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Senior Vice President – Advisory

Kirti Mehta

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Email:

aadil.kadri@cfsgroup.com

Phone:

+971 50 552 0838

Senior Vice President – Advisory

Kirti Mehta

Short Bio:

Kirti Mehta is a seasoned financial strategist with over 23 years of experience advising Ultra-High-Net-Worth Individuals (UHNWIs) across global financial hubs including the UAE, Belgium, Hong Kong, India, Thailand, Singapore, Japan, and the United Kingdom.

He specializes in wealth preservation, legacy and continuity planning, and premium financing strategies – particularly for cross-border UHNW segments. His expertise lies in crafting bespoke life insurance-based solutions that align with clients’ long-term vision and jurisdictional needs.

Kirti works in close collaboration with private bankers, family offices, life insurance advisors, trustees, wealth managers, chartered accountants, and referral partners – offering a multidisciplinary approach to intergenerational wealth transfer, estate equalization, succession planning, philanthropy, and business continuity.

Renowned for blending strategic clarity with emotional intelligence, Kirti simplifies complex cross-border needs into impactful, multi-generational solutions that preserve, protect, and project legacy with purpose.

Additional Information:

Kirti believes legacy is more than inheritance – it reflects a family’s values, vision, and long-term intent. His ability to navigate financial, legal, and emotional dimensions across jurisdictions allows him to design holistic strategies that protect both capital and purpose. For Kirti, true financial freedom is the foundation on which meaningful, multi-generational legacies are built.

Education & Certification:

  • 23+ years of international advisory experience for UHNW families and entrepreneurs
  • 90%+ client base from cross-border UHNW segments
  • Widely recognised for excellence in estate, succession, and continuity planning
  • Known for delivering transformative outcomes that exceed client expectations

Credentials & Recognitions:

  • Chartered Insurance Institute (CII) – Award Holder
  • 21-Year Member – Million Dollar Round Table (MDRT)
  • 11-Year Member – Court of the Table (COT)
  • 2-Year Member – Top of the Table (TOT)
  • Associate Financial Planner – FPSB India
  • Registered Mutual Fund Advisor – AMFI India
  • Certified Real Estate Practitioner – DREI (RERA, Dubai)

Areas of Expertise:

Wealth Structuring, Cross-Border Estate & Succession Planning, Legacy & Philanthropy Advisory, Executive Compensation, Premium Financing & Tailored Credit Solutions, Investment Strategy, Family Office Advisory, Continuity Planning

Achievement:

  • Lifetime MDRT member
  • 7-time Court of the Table (COT) qualifier
  • Top of the Table (TOT) qualifier
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