Gauri Mehta

Gauri Mehta is the Vice President and Chief Growth Officer at Basic Financial Services Pvt. Ltd., a financial advisory firm based in Mumbai, India.124 She is a Chartered Financial Analyst (CFA) Level III candidate and a Certified Financial Advisor.1 Mehta holds a Master's in Management from London Business School, which she completed in 2017.13

Professional Experience

• 2019-present: Vice President at Basic Financial Services Pvt. Ltd.3
• 2017-2018: Manager at IIFL Wealth3
• 2014-2016: Product Development and Management role at Motilal Oswal Asset Management Co.1

Expertise

Mehta specializes in reaching first-time investors and guiding them to become educated investors.1 She utilizes her expertise in finance and management to contribute to Basic Financial Services, a company that provides financial advisory and investment management tools.1

Company Background

Basic Financial Services was founded in 1994 by Nikhil Mehta, the managing director. The company has over 1000 clients across various geographies and offers services including investment advisory, wealth management, and insurance solutions.1