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Chandresh Mehta - Resume

The document provides a summary of an individual with experience as a wealth manager and in financial services. It details his work history including roles at Kotak Mahindra Bank, Edelweiss Wealth Management, Edelweiss Financial Services, Merrill Lynch Asia Pacific, and Citigroup. It also lists his education including an MBA in Finance from University of Exeter and a Bachelor of Commerce degree.

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98 views2 pages

Chandresh Mehta - Resume

The document provides a summary of an individual with experience as a wealth manager and in financial services. It details his work history including roles at Kotak Mahindra Bank, Edelweiss Wealth Management, Edelweiss Financial Services, Merrill Lynch Asia Pacific, and Citigroup. It also lists his education including an MBA in Finance from University of Exeter and a Bachelor of Commerce degree.

Uploaded by

piyush.namaste
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Contact

Chandresh Mehta
www.linkedin.com/in/chandresh-
Executive Director - UHNI at Kotak Mahindra Bank
mehta-b65bb51 (LinkedIn)
Mumbai, Maharashtra, India

Top Skills
Summary
Equities
Capital Markets Experienced wealth manager with a demonstrated history of working
Investment Banking in the financial services industry across different lines of business.
Skilled in Financial Structuring, Portfolio Management, Corporate
Languages Finance, and Equity Capital Markets. Strong finance professional
English with a MBA focused in Finance major from University of Exeter.
Hindi
Gujarati
Experience
Kotak Mahindra Bank
Executive Director - UHNI
April 2022 - Present (2 years 1 month)
Mumbai, Maharashtra, India

Edelweiss Wealth Management


Principal Partner
May 2021 - April 2022 (1 year)
Mumbai, Maharashtra, India

Edelweiss Financial Services


12 years 9 months

Senior Vice President


April 2019 - April 2022 (3 years 1 month)
Mumbai Area, India

Practice Head
July 2018 - April 2022 (3 years 10 months)
Mumbai Area, India

Senior Partner - Investments


August 2013 - June 2018 (4 years 11 months)
Mumbai, Maharashtra

Associate Director
August 2009 - August 2013 (4 years 1 month)
Mumbai Area, India

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Merrill Lynch (Asia Pacific) Ltd.
Associate
December 2005 - February 2009 (3 years 3 months)

Citigroup
Analyst
June 2003 - December 2005 (2 years 7 months)

Education
University of Exeter
MBA, Finance, General · (2001 - 2002)

Mithibai College of Arts & Amrutben Jivanlal College of Commerce &


Economics
Bachelor of Commerce (B.Com.), Accounting and Finance · (1994 - 1999)

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