For decades, wealth management has been a maledominated industry and women have seldom been seen ascending to top executive positions across wealth management and investment conglomerates. Of course, the scenario is changing at present, as we are envisaging a significant number of women leaders coming forward to explore the nuances of the wealth management segment. However, the gender-based difference amongst the c-level executives of the wealth management and investing domain doesn’t reflect many transformations over the years as the number of women leaders reigning in the insurance and wealth management segment remains scanty.

For women who are aspiring to make it big across the wealth management industry, Kinjal Mehta’s journey as a quintessential leader of today has emerged as an inspiration. As a successful entrepreneur, Kinjal is managing family as well as business at the same time, and excelling in both is something that all budding women entrepreneurs can learn from. Kinjal Mehta plays a pivotal role in leading Mehta Wealth towards the epitome of success. Under her profound leadership has emerged as one of the most promising Wealth Management companies in India by upholding the highest standards of conduct and services in all its dealings. Kinjal engages in an exclusive interaction with Women Entrepreneur magazine.

Define Mehta Wealth As An Organization And Its Current Position In The Industry.

Mehta Wealth is a leading Premium Wealth Management Company conceptualized in 2005. Krunal Mehta - MD & CEO of Mehta Wealth is the key driving force of the organisation. Being the only ‘one of its kind’ wealth management firm in Gujarat, Mehta Wealth started its journey with different wealth management solutions and retail investment. Gradually they molded the operational niche and got shifted into premium solutions by getting the membership of BSE.

After providing excellent service in the niche for a decade, the company decided to transform the entire business model - and become the pioneer of portfolio management service (PMS) in Surat. At present, the company is scaling the success ladder with a vision to be the most valuable asset for its client through exclusive and trustworthy relationships - by proving custom-made solutions to enhance the confidence they need for wealth creation.

What Are The Major Challenges You Have Encountered During Your Professional Journey Till Now And How Did You Manage To Overcome Them?

In today’s corporate world women find it difficult to survive as the patriarchal mindset of men doesn’t allow them to flourish in their careers. But I was lucky enough that I got a great family where I was allowed to get into the family business. Being a married woman fitting into the family business and creating exponential growth was challenging in the beginning. But I am happy that I have accepted this challenge and kept a sound balance between my personal and professional life.

What Makes Mehta Wealth Stand Apart From The Other Co-Players In This Segment?

Apart from its 40 hours work week system, Mehta Wealth endorses a flexible and transparent work culture that enables the employees to perform better. Catering exclusively to HNIs and Ultra HNIs, Mehta Wealth remains a keen supporter of innovation and Digitization. Using the most advanced technology for our operations, we have emerged as a 100% digital platform in the industry.

"With exclusive premium product basket having some best fund managers from the industry, mehta wealth has emerged as a premium brand in the wealth management segment"

Global Investor Conference is our flagship event which is Gujarat’s unique Investors Conference and has managed to arrest the attention of many industry stalwarts. With an exclusive premium product basket having some best fund managers in the industry, Mehta Wealth has emerged as a premium brand in the wealth management segment.

Throw Some Light On The Various Roles And Responsibilities That You Shoulder As The Director & Coo Of Mehta Wealth? What Is Your Success Mantra?

All the decision-making activities related to Marketing, Human resources, Operations, Customer Delight, and Finance of the company are governed by me. My core mantra behind handling all departments with a sound balance is the right delegation of work to my team.

What Drives You As An Industry Leader?

I have set my goal and take all the required small steps to achieve it every day. My passion keeps me going as I am quite certain that my smallest contribution will make a big difference in all the areas of my life, including the people and the society I am associated with. My passion for investing my time well have been the turning point of my life and I make my best efforts to utilize it well. I sincerely believe that you cannot save time but you can just invest it.

Share Some Unique Aspects Of Your Leadership Skills. How Do You Keep Your Teammates Motivated?

Being an adherent learner myself, I promote a lot of learning activities in the team. I believe in giving freedom of speech, initiatives, and decisionmaking to the team, which has made me work more pragmatically with my teammates. I emphasize a lot of innovations and new developments.

Reflect On Your Future Goals. What Is Your Vision For The Company’s Growth In The Near Future?

My future endeavors will be concentrated on providing leadership, management, and vision to assist the growth of the company. I intend to create a truly dedicated team aligned with the company goals, that will help Mehta Wealth to ascend greater heights.

Kinjal Mehta, Director & COO, Mehta Wealth

Being the Director & COO of Mehta Wealth Ltd, Kinjal is a visionary leader ensuring high quality management throughout the organization. Kinjal is an M. Com graduate in Finance and ensures the functionality of the business drive through efficient and sustainable growth.