Rajeev Menon

Rajeev founded Meridian Wealth Advisors in 2009 after a decade in institutional asset management. He is a Certified Financial Planner and a SEBI-registered Investment Adviser, and he believes that good advice is the one financial product that is still undersold in India.

Approach

Rajeev leads our comprehensive planning engagements. He is known for translating complex market behaviour into plain language and for holding clients — and himself — accountable to the plans they agree on.

Background

Before founding Meridian, Rajeev managed balanced portfolios at a leading mutual fund house. He writes a monthly column on goal-based investing and mentors young planners through the FPSB India chapter.