Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Satyan Mehra’s passion for assisting clients to achieve their financial goals knows no bounds. This dedication is underscored by his award-winning reputation for delivering exceptional guidance and service.
As the founder and director of iConsult, Mehra has leveraged his banking background and interest in finance and real estate to offer tailored, innovative solutions. Both clients and lenders have come to trust these solutions implicitly.
“My clients know that I am here to help them, and lenders know that I stand for top-notch advice,” he says. “I am super passionate about what I do; it never feels like work.”
Mehra’s honest and transparent approach, along with his dedication to client care, has garnered him and his team a loyal clientele. He prioritises staying up-to-date with ever-evolving financial regulations, lender policies, and compliance standards while investing in himself and his team to remain at the industry’s forefront.
His business acumen and top performance have led to repeated recognition, including being named to NZ Adviser’s inaugural Top 25 Brokers of 2024 for customer service excellence. Mehra has also earned the distinction of being named to the publication’s list of Top Advisers in the country from 2020 to 2023.
Excelling to the Top 25 Brokers status is a testament to Mehra’s progressive service strategies, where word-of-mouth referrals take centre stage. By prioritising client satisfaction over revenue generation, he has fostered relationships based on setting accurate expectations and consistently keeping clients informed.
“When you look after your client well and help them achieve their goal or rescue them from a financially troubled scenario, they remember you,” he says. “When you do all this, your clients become your referral partners, and revenue follows.”
Going the extra mile is effortless for Mehra, who prides himself on fostering personal connections with clients and keeping them informed throughout the process. He never overpromises and diligently meets their expectations by drawing on his expertise as a financial adviser and chartered accountant.
“I hold my professional standards and responsibilities in high regard,” he says. “I set expectations and deliver on them.”
Driven by a commitment to continually raising the bar on client experience and service expectations, Mehra has zeroed in on upskilling his team and infusing more of his unique approach into his future business plans.
123E Dominion Road, Mt. Eden, Auckland
021 157 0404
satyan@iconsult.nz
linkedin.com/in/satyan-mehra-ca-443b453b
iconsult.nz
Satyan Mehra
Director and Chief Adviser
iConsult
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2014
2017
2020
2023
2024
Qualified Chartered Accountant in New Zealand
2014
Started iConsult
2017
Began receiving awards, which have exceeded 22, from NZ Adviser
2020
Named among Global 100 in 2023 by NZ Adviser
2023
NZ banking experience for over nine years
Enjoys continued recognition by clients and lenders
2024
Milestones
Milestones
ELITE WOMEN 2024 JUDGE