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ABOUT OUR COMPANY

Your Trusted SIP Investments, Mutual Funds & Insurance Solutions in Surat – S. Meera

At S. Meera, we believe wealth creation and protection should be simple, transparent, and trustworthy. For over 20 years, we have been guiding more than Happy Satisfied 6,500 clients  with disciplined financial solutions that combine investment and insurance under one roof. As an AMFI-registered distributor, we specialize in SIP investments, Mutual funds, ELSS tax-saving schemes, eKYC support, portfolio reviews, and goal-based planning for children’s education, marriage, retirement, and Nri-investment  long-term wealth creation.

In addition to investment options, we offer a comprehensive selection of insurance products aimed at protecting your future. Whether it’s life, health, critical illness, or accident insurance, as well as motor, travel, home, property, and business coverage, we provide thorough financial protection for individuals, families, and companies.

Our approach is rooted in trust, compliance, and expertise, helping you make confident financial decisions while staying fully aligned with SEBI and AMFI guidelines. With S. Meera, you don’t just invest — you build a future that is secure, disciplined, and growth-focused.

Personalized Planning & Review
We understand that every investor’s goals are unique. That’s why we provide personalized financial planning and regular portfolio reviews to ensure your investments stay aligned with your objectives.

Active Management
While you stay focused on your business, we actively manage your portfolio. Our team continuously monitors the market and adapts strategies according to changing conditions and systems, so your investments remain optimized.

Our mission is to make SIP investments, mutual fund planning, and insurance solutions in Surat simple, transparent, and trustworthy. We aim to guide individuals, families, and business owners toward disciplined wealth creation and financial security, combining our 20+ years of expertise, AMFI registration, and transparent processes. Our goal is to empower clients to achieve their financial dreams, protect their loved ones, and build a secure future.

Our vision at S. Meera is to become the most trusted SIP investment and financial planning partner in Surat, helping clients achieve long-term financial growth and security. We strive to simplify investing in mutual funds, SIPs, and ELSS tax-saving schemes, while offering comprehensive insurance solutions to protect every aspect of their lives. Through transparent, compliant, and goal-oriented services, we aim to guide our clients in making informed investment decisions, ensuring steady wealth growth and lasting security.

At S. Meera, we are guided by trust, transparency, and client-focused financial guidance. As an AMFI-registered distributor with 20+ years of experience, we provide SIP investments, ELSS, retirement planning, portfolio reviews, and insurance solutions with full SEBI/AMFI compliance. Using digital tools for eKYC, SIP setup, and portfolio reviews, we make investing simple, accessible, and goal-oriented, while building long-term relationships that help clients secure and grow their wealth.

SOME FEATURES

Reason For Choosing S. Meera

UPDATES & TIPS

Achievements

OUR TEAM MEMBERS

Meet Our Professional Team

Dreams are made possible by teamwork!, All of us achieve more when we work together.

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