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Financial security is an important requisite for living a financially stable and comfortable life. It helps to weather unexpected financial storms, save for the future, and live life to the fullest. If you want to feel in charge of your future and put financial worries at bay, having financial stability is a must.
We, the financial consultants, at Mehta Associates, guide you on the path towards financial stability and a comfortable, balanced life.
Manage your finances with our financial consulting services!
Whether planning for the future, managing investments, or seeking financial help after retirement, our tailored solutions provide the clarity and confidence you need.
"Create value to your life and money!"!
About Us
Mehta Associates is a financial consultancy firm created by co-founders Mr. Vikaas Mehta and Mrs. Asha Mehta.
Vikaas has been in the insurance and financial industry since 2020. He has actively participated in many financial conferences, domestic and
abroad. With varied achievements and many years of experience, he successfully understands a client's financial goals and then assists in creating strategies to achieve them!
Asha Mehta has been helping many in managing their finances. She also guides them on how they can increase their income and revenue!
With many years of experience in the finance field, they both have decided to form their own consulting firm to help people be financially stable and secure, especially in their old age!
Whether you are looking to plan for retirement, invest wisely, or grow your wealth, we can guide you every step of the way.
Our approach is rooted in a deep understanding of your unique financial situation and goals, allowing us to create customized strategies and solutions tailored specifically to your needs.
Let's embark on this financial journey together and help you create value for your life and money!
Our Services
Our team assists individuals and organisations in managing their finances and attaining their financial objectives. Our financial guides use their knowledge in finance, markets, and investment to help clients understand their present financial condition, establish and prioritize their goals, and design a bespoke financial strategy to reach those goals. We conduct in-depth studies of our customers' income, expenses, assets, liabilities, and risk tolerance in order to develop customized financial plans that match their specific needs and targets. We provide a wide range of services.
Our services include:
1) Extensive Budgeting
2) Managing Finances
3) Creation of Will and Successions
4) Retirement Planning
5) Insurance Planning
6) Debt Management
7) Real Estate Services
We are dedicated to remaining current on financial rules, market trends, and economic developments in order to give clients accurate and effective financial advice!
Let's Connect
Contacts
mehtaasc@gmail.com
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