History
Previously M P Mehta Investment Solutions was started in 2008 by Mukesh Pravin chandra Mehta and eventually grew day by day for last 12 years to be one of the most trusted Mutual fund distributor today. In order to provide the more than a decade old family run business a corporate outlook M P Mehta Finserv LLP was formed in March, 2019.
Why Us?
- Mutual fund distributor focused on service oriented personalized solutions
- Team with a proven track record in financial services domain
- Highly Disciplined and Service Oriented Approach for making investments
- Pinpoint executions to financial solutions demanded by clients
- Financial Solutions provided are based on the foundation of trust, integrity and responsibility and hence there is never ending commitment to exceed the service expectations of the clients
What is the process?
We follow a simple process called AACQG which means; “Articulate your Aspirations as well as Constraints and then Quantify them into Goals.” Based on these results we offer different categories of mutual fund schemes available with us and then help our clients track their investments on regular basis. We consider ourselves as care takers of our client’s financial dreams and hence also expect similar loyalty from our client base thus most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies.