Heet Shah
CA Finalist | Equity Research & Capital Markets | Financial Analysis | Valuations | Former WICASA Committee Member (23–24)
- Role
- Research Analyst Executive at Mehta Wealth Ltd.
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Heet Shah
I am a CA Finalist with a strong foundation in taxation, audit, and corporate finance, I’ve built my professional identity around discipline, analytical thinking, and a commitment to learning fast. I’m naturally inquisitive, which pushes me to understand the “why” behind every number, process, and decision.I’ve developed strong leadership and communication skills through hands-on experiences, and I’m someone who stays calm under pressure, solves problems quickly, and takes ownership of the work I’m involved in. With a disciplined approach and a mindset geared towards long-term growth, I consistently aim to deliver clarity, structure, and value in whatever I do.I enjoy working in spaces where finance, strategy, and decision-making intersect — and I’m continuously evolving to become a sharper, more versatile professional.
Experience
Research Analyst Executive
Apr 2026 — Present
Lead research and evaluation of in-house PMS strategies and distributed investment products, assessing portfolio positioning and performance drivers. Drive investment banking and private equity research to identify curated opportunities for UHNI mandates. Perform bottom-up equity analysis to assess scalability, valuation comfort, and long-term growth visibility. 4.Deliver concise investment notes, opportunity briefs, and comparative analyses to support product positioning and client decisions.
Education
The Institute of Chartered Accountants of India
Intermediate
SDJ International College
B.Com
2023
The Institute of Chartered Accountants of India
Foundation
SDRUMS
Higher secondary education
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