AMFI-Registered · CFP® · Based in Pune
Fuel Your Financial Fitness
Smart investing for IT professionals in Pune — personalised plans, zero jargon.
Tailored for You
Investment solutions aligned with your stated goals and risk profile — not a generic template.
Tech-Savvy Approach
Tools like Artha Auto-Plan and Risk Profiler make financial planning fast, transparent, and jargon-free.
Holistic Coverage
Mutual funds, insurance, NPS, PMS, bonds — every stage of your financial life, one companion.
Your Financial Companion
Tushar Paturde
AMFI-registered Mutual Fund Distributor and CFP® with 5+ years of experience helping IT professionals in Pune build wealth with clarity and purpose.
How It Works
Share Your Goals
Answer a few quick questions about your income, investments, and dreams.
Get Your Plan
Receive a goal-based indicative investment roadmap — SIPs, insurance, emergency fund — instantly.
Start Investing
We handle the paperwork while you stay focused on your long-term financial goals.
Try Our Free Tools
Paisa Lingo
Learn financial terms in English, Hindi, and Marathi — the fun way. Test your Finance IQ!
Play Now →Risk Profiler
Answer a short questionnaire and get your personalised investment risk profile — free, instant.
Take the Quiz →Money Moves
Quick calculators for real money decisions — concert savings, phone EMI trap, and more. Built for young earners.
Try Now →Asset Comparison
See how the same monthly amount grows differently in a savings account, FD, gold, or mutual funds — side by side.
Compare Now →
Our Services
From planning to preservation, our services support every stage of your financial journey
Mutual fund updates, SIP tips, and what's moving the market. No daily noise — only when there's something worth reading.
Frequently Asked Questions
What is Artha Auto-Plan?
Artha Auto-Plan is a free financial planning tool by Meta Investment. Answer a few questions about your income, goals, and investments, and receive a personalised plan — covering SIPs, insurance, and emergency fund — instantly.
How do I start a SIP through Meta Investment?
Book a free consultation or try Artha Auto-Plan to get your personalised plan. Once your goals are clear, we handle KYC, fund selection, and SIP setup entirely online.
Is Meta Investment SEBI registered and AMFI certified?
Yes. Meta Investment is an AMFI-registered Mutual Fund Distributor and Tushar Paturde holds the CFP® certification. We operate in full compliance with SEBI and AMFI regulations.
What is the minimum amount to start a SIP with Meta Investment?
There's no fixed minimum set by Meta Investment — it depends on the mutual fund scheme you choose, typically starting from ₹500 per month for most schemes (some go as low as ₹100). Try Artha Auto-Plan or book a free consultation and we'll recommend schemes that match your goal and budget.
Is Meta Investment a SEBI-registered Investment Adviser or a Mutual Fund Distributor?
Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322) and not a SEBI-registered Investment Adviser (RIA). As a distributor, we are compensated by commission (see our Commission Disclosure) and our recommendations are incidental to distribution, not standalone investment advice.
What is SIF and how is it different from a mutual fund or PMS?
A Specialized Investment Fund (SIF) is a SEBI-regulated category that sits between mutual funds and PMS, offering long-short and other advanced strategies with a ₹10 lakh minimum investment — much lower than PMS (₹50 lakh) or AIF (₹1 crore) — while following mutual-fund-like taxation and disclosure norms.
Can I meet Tushar Paturde in person in Pune?
Yes. Meta Investment has a registered office in Rahatani, Pimple Saudagar and a branch office in Sambhajinagar, Pune, open Mon-Fri 8:30am-9:00pm and Sat-Sun 3:30pm-9:00pm. Book an appointment online or call/WhatsApp us to schedule an in-person meeting.
How is Meta Investment compensated — fees or commission?
Meta Investment is compensated through trail commission paid by the AMC as part of scheme expenses — not a fee charged to you directly. Commission rates vary by scheme and AMC, and direct plans pay no distributor commission. Full scheme-wise rates are published on our Commission Disclosure page.
What documents are needed for e-KYC to start investing?
You'll typically need your PAN card, an address proof, and an identity proof document. If you're already KYC-compliant with any SEBI-registered intermediary, that KYC is valid across all mutual funds and you can start investing without repeating the process.
