AMFI-Registered · CFP® · Based in Pune
Smart investing for IT professionals in Pune — personalised plans, zero jargon.
Investment strategies built around your goals, timeline, and risk appetite — not a generic template.
Tools like Artha Auto-Plan and Risk Profiler make financial planning fast, transparent, and jargon-free.
Mutual funds, insurance, NPS, PMS, bonds — every stage of your financial life, one companion.
Your Financial Companion
AMFI-registered Mutual Fund Distributor and CFP® with 5+ years of experience helping IT professionals in Pune build wealth with clarity and purpose.
Answer a few quick questions about your income, investments, and dreams.
Receive a personalised financial plan — SIPs, insurance, emergency fund — instantly.
We handle the paperwork. You focus on growth.
Learn financial terms in English, Hindi, and Marathi — the fun way. Test your Finance IQ!
Play Now →Answer a short questionnaire and get your personalised investment risk profile — free, instant.
Take the Quiz →From planning to preservation, our services support every stage of your financial journey
Artha Auto-Plan is a free financial planning tool by Meta Investment. Answer a few questions about your income, goals, and investments, and receive a personalised plan — covering SIPs, insurance, and emergency fund — instantly.
Book a free consultation or try Artha Auto-Plan to get your personalised plan. Once your goals are clear, we handle KYC, fund selection, and SIP setup entirely online.
Yes. Meta Investment is an AMFI-registered Mutual Fund Distributor and Tushar Paturde holds the CFP® certification. We operate in full compliance with SEBI and AMFI regulations.