About Us
⸻Mutual Fund, Insurance, Equity Market Mentorship
Who we are
We are a SEBI–regulated Mutual Fund Distribution firm with a deep market understanding and research-driven insights across asset classes including Equity(Mutual Funds, PMS, Alternates), Commodities, Debt and are committed to helping individuals and families build long-term wealth through disciplined, research-driven investing.
We simplify the complex world of finance so clients can focus on what truly matters — living life with confidence and peace of mind. Legacy, Integrity and Competence are the virtues we strive for.
We believe in transparency, long-term thinking, and personalised guidance that goes beyond product recommendations. Whether you are just starting your investment journey or looking to optimise an existing portfolio, we provide clear, unbiased advice.
Our services include goal-based investment planning, portfolio review restructuring, Insurance and Equity market mentorship. We track market trends, fund performance and industry developments to keep your investments aligned with the changing environment.
With regular reviews and consistent communication, we ensure you always stay informed and on track to achieve your goals.
Our mission is to simplify investing and empower you to preserve, grow, and protect your wealth through thoughtful strategies and disciplined execution Rest assured, at Meerama, we’re committed to curating the bespoke tomorrow that you dream of.
Legacy
integrity
Competence
⸻ Experience Matters The Most
Our Edge
If we observe close enough, we can easily draw some parallels between the services provided by a sherpa and a financial coach. What does the Sherpa do? When you’re scaling a mountain – he guides you through difficult terrain, helps carry the load, prioritizes safety, sets the right pace, provides confidence and clarity and at the same time keeps the focus on Summit ! Your financial coach (if one is doing his/her job right) should be doing something absolutely similar. He/She should guide investors through volatile and uncertain markets, help you avoid mistakes, mis-selling and unnecessary risks, keep you insulated from behavioural biases like greed-panic-FOMO, set the right expectations, provide confidence and clarity and at the same time keep you focused on your long term goals. Why do you trust the Sherpa? One word. Experience. The same applies to your coach, Experience is the key! We know that good financial planning is about understanding your personal situation, your life goals and following a systematic, well-charted path towards it. At Meerama, we are dedicated to helping you achieve your financial goals through personalized wealth management strategies. Our philosophy is simple — understand your goals, assess your risk profile and carve out an investment strategy that is personalized to your needs. Our advice impacts our client’s lives and we treat this responsibility with utmost respect. Needless to say, we have skin in the game and we ourselves invest in the same products that we recommend to our clients. In a nutshell, your experience as an Investor at Meerama in Howard Marks words is going to be “Always good, sometimes great, never terrible”.
⸻ Investor, Mentor and a Mutual Fund Distributor
About Our Founder
An IT engineer turned Investor, Mentor and MFD, he is a third generation into stock broking, investments and financial services. Markets are something runs in his blood. He has over 15 years of investing – trading experience in the Indian Equity markets with an expertise in chart reading and technical analysis. With humble beginnings, he initially carried out his MFD business through his mother only to start on his own with the trust of his clients.
Research (fundamental as well as technical) has been at the core of our investment framework and has helped us create whar is called Advisor Alpha.
As Warren Buffett has said, “I am a better investor because I am a businessman and a better businessman because I am an investor”, he is a better MFD because he is full time into financial markets and a better full timer because he is a Mutual Fund Distributor.
Having watched the markets from the close quarters for such a long period, he has mastered the intricacies of market cycles, investor psychology and behavioral finance.
Abhijit also writes for Maharashtra Times Wealth – a personal finance weekly.
