AMFI-Registered · CFP® · Based in Pune
Fuel Your Financial Fitness
Smart investing for IT professionals in Pune — no jargon, clear guidance, and goal-focused.
Tailored for You
Investment solutions aligned with your stated goals and risk profile — not a one-size-fits-all approach. Start a SIP from as little as ₹500/month.
Tech-Savvy Approach
Tools like Artha Auto-Plan and Risk Profiler help simplify goal-based investment planning with transparency and no jargon. We respond to every inquiry within 24 hours.
Holistic Coverage
Mutual funds, insurance, NPS, PMS and bonds — supporting your financial journey with clear, goal-focused guidance, all through one companion. No separate fee — we're compensated by commission from the AMC, not by you. Our recommendations are based on your financial goals and suitability, not on commissions.
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
Goals & Risk Profile
Answer a few quick questions about your income, investments, and dreams — and get your risk profile.
Plan Review Call
Talk through your indicative roadmap — SIPs, insurance, emergency fund — with a CFP®, free of charge.
e-KYC & Bank Link
Complete KYC and link your bank entirely online — we handle the paperwork with you.
SIP Go-Live
Your first SIP starts on schedule, across the funds and products matched to your plan.
Ongoing Review
Periodic check-ins keep your plan on track as your income, goals, and life stage change.
Plan For What Actually Matters
Child's Education
Build a dedicated corpus for tuition, coaching, and higher studies — years before the bill arrives.
Plan This Goal →Dream Home
Plan the down payment and timeline for your home purchase, alongside everything else you're saving for.
Plan This Goal →Early Retirement
See what it actually takes to retire on your terms, and the monthly SIP that gets you there.
Plan This Goal →Travel & Experiences
Fund the trips and experiences you actually want, without derailing your other goals.
Plan This Goal →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.
