5/5
available todayMunjal Mehta
available todayBusiness Head at Fortune Wealth. CFA. Helping people build wealth with clarity and confidence | KJSIM
Business Head at Fortune Wealth. CFA. Helping people build wealth with clarity and confidence | KJSIM
English, Hindi
Mumbai, Maharashtra, India
I have spent more than ten years in wealth management, helping people make smarter financial decisions and build long term security with confidence. As Business Head at Fortune Wealth and Financial Services LLP, I work closely with clients to simplify investing, cut out the noise, and create plans that actually fit their lives.
My CFA background gives me a strong analytical lens, but my goal is always to translate complexity into simple, practical guidance. Over the years I have worked across e...read more
Fortune Wealth and Financial Services LLP
Business Head
Religare
Equity Research Analyst
Motilal Oswal Securities Ltd
Summer Intern
K J Somaiya Institute of Management (KJSIM)
MMSThakur College of Engineering
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Only for KJSIM community
10 mins10 minsproceeds to charity | Krisha Foundation
Talk through a current challenge and get an outside view to move forward or brainstorm ideas.
30 mins