First generation immigrant advisor brings cultural approach to clients

Divam Mehta’s passion to be a stand-out financial advisor comes from his background as a first generation Indian American. He’s on a mission to make the community more prominent within the profession.

“When [the industry] first started, our community was super small,” the founder and wealth manager of Virginia-based Mehta Financial Group says. “A lot of people were not looking at us as a viable foothold to have a strong discourse where we couldn't become profitable clientele.

"Just because we're not prominent in number doesn't mean that we still don't apply a lot of these financial planning techniques strategies. We still need those concepts to succeed. Just because we're not prominent in number doesn't mean that we still don't apply a lot of these financial planning techniques and strategies. We still need those concepts to succeed,” he added.

His niche is serving clients who are also first- and second-generation Indian immigrants, he says, which “by dealing exclusively in that market space, I think is definitely unique.

“I bring a very different cultural approach to my clients, and I understand exactly what they need by living their journey through them and with them at the same time.”

This is one of the reasons why Mehta is being recognized as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.

“We have a very family-oriented culture,” he highlighted. “It's not just [that] I want to earn for myself in my own retirement, but I also want to make sure my children are well educated, so they can stand on their own two feet and still leave a legacy behind as well.”

For more details about the InvestmentNews Awards, including a list of all finalists and details of how to attend, follow this link.