PMS & AIF Distribution
Not every investor needs the same strategy. Neither should you.
Not every investor needs the same strategy. Neither should you.
Access to leading strategies, guided by advice that puts you first.
Access to leading strategies, guided by advice that puts you first.
BEYOND CONVENTIONAL INVESTING
BEYOND CONVENTIONAL INVESTING
Not every investor needs the same strategy. Neither should you.
Access to leading strategies, guided by advice that puts you first.
Curated Selection
Focused approach based on your needs and requirements.
Curated Selection
Focused approach based on your needs and requirements.
Expert Guidance
Support in navigating complex structures and strategies.
Expert Guidance
Support in navigating complex structures and strategies.
Ongoing Transparency
Regular updates on performance and market developments.
Ongoing Transparency
Regular updates on performance and market developments.
Offerings
Invest Through Us
PMS and AIF strategies accessible through Mehta Vakil.
Our Approach
STEP 1
Evaluate your goals, risk appetite, and investment horizon.
STEP 2
Construct a diversified portfolio aligned with your objectives.
STEP 3
Monitor fund performance and market developments continuously.
STEP 4
Rebalance regularly to maintain alignment with your goals.
WHY MEHTA VAKIL
Curation and consistency when it matters most.
Strategies built for you, not templates.
Personal attention at every step.
One relationship, consistent guidance.
Contact Us
About Us
Contact Us
Downloads
Investor Grievance
Important Communications
© Mehta Vakil & Co. Pvt. Ltd. 2026 | All Rights Reserved
About Us
Contact Us
Downloads
Investor Grievance
Important Communications
© Mehta Vakil & Co. Pvt. Ltd. 2026 | All Rights Reserved
About
Resources
Contact
Privacy Policy
Terms of Use
© Mehta Vakil & Co. Pvt. Ltd. 2026 | All Rights Reserved
DISCLAIMER
Risk disclosures on derivatives
Risk disclosure in the Equity Futures & Options segment aims to inform individual traders about the inherent risks involved in trading these derivative instruments. By disclosing these risks, regulatory bodies such as SEBI seek to ensure that traders are fully aware of the nature of these instruments and the challenges they pose.
9 out of 10 individual traders in the Equity Futures and Options Segment, incurred net losses.
On average, loss makers registered net trading losses close to ₹ 50,000.
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
Those making net trading profits, incurred between 15% to 50% of such profits as transaction costs.
Source:
DISCLAIMER
Risk disclosures on derivatives
Risk disclosure in the Equity Futures & Options segment aims to inform individual traders about the inherent risks involved in trading these derivative instruments. By disclosing these risks, regulatory bodies such as SEBI seek to ensure that traders are fully aware of the nature of these instruments and the challenges they pose.
9 out of 10 individual traders in the Equity Futures and Options Segment, incurred net losses.
On average, loss makers registered net trading losses close to ₹ 50,000.
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
Those making net trading profits, incurred between 15% to 50% of such profits as transaction costs.
Source:
DISCLAIMER
Risk disclosures on derivatives
Risk disclosure in the Equity Futures & Options segment aims to inform individual traders about the inherent risks involved in trading these derivative instruments. By disclosing these risks, regulatory bodies such as SEBI seek to ensure that traders are fully aware of the nature of these instruments and the challenges they pose.
9 out of 10 individual traders in the Equity Futures and Options Segment, incurred net losses.
On average, loss makers registered net trading losses close to ₹ 50,000.
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
Those making net trading profits, incurred between 15% to 50% of such profits as transaction costs.
Source: