Investment & Financial Goal Consultation

Whether you are planning for a personal financial goal, building long-term savings or reviewing your existing investments, a one-on-one conversation can help you understand the financial products and services relevant to your requirements.

We take the time to understand your financial goals, investment horizon, risk profile and relevant circumstances, and help you evaluate relevant investment and financial-product options within the capacities in which we are authorised to operate.

What the consultation covers

• Goal-based investment planning — We understand your financial goals, investment horizon and relevant circumstances and discuss investment options that may be suitable for those goals. Any illustrations or projections are indicative and based on the information and assumptions provided. See our financial planning process.
• Risk profiling — We assess your risk tolerance and relevant circumstances to help evaluate the suitability of mutual fund and other investment options.
• Retirement planning — We discuss retirement-oriented investment and pension solutions, including mutual funds and NPS, based on your requirements and eligibility. See retirement planning.
• Tax-efficient investing — We explain relevant tax considerations associated with investment products and transactions. Tax laws are subject to change and tax-specific advice should be obtained from a qualified tax professional where appropriate. See tax saving options.
• Mutual fund investments — We assist investors with mutual fund investment and servicing in our capacity as an AMFI-registered Mutual Fund Distributor.
• Insurance — Where applicable, we facilitate access to insurance products/services through the relevant authorised insurance channel.
• Estate planning — We help you understand the financial assets covered in a Will, which is prepared with a third-party professional. See Will and estate planning.
• Ongoing servicing — We provide ongoing assistance and periodic reviews in relation to the products and services we are authorised to distribute or facilitate.

How we are paid

Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322). We earn commission from the product providers on products you buy through us. We are not a SEBI-registered investment adviser. Read our commission disclosure, and see how a distributor differs from a registered adviser or robo platform.

Connect with Meta Investment today

Book an appointment or call us today and take charge of your finances.

Important Disclosure

Our services are limited to the capacities, products and services for which we are appropriately authorised, registered or appointed.

Where a service is provided by an independent professional or third-party partner, that service is provided by the respective provider and is subject to its own terms, fees, disclosures and regulatory framework.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

NPS investments are subject to market and other applicable risks. NPS does not provide assured or guaranteed returns.

The suitability of an investment product depends on the investor's individual circumstances, objectives, risk profile and investment horizon.