Raunak Mehta

Senior Wealth Manager
Raunak Mehta, Senior Wealth Manager, Holborn Assets

About Raunak

Raunak started his career in fee-based financial planning in Mumbai - India in January 2013 and a year later moved over to Dubai in January 2014.

He started his financial advisory journey with DeVere Group and then moved over to Continental Financial Services where he worked for 8 years before coming over to Holborn.

Raunak specializes in retirement planning, wills, portfolio management and jumbo life insurance for his clients.

Majority of his clients are Non-resident Indians and expats from all over the world.

He loves to stay updated with the current market trends and the super fast evolving technology.

Raunak's aim is to empower everyone with the knowledge of disciplined financial planning, which would help them become financially secure and independent.

He believes that - “Ideas don’t change your life, You change your life with the power of great ideas by implementing on them”.


  • CISI - International Securities and Investment
  • SEBI - NISM Certification, Indian Mutual Funds
  • International College of Financial Planning - Advanced Programme in Financial Planning

Raunak Mehta, Senior Wealth Manager, Holborn Assets

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.