Planning today, protecting tomorrow
Your Wealth, Wisely Planned
A SEBI-registered, fee-only advisory firm helping families and professionals across Bengaluru turn financial goals into clear, accountable plans — without product-selling or commissions.
Advisory Services
Comprehensive, fee-only financial guidance tailored to your life goals.
Investment Planning
Goal-based portfolios built on asset allocation, low-cost funds, and disciplined rebalancing — aligned to your timeline and risk.
Wealth Management
End-to-end stewardship of your assets — portfolio construction, review cadence, and a single source of truth for your net worth.
Retirement Planning
Build a retirement corpus that lasts — corpus modelling, withdrawal strategy, and inflation-aware income planning.
Tax Planning
Legitimate, year-round tax efficiency — from regime selection to capital-gain harvesting and deduction planning.
Estate Planning
Protect what you have built — wills, nominations, trusts, and a smooth intergenerational transfer of wealth.
Insurance & Risk Management
Right-sized term cover, health insurance, and a risk audit so your family is never one emergency away from distress.
Your Advisors
Experienced, certified professionals dedicated to your financial well-being.
Certifications & Registrations
Regulated, audited, and held to the highest professional standards.
SEBI Registered Investment Adviser
Certified Financial Planner
Chartered Financial Analyst
NISM Series X-A & X-B
What Our Clients Say
"Meridian rebuilt my entire portfolio around my actual goals. For the first time, my investments feel like a plan rather than a collection of products."
"As a doctor with no time to track markets, their fee-only model gave me peace of mind. No mis-selling, no commissions — just honest advice."
"They mapped out my retirement to the year and the rupee. The quarterly reviews keep me accountable without ever feeling sold to."
Latest Insights
Practical, jargon-free articles to help you make better financial decisions.
The Power of Compounding: Why Starting Early Matters
A decade of head start can be worth more than a decade of extra savings. Here is the maths behind it.
Read more →
Building a Diversified Portfolio in 2026
How to spread risk across asset classes, geographies, and styles without overcomplicating your holdings.
Read more →
Smart Tax-Saving Strategies Under the New Regime
The new regime changed the game. Here is how to plan deductions, gains and investments around it.
Read more →Frequently Asked
What does “fee-only” advisory mean?
We are paid only by you, our client — never by fund houses, insurers, or product manufacturers. You pay a transparent, agreed-upon fee, which means our advice is never influenced by commissions or kickbacks. We do not earn a single rupee from any product we recommend.
Are you registered with SEBI?
Yes. Meridian Wealth Advisors is a SEBI-registered Investment Adviser (Reg. No. INA000123456). We are bound by the SEBI Investment Adviser Regulations, which require us to act in a fiduciary capacity and put your interests first.
What is the minimum portfolio size you work with?
We work with families and professionals at many stages of their journey. There is no hard minimum, but our comprehensive wealth management engagement is best suited to investable assets of ₹50 lakh or more. Our financial planning review is open to everyone.
How often will we review my plan?
Comprehensive clients receive a detailed review every quarter, with a deep-dive annual planning session. In between, your advisor is available for life events — a job change, a new home, an inheritance — whenever your circumstances shift.
Ready to Plan Your Financial Future?
Schedule a complimentary 30-minute consultation with one of our certified advisors.
Book Your Consultation