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Fiduciary Advisory & Wealth Stewardship

Grow your wealth with clarity and confidence.

Mehta Prime Capital offers disciplined, transparent financial guidance built on long-term trust, rigorous risk control, and tailored multi-asset portfolio architecture.

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Built around your goals. Guided by discipline. Focused on the long term.

Capital Preservation Matrix
SEBI Registered
DYNAMIC SHIELD Capital Defense HORIZON ALPHA Compounding Target
Fiduciary Focus Unbiased Advisory
Depository Segregated Bank Accounts
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Client First

Advice strictly aligned with your life goals, not commissions.

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Transparent

Clear, understandable guidance with zero hidden layers.

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Long-Term

Focused on generational, sustainable wealth architecture.

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Disciplined

Empirical research and rules-based decision making.

Our Heritage & Thesis

Financial guidance built around you.

At Mehta Prime Capital, every strategy begins with active listening. We dive deep into understanding your personal aspirations, generational obligations, timeline restrictions, and natural risk tolerance before recommending an allocation.

We reject the noise of market euphoria and sensational headlines. By establishing an enduring, rules-based framework, we help discerning families and entrepreneurs navigate volatile market cycles with composed reassurance.

“Preserving generational wealth requires patience, objectivity, and an unyielding commitment to client interest.” The Mehta Prime Fiduciary Standard
Institutional Discipline format_image_left 100% Client-Aligned
ALPHA PRESERVATION CORRIDOR
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Fiduciary Commitment Uncompromised Advisory Sovereignty Operating free from distributor quotas or incentive distortions.
Bespoke Wealth Capabilities

Solutions designed around your goals.

Structured financial capabilities tailored for individuals, families, and high-growth enterprise treasuries.

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Investment Advisory

Personalised capital allocation strategies tailored to your financial goals, time horizon, and measured risk appetite.

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Wealth Management

Holistic planning to build, protect, and efficiently pass on multi-generational family and corporate wealth.

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Mutual Funds & SIPs

Curated fund selection, rigorous risk-return ratio analysis, and automated systematic investment plans.

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Portfolio Management

Active monitoring, risk-weighted asset rebalancing, and transparent reporting to keep your portfolio on target.

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Business Capital & Advisory

Strategic guidance on raising, deploying, and structuring debt and equity capital for growing enterprises.

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Retirement & Tax Planning

Plan ahead for a financially secure retirement and optimize tax liabilities across personal and corporate income.

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The Execution Blueprint

A disciplined approach to every investment decision.

Consistent, repeatable fiduciary stewardship divided into four rigorous operational phases.

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Understand

We begin by deeply learning your core goals, timeline horizons, tax brackets, liquidity demands, and risk appetite.

02

Diversify

We spread capital across domestic equities, sovereign debt, defensive yield, and uncorrelated assets to dampen drawdowns.

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Invest with Discipline

Execution driven strictly by quantitative metrics and valuation margin-of-safety, filtering out speculative retail market noise.

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Review & Rebalance

Continuous surveillance with scheduled quarterly reviews, rigorous portfolio rebalancing, and unvarnished institutional reporting.

Guiding Doctrine

Discipline over noise.

Long-term investing requires patience, research, and a disciplined process — not emotional reactions to market noise.

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Research

Every allocation decision supported by thorough valuation analysis.

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Risk

Capital preservation and active downside control remain central.

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Discipline

Unwavering dedication to the primary long-term objective.

Target Allocation Framework
Preservation Model Core
Large-Cap Core (45%)
Sovereign Debt (30%)
Growth Equity (15%)
Liquidity Buffer (10%)
candlestick_chart Specialized Tactical Execution Desk

Active Trading Strategies.

Clearly segregated from core family wealth management, our tactical desk offers specialized liquidity capture execution for qualified participants.

Horizon: Minutes to Hours timer

Intraday Scalping

Fast, disciplined trades capturing tight price fluctuations within standard market hours. Executed with strict, predetermined stop-loss triggers and absolutely zero overnight exposure to eradicate gap risk.

Overnight Risk Zero Carry Exposure
Methodology Order Flow & Volume Delta
Horizon: Days to Weeks trending_up

Swing Trading

Tactical positions held across multiple sessions to capture larger structural price swings. Guided by rigorous technical momentum analysis, relative strength profiling, and systematic trailing stops.

Position Cycle 3 to 20 Sessions
Methodology Trend Structure & Momentum
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Mandatory Risk Disclaimer

Trading involves substantial risk of loss and is not suitable for every investor. Past performance is not indicative of future results. Derivative instruments and equity trades entail market volatility. Mehta Prime Capital recommends independent risk assessments prior to participation in active tactical desks.

Stewardship & Governance

The people behind Mehta Prime Capital.

Seasoned leadership dedicated to unbending fiduciary principles and transparent stewardship.

Vjay Mehtta, Founder & CEO of Mehta Prime Capital
Principal Officer

Vjay Mehtta

Founder & CEO

Visionary financial architect with deep expertise across equity capital markets, wealth compounding structures, and strategic financial advisory. Leads the core investment committee at Mehta Prime Capital.

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Chandan Mehta, Co-founder & COO of Mehta Prime Capital
Operations & Governance

Chandan Mehta

Co-founder & COO

Directs quantitative execution, operations, client portfolio surveillance, and risk governance. Specializes in tactical market liquidity analysis and institutional-grade compliance.

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The Decisive Difference

Why clients choose clarity over complexity.

How our disciplined advisory model fundamentally differs from product-driven financial distributors.

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Client-First Thinking

No proprietary sales pressure. Every recommendation is purely evaluated on its merit to advance your stated family or enterprise objectives.

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Transparent Communication

Total fee visibility and performance clarity. We avoid jargon, delivering straightforward reports on exactly where and why capital is committed.

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Goal-Oriented Strategies

We do not chase arbitrary indices. Portfolios are mapped against real liabilities, cash flow schedules, and retirement milestones.

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Disciplined Process

Strict risk criteria govern entry and exit points. When markets swing wildly, our predefined rules safeguard capital against panic decisions.

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Long-Term Perspective

Compounding is protected by resisting the urge to over-trade or chase fleeting market fads. We think in multi-year runways.

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Ongoing Reviews

Your life changes; so must your capital strategy. Systematic quarterly performance check-ins ensure allocations adapt dynamically.

Initiate Mandate

Let's build a clearer financial future.

Start with a conversation about your goals, priorities, and financial direction. No pressure, no obligations — just an honest fiduciary perspective.

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Principal Office Inda, Kharagpur, WestBengal
mail
Direct Advisory Desk vjaymehtta@gmail.com Confidential inbox reviewed daily
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Operating Schedule Mon - Fri: 9:00 AM - 6:30 PM | Sat: 10:00 AM - 2:00 PM Sovereign Trading & Institutional Reviews
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Fiduciary Advisory SLA Partner Review in < 4 Hours Strict Institutional Confidentiality & NDA Protocol
Frequently Answered Queries

Clear answers to common questions.

Everything you need to know about our fiduciary partnership and consultative engagement.