AMFI-Registered · CFP® · Based in Pune

Fuel Your Financial Fitness

Smart investing for IT professionals in Pune — personalised plans, zero jargon.

AMFI-Registered MFD · CFP® Certified · SEBI Compliant · APMI Registered PMS Distributor · AMFI Registered SIF Distributor
50+Families Served
₹50 Cr+GUM Managed
5+Years Experience
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Tailored for You

Investment strategies built around your goals, timeline, and risk appetite — not a generic template.

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Tech-Savvy Approach

Tools like Artha Auto-Plan and Risk Profiler make financial planning fast, transparent, and jargon-free.

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Holistic Coverage

Mutual funds, insurance, NPS, PMS, bonds — every stage of your financial life, one companion.

Tushar Paturde, CFP® — Founder, Meta Investment

Your Financial Companion

Tushar Paturde

AMFI-registered Mutual Fund Distributor and CFP® with 5+ years of experience helping IT professionals in Pune build wealth with clarity and purpose.

CFP® AMFI-Registered MFD Ex-Software Developer
Meet Tushar →

How It Works

1

Share Your Goals

Answer a few quick questions about your income, investments, and dreams.

2

Get Your Plan

Receive a personalised financial plan — SIPs, insurance, emergency fund — instantly.

3

Start Investing

We handle the paperwork. You focus on growth.

Try Our Free Tools

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Paisa Lingo

Learn financial terms in English, Hindi, and Marathi — the fun way. Test your Finance IQ!

Play Now →
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Risk Profiler

Answer a short questionnaire and get your personalised investment risk profile — free, instant.

Take the Quiz →

Our Services

From planning to preservation, our services support every stage of your financial journey

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Free Consultation

New clients receive an obligation free consultation.
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Frequently Asked Questions

What is Artha Auto-Plan?

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.

How do I start a SIP through Meta Investment?

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.

Is Meta Investment SEBI registered and AMFI certified?

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.