I work closely with a select set of individuals and families to build, protect, and grow wealth with clarity, discipline, and a relationship you can rely on.
I believe financial literacy is one of the most powerful tools for creating freedom and peace of mind. This work is about sharing practical insights, meaningful conversations, and connecting with people who want to build sustainable wealth and make informed financial decisions.
Over the years, I've worked with business owners, senior professionals, NRIs, and young families who had built significant wealth, but lacked clarity, structure, and a trusted partner to guide them. That's where I come in.
Financial freedom is not about having the most. It is about making decisions from a place of clarity, not anxiety.
I partner closely with my clients, offering complete transparency and portfolio recommendations aligned entirely with their financial goals.
Individuals and families who want thoughtful, independent guidance at any stage of their wealth journey.
Tailored strategies for every stage of your financial life.
Portfolios aligned to your goals, risk, and time horizon, built across mutual funds and Specialized Investment Funds (SIFs), spanning equity, debt, and alternative investments. Intentional in design and continuously reviewed as your financial life evolves.
Financial literacy workshops for colleges, universities, corporates, RWAs, and NGOs, designed to build clarity and confidence in financial decision-making.
A growing library to help you think clearly about money on your own time: educational articles, free financial calculators, and the Meridian newsletter.
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Monthly writing on investing, money habits, and the things that actually matter for your wealth journey. Written personally by Manan Dua. Read by thoughtful investors across India.
A few short questions to help me prepare for a conversation that is actually useful to you.
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I share ideas, market perspectives and real conversations about money across these platforms.
Video explainers on personal finance, market commentary and product breakdowns. In plain language that actually makes sense.
Subscribe to ChannelQuick financial concepts, visual breakdowns and behind-the-scenes thinking from an independent financial practice.
Follow on InstagramProfessional perspectives on financial planning, regulatory changes and building wealth the right way over the long term.
Connect on LinkedInWhether you have a specific question or simply want to understand what working together might look like, reach out. The first conversation is always free and completely without obligation.