About Us

About GreenEdge Wealth Services

GreenEdge Wealth Services is one of the leading SEBI Registered Investment Advisors (RIA) in India, with a specialization in Indian stock market advisory. We were amongst the first 300 SEBI Registered Advisers in India. Apart from equities, we also offer advisory services for other asset classes like bonds, mutual funds, gold, etc.

Who are our Customers?

With sustainable wealth creation at the center stage of our philosophy, we cater to wide spectrum of clients – corporate employees, working professionals, entrepreneurs, HNIs and NRIs.

Our customers are spread across 5 continents of the globe and 21 states in India and have diverse backgrounds – some work for reputed corporations like P&G, HUL, Mondeleze, Facebook, Axis Bank, etc; some have their own start-ups and some have their own personal practice.

Our Services

1. Stock Advisory
2. Mutual Fund Advisory
3. Comprehensive Financial Planning

Why Should You Avail Our Services?

To make your money work as hard as you:

No matter how hard you try, there is a limit to which salaries or business incomes can grow. Hence, it is equally important that your savings are invested in an efficient way.

To navigate through the information overload:

The overwhelming amount of information available today ends up confusing people rather than simplifying things for them. With our years of research & experience, we can handhold you through this financial maze and to help you make the right investments at every stage of life.

To receive unbiased advice:

Unlike the dozens of wealth management firms operating in the country, we do not make a living out of distributing third party financial products.We work relentlessly with a singular objective to help you create wealth.

GreenEdge’s pan- India Investor Awareness Sessions

We are delighted to announce that GreenEdge Wealth Services has conducted over a dozen investor awareness sessions for retail investors / salaried professionals / entrepreneurs across Mumbai, Delhi, Gurgaon, Bangalore, Pune and Chennai.

Specialized Investor Sessions for Corporate Employees

We also conducted focused sessions for employees of corporates like American Express, Monsanto, GEP, etc. In case you want to have such a session conducted in your organization, feel free to contact us at [email protected]

GreenEdge’s Investor Sessions’ Footprint: April, 2017 to Nov, 2017

Click here to see photos of these sessions – Events & Media

About the Team

GreenEdge Wealth Services is the brainchild of a team of individuals who share the passion to spread financial literacy and to help individuals to embark on their wealth creation journey. The Team consists of Engineers-cum-Management Graduates, Commerce Graduates who specialize in diverse financial instruments – Stocks, Mutual Funds, Debt, etc. The Team members have previously worked with reputed banks and other financial institutes.

Founder & Partner, Resha Mehta

Resha is the founder of GreenEdge Wealth Services 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.

Partner, Nakul Jain

He’s a graduate from Drexel University (USA) & has a decade long experience in the Indian Financial Services space. Over the years, he has developed expertise in stock broking, insurance, SME & NBFC business, education and training.

Research Analyst, Ashwin Gupta

He started his journey as an investor right after graduating from Mumbai University in 1995. He started his career in the automobile industry and over the years, developed his expertise in the small and mid cap space across sectors and has an independent research on more than 150 companies.