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Empowering Your Financial Journey:
Learn about our expertise in mutual
fund distribution and investment guidance

Empowering Your Financial Journey: Learn about our expertise in mutual fund distribution and investment guidance

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vision
opportunity

OUR VISION

We envision a world where everyone feels empowered and secure about their financial future.

OUR MISSION

Empower our clients to achieve Financial Security through personalised guidance, a comprehensive range of options and ongoing support.

WHO WE ARE

WHAT WE DO?

Mutual fund investments
Financial goals are targets

WHY CHOOSE US?

Meet Our Team

Our dedicated team at Northstar Wealth is committed to empowering your financial success through goal-based planning. With diverse backgrounds and extensive experience, our team is here to guide you towards a secure and prosperous future. With a wealth of industry experience and a passion for helping clients achieve their aspirations, we are committed to providing personalized guidance and tailored strategies to secure your financial future.

Amit Mehta

Amit Mehta

Founder & CEO

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Madhvi Shah

Madhvi Shah

Primary Operations Officer

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Meet Desai

Meet Desai

Team Member

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Priyanka Jariwala

Priyanka Jariwala

Operational Officer

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TESTIMONIAL

Guiding your journey towards financial
success and peace of mind.
Contact Us
Mutual Funds logo
503 Cantila Business Centre, Ishwarlal Gulabbhai Desai Road, near Jeevkar Nagar, Bhatar, Surat, Gujarat 395007
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QUICK LINKS

Blogs

Our Philosophy

SERVICES

Mutual fund distribution, Equity

Mutual fund portfolio analysis

Protection for Life and health insurance

Hybrids and Debt funds

Bonds

Risk profiling

EMAIL :

contact@northstarwealth.co.in

CONTACT :

+91 9313251955

MEET OUR TEAM

Amit Mehta
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Amit Mehta

Founder & CEO

Amit Mehta – Amit brings a wealth of experience spanning 17 years in the finance industry. He embarked on his career as a Relationship Manager at Prudent Advisory Services and later transitioned to the role of an Individual Investment Advisor, honing his skills for two years. In 2011, Amit sought fresh challenges and joined TrustPlutus Wealth Management Services, driven by his eagerness to explore new financial products within a boutique wealth management firm. 

In April 2019, Amit established North Star Wealth and thanks to unwavering client support, the company has experienced consistent growth over the years. Throughout his journey, Amit has had the privilege and pride of maintaining long standing relationships with clients dating back to his early career days in 2006. 

Amit’s qualifications include being a CERTIFIED FINANCIAL PLANNER (CFP-CM) and holding a Bachelor of Commerce degree. Additionally, he has obtained certifications from AMFI – NISM and NISM- Insurance.

His expertise lies in asset allocation tailored to each client’s risk profile and goals, having successfully managed a diverse range of clients, including Ultra High Net Worth Individuals (UHNIs), High Net Worth Individuals (HNIs), and retail clients. His proficiency extends across various investment instruments such as equities, debt funds, equity Portfolio Management Services (PMS), and direct bonds.

Amit’s extensive experience has provided him with a clear understanding of the potential pitfalls to avoid which may look rosy in the short term. With a strong belief in Northstar’s Vision, Amit consistently strives to align his clients’ long-term plans with suitable financial products. He takes personal care of meeting clients, engaging in fruitful discussions about asset allocation, providing insights on market conditions, and offering regular portfolio updates. He ensures that clients are well-informed about various suitable products that align with their long-term financial objectives. 

MEET OUR TEAM

Madhvi Shah
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Madhvi Shah

Primary Operations Officer

Madhvi Shah is a highly experienced finance professional with a decade of expertise in the field. After completing an MBA in Finance, Madhvi began her career at Turtle Wealth Management as an Operations Executive, where she excelled in her role for 2.5 years. Seeking further growth, she then joined Trustplutus Wealth Management Pvt Ltd as an Operations Officer, serving for an additional 2 years. In April 2019, Madhvi took on the role of Primary Operations Officer at North STAR. 

Madhvi strongly believes in the significance of discipline, trust and accuracy in fostering long-term relationships with clients. Her qualifications include a Bachelor’s degree in Computer Applications (BCA), a Master’s degree in Business Administration (MBA in Finance), as well as certifications in AMFI – NISM and AMFI – ECPE.

At Northstar, Madhvi’s primary responsibilities encompass executing daily transactions with utmost precision, generating monthly valuations for clients, closely monitoring equity stocks, compiling GST calculations, and maintaining trade sheets. Her attention to detail and commitment to accuracy contribute to Northstar’s success in meeting clients’ financial objectives.

MEET OUR TEAM

Meet Desai
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Meet Desai

Team Member

Meet Desai brings four years of finance experience to his current role. His professional journey began after he successfully completed his Diploma in Mechanical Engineering, when he embarked on a career at Navjivan Hyundai Motors as a service advisor for a period of one year. In 2020, Meet transitioned to North Star, where he currently serves as a valuable member of the team. In his capacity at North Star, Meet facilitates the collection and submission of necessary documents for seamless transaction execution, addresses client queries and fetches  and delivers reports.

MEET OUR TEAM

Priyanka Jariwala
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Priyanka Jariwala

Operational and Services Officer

Priyanka Jariwala is an experienced professional with a strong background in finance and marketing. With a commerce degree, she embarked on her career at Fortune Financial Services Ltd. as a Jr. Executive in the Demat & KYC Department, where she gained valuable experience for a year. Following that, Priyanka joined Market Hub Stock Broking Pvt. Ltd. as a Sr. Demat Executive, specializing in Demat & KYC operations, for a period of 1.5 years.

Afterwards, Priyanka transitioned to Nexa Kataria as a Customer Relationship Executive, where she spent 2 years nurturing client relationships and delivering exceptional service. Subsequently, she joined Sakhiya Skin Clinic as a Marketing Counselor, responsible for front desk duties as well, for a duration of 1 year. Continuing her professional journey, Priyanka took up the role of Sales Officer at Ujjivan Small Finance Bank for 9 months, moving on to Kotak Mahindra Bank as an Area Acquisition Manager for 9 months. 

Since May 2021, Priyanka has been an Operational and Services Officer at North Star. Her responsibilities encompass conducting daily transactions with utmost accuracy, addressing client queries and resolving issues, coordinating with asset management companies (AMCs) and associates for transactions and inquiries, as well as communicating with software vendors. Additionally, Priyanka diligently maintains various reports and statements, such as daily transaction MIS, GST file, brokerage file, and expenses file. She ensures seamless sharing of these reports with clients through both online and offline channels.