Meru Portfolio derives its name from the Sanskrit Word – Meru, which means the highest peak of the universe. At Meru portfolio, we ensure that a client’s financial future is tailored to their ambitions and what’s in their best interest, every step of the way so that clients can achieve their peak wealth creation.
We understand that each client has unique challenges and ambitions. At Meru Portfolio, we take a comprehensive approach to managing, building, and protecting your wealth. Our approach starts with understanding you, your goals, your values, which are all supported by our expertise and guidance to help you achieve financial freedom.
Our highly experience and qualified Chief Investment Officer ensures that all aspects of your financial picture are considered while creating the right investment plan which can enhance post tax returns while reducing the portfolio risk.
At Meru Portfolio, you can feel confident that your assets are managed by highly capable professionals. We pride ourselves of offering seamless, end to end investment services to our clients, a feature that has earned us a reputation of a trustworthy partner in building your wealth for generations.
* Annualised actual portfolio returns of CIO’s actual portfolio from Nov’19 to Sept’21.
Conservative Portfolio: Equity:20% I Fixed Income: 70% I Alternatives: 10%
Moderate Portfolio: Equity:50% I Fixed Income: 35% I Alternatives: 15%
Aggressive Portfolio: Equity:100%
Our Chief Investment Officer is an astute investment professional, who has extensive experience of working with HNIs, families, foundations, and corporations to build diversified, multi asset class portfolios as per clients’ overall needs.
He has managed a total portfolio size of more than USD 1 Bn (INR 7500 Cr) across various organisations and helped clients achieve their goals including inter generation wealth transfer through family trusts and wills.
The Chief Investment Officer is a Chartered Accountant and CFP® professional. He also holds MSc in Wealth Management from the Singapore Management University, Specialisation in Asset Management from the Yale Business School USA , and Specialisation in Family Office Wealth Management from the University of St Gallen, Switzerland.
Please book a free portfolio review call with our CIO by uploading your consolidated account statement.
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