Avro Wealth
Principal Advisor: Anuj Mehta
SEBI RIA REG NO: INA000016922
Anuj is the Mainframe of ARVO. His clear, creative & proactive approach to problem-solving has allowed him to become the go-to person for all. With 18 years of experience with reputed institutions like IIFL Wealth, Kotak Wealth & ICICI Pru AMC, Anuj's inclination is simply interacting with clients & managing their portfolios. He co-founded ARVO to articulate & take this passion forward.
Synergetic Relationships, Simple Solutions, Ensuring Success
Services Offered
Comprehensive Financial Planning
Complete financial roadmap covering investments, insurance, tax planning, and retirement goals.
Tax Optimization Strategies
Strategic tax planning to minimize your tax liability while maximizing savings and investments.
Retirement Corpus Building
Systematic approach to building retirement wealth through SIPs, EPF optimization, and smart investments.
Portfolio Review & Rebalancing
Regular portfolio analysis and rebalancing to ensure optimal asset allocation and risk management.
About Avro Wealth
ARVO (Origin: Finnish / Meaning: Value, Worth, Calibre) is built to have a differentiated approach to Wealth Management & Client Service by combining large-firm resources & expertise with a boutique's access, close relationships & bespoke solutions. We are committed to understanding our clients' unique goals & needs, ensuring the achievement of their investments & planning goals. Led by exceptional client service, we strive to make all aspects of our clients' financial lives easier.
Client Testimonials
“Rajesh helped us plan our retirement effectively. His expertise in tax planning saved us lakhs in taxes.”
Amit & Priya Patel
IT Professionals, Mumbai
“Excellent guidance on portfolio diversification. Our investments are now well-balanced and growing steadily.”
Vikram Sharma
Business Owner
“Professional approach and transparent fee structure. Highly recommend for comprehensive financial planning.”
Dr. Sneha Joshi
Medical Professional
Frequently Asked Questions
What makes Avro Wealth different from other financial advisors?
We are fee-only advisors with no commission bias. Our recommendations are purely in your best interest as SEBI RIA.
How do you help with tax planning?
We analyze your income, investments, and expenses to suggest tax-saving instruments and strategies under various sections.
What is your typical client profile?
We work with salaried professionals and business owners with income above ₹8 lakhs annually who want systematic financial planning.
How often do you review portfolios?
We conduct quarterly reviews and rebalancing as needed. Emergency consultations are available anytime.
