Chittarth P Mehta

Mutual Fund Distributor

Business Partner

Life Planner

Chittarth P Mehta

Mutual Fund Distributor

Business Partner

Life Planner

My Services

Most successful tool to get better return against Inflation Return available in the money market

Loss of liquidity income risk can be transferred by Term Life Insurance and every bread winner must have sufficient term insurance.

Medical expense is enemy of savings. To protect our savings, everyone in the family should have sufficient health insurance.

1. Commission income
2. Reward and recognition
3. Domestic and international training conclave
4. Time freedom
5. Business with investment

About Me

Welcome to the world of Savings Solutions and Protection Solutions.

I am an Individual Financial Advisor (IFA) and authorized to offer Mutual Funds Savings Solutions I am also Business  Associates with Tata AIA Life Insurance Company and Chola MS General Insurance Company for Health Insurance Solutions. I am authorized to offer an Insurance Agency.

During the journey of my career, I am connected with my customers via mobile and whatsapp with Bhavnagar, Ahmedabad, Baroda, Rajkot, Morbi, Bhuj, Adipur, Talaja, Surat, Rajula, Junagadh, Amreli different parts of Gujarat and Saurashtra.

In the mutual funds and insurance solutions, from call to submission digital platform is available. So I have decided to explore web world and offer my knowledge and service to anyone who wants to secure their financial goals like family protection, child savings, retirement planning, tax savings, secure savings etc.

  • Services Financial Advisor
  • Experience 10 years
  • Residence: India
  • Address: Bhavnagar,india
Testimonial
Dear Friends I m Dr. Kedar Mehta , Practicing doctor in Ahmedabad since last 25 yrs. My wife is teacher since last 15 yrs. We have started our mutual fund investment since 2005-2006. I have come across few of the mutual fund advisors since then, but we found difference in Mr. Chittarth Mehta not only as a Mutual Fund Agent but he is real our fund manager or we can label as a 'Portfolio Manager'. He understands our job profile, income source & retirement planning. He advises us only after proper study & work up of money market.At regular interval he suggests us to book profit from the market & park in the liquid fund & at the time of correction of market advises for further purchasing from the liquid fund only but from already profit booked amount..... so in future PROFIT ON PROFIT. As a advisor Mr. Chittarth Mehta is knowledgable,always resourceful, actively involved,enthusiastic & above all very sincere. Adding one more feather in his crest.... When my son started his earning ,Mr. Chittarth Mehta advocates the advantages of young age 'Term Insurance' & 'Life Insurance' planning to my son & us too. Advantages of young age 'Term Insurance' : 1) High coverage with less premium 2) Financial safety for future family members 3) Indirect importance of savings Mr.Chittarth Mehta's honesty, loyalty & integrity towards his clients is worth appreciating. Again he is doing few social service by explaining the importance of savings to lower socio economic class by asking them to stay away from few vices & instead invest in their retirement planning.Hat's Off. Good going Mr.Chittarth Mehta Wish you All the Best.
Dr. Kedar Mehta
Dr. Kedar Mehta
Doctor
Know More
Skills
My Skills
  • Need assessment
  • Suitable Solutions
  • Digital investment platform
  • Counseling
Languages
  • English
  • Gujarati
  • Hindi
Work
  • Meeting physically/virtually
  • Goal of investment
  • Suitable Solution for financial goal
  • Review time to time
  • Reminder for renewal
Testimonials
Get in Touch
  • Address: 302, Maniratnapuran Flats, Near Shivaum Bunglow, Airport Road, BHAVNAGAR - 364 001
  • Email: chittarthpmehta@gmail.com
  • Phone: +9194081 87250 +9163530 19279
  • Employment: Available
Contact Form

    Blog
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