CA Abhishek Mehta, CFA

CEO

Mumbai, Maharashtra, India14 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in simplifying complex financial processes.
Leader in wealth management and investment strategies.
Passionate about enhancing financial accessibility.

Stackforce AI infers this person is a Fintech expert with a strong focus on wealth management and investment strategies.

Contact

Skills

Core Skills

Wealth ManagementInvestment Strategy

Other Skills

Financial ModelingFinancial AnalysisValuationEquitiesCorporate FinanceMicrosoft OfficeFinanceManagementClient EngagementTaxFinancial AccountingBusiness Valuation

About

I'm an Chartered Accountant. My "polestar" is efficiency. I find that transparency, reliability, process, and fairness are often guideposts on the route to efficiency. What excites me most about my work is making everyday activities and products more intuitive, accessible, and delightful, so that people get more from them with less investment (of time, money, or effort), i.e., making them more efficient. In my years of experience with consultancy firms and brokers, I learned their inner workings, how to build better products, and how to get the word out about those products. I found the financial and banking world to be slow to change, poorly designed, and lacking sufficient transparency or convenience. Then and now, my interests lie at the intersection of economics, psychology, and design. At Investza.in we make life better: we save people's time and money and empower them to reach their important goals faster. We power the pursuit of happiness. Specialties: Growing and leading teams, simplifying complicated problems, making processes more efficient, investing, financial markets, technology, and marketing Website Link: https://investza.in

Experience

14 yrs 3 mos

Total Experience

5 yrs 11 mos

Average Tenure

10 yrs 3 mos

Current Experience

Malaki

Investor

Jan 2024 – Present · 2 yrs 3 mos · Mumbai, Maharashtra, India

Mi capital

Partner

Jan 2021 – Present · 5 yrs 3 mos · Dubai, United Arab Emirates

Picture post studios

Co-Founder

Jan 2021 – Present · 5 yrs 3 mos · Mumbai, Maharashtra, India

Investza

Chief Mentor

Apr 2017 – Present · 9 yrs · Mumbai, Maharashtra, India

Investza is a friendly investment service that helps you save and grow your wealth without confusing you with complex financial terms. Whether you are a seasoned investor or a beginner (even a "non-finance" person), Investza cuts through the jargon and helps you invest better with clear options and powerful tools.
Website Link: https://investza.in
We crave for your feedback. We will not be perfect 100% of the times, but we promise to listen and rectify!
Please reach me directly should you want to talk about anything! From your experience on investza, to life in general!
abhishek@investza.in

Financial ModelingFinancial AnalysisValuationEquitiesCorporate FinanceMicrosoft Office+4

Mehta & associates - chartered accountant

CEO

Apr 2017 – Present · 9 yrs · Mumbai Metropolitan Region

Mehta & Associates has been a leader in auditing, Budgeting and accounting for Media and Entertainment Industry. With 5+ years of expertise in this Industry, our team of professionals have cutting edge solutions over various critical issues. Our collaboration with Industry leaders reflects the confidence of Media personnel, Ad films and Movie Production houses, Artist on us, which ultimately have reaped fruits for all.
We are leading specialists for every accounting need of the media and entertainment industry. We understand and appreciate the very special nature of the industry. Whatever your role in the media and entertainment industry we believe our expertise, compassion and understanding from working in the sector ensures we are best placed to look after your financial affairs. We are well proficient in the accountancy needs and tax issues affecting TV production companies, film production companies and commercial production companies.
As specialist media Chartered Accountants we can tailor our service to suit your needs with genuine interest and resentment for the media industry. Whether you are looking for someone to look after your financial affairs, obtain funding for an endeavor or to ensure you have benefited from tax reliefs we are pleased to assist.

Ar digital wealth

Partner

Apr 2017 – Present · 9 yrs · Mumbai, Maharashtra, India

Indian association of investment professionals (iaip) - india cfa society

Committee Member

Jan 2016 – Present · 10 yrs 3 mos · Mumbai, Maharashtra, India

Anand rathi wealth limited

EA to CEO

Jan 2015 – Mar 2017 · 2 yrs 2 mos · Mumbai Area, India

Private Wealth Management.

Deloitte india

Assistant Manager - Valuations.

Sep 2014 – Dec 2014 · 3 mos · Mumbai Metropolitan Region

Business valuations using cost, market and income approaches, as is appropriate
Investment research- adept at using research databases such as Thomson Research, Bloomberg, Factiva, Capital IQ, Capital Line and the like
Financial modeling and analysis of financial statements
Analysis of the key value drivers of the business and justification of the multiples used in valuing the business
Regular interactions with the internal team members working on the valuation and the client