Mera Wealth Plan is a Financial Advisory/Planning Firm ESTD. in 2022. This firm running by Professional and Experience Management. Our expertise is in “Need Base Financial Planning” which helps our customers to achieve their Financial Goals with proper risk management.
Mera Wealth Plan dealing in Various Products Like
• Mutual Funds
• Equity
• PMS
• Insurance – Life & General
• IPO / FD / Bonds

Vision 2030
We aspire to be known as “Wealth Creators” & “Financial Planners”, driven by Commitment and Core Values

Goal
Happy &Prosperous clients.

Mission
To educate and empower the Investors to make better investment decision through
• Quality Advice
• Innovative Products
• Superior Services
Core Values
Financial Education | Speed | Commitment | Transparency | Client Centric Approach

Abhishek Shah (Founder)
(CFP,CFGP,AFGP)

Certified Financial Planner
Chartered Financial Goal Planner
Advanced Financial Goal Planning

17+ Years of Rich Experience in Wealth Management,
Mutual Funds & Financial Planning.

Rubina Hakim(AMFI Certified)

(Wealth Manager)

Prashant Chauhan

(Operation Head)

Jignesh Patel

(Back Office Executive)