Vidhi Mehta
Financial Advisor @ Fintoo |Ex-Waterfield Advisors | CFA L3
- Role
- Financial Advisor at Fintoo
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Vidhi Mehta
As a CFA Level 3 candidate and dedicated financial planner, I am committed to helping individuals and families achieve their financial goals with confidence and clarity. With a deep interest in financial markets, I stay on top of trends and continuously expand my knowledge to provide insightful, data-driven advice tailored to each client’s unique needs.Beyond my professional life, I’m someone who values integrity, curiosity, and meaningful connections. I have a natural enthusiasm for learning—not just about finance but about different cultures, perspectives, and ideas. In my free time, you’ll often find me exploring new places, enjoying a good book, or engaging in thought-provoking conversations. I believe that trust is built through authenticity, and I strive to bring that same openness and reliability into my work.
Experience
Financial Advisor
Feb 2025 — Present
Education
The London School of Economics and Political Science (LSE)
Bsc economics and finance , Finance, General
2019 — 2022
CFA Institute
Associate's degree, Finance and Financial Management Services
Narsee Monjee College of Commerce and Economics
Higher secondary education, Business/Commerce, General
2017 — 2019
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