unwavering commitment to excellence, transparency, and comprehensive financial expertise.
Umang Mehta stands as a beacon of transparency. Our commitment to clear communication ensures you stay informed at every stage of your financial journey.
Experience financial solutions tailored to your aspirations. At Umang Mehta, we understand that your financial goals are unique, and we craft personalized strategies to align with them.
As your trusted stock broker, mutual fund distributor, and finance consultancy, Umang Mehta offers a comprehensive suite of services under one roof. Simplify your financial journey with us.
At Umang Mehta, your satisfaction is our priority. Our client-centric approach ensures that your financial well-being remains at the forefront of every decision we make.
Humans behind the brand
Meet our Team
Umang Mehta
Founder
Umang Mehta entered the financial markets world with stocks and IPOs in 1989 at 18 and now after 35 years, the assets under management is Rs. 500 Cr+. His wisdom is sought after by clients and employees alike for their specific needs. He has revolutionized the investment activity within the community.
Kajal Mehta
Kajal Mehta has been instrumental since we started providing mutual fund distribution services in 2016. She handles the holistic process of mutual funds and bases the investments on the customer’s goals and risk-taking ability.
Parth Mehta
Parth Mehta's education in PGDM and BBA, both specializations in finance, along with his work in Capgemini (an MNC based in France) enables him to be versatile and contribute to all our financial services verticals.
He joined the business 7 years ago. Now he overlooks health and life insurance, the stock market terminals, and is the head administrator.
Jash Mehta
Jash Mehta joined the business in 2024 after completing his MSc in Finance from USC, USA (Gold Medalist), CFA (all levels cleared) and BBA-Finance from NMIMS, Mumbai. He conducts fundamental research on stocks for investments and provides Ad-Hoc support.
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