HomeAbout

About

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.

The personal situation of each individual or firm is unique. Their investment objectives are distinct. Our strength is in using our expertise to manage financial and non financial assets best suited to meet your specific requirements.

Through gaining experience in various economic periods, our team are able to identify the best opportunities whether we are in good times or bad times. Good times provide growth in our portfolio and bad times, despite the potential negative effects, can provide opportunities.

At Megriar Associates, we understand your financial needs completely and we pride in offering customized solutions to our clients.

ritu-youtube

Why choose us

Our fiduciary
capacity

We are wired to operate from your side of the table. Our loyalty towards you is supreme and all our advice is done without any conflict of interest. The transparency of our operations is in line with this. This includes declaring our compensation on the products offered. Honest relationship with clients is our strength. Our mantra is ….…..”if you grow, we will”.

Our comprehensive
solutions

A client has changing lives and goals. Matching plans to suit those on a continual basis is what we practice. Megriar follows a unified approach to analysis, management and monitoring of the client’s assets. This helps the client to evaluate and select their assets as their lives and goals change.

Our client centric
approach

Each client’s situation is unique. At Megriar, our suggestions are strictly in line with the client’s best interest. We do not have any exclusive tie ups with any product manufacturers and this enables us to base our suggestions purely on your needs. Our product agnostic and product manager neutral approach allows us to service you in your best interest.

Our mission

To simplify your financial life and unravel the complex and dynamic world of finance and investments.

We at Megriar Associates provide end to end solutions in Personal Financial Management.

The investor today seeks strategic asset allocation advice and looks for coordinating disparate investment offerings while studying special investment opportunities. They also appreciate transparency regarding product features; its risks and return.

Megriar Associates believes in forging a strong bond of trust with clients. We provide investment solutions in a manner that is completely unbiased and focuses on the individual client.

 

While everyone promises wealth…………we promise a hassle free life as well.

Our management

Looking for a Wealth Management Consultant?

make an appointment