Welcome to Mera Wealth Plan

WHY

Wealth Plan

One Stop Financial Solution

We offer financial solution to meet your short and long-term financial goals. We make sure your financial risks are adequately addressed. We take care of your liquidity and tax concerns.

Professional & Unbiased Advise

Professional advice can make a significant difference at every stage of your life. Our advisers are highly qualified with loads of experience in personal finance & wealth management.

End to End Support

We provide end to end support; from financial planning till execution. Investment is a dynamic process and we keep tab on your investment portfolio & market conditions and take suitable action as & when required.

Select Wealth Plan For Your Wealthy Financial Life

Wealth Protect

This Product is designed to Protect Wealth and Generate Competitive Returns compare to Savings Account/FD/Post/Insurance. Primarily Focus on Protecting Wealth in Tax Efficient Manner.

Wealth Protect Plus

This Product is designed to Generate Extra Returns with Wealth Protection, it primarily invest in Debt Instruments and Invest Interest Amount into Equity/Balance Funds to generate extra returns with Principal Amount Protection.

Wealth Maximizer

This Product is designed to Generate Extra Returns than Bank FD/Post/Insurance with Low Risk and Tax Efficient Manner in medium to long term perspective.

Wealth Creator

This product is designed to create wealth with balanced approach and tax efficiency in medium to long term perspective.

Wealth Multiplier

This Product is designed to Create Wealth in Long Term to Beat Inflation in Tax Efficient Manner, Primarily this product is Focus on Long Term Goal Achievement and Create Wealth. We apply Asset Allocation Strategy to this product to minimize Risk and Maximize Returns.

Smart SIP

This Product is designed to Create Long Term Wealth by Investing in Systematic Manner , it also helps clients to achieve long term goals and beat inflation, We apply Asset Allocation Strategy to this product to minimize Risk and Maximize Returns.

Freedom SIP

This Product is designed to Generate Fix Cash Flow in Future with Systematic Investments Approach, it will be a Tax Efficient Cash Flows Compare to Pension Product available in India. It will Help client to retire early or plan for second Income.

Freedom Financial Plan

This product is designed to generate fix cash flow/income on immidiate basis and help to generate capital appriciation on investment asset in long term.

Financial Calculators

SIP Performance

Retirement Planning

Income Tax

House Planning

Education Planning

Marriage Planning

Delay Cost

Vacation Planning

Investor Corner

Financial Calculator

A calculative online financial calculator launched with the advance feature, which helps to calculate the critical financial calculations.

Download Forms

Download all mutual fund related forms like Mutual fund, SIP, SWP, STP and Others and make it useful in your way.

Buy MF Online

Invest your money in mutual fund you can buy mutual fund online within five minutes without facing any hurdle.

Financial Fitness

How is your financial condition? Are you financially healthy or not? Here's the way to check your financial fitness lets know how your financial condition.