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Munjal Mehta

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Business 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

languagesEnglish, Hindi

locationMumbai, Maharashtra, India

talk to me about
#WealthManagement
#FinancialPlanning
#RetirementPlanning
#InvestmentAdvice
#MutualFunds
#PortfolioManagement
#CFA
#PersonalFinance
#FinancialGoals
#KJSIM

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

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