Financial Advisory (Coming Soon)

Current status

This service is not active at present. Registration as a SEBI Registered Investment Adviser (RIA) is currently in process. Until this registration is granted, investment advisory services cannot be offered, in accordance with regulatory requirements.

What's currently available: Wealth Management through mutual fund distribution as an AMFI-registered Mutual Fund Distributor, and Financial Literacy sessions designed to build clarity and confidence in financial decision-making. This page outlines what will be introduced once the advisory framework is formally in place.

What this will include

Comprehensive financial planning: a unified strategy that aligns investments, cash flows, and long-term goals instead of addressing each in isolation
Insurance review: a structured assessment to ensure your coverage meaningfully aligns with your financial responsibilities and priorities
Cash flow and goal mapping: clarity on how your income and expenses translate into progress toward your long-term objectives
Advice-led engagement: a fee-based relationship focused on guidance and decision-making, distinct from product-led interactions

Want to know when it's live?

The simplest way to hear when this launches is to subscribe to Meridian, the monthly newsletter, or get in touch directly and mention you're interested in advisory services.

Stay in the loop.

Subscribe to Meridian or reach out directly, either way, you'll be among the first to know.

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