AAarav Mehta
Financial Advisor · Wealth Strategy

Make your money
move with meaning.

I build secure, scalable and modern software on the cloud. Passionate about solving problems and delivering impactful results.

Advising since2012Strategy · Clarity · Growth

A steady hand
for big decisions.

Good financial advice is a craft: many threads, carefully woven into one coherent plan.

The advisor

Aarav Mehta

I'm a Software Developer with hands-on experience designing, building and shipping products end-to-end. I love turning complex problems into simple, reliable solutions.

14Years advising
320Client plans
96% retained
A simple principle

“Clarity compounds just like capital.”

Every recommendation starts with goals, constraints and a plan you can actually understand.

Advisory,
without the fog.

Focused services for the moments when financial choices deserve a thoughtful framework.

01

Wealth Planning

Build an integrated roadmap across cash flow, investments, protection and long-term goals.

02

Investment Strategy

Create a disciplined portfolio philosophy aligned to time horizon, risk and purpose.

03

Founder Advisory

Navigate liquidity events, concentrated wealth and the transition from business value to personal wealth.

The path
behind the practice.

A compact professional journey with an emphasis on credentials, experience and continued learning.

2021 - PRESENT

Principal Advisor · Northstar Advisory

Lead comprehensive planning engagements for professionals, business owners and multigenerational families.

2016 - 2021

Senior Wealth Planner · Meridian Partners

Designed investment and retirement strategies while partnering with clients through major life transitions.

2012 - 2016

Financial Planning Associate · Crestline

Built financial models, prepared client reviews and developed foundational planning expertise.

My framework

Listen → Map → Prioritize → Revisit

Financial plans should evolve as life evolves. I use recurring review cycles to keep assumptions visible, decisions intentional and priorities aligned.

Cash-flow planningAsset allocationRetirement strategyRisk reviewTax-aware planning
Credentials

Education & certifications

CFP®
Certified Financial Planner

MBA · Finance
Riverstone School of Business

B.Com · Accounting
National Commerce University

A client’s perspective

“The value wasn’t another spreadsheet. It was finally knowing why every part of our plan was there.”

- Private client, long-term planning engagement
Let’s talk

Bring the question.
We’ll build the map.

For advisory enquiries, introductions or speaking requests, send a note and I’ll reply with the right next step.

✉ aarav@example.com
☎ +91 22 5550 0124
◈ Mumbai, IN