The Advisor Behind the Practice

Meet Micky Mehta

Four decades of family values, thousands of families served, and one unwavering commitment — your financial wellbeing above all else.

Micky Mehta — Financial Advisor
AMFI Registered
ARN-188962
About

A Family Business Built on Trust

Micky Mehta Investments is a family business, founded in 1984 and now proudly carried forward by the second generation. What began as one advisor's commitment to honest, personalised financial guidance has grown into a multi-decade legacy serving over 3,500 families across Mumbai and beyond.

The second generation brings fresh expertise and a modern perspective — while staying true to the values that built the practice: integrity, transparency, and a genuine commitment to every client's long-term wellbeing. Together, both generations work side by side to deliver advice that is both time-tested and forward-looking.

As an AMFI Registered Mutual Fund Distributor (ARN-188962), the practice operates within a regulated framework that demands accountability and client-first conduct. Across insurance, mutual funds, bonds, fixed deposits, loans, and risk management — every recommendation is built around your unique goals, not a product quota.

Credentials & Qualifications

  • Family business founded in 1984 — now in its second generation
  • AMFI Registered Mutual Fund Distributor — ARN-188962
  • 40+ years of active financial advisory practice
  • Expertise across insurance, mutual funds, bonds, FDs, loans, and risk management
  • Served 3,500+ families across Mumbai and beyond
  • Member of the Association of Mutual Funds in India (AMFI)
I don't sell financial products. I build financial futures. Every family that trusts me with their savings deserves the same care and diligence I would give my own.
Micky Mehta
What Guides Us

Our Core Values

Integrity First

Every recommendation is made in the client's best interest — never driven by commissions or product quotas.

Personalised Approach

No two families are the same. Financial plans are built around your specific goals, income, risk appetite, and life stage.

Long-Term Thinking

Wealth is built over decades, not days. The focus is always on sustainable, compounding growth — not short-term gains.

Transparent Advice

Full clarity on fees, charges, and product structures. You always know exactly what you are investing in and why.

The Journey

Four Decades of Trust

1984

A Family Legacy Begins

Micky Mehta Investments was founded in 1984 as a family business — built on the belief that every family deserves honest, personalised financial guidance.

1995

Expanding the Practice

Broadened the advisory practice to include mutual funds, bonds, and fixed deposits alongside insurance, offering truly comprehensive guidance under one roof.

2003

AMFI Registration

Registered as an AMFI Mutual Fund Distributor (ARN-188962), formalising the commitment to regulated, transparent investment advisory.

2010

Second Generation Joins

The next generation of the Mehta family stepped into the practice, bringing fresh expertise and energy while honouring the values and relationships built over decades.

Today

40+ Years, 3,500+ Families

A four-decade family legacy of trust — now carried forward by two generations, with the same personal touch and commitment that defined day one.

Work With Us

Ready to Start Your Financial Journey?

Whether you're just starting out or looking to optimise an existing portfolio, Micky Mehta is here to guide you with the same care and expertise he has offered for over four decades.