EQ (Emotional Quotient) >> IQ (Intelligence Quotient) >> Asset allocation >> Scheme Selection >> Investor behaviour >> Market Returns.
Mutual Funds
Insurance
Equity Markets
Portfolio Review
⸻Our story
An IT engineer turned Investor, Mentor and MFD!
Built on three generations of financial expertise, our story is about disciplined research, trusted guidance, and creating meaningful investor outcomes.
Creating Advisor Alpha for Every Investor.
⸻ Testimonials
What our clients
have to say
Abhijit is someone you can truly rely on when it comes to mutual funds and share market investments. He has a deep understanding of the financial world, and what really sets him apart is the way he tailors his guidance to each person. He explains strategies in a simple, practical way that actually makes sense, and his support has played a big role in helping me reach my investment goals. Whether you’re just starting out or already experienced, his advice makes wealth-building smarter and safer.
Thank you, Meerama, for guiding me to start my SIP journey. Even though I first consulted you in 2019, I delayed it out of fear and a busy schedule. When I took a home loan, I realized the importance of saving, and with your suggestion to start with just ₹5,000, I built confidence and gradually increased my SIP. Because of your guidance, I’ve achieved goals like buying gold for my wife and managing family medical expenses. I truly appreciate your honest advice and support.
मीरामा एजन्सीच्या माध्यमातून गेल्या पाच वर्षांपासून गुंतवणूक करत आहे. शेअर बाजार आणि म्युच्युअल फंडांचा अभ्यास करणे हा फुल टाइम जॉब असल्याची जाणीव झाल्यावर श्री. अभिजित यांच्याशी संपर्क साधून गुंतवणूक सुरू केली होती. अभिजित यांचा अभ्यास, वृत्तपत्रातील लेखन, सोप्या भाषेत क्लिष्ट विषय समजावून सांगण्याची पद्धत या गोष्टी उल्लेखनीय आहेत. जणू काही आपले स्वतःचे फंड आहेत अशा आत्मियतेने ते ग्राहकांच्या गुंतवणुकीची काळजी घेतात. माझ्या गुंतवणुकीला त्यांनी नेहमीच अनपेक्षित वाटावा इतका उत्तम परतावा मिळवून दिला आहे! गुंतवणूक वाढवायची असो किंवा पैसे काढायचे असोत, अभिजित आणि टीम तत्परतेने मदत करतात
मी गेल्या काही दिवसांपासून गुंतवणुकीचा विचार करत होते पण नक्की कसे किती व कुठे गुंतवायचे हे स्पष्ट होत नव्हते. त्याच वेळेस माझा मीरामा इन्व्हेस्टमेंटस शी संपर्क झाला. त्यांनी मला नेमकी गुंतवणूक कशासाठी करायची आहे किती कालावधीसाठी करायचे आहे असे प्रश्न विचारून माझ्या गुंतवणुकीचे भविष्यातील चित्र स्पष्ट केले. त्यांनी माझ्या गोलनुसार विविध म्युचल फंडांमध्ये एस आय पी च्या माध्यमातून गुंतवणूक करून दिली. त्यांची फक्त भारतीय बाजारपेठेतच नाही तर आंतरराष्ट्रीय बाजारपेठेतील गुंतवणुकीवर सुद्धा चांगली पकड आहे. शेअर मार्केट बद्दल त्यांचा दांडगा अभ्यास आहे. अशा अभ्यासू व्यक्तीच्या हातात माझी गुंतवणूक असल्यामुळे आता मी निश्चिंत झालेले आहे
Working with Meerama has brought clarity, confidence and considerable growth to my financial journey. Meerama helped me identify my goals and helped with a well thought out investment plan closely aligned with my investment horizon and risk profile.
⸻ Know Meerama
Our Investment Philosophy
Our Approach
Disciplined asset allocation backed by deep market research and precise portfolio rebalancing.
What We Believe
Investing is about cycles, contrarian thinking, and disciplined temperament not prediction.
Invest with Ease
Steady investing, calm decisions, and long-term growth while you focus on life.
⸻ FAQs
Frequently Asked
Questions
We love working with the ones who:
- Are eager to achieve personal goals through tailor made asset allocation strategies
- Are ready to stay committed till they reach the destination
- Believe in discipline, patience, and long term orientation as the real drivers of wealth creation
- Can mute the short-term noise from media and markets and stay focused on what really matters
- Understand that drawdowns in the market is a feature and not bug
We prefer minimal interference once the investment plan is in place as sound financial outcomes need consistency not constant tweaking.
We may not be the right fit for individuals who:
- Panic and rush to redeem investments in market drawdowns.
- Rush to invest in assets showing momentum out of FOMO (Fear Of Missing Out)
- Chase short-term returns or quick gains
- Constantly compare and crave higher returns driven by fear or greed
- Monitor their portfolios daily or weekly expecting instant gratification
At Meerama, we believe in being upfront about what we don’t do—because great relationships are built on clear expectations.
- We do not predict short-term market movements.
- We can not make you rich overnight , real wealth takes time, patience, and perseverance.
- We do not actively trade or churn your portfolio.
- We will not chase you for investments, our relationship is akin to doctor-patient: when you need us, we will go all out to help.
We believe long term wealth creation is not about picking the “best” fund rather fund selection contributes a miniscule percentage to portfolio success.
What truly matters is:
- The right asset allocation based on your goals and risk profile
- Timely rebalancing to stay on track
- And focusing on the performance of the overall portfolio, not just individual funds
We are here to help you build a research backed, goal oriented investment strategy and not chase top performing funds that for sure change every year.
