Your Pathway to Financial Prosperity and Freedom
Money saved is money earned” and with the right partner, the financial journey of saving and investing gets easier!
Introduction:
In the world of finance and investments, finding a trustworthy partner to guide you through the intricate landscape can be a challenging task. Meet Mehta Investment a family owned firm with a legacy of excellence in the fields of Insurance and Investments with a track record of 11+ successful years, Mehta Investment has evolved into a one-stop solution for all your investment and insurance needs. Let’s delve into how they can help you achieve your financial goals and pave the way to a financially secure future.
Our Journey – A Legacy of Trust and Success:
Founded in 2012, Mehta Investments was envisioned by Mr. Kaushal Mehta, B.E., QPFP, who embarked on a mission to elevate the family’s Insurance business and take it to greater heights. Over the years, the company has expanded its reach, serving more than 300 families across the globe, with a specialized focus on NRI services.
Joined by, Riddhi J Mehta, MSc Finance & Investment (UK) based in Hong Kong who is Ex – Equity research analyst and has deep knowledge of Macroeconomics and equity research. They both are AMFI registered mutual fund distributors.
At the heart of our strategy lies the powerful principle of Compounding. We firmly believe that “Money saved is money earned,” and the money saved “today” holds the potential to create a happy and secure life for tomorrow. Mehta Investment currently manages over a portfolio of INR 1.5 billion in Mutual Funds, Insurance, FDs, and Bonds for clients across globe.
Why NRI’s should Invest in India’s Growth Story with Mutual Funds?
Thriving Economy, Abundant Opportunities: India is the fastest growing large economy, with thriving sectors like technology, healthcare, financial, consumption and infrastructure paving the way for exponential growth prospects.
Diversified Portfolio, Maximized Returns: Mutual funds offer a diversified investment approach, enabling you to capitalize on multiple sectors and amplify potential returns. Expert Management, Informed Decisions: Benefit from seasoned fund managers’ expertise who make well-researched investment decisions, optimizing your portfolio for growth.
Liquidity and Flexibility: Unlike traditional assets, mutual funds provide easy access to liquidity, allowing you to adapt swiftly to changing market conditions. Secure Your Future: Investing in India’s growth story through mutual funds aligns with your long-term financial goals, securing a brighter and prosperous future for you and your family.
Secure Your Future: Investing in India’s growth story through mutual funds aligns with your long-term financial goals, securing a brighter and prosperous future for you and your family
How to grow your Wealth with Mehta Investment?
Mehta Investment emphasizes the significance of Systematic Investment Plans (SIPs) as a reliable path to achieve financial goals, whether it’s funding your child’s education, purchasing a new house, securing a blissful retirement or planning for charity. SIP allow you to invest small amounts at regular intervals, thereby reducing the impact of market fluctuations and benefiting from the power of rupee cost averaging. For investment purpose, we often wait to collect a large amount of money and invest it all at once. Though for investors with lumpsum amount, we recommend to break it and invest it to take benefit of averaging so as to minimize risk of short-term market fluctuations.
When is the right time to start investment?
Mehta Investment strongly believes in Power of Compounding. Below image shows the benefit of starting early, investing regularly and being invested long term and its benefits with illustration in example 1 and 2
What is better? Mutual Funds or Real Estate?
Traditionally, investors often favor real estate investments in India for its emotional value and potential appreciation. However, excessive property investment has drawbacks due to – capital intensity, illiquidity, high maintenance costs, and market saturation. Mutual funds offer a better alternative. With lower entry barriers and easy access to cash, they provide diversification and professional management, reducing risk and costs. They are also very tax efficient. Mehta Investments recommends a balanced approach, combining real estate and mutual funds for long term financial growth. Diversify wisely and secure your prosperous future.
Would we have a trusted Investing Journey with Mehta Investment?
Navigating the complex world of Indian mutual funds can be overwhelming, especially for NRI investors. Mehta Investment simplifies the process by providing a comprehensive platform to manage your entire family’s mutual fund investments from a single, user-friendly interface. That includes easy to use Apps, websites and approachable people. To cross check the investments made by investors through DEMAT, an investor receives CDSL/NSDL statements which mentions about all the investments made and hence that is proof of security for an investor who are new to Indian markets. Mehta investment is dedicated to understanding your unique financial goals and risk tolerance, crafting personalized investment strategies that align with your aspirations. We believe in fostering long term relationships with our clients, not just for profit but to help them achieve financial freedom much earlier than traditional timelines. Our commitment to regular followups and review meetings ensures that your investment journey remains on track, empowering you to make informed decisions for your future.
