Mehul Khivesara

Wealth Advisor

Bay Area

Mehul Khivesara

Wealth Advisor

Bay Area

Mehul has over 17 years of experience in global Capital Markets with a focus on alternative investments and financial planning.

Prior to joining Adero, he worked with top-tier wealth management firms as an advisor. Early in his career he co-founded a trading desk for a private equity firm in New York and ran it successfully for 7 years. His career in financial markets has spanned across global financial hubs like Mumbai, Dubai, Los Angeles, and San Francisco.

Mehul lives in the Bay Area with his wife and their adorable daughter. Mehul received his Master’s degree from the University of Mumbai with a major in Finance.

What drew you to wealth management?

As someone who was fascinated and experienced in the benefits of long-term investing and planning, wealth management was a natural calling for me when I started my career.

What do you enjoy most about Adero?

The collaborative and enthusiastic culture to do the right thing for the clients is something that I love at Adero!

What do you feel is the biggest value Adero brings to its clients?

The team’s collective depth of experience and knowledge to help clients achieve their financial goals.

Which quality makes you best suited to provide wealth management services?

I have spent 15 years in capital markets as a trader and an advisor. But the most important quality I possess is being a good listener. I think this is a basic yet most effective quality to succeed in wealth management.

What do you love to do outside of work?

Cricket, swimming, biking, and ping-pong.

What's the most influential book you've read and why?

Ikigai, The Japanese Secret to a Long and Happy Life by Hector Garcia and Francesc Miralles. It is a book about discovering meaning and joy in your everyday life.

Who in history (living or not) would you most want to meet?

Roger Federer, Indira Gandhi and Bob Marley. Each one is a master in their own field and has inspired and enthralled me with their craft or personality. What a riveting tête-à-tête it would be!

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