Mera Wealth Plan

Mera Wealth Plan

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Wealth Management & Financial Planning Firm
Mutual Funds, PMS, Equity, Derivatives, Currency, Commodity, IPO, FD, Bonds

27/09/2024

🚨 *Major 4 Changes Coming in PPF from 1st October 2024!* 🚨

Stay updated with the latest developments in your investment options! πŸ’ΌπŸ“ˆ

Abhishek Shah, Founder of **Mera Wealth Plan**, shares the key changes you need to know to make informed decisions and maximize your returns! πŸ’°πŸ’‘

πŸ‘‰ Don’t miss this important update! Watch till the end for complete insights! πŸ”

06/02/2024

Mera Wealth Plan received its first award of 2024 in the area of Risk Management
Creating Wealth and Protecting Families in uncertainties makes us unique

Abhishek Shah - CFP, CFGP
FIinancial Educator
Founder of Mera Wealth Plan/SIP Junction

16/01/2024

Congratulations to Mera Wealth Plan Team for extra ordinary and the most prestigious achievement of COT - Court of the Table (USA) in 2023.
We are happy to protect large number of families via Term Plan and help them to secured their financial life against uncertain events.

Mission
Har Ghar Protection = Har Ghar Term Plan

Abhishek Shah - CFP, CFGP
Financial Educator
Founder :- Mera Wealth Plan / SIP Junction

06/10/2023

The most Inspiring Women Entrepreneur I ever meet, Dr Susmita Mohanty is a spaceship designer and entrepreneur extraordinaire.

She is the only entrepreneur in the world who has founded space companies on 3 different continents. She is the co-founder and CEO of EARTH2ORBIT, India’s first private space start-up that played a pivotal role in opening up the US launch market for India. She has co-founded and led two other companies, MOONFRONT, a boutique space consulting firm in San Francisco [2001-2007] and LIQUIFER, a trans-disciplinary space architecture firm in Vienna [2004-ongoing].

Before turning entrepreneur, Dr Mohanty worked for the International Space Station programme at Boeing in California and on Shuttle-Mir missions at NASA Johnson in Houston. Educated in India, France, and Sweden, Dr Mohanty holds multiple degrees including a PhD

Photos from Mera Wealth Plan's post 02/09/2023

Financial Freedom Planning

Photos from Mera Wealth Plan's post 11/03/2023

Hard Work + Dream + Dedication = Success

Once again remarkable achievement by team Mera Wealth Plan , 3rd time consecutive MDRT (USA) recognition.

Team Mera Wealth Plan growing everyday with hard work and dedication, achieving new milestones and carving an impression of Success at every step.

Designing Wealthy Financial Life for all clients.

Abhishek Shah - CFP , CFGP
Financial Educator
Founder - Mera Wealth Plan

03/01/2023

It gives me immense pleasure to announce my MDRT (Million Dollar Round Table) achievement in Life Insurance

MDRT 2023 USA.
this my 3rd MDRT USA.

Thank you for all the love & support of my investor. Keep showering your blessings.

Mission
Har Ghar Protection = Har Ghar Term Plan

Abhishek Shah - Financial Educator





27/12/2022

mera Wealth Plan views on Investments Opportunities in Dynamic Bond Funds in Gujarat Guardian News Paper.

27/06/2022

Magic of Power of Compounding in Long Term

29/05/2022

Only 4.8% Indian Household Assets Invested in Equities.

Still Long way to Go

Plan your Personal Wealth Plan with "Mera Wealth Plan" visit

www.merawealthplan.com or
Book Appointment +91 79849 02820

05/05/2022

I am so happy to share that I am launching the book cover of my first upcoming book on Investments & Wealth Creation, titled *Mera Wealth Plan*.

Book launch πŸ“– very soon!

Grateful to everyone for the love & blessings πŸ˜‡πŸ™

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Location

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802 Central Business Hub, Opp Jani Farsan , Parle Point
Surat
395007

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm
Saturday 11am - 4pm