HOW IT WORKS?
Here are the 3 working steps on success.
WE PROVIDE RIGHT PRODUCT FOR YOUR NEED
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About us
Jayshree Mehta, the Founder and Lead Trainer of Future Ready Learning Solutions, is an established name in the Investment industry. In over 19 years of her experience as a Corporate Trainer and Financial Coach, Jayshree has inspired, guided, and handheld thousands of individuals in planning a better and financially secure future.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
Jayshree is an amazing out-of-the-box thinker with deep subject knowledge of the markets and money management. Her dedication & commitment is really inspiring and admirable. She always wears a smile and is always available to walk the extra mile for you. It was a great pleasure to work with her
Madhusudan Aritakula
Sr. Principal Architect
Jayshree is a super financial consultant who understands the priorities of the investors and suggests appropriate investment plan which an investor can go ahead with reliably... All the best...
Gaurav Lakkar
Senior Manager at Wipro
Heartily endorse Jayshree Mehta of Future Ready Learning Solutions, with respect to the assistance rendered to me in the area of Financial Investments. She has helped me park my Retirement Funds in a wide aray of Financial Instruments resulting in a well-diversified portfolio with Optimum Returns for a worry-fee Retired Life. Her timely advice and assistance with respect to the changing financial market conditions have endeared me and my family to look up to her with trust and have always found her guidance invaluable.
R Sitaram Belvadi
Ex-DGM at Bharat Electronics
Jayshree is my constant for any investments since 4s, she had been very professional throughout this period with me, and the best part is she understands your need and plans accordingly for your investments. She has a good habit of follow up, pre and post investments. This keeps me really free of mind. I am keeping my future investment plans with her only. Her sessions are really recommended.
Deepayan Chanda
Cybersecurity Strategy
One important thing about Jayshree is she never forgets the clients and their needs. I have seen many advisors/Agents who only wants to sell you something. But Jayshree is way different from them. Strongly recommend Jayshree for what she is doing and her trustworthiness.
Srinivasan Manickam
Director at Adept Engineering Solutions Private Limited
Jayashree is intelligent and hard working person. Always committed to her time and scheduled activities. ‘Well behaved and capable to solve problems without any tension. Navin Srivastava 1st oO Enterprise Architect Microsoft 365 at State of New York Office of Information Technology Services
Ashis Samanta
Senior Scientist at NANP
I met Jayshree when I was not sure about my life insurance options. She has the get-go personality, and she regularly checks with me to make sure that I know of other life insurance products and to check whether I have achieved certain financial goals Additionally, she also understands the world of investing, aside from the life insurance products I thank her for all her help.
Navin Srivastava
Enterprise Architect Microsoft 365 at State of New York Office of Information Technology Services
Jayshree Mehta is a effective financial planner and advisor
Swaraj Senani
National Institute of Animal Nutrition & Physiology
I have known Ms. Jayshree for almost 10 years and she is very professional and helps you in planning your investments. Understands your need when enunciated. Good and pleasant person to to be associated with.
Balaji Rajagopalan
Partner and Proprietor Kestrel Machining Products
I have known Jayashree as a Financial Advisor and she has been very committed to her work and very professional
Shubh Banerjee
Sr Technical Program Manager at Amazon
I first met ma'am when she conducted an session for millennials on the topic of "Power of Compounding". After the session, I had a call with her and started my investment journey, its been 4 years now and I can not recommend her enough for the guidance provided. Highly suggest to reach out to her if you want to "Live Rich rather than Die Rich" as she always says!