Mutual Fund & Financial Planning Services in Wakad, Pune
Looking to secure your financial future with expert guidance—right here in Wakad? Meta Investment is a AMFI-registered mutual fund distributor providing goal-based financial planning, SIP solutions, and wealth management services tailored for individuals and families in your neighborhood.
Why Choose Meta Investment in Wakad?
- Local Expertise: In-depth understanding of the unique financial needs of Wakad’s fast-growing community.
- Customized Solutions: Get recommendations for mutual funds, SIPs, NPS, PMS, AIF, and insurance, tailored to fit the goals of Wakad residents.
- Expert Support: Enjoy personalized reviews, hands-on assistance, and transparent service from a dedicated team.
- Convenient Access: Visit our Pimple Saudagar office, book a home consultation, or connect via WhatsApp for immediate support.
Our Key Services
- Mutual Funds & SIP Investments
- Financial Goal Planning
- Retirement (NPS) & Tax Planning
- Fixed Income & Bonds
- Insurance Solutions
- Wealth Management for Families and Professionals
How to Reach Meta Investment in Wakad
Meta Investment,
A3/204, Mirchandani Palms
Kokane Chowk, Aakashganga Road
Wakad, Wakad, Pune - 411017
Maharashtra, India
Get Started with Local Investment Expertise
Don’t leave your financial goals to chance. Contact Meta Investment, the trusted name for mutual funds and financial planning in Wakad, Pune. Call or WhatsApp us to begin your journey towards long-term financial security!
Frequently Asked Questions
Can I start a SIP online with Meta Investment if I’m based in Wakad?
Yes! We offer secure online onboarding and SIP set-up, or you can visit our local office for personal assistance.
Do you help with tax-saving mutual funds for Pune residents?
Absolutely. We assist with ELSS (Equity Linked Savings Schemes) and other tax-saving solutions tailored for your profile.
Is there support for senior citizens and NRI investors?
Yes, our services include retirement planning, pension solutions, and NRI investment support.
Are walk-in consultations available in Wakad?
You can walk in during office hours, or schedule an appointment for personalized financial reviews.
How can I check the performance of my investments?
We offer easy portfolio access via our platform and regular reviews for all clients.
