01
Regular Mutual Funds
Equity, debt & hybrid across every AMC from one dashboard.
"When you do things from your soul, you feel a river of joy moving in you"– Rumi
Meaning ofMeraki
The word MERAKI is derived from Greek, meaning to do something with soul, creativity, and love. It reflects our belief that true wealth is not just built — it is crafted with purpose, intention, and heart.
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AMFI-registered MFD · ARN-151849256-bit TLS · ISO 27001 certifiedNo fee from you · AMC pays standard commission
Wealth journey
Projected portfolio value
₹4,87,25,000
+₹3,94,80,000projected growth
Year 10 of 20 · 10 years remaining
now
Illustrative projection
XIRR
14.8%
Active SIPs
7
🎓
Ananya's Graduation
Goal achieved
₹25,00,000 funded
🏡85%
Real Estate Purchase
₹85L of ₹1 Cr
🌴68%
Retirement Corpus
₹3.4 Cr of ₹5 Cr
250+ Families are building wealth with us
0+Active families
0+ CitiesCities
0Decades of Combined Experience
Begin anywhere
Six paths. One financial journey.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
2 minutes
Discover your investor personality
A short reflection to understand your risk appetite and ideal allocation.
Get startedGoal planner
Plan your financial goals
Retirement, your child's future or a new home. See what it really takes.
Get startedFree analysis
CAS upload
Analyse your existing portfolio
Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.
Get startedBy Meraki Assets Services LLP
Explore curated investment baskets
Hand-built portfolios for every life stage, risk profile and ambition.
Get startedUp to 9.5% p.a.
Compare fixed deposit rates
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Get startedFree
Talk to a partner
Book a free consultation
Sit down with Meraki Assets Services LLP partner to map your goals, risk and next steps. No obligation.
Book nowOur Offerings
Every market, one relationship.
Explore a considered range of investment, protection and wealth-building solutions.
02
Listed Equity / Stocks
Invest in listed Indian companies with research-led support for long-term wealth creation.
03
PMS
Portfolio Management Services for portfolios above ₹50 lakh.
04
Global Equities
Own Apple, Nvidia & US index funds under LRS.
Click here05
Fixed Deposits
High-yield FDs from partner issuers via Fixerra.
06
Bonds & NCDs
Government, PSU and corporate bonds, transparent yields.
07
Pre-IPO / Unlisted Shares
Access select late-stage private companies before listing, subject to availability and suitability.
08
Gold · SGBs · REITs
Sovereign gold bonds and listed REITs for diversification.
09
Life Insurance
Pure-term cover sized to your real liabilities.
10
Health Insurance
Right-sized floater & super-top-up, claim support included.
Credentials
Built on expertise, strengthened by continuous learning.
Our credentials reflect a commitment to staying curious, continuously learning and bringing greater depth to every client conversation.
2026
QPFP® — Prachi Agarwal
Qualified Personal Finance Professional
2026
QPFP® — Sanjay Prajapat
Qualified Personal Finance Professional
2026
CFP® — Sanjay Prajapat
Certified Financial Planner®
2025
NiSM
Professional Certification
2025
Moody’s Analytics
International Wealth Management
Curated by Meraki Assets Services LLP
Thoughtful portfolios. Confident decisions.
Each basket is researched, rebalanced and reviewed by our in-house research team. Invest with clarity, not noise.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
See it compound
What could an SIP become?
Small, regular and patient beats large and occasional. See how much of your final corpus is money you put in versus money the market made for you.
Monthly SIP₹50,000
Invested
₹1.80 Cr
Growth
₹15.85 Cr
Total
₹17.65 Cr
Projected value in 30 years
₹17.65 Cr
at an assumed 12% p.a. · illustrative
+15.85 Cr of growth
InvestedGrowth
Goal planning
Every rupee, thoughtfully invested.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
- Inflation-adjusted projectionsSee tomorrow's price tag in today's terms.
- Scenario calculatorsIllustrative outcomes across market assumptions, for education rather than advice.
- Periodic reviews with your partnerMeraki partner walks you through progress on your schedule.
Illustrative example
Comfortable retirement at 5522%
23 years remaining · ₹ 1,00,000/mo lifestyle
₹ 1.5 Cr investedTarget ₹ 7 Cr
on track
Jhanvi's higher studies18%
17 years · MBA from Harvard
₹ 90 L investedTarget ₹ 5 Cr
on track
Dream home in Ahmedabad29%
5 years · 3 BHK · ₹ 2 Cr
₹ 58 L investedTarget ₹ 1.8 Cr
on track
Score your portfolio
Upload your Consolidated Account Statement.
We'll securely analyse mutual funds, diversification, risk exposure, fund overlap and performance trends.
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A partner, not an algorithm
Wealth is personal. Thoughtful wealth solutions, shaped around you.
Behind every basket, every calculator and every transaction is a real human you can call by name. We combine intelligent technology with experienced wealth partners who know your story.
Prachi Agarwal
Partner
QPFP®
With over seven years of experience in audit, accounting and taxation, Prachi Agarwal is at the helm of Meraki Assets Services LLP to help young professionals manage their personal wealth. She simplifies taxes and investments into clear, safe roadmaps, taking the stress out of money management so you can achieve financial freedom.
Sanjay Prajapat
Strategic Consultant
QPFP®CFP®
A CFP® professional with over a decade of experience, Sanjay Prajapat transitioned from equity research to founding his distribution firm in 2016. He specializes in research-backed, goal-based solutions to help clients smoothly achieve their long-term objectives. Outside work, he enjoys reading about investing and psychology.
Experienced Professionals
Research-led, goal-focused approach
Same-day responses
Avg. first reply under 3 hours
96% families stay
Retention across 10+ years
Our story
At Meraki Assets Services LLP,
We approach wealth management not as a transaction, but as a journey towards lasting financial prosperity.
We look after your money to decisively remove randomness from investing by providing research-backed, purposeful asset distribution strategies that protect and grow client wealth.
“By blending robust market research with a thoughtful understanding of your life's aspirations, we offer a comprehensive, one-stop solution for all your long-term financial needs. We undertake regular portfolio reviews to ensure that investments remain aligned with evolving goals, risk considerations, and market conditions, making rebalancing adjustments wherever appropriate. ”
Book a free consultation2017
Founded
250+
Active families
Goal-first, always
Every recommendation traces to a goal you set — never a commission table.
Fees you can see
Plain-English disclosure of exactly how we're paid on every product.
One relationship, for years
A dedicated wealth partner who knows your family — not a rotating queue.
Quarterly reviews
We rebalance and review every quarter, not just when markets fall.
What drives us
Our purpose.
Our Mission
To decisively remove randomness from investing by providing research-backed, purposeful asset distribution strategies that protect and grow client wealth.
Our Vision
To be the most trusted partner in crafting personalised wealth journeys, reaching an expanding audience seeking quality solutions over mindless speculation.
Our Core Values
- Soul: Deep commitment to your goals.
- Precision: Rigorous market research.
- Purpose: Ensuring every penny allocated has a distinct meaning.
What investors say
"Flawless guidance and management of my Mutual Funds portfolio for almost 10 years now. They are always aware of what's happening in the market and are proactive in doing any..."
Nicky Bagaria
Ghaziabad
Mobile app
Your whole portfolio,
in your pocket.
Track every investment, start or pause SIPs, review goal progress and connect with your wealth partner — all from one secure app. Built for India, with UPI Autopay and instant statements.
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4.8 average · 12,000+ ratings
Good evening
Investor
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
Start in 2 minutes
Your wealth journey honest question.
What do you really want from your money? Take our investor personality assessment. No email required to get started.
