Personalized Touch
We know your financial journey is as unique as you are, and we're here to design tailor-made solutions just for you.
my WealthBox is a leading wealth management and financial advisory firm, specializing in Mutual Funds, PMS, AIF, Insurance, and Insurance Claim Advisory. Formerly known as Mehta Associates, our legacy began in 1996 when Mr. Jigish Mehta, an Engineer, founded the company. In 2004, Mr. Viral Mehta, a Software Engineer and Certified Goal Planner, joined as a co-founder, expanding our offerings to include Equity Baskets, PMS, and AIF.
With ₹300+ Crore in assets under management and 800+ satisfied families, we take pride in offering comprehensive, client-first financial solutions. Our mission is simple - to help you secure, grow, and optimize your wealth with confidence.
At my WealthBox, we don't just manage wealth - we create a path for your financial success.
Mission
At my WealthBox, our mission is to empower individuals and families with strategic financial solutions that help them achieve long-term financial security and growth. We are committed to providing transparent, research-driven, and personalized investment strategies that align with our clients' financial goals.
Vision
We envision becoming a trusted financial partner for generations, helping our clients navigate their wealth journey with confidence. Our goal is to continuously innovate and expand our offerings, ensuring that every investor benefits from expert advice, customized solutions, and superior wealth management services.
Who Are We?
At my WealthBox, we help individuals and families build, grow, and protect their wealth with expert financial solutions. With 28+ years of experience, we specialize in Mutual Funds, PMS, AIF, Insurance, and Insurance Claim Advisory, offering personalized, research-driven strategies for long-term financial success.
Originally founded as Mehta Associates in 1996 by Mr. Jigish Mehta, our journey began with a vision to simplify wealth management. In 2004, Mr. Viral Mehta, a Software Engineer and Certified Goal Planner, joined as a co-founder, expanding our services to include Equity Baskets, PMS, and AIF.
Today, we proudly manage ₹300+ Crore in assets and serve 800+ satisfied families, ensuring trust, transparency, and growth in every financial decision.
At my WealthBox, we go beyond wealth management - we create a secure financial future for you and your loved ones. Let's grow together!
Why Us?
Personalized Touch
Licensed & Regulated
Transparency
Our Promise
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Integrity & Trust
Your financial well-being is our top priority.
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Expert Guidance
Backed by 28+ years of experience, we provide professional, research-driven insights.
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Personalized Solutions
We tailor investment strategies to fit your unique goals.
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Long-Term Growth
Helping you build and preserve wealth for future generations.
