About MEERA

Started my journey when observed that like my self, customers are expecting Trust, Customer centric, Prompt Services with subject Expertise! Am an Engineer having Management Post Graduate with 17+ Years experience in Software, Investment, Business Auditing, Business Development & Wealth management. What we do: your one stop solution for Goal or Retirement & Financial Planning, Wealth Management, Equity & Debt Investments, Asset Allocation, Portfolio management system to Businesses, high net worth Individual, NRIs. Growth minded youngsters and all Customers. This all will be managed by single Mobile App! How we do it: We Offer special Wealth Growth consultancy Services by Understanding & Analyzing Client needs ⇒ Developing Strategy ⇒ Right Products-Services with Asset Allocation ⇒ Periodic Review & Rebalance ⇒ Customer Satisfaction & Portfolio management system to Businesses, high net worth Individuals, Growth Minded Youngsters, NRIs and all privileged Customers. How we are Different: 1. Digitized & AI Based Customer Centric Solutions 2. Complete Financial End to End solution covering Investment Management + Tax Management + Retirement Management + Risk Management + Goal Achievement. All in a single Mobile App & Customer website. 3. Continuous Improvement in Processes, Products, Services & Customer Centric Approach. 4. To our privilege customers we are providing extra benefits like Pay back, Free Products, Free Consultation with Prompt service & Right Product 5. Apr & Oct Portfolio Review and Rebalance in interest of customers. Our Customer network has been spreading rapidly Within & Outside India ! So Join Hands and together we create wealth for your early financial freedom!

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