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Jinal

Jinal Mehta  |60 Answers  |Ask -

Financial Planner - Answered on Mar 18, 2024

Jinal Mehta is a qualified certified financial professional certified by FPSB India. She has 10 years of experience in the field of personal finance.
She is the founder of Beyond Learning Finance, an authorised education provider for the CFP certification programme in India.
In addition, she manages a family office organisation, where she handles investment planning, tax planning, insurance planning and estate planning.
Jinal has a bachelor's degree in management studies. She also has a diploma in in financial management from NMIMS, Mumbai.
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Asked by Anonymous - Dec 14, 2023Hindi
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Hello sir, I am 27 yrs old and my monthly income is 1.75 lacs . I am investing 86000 in quant small cap fund and another 35000 in ET MONEY genius high growth portfolio. I am not investing for a particular goal as yet and only for wealth creation. Do i need to make any changes? Thanks

Ans: I would request you to contact any professional financial planner for getting your portfolio evaluated as it i will not be able to evaluate with this limited information.
DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.
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