Harsh Mehta
Helping NRIs & Global Investors Access India’s Growth | PMS & AIF | Private Equity | CFA Level 1 Cleared
- Role
- Senior Associate at Navkar Wealth Services Private Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Harsh Mehta
From an early age, I have been deeply passionate about finance and the art of investing. This interest guided my academic journey — earning a Bachelor’s degree in Financial Markets with a minor in Data Analytics and clearing CFA Level 1.Growing up in a family with over 35 years of experience in share broking and wealth management gave me early exposure to market discipline, client trust, and the long-term nature of wealth creation. This foundation shaped my interest in thoughtfully constructing portfolios aligned with each client’s financial goals and constraints.As part of the new generation in the business, I am focused on introducing alternative investments into client portfolios — enabling enhanced value creation through responsible exposure to PMS, AIFs, Private Equity and niche private opportunities.I am actively involved in unlisted shares dealing and intermediary services, helping clients participate in strong private market opportunities ahead of public listings — with careful attention to valuation discipline, governance standards, and business quality.I enjoy studying turnaround stories, innovative ideas, and emerging growth themes. My approach starts with a macro view and narrows into specific opportunities that best fit our clients’ objectives.Today, I am building Indowest Capital — a GIFT City–based platform dedicated to helping NRIs and global investors access India’s growth with seamless and tax-efficient execution. My mission is to combine global capital with India’s conviction, guided by transparency, integrity, and disciplined research.Always eager to learn, explore and create — with a strong belief that wealth management is not just about returns, but about enabling financial confidence and meaningful progress.
Experience
Senior Associate
Navkar Wealth Services Private Limited
Oct 2025 — Present · Rajkot, IN
Education
NIFM - Stock Market Institute
DIPLOMA IN FINANCIAL MARKETS
Somaiya Vidyavihar University
Data Analytics And Visualisation , Data Processing
Somaiya Vidyavihar University
Bachelor in financial market , Finance and Financial Management Services
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