Where Conviction
Meets Capital
Research-driven portfolio management for India's most discerning investors. We don't predict markets — we prepare for them.
Assets Under Management
CAGR Since Inception
Investor Families
Track Record
Our Philosophy
Patience is the
Ultimate Edge
In a market obsessed with quarterly results and daily noise, we take the contrarian view that time is the most undervalued asset in investing.
Our process is built on three pillars: rigorous fundamental research, disciplined risk management, and the conviction to hold through cycles. We buy businesses, not tickers — and we partner with management teams that think in decades, not quarters.
Growth Equity PMS
₹2.4Cr +18.7%
Sharpe Ratio
1.82
Max Drawdown
-12.4%
Alpha (vs Nifty)
+6.2%
Investment Strategies
Tailored to Your
Ambition
Six distinct strategies, each with a clear mandate. Choose the one that aligns with your risk appetite and financial goals.
Growth Equity PMS
Concentrated portfolio of 15-20 high-conviction growth companies with strong moats, pricing power, and expanding addressable markets.
Min. Investment
₹50 Lakhs
All-Weather Fund
Multi-asset strategy combining equities, debt, and gold with dynamic allocation. Designed to deliver steady returns across market cycles.
Min. Investment
₹25 Lakhs
Quant Alpha
Systematic, rules-based strategy powered by proprietary factor models. Exploits momentum, value, and quality signals across the broader market.
Min. Investment
₹1 Crore
Emerging Leaders
Small & mid-cap focused strategy targeting tomorrow's blue chips. Deep fundamental research meets early-stage growth opportunity.
Min. Investment
₹50 Lakhs
Balanced Yield
Income-oriented strategy blending high-dividend equities with investment-grade fixed income for predictable cash flows.
Min. Investment
₹25 Lakhs
Global Opportunities
Access international markets through curated US & European equity exposure. Geographic diversification for the forward-thinking investor.
Min. Investment
₹1 Crore
Track Record
Performance That
Speaks for Itself
Our flagship Growth Equity PMS has outperformed the Nifty 50 in 10 of the last 12 years. Here's how we stack up.
FY 2024-25
FY 2023-24
FY 2022-23
5Y CAGR
Past performance is not indicative of future results. Returns are net of all fees. Alpha is calculated against Nifty 50 TRI. SEBI Registration: INP000012345. Please read the disclosure document carefully before investing.
The Team
Minds Behind
the Method
Seasoned professionals with decades of collective experience across markets, research, and client advisory.
Arjun Mehta
Founder & CIO
Ex-Goldman Sachs, IIM Ahmedabad
18 years in equity research and portfolio management across Asian markets.
Priya Sharma
Head of Research
CFA, Ex-Motilal Oswal
14 years deep-diving into Indian equities. Leads a team of 6 sector analysts.
Vikram Rao
Quant Strategist
PhD Statistics, ISI Kolkata
Architect of our factor models and systematic strategies. 10 years in quantitative finance.
Neha Kapoor
Head of Client Relations
MBA, XLRI Jamshedpur
Ensures every investor family receives white-glove service and transparent reporting.
Investor Voices
Trust, Earned Over Time
“Meridian Capital has been managing our family portfolio for 6 years. Their discipline through market volatility is remarkable — they don't chase trends, they follow process.”
Rajesh Agarwal
Industrialist, Jaipur
“The quarterly reviews are incredibly detailed. I always know exactly where my money is and why. That transparency is rare in this industry.”
Dr. Sunita Reddy
Surgeon, Hyderabad
“Switched from a big-name AMC to Meridian three years ago. The personalized attention and risk management is night and day.”
Karan Malhotra
Tech Entrepreneur, Bangalore
Ready to Build Generational Wealth?
Book a no-obligation consultation with our advisory team.
Get In Touch
Let's Discuss Your
Portfolio
Schedule a confidential conversation with our advisory team. No obligations, no pressure — just clarity.
Mumbai Office
14th Floor, Meridian Tower,
Bandra Kurla Complex,
Mumbai 400051
+91 22 4000 1234
invest@meridiancapital.in
Delhi Office
7th Floor, One Horizon Center,
Golf Course Road, DLF Phase 5,
Gurugram 122002
Office Hours
Monday – Friday: 9:30 AM – 6:30 PM
Saturday: By appointment only
For Existing Investors
Access your portfolio dashboard or reach your dedicated relationship manager directly.