Merawala
Plan
What is the one single thing you would like to do most in your life? For many of our clients, it’s to start planning for their financial needs at retirement. If that’s the case for you, then we’re here to show you how.
Using Financial Planning framework, we design portfolios that have a high historical probability of achieving the goals of the plan, not portfolios that are intended to beat everybody else’s portfolios.
Our unique GPRS (Goal Focused + Proactive + Responsive + Simple) formula helps to deeply engage & help you achieve your life goals.
REGULATORY
COMPLIANCE SECTION
Complaints data, Investor Charter & Grievance Resolution Process
COMPLAINTS DATA
In line with SEBI complaince, a complete breakup of compalints against our firm are detailed here.
INVESTOR CHARTER
A SEBI initiative for Investor awareness. Gives you an idea on what you can expect when you engage us. Read More.
GRIEVANCE
Grievance redressal process followed by our firm is detailed here. This is in line with the SEBI guidelines. Read More.
MERAWALA PLAN
As they say, a goal without a plan is just a wish. Because the difference between information and transformation is action!
Approach
We help our clients so that they do not run out of money in retirement. We attempt to make this complex subject easy & fun for you. We respect your time & we are experienced in quickly translating your needs into actions.
How It Works
We offer a complimentary call to understand your needs & mutually explore the engagement. Once we mutually agree to engage, we have a simple 5 step methodology to work with you.
On-boarding > Discovery > Planning > Execution > Review
FREQUENTLY ASKED QUESTIONS
Where are you based?
We are based in Mumbai and have been servicing clients all over the world.
Are you regulated?
Yes, Our firm, Shah Rohit Financial Services Private Limited has obtained SEBI Registered Investment Adviser Certification no. INA000015996 for Non-Individual category.
What's your revenue model?
We are a Fee-Only Financial planning firm. We charge fees for our services. We recommend commission-free investment products.
Can we write a guest or sponsored article?
Sorry, this is not entertained as a policy.
Contact
Get In Touch
Like investing, personal finance is easy but not simple. If you like to explore an engagement with us, kindly fill up this form and we will respond. Alternately, you can also call us via the details give on the contact page.
WHAT REALLY MATTERS
Those who judge their portfolio by its performance relative to some narrow benchmark are focusing on an issue that is largely irrelevant to their ultimate financial success.
The only benchmark that you should care about is one that indicates whether or not you’re on track to accomplish your financial goals.
Risk is measured as the probability that you won’t meet your financial goal. Investing should have the exclusive objective of minimizing this risk.
From the book ‘Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad’ written by Adam Butler, Michael Philbrick & Rodrigo Gordillo
