Profile

Donor Registrant: Yes

Home City / Country : Mumbai / India

Related To: Sandeep Vakharia / Kamal Mehta / Mihir Choksi / Naiteek Mehta

Profession: Financial Services

Company: Dhruv Mehta, Shriram Asset Management Co Ltd, Foundation of Independent Financial Advisors

Designation: Promoter

Business Email: Click To Send Mail

Spouse: Kashmira

About:

BACKGROUND
Dhruv Mehta’s professional career spans over 30 years. The first 2 decades as a Corporate Executive before before setting up his own boutique Wealth Management Firm in 2003. Over the last decade the Firm has evolved in one of India's leading firm in the Independent Financial Advisor (IFA) category.

# Manages AUM over US$ 200 mn for various family offices, Corporates and High Net worth Individuals.
# Actively involved with the Annual Wealth Creation studies conducted by Motilal Oswal Securities (One of India’s leading Financial Services Company).

EXPRIENCE
Promoter
Dhruv Mehta
2003 – Present (14 years)Mumbai Area, India
An Investment Advisory covering all the gamut of investment products for family office and high net worth individuals
Director
Shriram Asset Management Co Ltd
February 2012 – Present (5 years)Mumbai Area, India
Founder Chairman
Foundation of Independent Financial Advisors
February 2012 – Present (5 years)Mumbai Area, India
Director
Malabar Capital Advisors
December 2008 – Present (8 years 2 months)Mumbai Area, India

Vice President
Savita Oil tchnologies Limited
February 1993 – February 2003 (10 years 1 month)
Manager- Treasury & Account
Searle India Limited
January 1985 – January 1992 (7 years 1 month)Mumbai Area, India
Audit Assistant
A.F. Ferguson & Company
August 1984 – April 1985 (9 months)Mumbai Area, India

CERTIFICATIONS
Associate
The Institute of Chartered Accountants of India

Associate
The Institute of Cost & Works Accountants of India