HOW IT WORKS?
Here are the 3 working steps on success.
Here are the 3 working steps on success.
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
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 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.
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.
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.
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.
Jayshree is an amazing out-of-the-box thinker with deep subject knowledge of the markets and money management. Her dedication & commitment i 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
supet financial consultant who understand the priorities ofthe investor and suggest appropriate investment plan which an investor can go ahead with reliably... All the best...
heartily endorse Jayshree Mehta of Future Ready Learning Solutions, with respect tothe assistance rendered tome in the area of Financial Investments. She has helped me park my Retirement Funds ina wide aray of Financial Instruments resuiting in a well-divesified Portfolio with Optimum Returns for a wory-fee Retired Life. Her timely advice and assistance with respect to changing Financial Market Conditions have endeared me and my family to look up to her with trust and have always found her guidance invaluable.
Jayshree is my constant fora anil investments since 4s, she had been very professional throughout this period wih me, an the best partis she understands the need fr you and pans accordingly for your investments she has a good habit of follonup pre and post investments, ths keeps me realy free of mind investment am keeping my future investment plans wth her ony..Her secs are ely recommended.
One important thing about Jayshree is she never forget the clients and their needs. i have seen many advisors/Agents who only wants to sll you something. But Jayshree is way different from them. <br> strongly recommend Jayshree for what she is doing and her trustworthyness.
Jayashreeis intelligent and hard working personalia Always commited to her time and scheduled activites. ‘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
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 | 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.
Jayshree Mehta is a effective financial planner and advisor
Known Ms Jayshre 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 tobe associated
I have known Jayashree as a Financial Advisor and she has been very committed to her work and very professional