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Dipen Kishore Mehta

Invst, LLC

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About Dipen Kishore Mehta

Dipen Kishore Mehta is an Investment Advisor Representative with Invst, LLC, based in Indianapolis, IN. Dipen has been in the industry since 2008 and has a Series 65 license to provide investment advice. Dipen is also licensed in Indiana to offer securities. Dipen has experience in providing financial planning, pension consulting and selecting other advisors. Dipen has also been involved in the following firms in the past: Rushabh Investments LLC, Traditum LLC, BGM Trunorth Wealth Partners LLC, Trunorth Wealth Partners, Protectio Investments LLC, Prosperity Capital Advisors, and Valor Capital Management.

Firm Information

Dipen Mehta is currently registered with Invst, LLC. Invst, LLC is an investment advisory firm based in INDIANAPOLIS, IN, with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $1.3 billion in assets, primarily for high-net-worth individuals and pension and profit-sharing plans.
Invst, LLC

3625 E 96TH ST

INDIANAPOLIS, IN 46240

$1.35B

Assets Under Management

500

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retirement plan services-percentage of plan assets

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Dipen Mehta’s Registration & Firm History

IN

07/16/2021 - Present

Invst, LLC (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 07/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2011

Series 3 - National Commodity Futures Examination

BC

Issued 03/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dipen Kishore Mehta.
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