Meru Portfolio
Curated by SignalFinancial planning platform offering personalized investment and portfolio management solutions.
Overview
Meru Portfolio is a financial planning solutions provider that focuses on individuals. The platform aggregates financial data to offer users a comprehensive view of their financial health. It creates customized financial plans based on individual goals, such as retirement and education funding. The key features include goal setting, budgeting advice, investment strategies, and risk management, which are tailored to the user's specific financial circumstances. The company targets high net worth individuals, families, foundations, and corporations, providing clients with scenario analysis tools and 24/7 access to their portfolios for decision-making and performance tracking.
Key facts
- Founded
- 2018
- Headquarters
- Noida, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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