Services offered by Meta Investment
Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322) based in Pune. We help individuals, families and NRIs understand their options and invest in mutual funds, NPS, fixed income and insurance in line with their financial goals, time horizon and risk profile.
Each service below links to a detailed guide, so you can learn about a product before you speak to us. We do not provide legal or tax advice; where a service needs it, such as Will preparation, we work with qualified third-party professionals.
Fixed Income
Meta Investment helps you build a fixed income allocation — fixed deposits, bonds, NCDs, treasury securities and government small savings schemes — sized to the cash flow you need.
Insurance
Meta Investment helps you work out how much life, health and general insurance cover you need, compare suitable plans, and get support at claim time.
Mutual Fund
Meta Investment helps you start and manage mutual fund investments — SIPs, lump sums, tax-saving ELSS and portfolio reviews — matched to your goals, time horizon and risk profile.
National Pension System (NPS)
Meta Investment provides various services related to your NPS account such as new account creation, funding existing account, corporate NPS setup.
NRI Investment Services
Meta Investment helps Non-Resident Indians (NRIs) invest in India — mutual funds, NPS, fixed income and insurance — while understanding account, tax and repatriation rules.
Investment & Financial Goal Consultation
One-on-one Investment & Financial Goal Consultation with Meta Investment — goal-based roadmap, risk profiling, retirement, tax and estate planning discussions, and mutual fund and insurance solutions.
Will Preparation - Meta Investment
A Will says who gets what after you die and is an integral part of financial planning. Meta Investment introduces you to a partner lawyer or Will-writing firm and helps you understand the financial products listed in it.
