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Empanelment, answered.
What distributors and wealth professionals ask before empanelling with Meridian.
Empanelment
Who can empanel with Meridian?
Mutual fund distributors with an active ARN, sub-brokers and Authorised Persons, chartered accountants, and independent wealth professionals. We look for partners with an established HNI client base.
Is there an empanelment fee?
No. There is no fee to empanel and no minimum business commitment.
What is the first empanelment cohort?
The first 25 partners we empanel. They get direct access to the founders, early input into the partner tools and priority onboarding.
Earnings
How do I earn?
You earn recurring income on the assets your clients hold with Meridian, for as long as they stay invested. We share the exact terms on your onboarding call.
Does my client pay more because they came through me?
No. Every client pays the same fee schedule, whether they come to us directly or through a partner.
Your clients
Who owns the client relationship?
You do. Clients are introduced as yours, and you can see their accounts in your partner view. If a client contacts us directly, we bring you into the conversation.
Where are my client’s assets held?
In an account in your client’s own name at Interactive Brokers. Meridian never holds client money.
What is the minimum investment for a client?
$5,000 per client introduced through a partner, about ₹4–5 lakh.
Can NRI clients invest?
Not at launch. We’re starting with resident Indian investors investing under the Liberalised Remittance Scheme.
Operations
What does Meridian handle for my client?
Interactive Brokers account opening, LRS remittance and Form A2 coordination with the client’s bank, TCS guidance, portfolio implementation and rebalancing, and a year-end tax pack for their CA.
What do I need to do?
Introduce the client, join the first call if you’d like, and stay their point of contact. We handle the paperwork with you.
Portfolios and compliance
What can my clients invest in?
Three model portfolios built from diversified ETFs: Global Megatrends for long-term structural themes, Multi-Asset for steadier compounding across equities, bonds and gold, and US Value for established US companies at sensible valuations. Each client is matched to one based on their goals and risk profile.
Can I recommend specific portfolios to my clients?
You can introduce Meridian and our portfolios. Portfolio recommendations and suitability are handled by Meridian.