Simoni Mehta
Wealth Manager specializing in Family Wealth Management at Tata Capital with a Postgraduate Degree in Finance
- Role
- Investment Advisor at Quantum Information Services Private Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Simoni Mehta
Tata Capital empowers clients through tailored wealth management strategies, leveraging expertise in family wealth, mutual funds, and wealth accumulation. As Wealth Manager, contributed to personalized financial planning that aligns with clients\' unique financial goals. With a postgraduate degree in Finance from ICFAI Business School, brings academic rigor and practical insights to investment solutions. Motivated to support individuals and families in optimizing wealth, fostering long-term financial security, and building trust-driven client relationships.
Experience
Investment Advisor
Quantum Information Services Private Limited
Sep 2025 — Present · Mumbai, IN
Education
K J Somaiya College of Arts & Commerce Vidyanagar Campus Vidyavihar Mumbai 400 077
Bachelor of Commerce - BCom, Business/Commerce, General
2018 — 2021
ICFAI Business School
Postgraduate Degree, Finance, General
Smt K. C. Gandhi high school
High School , SSC
2005 — 2016
K J Somaiya college of arts and commerce
HSC, Business/Commerce, General
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