Goal Planner
Goal Planner
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Grow Your Wealth Smartly

Explore mutual funds and SIPs aligned with your financial goals.

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Goal-Based

Invest with clear financial goals for focused growth

Begin small monthly investments with discipline and ease

Understand relevant mutual-fund options with clear product information and support

SIP Friendly
Expert Support

Mutual Funds

Pool money with others to invest in diversified portfolios managed by experts.

Equity Funds

Invest in stocks aiming for growth with moderate to high risk.

A mutual funds investor looking to achieve his goals
A mutual funds investor looking to achieve his goals
Debt Funds

Focus on fixed income securities lowering the risk.

Combine equity and debt to balance risk and reward.

Hybrid Funds
Close-up of hands holding a tablet displaying colorful investment growth charts and graphs.
Close-up of hands holding a tablet displaying colorful investment growth charts and graphs.
A happy family reviewing their financial plans together at home with a laptop open.
A happy family reviewing their financial plans together at home with a laptop open.

PRODUCTS WE OFFER

Equity Mutual Funds

Invest in companies for long-term capital growth

Balanced exposure to equity and debt.

Stable income-oriented funds for conservative investors.

Hybrid Mutual Funds
Debt Mutual Funds
Invest Now!
Invest Now!
Invest Now!
Index Funds & ETFs

Low-cost investing that tracks market indices.

Invest Now!
Tax Saving Funds (ELSS)

Save tax under Section 80C while investing.

Invest Now!

Why Choose Us

At MeraRupya, we understand your financial goals, investment horizon and risk profile and help you evaluate relevant mutual-fund options before facilitating your investment.

A smiling financial advisor discussing investment plans with a young family in a bright office.
A smiling financial advisor discussing investment plans with a young family in a bright office.
Get Started
Close-up of hands holding a tablet displaying colorful mutual fund growth charts.
Close-up of hands holding a tablet displaying colorful mutual fund growth charts.
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A diverse group of professionals collaborating over financial documents in a modern workspace.

Our Promise

We help investors understand mutual-fund options and facilitate their investments.

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A premium 3D render of a golden target with a blue arrow hitting the bullseye, clean dark background, studio lighting.
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A premium 3D render of a golden shield with a blue checkmark, representing secure and seamless onboarding, clean dark background.
A premium 3D render of a golden compass with blue accents, representing periodic portfolio tracking, clean dark background.
A premium 3D render of a golden compass with blue accents, representing periodic portfolio tracking, clean dark background.
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A premium 3D render of two hands holding a golden coin with blue light trails, representing continuous guidance, clean dark background.

OUR METHODOLOGY

How It Works

Our simple, structured process helps match your investments to your goals, with reviews along the way.

1. Understand Your Goals and Risk Profile

2. Evaluate Relevant Schemes

  1. 4. Review as your goals change

  1. 3. Facilitate Investment and provide Transaction support

FAQs

SIP or Lump Sum?

SIP involves investing a fixed amount periodically, while a lump-sum investment involves investing a larger amount at one time. The appropriate approach depends on the investor's circumstances and goals.

How much to start?

Begin with an amount comfortable for you, even small monthly SIPs.

How select funds?

We match funds to your goals, risk appetite, and investment horizon.

Withdraw anytime?

Redemption depends on the scheme's structure, applicable exit loads and any lock-in or other restrictions.

Portfolio review?

Investors may review their investments periodically and when their goals or circumstances change.

Piyush Kumar | AMFI-registered Mutual Fund Distributor | ARN: 360761

DISCLAIMER

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Contact

Reach out through Call/WhatsApp, email or contact form

Phone & Email

info@merarupya.com

+91-95828 10215

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