Akash Mehta
About Akash Mehta
Akash Mehta is a Senior Associate in Client Experience at Wealthsimple with a background in finance and entrepreneurial studies.
Company
Akash Mehta is currently working at Wealthsimple as Senior Associate - Client Experience. He started his role in 2020 and operates in the Greater Toronto Area, Canada. Wealthsimple is a prominent financial services company known for providing online investment management and robo-advisor services.
Previous Roles and Experience
Before Wealthsimple, Akash Mehta worked at various organizations in different capacities. He was a Fellow at Venture for Canada from 2020 to 2021, and an MBA Strategy Consultant at Massively.ai from 2019 to 2020. He has also held roles such as Senior Associate - Wealth Management at Kotak Securities from 2013 to 2018 and interned at both Edelweiss Capital and Ambition Learning Solutions. Additionally, he was a Team Leader for Youth for Milind Deora in 2009.
Education and Expertise
Akash Mehta completed his Master of Business Administration (MBA) at Schulich School of Business - York University, specializing in Finance and Entrepreneurial Studies, from 2018 to 2020. He holds a Certified Financial Planner (CFP) designation from FPSB, completed in 2013. He also earned a Bachelor's degree in Financial Markets from Jai Hindu jobs from 2010 to 2013. His foundational education was completed at St. Gregorios High School where he studied from 1998 to 2008.
Skills and Interests
In his professional role, Akash Mehta utilizes financial modeling including scenario analysis and valuation through three different valuation models. He is passionate about capital markets and actively invests in them. Outside of work, he enjoys reading about historical figures, particularly conquerors, as well as science fiction and behavioral heuristics. He also has a keen interest in risk management, product development, and customer-centric strategy. He unwinds by reading and meditating.