About Mehta Investment?
Mehta Investments stands tall as a beacon of trust, reliability, and financial expertise. Our journey from technology to finance has been fueled by a passion to serve our clients with utmost dedication. With a diverse portfolio of services ranging from Mutual Fund investments to Insurance, FDs, Bonds, and more, we offer a comprehensive platform to cater to all your financial needs.
We are proudly catering to NRI investors across Hong Kong, Singapore, Dubai, Qatar, USA, Canada, Germany, United Kingdom, and expanding towards Japan, and Switzerland. Trust us to be your partner in this exciting financial journey, as we work together to create a secure and prosperous future for you and your family.
Remember, with Mehta Investments, your money isn’t just invested; it is nurtured and grown to its fullest potential, opening doors to a life of happiness and financial freedom. With every dream you have, we have solution to make your corpus and grow systematically with SIP. Start your journey with us today and witness the power of compounding shaping your tomorrow. We also have expertise in revamping the existing portfolios and aligning it with your goals.
Services offered:
• Goal Based Investing
• Child Education
• Marriage
• Retirement
• House Purchase
• Tax Planning
• Life & Health Insurance
• Insurance Portfolio Review
• Mutual Fund Portfolio Review
• Risk Profile Assessment
• Customized Asset Allocation
Mehta Investment is trusted partner for many NRI’s and few happy clients share their views– Extremely content with the advice provided by Mehta Investments over the span of 4 years. Timely and relevant advice has provided great returns. Committed to running the long-term growth prospects of the Indian Market through them. -Abhimanyu Narayanmoorthy
Thanks Mehta investment for your valuable advice and Article by: Riddhi Jimit Mehta Riddhi Jimit Mehta is a curious and enthusiastic blogger,Majorly with experience of Equity research in past, she wears hat as Mutual Fund distributor under brand name – Mehta Investment which helps NRI invest in Indian Mutual Funds. Apart from these and above all Riddhi is Mother of a toddler who believes in giving travel exposure to kids as much as possible. She strongly follows ‘Learning through experience and exposure’ and practices it often. Staunch follower of meditation and peace, she is also volunteer with Art of Living. helping us with our investments in Indian stock markets. The journey with Mehta investment has been rewarding by partnering in India growth story – Megha Jain
*More references available upon request
How do we onboard ourselves with Mehta Investment?
For investing in Indian Mutual funds without hassle of paper work to buy and sell, one needs to open a DEMAT Account through us. For more details on eligibility and process, one can call Mrs. Riddhi J Mehta in Hong Kong or WhatsApp Mr. Kaushal Mehta. Their co-ordinates are shared as below. Website: – http://www.mehtainvestment.in Follow Us on Facebook Page: https://www.facebook.com/ MehtaInvestment9 Follow Us on YouTube Channel: https://youtube.com/@ mehtainvestment Connect us on LinkdIn: https://www.linkedin.com/in/kaushalmehtaa
Kaushal Mehta contact : +91 92233 32987 ; Riddhi J Mehta contact : +852 53609076 B.E. – Bachelor of Engineering ; QPFP® – Qualified Personal Financial Professional ; AMFI – Association of Mutual Funds in India CDSL / NSDL – Central Depositories Services India Ltd. (CDSL) and National Securities Depository Ltd. (NSDL) are both government registered share depositories in India
Article by: Riddhi Jimit Mehta Riddhi Jimit Mehta is a curious and enthusiastic blogger,Majorly with experience of Equity research in past, she wears hat as Mutual Fund distributor under brand name – Mehta Investment which helps NRI invest in Indian Mutual Funds. Apart from these and above all Riddhi is Mother of a toddler who believes in giving travel exposure to kids as much as possible. She strongly follows ‘Learning through experience and exposure’ and practices it often. Staunch follower of meditation and peace, she is also volunteer with Art of Living.