Meta Investment | AMFI-Registered Mutual Fund Distributor | SIP & Financial Planning India

At Meta Investment, we partner with you to turn your financial aspirations into achievable goals. We begin by understanding your risk profile, then build a well-balanced portfolio using Mutual Funds, SIPs, NPS, PMS, AIF, Fixed Income products, and Insurance — with the full range of specialised solutions like SIF, Startup Equity, Fixed Deposits, Gold Bonds, and Fractional Real Estate (SM-REIT) available as your goals require.

As an AMFI-registered Mutual Fund Distributor, we focus on transparent processes and research‑led recommendations to help you plan effectively for the short term as well as the long term. We also offer a curated range of fixed‑income and wealth-building products through collaborations with trusted financial institutions.

Meet Tushar ->

Our core objective is to help individuals, families, and businesses build long-term, stable wealth through disciplined financial planning and diversified investments. We position ourselves as your dedicated Investment & Insurance Companion, guiding you towards a secure and prosperous future.

Mission

At Meta Investment, our mission is to be your unwavering Investment and Insurance Companion. We provide structured financial planning, product selection assistance, and portfolio tracking to make investment management simple and effective. Whether it's setting up a SIP in a Mutual Fund, planning retirement through NPS, or exploring fixed-income products such as Bonds and NCDs, our goal-oriented approach puts your needs at the center. By delivering personalized solutions and ongoing support, we aim to empower you to make informed financial decisions and achieve both security and growth.

Vision

Our vision is to be a dependable partner for investing and financial planning. We see a future where individuals have access to a wide range of tools, products, and strategies — from Mutual Funds and SIPs to SIF, PMS, AIF, and insurance — all tailored to their specific goals. With integrity, professionalism, and innovation as our guiding principles, Meta Investment strives to illuminate the path to financial well-being and long-term wealth creation.

Frequently Asked Questions

Is Meta Investment SEBI registered?

Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322), operating in compliance with SEBI guidelines for MFDs. Tushar Paturde, our founder, holds the CFP® designation. We are not a SEBI-registered Investment Advisor (RIA).

What investment options does Meta Investment offer?

We offer a comprehensive range of financial products including Mutual Funds, SIPs, NPS (National Pension System), SIF (Specialised Investment Funds), PMS (Portfolio Management Services), AIF (Alternative Investment Funds), Fixed Income products, Bonds, Gold Bonds, Fractional Real Estate (SM-REIT), and Insurance solutions.

How do I start investing with Meta Investment?

You can start in two ways: use our Artha Auto-Plan tool at metainvestment.in/artha/ to get a personalised investment plan instantly, or book a free 30-minute consultation with Tushar at metainvestment.in/booking/.

Who founded Meta Investment?

Meta Investment was founded by Tushar Paturde, a CERTIFIED FINANCIAL PLANNER® (CFP®) and AMFI-registered Mutual Fund Distributor since 2017. Meta Investment was founded in 2021. He is also an ex-software developer, which shapes how he works with IT professionals in Pune.

What types of investment plans are offered?

We facilitate investments across various mutual fund categories based on your financial goals, risk profile and investment horizon.

How can I schedule a consultation?

You can contact our team through our designated appointment channel to schedule a discussion about your investment requirements.

What is your overall investment strategy?

Our approach is suitability-based. We consider your financial goals, investment horizon, risk profile and financial circumstances before discussing suitable mutual fund categories. Mutual fund investments are market-linked and returns are not assured or guaranteed.

How do you assess client risk tolerance?

We consider factors such as your financial goals, investment horizon, income and resources, existing investments and liabilities, investment experience, and your willingness and ability to absorb losses.

Do you offer retirement planning services?

We can facilitate mutual fund investments relevant to retirement goals. Any regulated investment-advisory or comprehensive financial-planning service is subject to the applicable regulatory framework and the nature of our registration.

What is the minimum investment amount?

Minimum investment amounts vary by scheme and transaction type. The applicable minimum will be communicated before investment and should be verified from the relevant scheme documents.

Are there any hidden management fees?

Mutual fund schemes have disclosed expenses, including applicable investment management/advisory fees and other expenses, reflected through the scheme's TER. Other applicable charges, such as exit loads, may also apply. We encourage investors to review the relevant scheme documents before investing.

Are portfolio updates provided regularly?

Portfolio/investment updates can be provided according to the service arrangement. Periodic review is important to ensure that investments remain aligned with the investor's goals, risk profile and circumstances.