Punit Mehta Email & Phone Number
Managing Director
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Punit Mehta Location
- Rajkot, GJ, IN
Punit Mehta Work
- Managing Director @ Capius Wealth Private Limited (November 2025 - Present)
- Founder @ The Investor (November 2014 - Present)
- Co-Founder and Director @ (July 2025 - February 2026)
- Co-Founder and Director @ (August 2024 - February 2026)
- Director @ Mehta Tradelink Pvt Ltd (July 2012 - October 2024)
- Director @ (April 2019 - September 2024)
- Managing Partner @ The Art Affair (July 2012 - August 2024)
- Dealer cum Fund Manager at Mutual Fund @ ICICI Prudential AMC Ltd (January 2010 - June 2012)
- Articleship @ Surendrakumar Jain & Co (March 2007 - August 2009)
- Articleship @ Patel & Khandwala (August 2006 - February 2007)
Punit Mehta Education
- CFA US
CFA (Finance)
2009-2012 - Chartered Accountant
CA (Accounting and Finance)
2004-2008 - Bachelor of Commerce
B.Com (Accounts - Commerce)
2004-2007
Punit Mehta Skills
- Equity Research
- Equities
- Mutual Funds
- Capital Markets
- Derivatives
- Portfolio Management
- Valuation
- Corporate Finance
- Financial Analysis
- Investments
- Returns
- Books
- Units
- Infrastructure
- Windows
- Pioneer
- Organics
- Finance
- Qualified Chartered Accountant
- Conversant
- Major Clients
- Limited Companies
- Pigments
- Handball
- Viz
- Auditing
- Accounting
- Liaising
- Web Applications
- Statutory
- Foundation
- Business Services
- Relationship Management
- English
- Sage Act
- Verifying
- Balance Sheet
- Microsoft Office
- Cooperative
- Snapshot
- Export
- Roc
- Forte
- PE
- Partnerships
- Hardware
- P&L
- Tourism
- Ledger
- Norms
- Tally ERP
- Gujarati
- Finalization
- Income Tax
- C
- Virginia
- Social Housing
- Schedules
- Academia
- Electronic Filing
- Companies Act
- Insulation
- External Agencies
- Chartered Financial Analyst
- Usa
- Regulations
- Level 2
- Trust
- Curriculum Design
- Growth Oriented
- Tax
- Taxations
- Concurrent
- Compliance
- Jain
- Financial Instruments
- Cash
- Manufacturing
- Commerce
- Accounting Applications
- Trading
- Filing
- Chartered Accountant
- Hindi
- International Finance
Punit Mehta Summary
- Punit Mehta, based in Rajkot, GJ, IN, is currently a Managing Director at Capius Wealth Private Limited. Punit Mehta brings experience from previous roles at The Investor, Aventaa Research, Sparq Enertech and Mehta Tradelink Pvt Ltd. Punit Mehta holds a 2009 - 2012 CFA in Finance @ CFA US. With a robust skill set that includes Equity Research, Equities, Mutual Funds, Capital Markets, Derivatives and more. Punit Mehta has 1 emails and 6 mobile phone numbers on RocketReach.
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