About GreenEdge Wealth Services LLP
GreenEdge Wealth Services LLP is one of the leading SEBI Registered Investment Advisors (RIA - non individual) in India since 2015. We are “fee” only advisors i.e. we don’t earn from product commissions. We offer advisory services across equities, mutual funds, bonds, etc..
Our Philosophy
Our Approach to Investing
Who are our Customers?
Our Services
1. Stock Advisory
2. Mutual Fund Advisory
3. Fixed Income Advisory
4. Comprehensive Financial Planning
Meet Our Team
Resha Mehta – Resha is the Founder of GreenEdge Wealth Services LLP and was amongst the first eleven women (SEBI Registered) Investment Advisors in India. After completing her graduation from Jamnalal Bajaj Institute on Management Studies, she worked for organizations like ICICI Securities, Standard Chartered Bank and Yes Bank.
Having witnessed poor levels of financial awareness amongst the educated working class as well as the entrepreneurs, Resha conceived the idea of GreenEdge Wealth Services in 2014. She is extremely passionate about equity markets & investor education initiatives.
Digant Haria – Digant is the co-founder of GreenEdge Wealth Services LLP. Prior to this, he worked as a Credit Analyst for banks like Axis Bank & J.P.Morgan and as a stock analyst covering Banks, NBFCs and other financial services at ICICI Securities & Investment Trust of India (Antique Stock Broking).
He was consistently voted among India’s top 5 analysts by global surveys like Institutional Investor, Asia Money and Thomson Reuters. His views on the sector have often been elicited by forums & publications like CNBC TV18, Economic Times, TIA, IIC, and Mint.
Jindal Haria – Jindal is the Co-Founder of GreenEdge Wealth Services LLP. He started his corporate career as a software engineer at TCS. After completion of his MBA in Finance and Marketing from FMS Delhi, he was Assistant Factory Controller - Trainee at Nestle India Limited with factory control experience at Samalkha and Nanjangud factories. He was a Relationship Manager for a large corporate house and other standalone corporates at ICICI Bank for about 4 years. His last corporate stint at India Ratings (a Fitch Group company) was also the longest at 9 years and he was one of the youngest Directors at the agency. He covered a range of financial institutions' rating engagements as an individual analyst as well as in supervisory roles. He has had several appearances on television and been quoted in newspapers especially on microfinance, small finance banks, fintechs, scheduled commercial banks and role of banking developments on credit market and economy.