Kaushal Mehta
MEHTA INVESTMENT•Mumbai,MH
mulund west,
Mumbai, MH, 400080
mulund west, Mumbai, MH, 400080
Practice at a glance
12
Years of Experience
300
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings: --
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Kaushal Mehta.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint