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Vivek Mehta, CFA

Vivek Mehta, CFA

Associate

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location of Vivek Mehta, CFAMumbai, Maharashtra, India

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  • Timeline

  • About me

    InsureMehta

  • Education

    • Passed Level III of the CFA Program

      -
      Finance, General

    • H.R. College of Commerce and Economics

      2006 - 2008
      Higher Secondary Certificate Commerce 85%

    • The University of Reading

      2012 - 2013
      MSc International Securities, Investment and Banking Finance and Financial Management Services Merit

      M.Sc. in International Securities, Investment and Banking covered Financial Instruments like Equity, Fixed Income, Derivatives and Currency trading, also individual modules for Financial Markets and Portfolio Management.

    • SYMBIOSIS INTERNATIONAL UNIVERSITY

      2008 - 2011
      Bachelor of Business Administration (BBA) Management First Class

      Activities and Societies: Sympulse 2011 - Hospitality Team Member during the institute's first international fest Sympulse 2010 - Team co-ordinator of the Hospitality Team Represented Symbiosis International University at the West Zone Inter-University Football Championship in 2010. The undergraduate degree in BBA offered a knowledge of subjects spanning the entire spectrum of management and marketing, most notably in modules such as Marketing Management, Economics, and Corporate Law, amongst others.We were also introduced to basic market research concepts, which were used during the completion of our final marketing research assignment. I chose to carry out a quantitative study regarding Visual Merchandising in India and its effects on shopping behaviour.

  • Experience

    • Royal Bank of Scotland

      Dec 2011 - Jun 2012
      Associate

      As part of the Investment Advisory team, I assisted in providing stock research reports to our Relationship Managers. I was mainly involved in gathering ground-level data from various sources like Bloomberg, Thomson Reuters, and so on; and presenting it to the analysts. I have also assisted in creating quarterly earnings reports of the companies our team followed.

    • Self Employed as Independent Financial Advisor

      Sept 2013 - now
      Independent Financial Advisor

      In the 2 years that I have been working as an Independent Financial Advisor, I have:- Prepared and executed financial plans for over 5 families, with an average net worth of Rs. 15 Cr- Managed the Mutual Fund portfolios of around 30 families with a total Asset Under Management of appx. Rs. 10 CrDuring my time as Financial Advisor, I developed skills in Financial Planning, Financial Modelling; and gained valuable insight into the investment behaviour of retail and traditional investors. Show less

  • Licenses & Certifications

    • Certified Financial Planner (CFP) Certification

      Financial Planning Standards Board, India
      Sept 2014

    • Chartered Financial Analyst®

      CFA Institute
      View certificate certificate

    • Fixed Income Certificate (Formerly known as the International Fixed Income and Derivatives)

      International Capital Market Association (ICMA)
      Apr 2012

  • Volunteer Experience

    • Intern

      Issued by United Way of Mumbai on May 2009
      United Way of MumbaiAssociated with Vivek Mehta, CFA