ABOUT US
At moneyandmutualfund we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
moneyandmutualfund is an AMFI certified Mutual Fund Distributor also a qualified Insurance Advisor / Retirement Advisor / Certified Financial Planner. Currently we are handling more than customers in and outside India.
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OUR SERVICES
CLIENT TESTIMONIALS
I’m extremely satisfied with the financial advice provided by CA Jay Mehta. They helped me plan my investments wisely, and I’ve seen remarkable growth in my portfolio. Highly recommended.
Dinesh Bhuva, Team Group of Companies, Kenya
As an NRI, I needed expert advice to manage my investments. CA Jay Mehta provided the expertise I was looking for.
Sureshbhai Patel, Retired person , Kenya
When I started investing in MF, I had no idea how it worked and how the funds were allocated in different companies. CA Jay Mehta briefed me, on how it works and how it can be beneficial for me in the long run. Whenever I need any suggestions related to investment, I reach out to him and he is always there to help me. He is my financial consultant whom I trust, to invest my hard-earned money in MF. Thanks a lot, CA Jay Mehta for your help & support.
Dr. Soni Family, Practicing Doctor
CA Jay Mehta keeps in regular contact with his clients and provides us with financial advice as per our changing needs and markets. Keep us updated about new investment options. He takes the time to fully explain available options and to guide us in an appropriate -direction. Reliable advice is given in a courteous & soft-spoken manner. Mahesh Meghani, Government Class 1 Officer
Mahesh Meghani, Government Class 1 Officer
I am very grateful to CA Jay Mehta for his financial advice. He guided me about when and where to invest in. I have greatly benefitted from his unbiased opinion. I absolutely recommend CA Jay Mehta
Ashok Gami & Arvind Gami, Businessman, Gami Construction
CA Jay Mehta has been handling my family’s MF-related investments for the last couple of years. He has a good knowledge of the MF industry and suggests investment plans keeping in mind the requirements of the client. He is very efficient and any grievance or clarification gets resolved very promptly.
Jagdish Vagadiya, GM of Kalaratna Minology
KNOWLEDGE AND LEARNING
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