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Co-Founder

Mamta Mehta

She transitioned into wealth distribution two years ago, under the mentorship of co-partner Apurva Mehta, and she has continued to grow her expertise in wealth management.

Experience & Activities

Qualifications: Commerce Graduate from South Gujarat University
Experience : She brings with her 20 years of experience in banking, handling Credit, Bench Operations, and Demat Cash across various branches of Surat People’s Co-operative Bank.
Key Roles: Risk Profiling, Decision Making, Operations Handling