Vivek Shahi

At Mera Portfolio, they pride themselves on their structured and disciplined advisory approach, offering tailored portfolio solutions that align with clients' financial aspirations and milestones. Their commitment is to be the preferred Wealth Management company for affluent individuals in India.

The comprehensive range of solutions at Mera Portfolio complements their advisory services, encompassing a blend of proprietary and non-proprietary (third-party) products. They meticulously evaluate all market options to recommend product solutions within clients' overall asset allocation, ensuring an unbiased selection process. Collaborate with them to craft a wealth creation and protection plan tailored to specific needs and comfort levels.

Their expertise in estate planning, insurance, and wealth management positions clients for success while granting them the freedom to focus on what matters most. Explore their diverse portfolio of advisory services, programs, and products designed to support optimal wealth creation and protection. They emphasize the importance of meticulous estate planning to safeguard assets and ensure their efficient distribution to successive generations. Count on Mera Portfolio to provide customized financial solutions and top-notch services, streamlining investment information into easily digestible reports.