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Zeherra Mecklai — CEO and Founder · Mecklai Wealth’s · South Mumbai, Maharashtra, India.
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About
As a first-generation entrepreneur with over two decades of experience in wealth management, I founded Mecklai Wealth in 2016 with a clear and singular vision: to empower families and business owners in building, protecting, and preserving their wealth for generations to come.
With experience at top-tier institutions such as Citibank, Societe Generale Private Banking, DSP Merrill Lynch, and HDFC Bank, I bring a deep understanding of wealth dynamics, coupled with a client-first mindset. At Mecklai Wealth’s, we deliver personalized strategies that align with each family's aspirations—whether it's legacy creation, financial freedom, or long-term security.
Our firm offers a full spectrum of services:
🔹 Investment Services (MFs, PMS, AIFs) 🔹 Insurance & Lending Solutions 🔹 Family Office Services 🔹 Estate Planning & Intergenerational Wealth Transfer
Each solution is designed to reflect not just financial goals, but also the values and visions of the families we serve.
Beyond the spreadsheets and market charts, I believe true wealth is holistic—it includes mental wellness, clarity of purpose, and peace of mind. I am a certified NLP Master Practitioner, a published author on mental health and poetry, and an advocate for emotional well-being and personal growth.
In my personal time, you’ll find me experimenting in the kitchen, reading, writing, or immersed in music—simple joys that ground me and enhance my perspective as both a professional and a human being.
Let’s connect if you’re looking to create a meaningful, multi-generational wealth strategy that goes beyond traditional finance.
Experience
CEO and FounderCurrent
Mecklai Wealth’s · South Mumbai
Aug 2016 – Present
As Founder & CEO of Mecklai Wealth's, I've led our firm's mission to empower families and business owners to build and protect lasting wealth since 2016. My leadership centers on delivering personalized financial strategies, building a high-performing team, and fostering trusted client relationships that span generations. Achievements: Structured multi-asset portfolios across UHNI/HNI client segments Designed and implemented family office frameworks for succession planning Advised on risk-aligned product selection across asset classes Developed asset allocation strategies based on global macroeconomic indicators Delivered private banking solutions integrated with wealth preservation goals Navigated regulatory, tax, and compliance considerations in investment planning Skills: Wealth Management, Investment Strategies, Financial Planning & Analysis, Family Office Advisory, Team Leadership & Mentorship
Senior Private Banker
Citi · Mumbai Area, India
Apr 2010 – Jul 2016
As a Senior Private Banker at Citi, I managed a portfolio of ultra-high-net-worth clients, providing them with comprehensive wealth management and financial solutions from April 2010 to July 2016. My role involved advising clients on investments, banking, foreign exchange, and loan products tailored to their specific financial objectives. Managed portfolios for UHNI clients under a standalone private banking framework Advised clients on structured finance, treasury solutions, and transactional banking Engineered optimal product mixes across forex, lending, and capital market instruments Serviced clients across industries, including manufacturing, technology, and real estate Modeled asset-liability frameworks aligned to bespoke financial objectives Collaborated with credit, risk, and investment teams to deliver holistic solutions. Portfolio Management, Investment Advisory, Relationship Management, Private Banking, Wealth Management Services
Education
Skills
Recent activity
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