Fundamentals-based equity advisory service built on the back of over two decades of corporate and investing experience spanning McKinsey & Company and major banks.
About me
Hemang Mehta, SEBI Registered Investment Adviser (Individual)
The foundation
My relationship with capital began long before my professional career. Growing up in a middle-class Gujarati household in Mumbai, prudent personal finance management was a central value. This background helped me appreciate from a very early stage the importance of growing and preserving capital over the long horizon, giving me an innate appreciation for sustainable wealth creation.
My years spent at IIT Bombay pursuing a B.Tech and M.Tech in Mechanical Engineering and Computer Integrated Manufacturing, followed by an MBA from IIM Bangalore, provided me with a solid analytical foundation. Beyond the rigorous education, these premier institutions granted me a vast network of close peers who now occupy senior leadership positions across various industry sectors-serving as an invaluable sounding board to deeply enrich my understanding of different business ecosystems.
A Career Across Strategy, Banking and Advisory
Before establishing an independent advisory practice, I spent more than twenty years navigating frontline corporate strategy:
- McKinsey & Company (India): Advised cross-sector corporations on strategy and operations, and consulted private equity funds on investment due diligence.
- Banking Sector (UAE): Led strategy, transformation, and product management across
corporate and consumer banking segments, building deep insights into diverse business models and systemic risks. - SEBI Registered Investment Advisor (RIA): Practicing fundamentals-based equity investing for over 15 years, and formally advising clients as a SEBI RIA since 2015.
Today, my advisory practice bridges these core chapters: combining the financial prudence of my upbringing, the rigorous problem-solving from IIT and IIM, and real-world business acumen to help you compound your wealth with absolute clarity and alignment of interest.
Services & Approach
Tailored equity advisory built to preserve capital and capture structural growth over the long horizon.
Core Offering
I provide individualized equity investment advisory services designed for investors seeking to compound their core capital without engaging in speculation. My practice is strictly focused on long-term, fundamentals-based equity investing in the Indian market.
- Objective: To deliver compounding returns that are meaningfully higher than traditional bank fixed deposits over long periods.
- Time Horizon: This strategy is intentionally designed for a multi-year horizon-specifically 5 years and higher.
- What I Do Not Do: I do not engage in short-term trading, derivatives (F&O), speculative momentum plays, or high- turnover strategies.
Absolute Alignment of Interest: Zero Conflicts, By Design
I operate under a strict, client-only fee structure, with no hidden commissions from any third party be it a mutual fund, PMS platform, brokerage or trading platform.
My recommendations will be motivated purely by what is best for you. If a decision doesn’t benefit you, it doesn’t happen.
Investment Approach: Fundamentals-based & long-term focused
The approach bypasses market noise and treats stock ownership as fractional ownership of real businesses. When selecting equities for your portfolio, I look for businesses with:
- Durable Competitive Advantages: I look for businesses with strong economic moats-whether through brand power, cost leadership, high switching costs, or unique market positioning-that allow them to defend their market share.
- Robust Balance Sheets: I prioritize companies with clean capital structures, low leverage, and disciplined capital allocation track records.
- A Strong Cash-Flow Bias: I have an explicit bias toward businesses that are already delivering robust free cash flows. In the select cases, where I advise around structural transformations where the core business thesis is actively playing out, I look for a clear visible path to cash generation.
Risk Mitigation ahead of Maximising Returns
Investing in equities inherently carries the unavoidable risk of capital erosion, especially during volatile market cycles. My approach is explicitly built around minimizing these downside risks while capturing the structural upside of a growing Indian economy, avoiding extreme or reckless risk-taking.
By pairing deep corporate insight with structural risk mitigation, I aim to build a resilient equity portfolio that gives you absolute peace of mind across varying market cycles.
Why I Became an Equity-Focused Investment Advisor
My journey into investment advisory was shaped by a foundational realization: long-term wealth creation requires a combination of deep corporate insights and unwavering discipline. Over more than two decades, my career across strategy consulting, banking, and wealth management has given| me a unique, front-row seat to the drivers of true business value.
Foundation across Strategy and Banking
My perspective on investing was forged during my time at McKinsey & Company in India. Advising cross-sector corporations on strategy, operations, and organizational design- alongside conducting due diligence for leading private equity funds on their potential investments-gave me an intimate understanding of the Indian business ecosystem. I learned first- hand what separates sustainable, long-term success from transient growth. In a rapidly expanding and evolving market like India, identifying these resilient business models is the key to delivering healthy, compounding returns for disciplined investors.
To broaden my operational and financial expertise, I spent years working with leading commercial banks in the UAE, driving strategy, digital transformation, and product management across both consumer and corporate banking segments. This role gave me an inside look at running large-scale B2C operations and required deep collaboration with senior finance leaders across diverse industries. This experience has sharpened my understanding of diverse business models and refined my perspective on managing risk.
A 15-Year Evolution in Fundamentals-Based Investing
I have been a staunch practitioner of long-term, fundamentals- based equity investing for over 15 years, managing capital for myself, friends, and family, and serving as a SEBI Registered Investment Advisor (RIA) since 2015.
Investing is a continuous learning journey. Over the years, I have experienced some great successes, but more importantly, I have made mistakes that contributed immensely to my growth. Navigating different market cycles has reinforced and refined my investment philosophy, teaching me the true value of patience, conviction, and robust risk mitigation.
My Investment Conviction
I firmly believe that the core of long-term wealth should be anchored in Indian equities, managed through a strict, fundamentals-based lens. When aligned with the right risk-reward framework, equities offer a superior long-term risk-return profile compared to fixed deposits and traditional asset classes. Practiced over extended horizons, this approach has a true multiplier effect on wealth.
I established this advisory practice with a clear mission: to help you navigate the Indian equity markets with a long-term orientation and absolute alignment of interest.
Regulatory Information
Name of Investment Adviser: Hemang Mehta
Type of Registration: Individual
Registration Number: INA000003783
Validity of Registration: Perpetual
Principal Officer / Proprietor Contact: Hemang Mehta | Email: hemangm78@yahoo.com
Registered Address:
Statutory Disclaimer
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
