Access Your Portfolio
Login to Smart Investment Platform →
New investor? Sign up now — we will connect with you to understand your financial goals and get your portfolio started.
What You Can Do on the Platform
- Portfolio valuation — see the current value of all your investments in one place
- SIP tracker — monitor active SIPs, upcoming instalments, and performance
- Transaction history — complete record of purchases, redemptions, and switches
- Account statements — download CAS and fund-wise statements
- Manage investments — initiate redemptions, STP, or SWP requests
The platform is powered by our investment software partner and is accessible on both desktop and mobile browser. An Android app is also available on the Google Play Store.
Frequently Asked Questions
How do I log in to my Meta Investment portfolio?
Visit app.metainvestment.in and enter your registered mobile number or email address. You will receive an OTP to complete login. Your portfolio, SIP details, and valuation are available on the dashboard.
I am a new investor. How do I sign up?
Click 'Sign Up' at app.metainvestment.in/NewOnboarding/SignUp and complete the onboarding form. Our team will connect with you to understand your financial goals and set up your portfolio.
I forgot my password. How do I reset it?
On the login page at app.metainvestment.in, click 'Forgot Password' and enter your registered email or mobile number. You will receive a reset link or OTP within a few minutes.
What can I do on the Meta Investment platform?
The platform lets you view your portfolio valuation in real time, track SIP performance, review transaction history, download account statements, and manage your investments — all in one place.
