Riya Mehta

Associate Partner

Mumbai, Maharashtra, India10 yrs 5 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in sector-agnostic research and investment strategy.
  • Contributed to 33% CAGR in AUM growth.
  • Strong foundation in finance with CA and CFA qualifications.
Stackforce AI infers this person is a Finance professional with expertise in equity research and investment strategy.

Contact

Skills

Other Skills

AccountingAuditingFinancial ReportingFinancial AnalysisMicrosoft Excel

About

As AVP – Research at Aequitas, I support investment strategy across India, China, and global markets for one of the country’s best-performing PMS/AIF (PMS Bazaar). I specialise in sector-agnostic research, building long-horizon investment theses and uncovering compounding opportunities that strengthen portfolio performance. My research plays an active role in driving Aequitas’ industry-leading AUM trajectory of 33% CAGR and shaping the firm’s disciplined, conviction-based investment philosophy.

Experience

Aequitas investments

2 roles

AVP Research

Promoted

Oct 2025Present · 6 mos

Senior Research Analyst

May 2021Nov 2025 · 4 yrs 6 mos

  • Buy side Equity Research

Iifl (india infoline group)

Equity Research Associate

Mar 2020May 2021 · 1 yr 2 mos

Anand rathi financial services limited

Equity Research Associate

Oct 2018Feb 2020 · 1 yr 4 mos · lower parel

Bansi s. mehta & co.

Article Assistant

Aug 2015Aug 2018 · 3 yrs

Education

Narsee Monjee College of Commerce and Economics

M.com

Jan 2017Jan 2019

Narsee Monjee College of Commerce and Economics

Bachelor of Commerce - BCom — Accounting

Jan 2012Jan 2017

Institute and Faculty of Actuaries

Financial mathematics

Jan 2014Jan 2016

CFA Institute

cleared all levels with 90+ percentile

The Institute of Chartered Accountants of India

CA - Chartered Accountant

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