KIRTAN's CV
KIRTAN MEHTA
Portfolio Manager | Wealth Management
Profile summary
Adaptable Feb professional with 23 years of experience transitioning from financial auditing to wealth management and portfolio strategy. Shaped investment outcomes for UHNW family offices and HNI clients by managing global equities, fixed income, and structured products. Defined asset allocation strategies that generated 15.2% TWR and 13.8% MWR, consistently exceeding benchmarks. Committed to rigorous fundamental research and risk-adjusted performance through active portfolio monitoring and quantitative analysis.
Career highlights
Portfolio Management: Managed 5 discretionary global equity portfolios and 121 multi-asset advisory exposures, generating 15.2% TWR and 13.8% MWR, which exceeded the 8.5% benchmark return in GCC equities.
Asset Growth and Strategy: Grew client portfolio exposure from 45 to 75 at a 14–15% CAGR between 2019 and 2023, navigating geopolitical stress, inflation, and rate-hike cycles.
Investment Analysis: Generated 40% absolute returns over a 6-month period by managing a 3 million USD portfolio through concentrated research, financial modeling, and active monitoring.
Audit and Compliance: Completed 35 statutory and stock audit assignments while mentoring a team of 5 staff members across accounting and reporting engagements between 2018 and 06 2019.
Key skills
Professional experience
Defined investment strategy for UHNW family-office portfolios, steering asset allocation across global equities, fixed income, and private market opportunities. Coordinates portfolio restructuring and risk monitoring to align with institutional-grade investment policy frameworks.
- Managed a 5 discretionary global equity portfolio and 121 multi-asset advisory exposure, executing allocation, restructuring, and reporting.
- Generated 15.2% TWR and 13.8% MWR, exceeding the 8.5% benchmark return in GCC equities.
- Architected institutional dashboards tracking NAV, volatility, Sharpe/Sortino ratios, and sector weights.
- Implemented a structured Investment Policy Statement framework defining objectives, risk limits, and liquidity requirements.
- Evaluated bonds and structured products through analysis of issuer quality, maturity laddering, and concentration risk.
Steered investment advisory operations for preferred NRI, HNI, and UHNW client segments, including family offices. Architected suitability-led investment strategies across equities, funds, bonds, and structured products to align with client risk profiles.
- Onboarded 01 new client relationship representing 20 million in assets under management upon joining.
- Conducted risk profiling and investment-need analysis to recommend solutions across equities, funds, bonds, structured products, and advisory mandates.
- Priced and compared complex structured products across multiple issuers to ensure competitive execution for clients.
Architected investment strategy for a private portfolio, overseeing asset allocation and equity research. Evaluated market opportunities through financial modeling and risk assessment to inform capital deployment decisions for senior stakeholders.
- Managed an investment portfolio exceeding 3 million USD in assets under management, generating 40% absolute returns over a 6-month period through concentrated research and active monitoring.
- Conducted US and Indian equity research, financial modeling, and valuation analysis to prepare investment theses, price targets, and portfolio recommendations for senior stakeholders.
Influenced investment strategy and portfolio construction for a diverse client base, steering asset allocation across global equities, derivatives, and structured products. Managed client exposure through volatile market cycles, overseeing risk assessment and financial modeling to align holdings with specific liquidity and return objectives.
- Managed and grew client portfolio exposure from 45m to 75m at a 14–15% CAGR through 2019 to 2023-12, navigating geopolitical stress, inflation, and rate-hike cycles.
- Led research-team activity and provided allocation insights across equity, bond, and structured-product analysis, resulting in 12 promotions and appraisals during tenure.
- Built financial models for debt, private equity, and listed-equity opportunities using DCF, comparable-company analysis, scenario analysis, and sensitivity review.
Shaped audit and accounting workflows for a diverse client portfolio, steering a team of 5 through complex financial reporting cycles. Managed the preparation of statutory statements and reconciliations to ensure compliance with regulatory standards.
- Completed 35 statutory audit, stock audit, accounting, and reporting assignments across multiple sectors.
- Mentored a team of 5 staff members across audit and accounting assignments between 2018 and 06 2019.
Coordinated audit and accounting workflows for a portfolio of 20 clients. Managed resource allocation and client communication to ensure documentation accuracy and adherence to project timelines.
- Executed audit planning, reconciliation, and reporting tasks for 20 clients to maintain consistency across engagements.
- Facilitated communication between internal teams and clients to support the timely completion of audit assignments.
Coordinated financial statement reviews and sector-specific research to support audit engagements. Evaluated management discussion and analysis documentation to inform internal financial analysis capabilities.
- Analyzed financial statements and management discussion and analysis to support audit accuracy.
- Evaluated insurance-sector competitors to build internal sector understanding and financial analysis capability.
Managed financial reporting and compliance workflows for diverse client portfolios. Oversaw the execution of audits, VAT filings, and operational finance reconciliations while maintaining internal control standards.
- Executed end-to-end audits, accounting, and VAT filings for client assignments.
- Performed reconciliations and provided operational finance support.
- Received three promotions and performance appraisals during the period ending 03 2015.
Completed undergraduate studies in commerce, focusing on financial accounting, business law, and economic principles. Developed foundational knowledge in corporate finance and taxation frameworks through academic coursework.
- Completed core curriculum requirements in financial accounting and business management.
- Participated in academic projects analyzing market trends and fiscal reporting standards.
Completed the Advanced Technical Analysis program at the National Stock Exchange of India while pursuing undergraduate studies. Focused on market data interpretation and quantitative trading methodologies.
- Analyzed historical price movements and volume data to identify market trends.
- Applied technical indicators to evaluate asset performance and risk profiles.