SERVICES
Financial Planning
Often clients are unable to articulate and understand the financial value of their goals. There are various myths around financial planning and products as well.
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Wealth Management
The most important ingredient for a successful financial life is to carefully consider financial needs and especially so in a timely manner. With our ongoing Wealth Management practices we help you stay on course with your financial objectives making alongside changes as per your changing life stages.
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NRI Services
There are a large number of Indians living overseas with a part of the family in India. With the complexities of jobs in foreign economies and the return on investment options available overseas, more and more Non Resident Indians and Persons of Indian Origin are looking towards India to participate in the growth that this country has to offer.
read moreABOUT US
Megriar Associates was set up in the year 2006 to pursue our dream of wealth management in an honest, product agnostic and relationship oriented manner.
We measure our success not in terms of amount of client funds managed but in terms of the length of time a client has been serviced by us.
FREQUENTLY ASKED QUESTIONS
A financial plan is a comprehensive study of a person’s current financial state and assigning monetary values to his future needs. In the process, the financial plan enables an individual to meet his life goals by managing his finances.
A mutual fund is a pool of resources, collected from a number of investors and managed by expert professionals to meet a clearly stated objective. The fund managers endeavor to meet the defined objective by investing in diverse marketable securities.
This should be a match with your investment objectives and risk profile. There is no “one size fits all”. Advisors at Megriar spend time with you to understand your financial goals, your cash flows and your risk taking ability among other things and advise you schemes that best suit your needs.
Regulatory Disclosure
AMFI Registered Mutual Fund Distributor
Date of Initial Registration : 08/05/2007
AMFI Registration No : ARN-49702
Current Validity of ARN : 07/05/2027