Anjali Sharma

Anjali leads our wealth management practice, overseeing portfolio construction and the quarterly review cadence for our comprehensive clients. She holds the CFA charter and an MBA in Finance, and brings a research-led rigour to every allocation decision.

Approach

Anjali specialises in portfolio construction and risk budgeting. She runs our investment committee and is the calm, data-driven voice that keeps client portfolios aligned to policy through every market cycle.

Background

Her career began in equity research at a global investment bank, where she covered consumer and financial sectors. She joined Meridian in 2014 drawn by the fee-only model and the chance to advise people, not institutions.