MJ
CFA
MJ
CFA

Mehul Jani

6 Years of Experience
Mumbai,Maharashtra

Mehul Jani is a CFA-designated registered investment advisor at 360 One Asset Management Limited, based in Mumbai,Maharashtra, with 6 years of industry experience. Mehul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,573 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$4.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

360 One Centre, Kamala City, Senapati Bapat Marg, Lower Parel, Mumbai,Maharashtra, 400013

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
360 One Asset Management Limited
May 2019 - Present · 7 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.