Rajesh J Mehta & Associates

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Rajesh J Mehta & Associates

As an investment and financial consultant, we offer customized investment solution to the client so they can fulfill there future needs & goals smoothly.

Insurance is a way of managing risks. When you buy insurance, you transfer the cost of a potential loss to the insurance company in exchange for a fee, known as the premium. Insurance companies invest the funds securely, so it can grow, and pay out when there’s a claim. In today’s age, we don't have any idea that when our life takes a U turn and during those durations, a pre-planned investment or

your insurance can help you a lot and it assures you to make stand. An Insurance can help you in following manner:

 Own a home because mortgage lenders need to know your home is protected
 Maintain your current standard of living if you become disabled or have a critical illness
 Cover health care costs like prescription drugs, dental care, vision care and other health-related items
 Provide for your family in the event of a death
 Run a small business or family farm by managing the risks of ownership
 Take vacations without worrying about flight cancellations or other potential issues

Take the time to review your insurance policies and investment portfolio and contact us to answer your questions or queries. A little knowledge can make a big difference when it comes to buying the right insurance protection for you and your family. Sincerely,
Rajesh J Mehta. Investment & Financial Consultant
Rajesh J Mehta & Associates,
Kolkata

26/01/2026

14/01/2026

"May your investments shine like the Lohri bonfire 🔥 & soar high like Kites on Uttarayan! 🌟

Wishes from Rajesh J Mehta
M: 9830442689
RJM Capital Services Pvt Ltd 📊"

30/07/2025

Excited to attend the 17th Mutual Fund Round Table Conference at JW Marriott, Pune from August 1st to 3rd, 2025!

This year's theme, "Passion," resonates with my dedication to delivering top-notch financial services.

I'm looking forward to:
- Gaining valuable insights from industry experts
- Networking with fellow professionals
- Enhancing my knowledge to serve my clients better

As the Chief Editor and joint secretary of ASK CIRCLE, I'm proud to have worked hard to bring MFRT Magazine to life.
I hope it will be well-received by financial professionals across the industry.

By attending this conference and contributing to MFRT Magazine, I aim to:
- Share knowledge and expertise with the financial community
- Stay updated on market trends and best practices
- Refine my skills in mutual fund distribution
- Provide more informed and personalised advice to my clients
I'm committed to leveraging this experience to drive growth and success for my clients.

I wish the MFRT Conference a mega hit!

May it exceed expectations and leave a lasting impact on the financial industry.

Looking forward to an engaging and enriching experience!

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29/06/2025

I’m happy to share that I’ve successfully renewed my CFP certification.CFP Certification - Global Excellence in Financial Planning from FPSB India!

25/05/2025

🌈 OUT WITH THE OLD, IN WITH THE BOLD!”

🚀 We're launching our ✨ NEW OFFICE with a fresh new brand!

Rajesh J Mehta

31/07/2024

I am attending MFRT 2024!

Are you attending?

If you are connected to the Mutual fund Industry, Please do join and Elevate your Growth.

Listen to the success mantras from Galaxy of renowned speakers.

www.mfrt.in

Address

3A, Rakhal Mukherjee Road, Ground Floor
Tollygunge
700025

Telephone

+919830442689

Website

http://www.rajeshjmehta.com/

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