Why Meta Investment?

Holistic Portfolio
View

We provide financial advice that can help you achieve your goals faster and prevent any wealth erosion. A holistic view along with strategic inputs from us can help accelerate your wealth creation.

Enterprise-grade
security

We employ the latest security protocols used by the biggest and most reputable financial institutions. All your investments are routed through the MFU / BSE platform.

Client Service
Portal

You do not have to wait for our advisor to give your monthly portfolio performance report. Our client portal is quick to get you the information you need in a click of a button.

Service
Ticketing

Keeping a track of your requests has been never easier. With the service ticket feature, all of your requests can be tracked to closure. You can always go back to any ticket to see the service log.

How our solution helps

We take immense pride in servicing you with the right insights and method so you also clear about the investment strategy, and style.

Holistic view of portfolio
And growth

Faster client
servicing

Advanced digital
capabilities

Multiple asset including
insurance & credit

Meet the Suite

All your reports
in a single tap

We give you an eye-opening digital experience and offer a transparent and detailed advice through a cutting-edge technology platform.

View your overall
Financial health

Take a look at your holistic financial health by clicking a button. Download, analyse and discuss with us to create a holistic financial plan for you and your family.

Meet the most secure
Financial application

Your data is hosted in India and has 24x7 security monitoring. The servers use enterprise grade security and the data is stored and transmitted in an encrypted format.

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