Jiral Mehta

About Jiral Mehta

I’m Jiral Mehta based in Chennai, a Chartered Accountant and CFA Charterholder. My professional experience spans 9+ years where I have had the opportunity to work in equity research, behavioural investment, financial planning, investment reporting and sustainability strategic planning within sectors like Banking, Healthcare and Financial services.On this journey of working in MNC’s, Family offices and Financial Services firm I have met some amazing people with diverse culture and experiences that has helped me evolve personally and professionally. Aside from my work and professional experiences, I enjoy reading and have also been writing financial blogs since 2022 (the links are on my profile) with a dream to write my first book someday soon. I like to focus on fitness and continue to be a work-in-progress to achieve my version of a healthy mind and body. I am passionate about supporting initiatives that focus on education for children and doing my bit however possible - if you’ve read it this far I would encourage you to do the same in any capacity possible because, “Education is the most powerful weapon which you can use to change the world.\"- Nelson Mandela. You can reach out to me for any topics related to - study tips for CFA exams, providing freelancing services as a CA, Investment Research or anything interesting to write about.

Experience

1. Senior Manager Research

   FundsIndia

   Jul 2025 — Present · Chennai, IN

Education

• The Institute of Chartered Accountants of India

  Chartered accountant, Finance

  2011 — 2015

• CFA Institute, USA

  Level 3 CFA Candidate, Portfolio managment, Wealth managment, Corporste finance, Financial reporting, Equity & Alternative

  2019 — 2020

• University of Madras

  Bachelor of Commerce (B.Com.), Finance, General

  2011 — 2014