Harsh Jain
Co-founder · MBA, Babson CollegeEquity research, asset management and corporate advisory across US capital markets.
Home / For partners
Your clients want global. Keep them with you.
A complete global investing desk for mutual fund distributors and wealth professionals. Portfolios, paperwork and US custody, under your own client relationship.
First empanelment cohort. Limited to 25 partners.
InvestsYour client
Stays your client, from the first call to the year-end statement.
Owns the relationshipYou
Introduce, advise on fit, and stay the point of contact.
Works behind youMeridian
Portfolios, account opening, LRS paperwork and the tax pack.
Holds the assetsInteractive Brokers
Account in your client’s own name. We never hold money.
Your HNIs are already investing abroad. Just not through you.
Clients who have built wealth in Indian markets are now opening US accounts on apps, often after one conversation with a friend. Each one is AUM that leaves your book, and a relationship that starts to drift.
Most distributors don’t offer global because the work is unfamiliar: LRS limits, TCS, Form A2, US estate tax, Schedule FA at filing time. That is the work we take off your desk.
Three model portfolios. Ready to offer.
Diversified, low-cost ETFs, held in your client’s own name. Each client is matched to one based on goals and risk profile.
1
Global Megatrends
Long-term structural themes reshaping the world economy, held through diversified ETFs rather than single stocks.
Suited toLong horizons, growth first
2
Multi-Asset
Equities, bonds and gold across regions, for steadier compounding and a smoother ride.
Suited toFirst-time global investors
3
US Value
Established US companies at sensible valuations: the core of the world’s largest market.
Suited toA US core holding
Minimum $5,000 per clientRebalanced every yearCustody at Interactive Brokers
Everything you need to run a global book.
You keep the relationship. We do the work behind it.
Your own partner view
See every client you’ve introduced, their portfolio and their onboarding status, in one place.
A dedicated relationship manager
One person who knows your clients and answers on WhatsApp.
Onboarding done for you
Account opening, LRS remittance, Form A2 and TCS, handled by our team with you on every step.
Year-end tax pack
Capital gains statements and Schedule FA data for each client, ready for their CA.
Pitch kit
Client presentations, one-pagers and calculators, with your name on them.
Training
A short programme on global investing for Indian clients, so you can lead the conversation.
Recurring income
On your clients’ assets, for as long as they stay invested. Terms shared on your onboarding call.
Your client stays yours.
We work behind you, not around you. If one of your clients contacts us directly, we bring you back into the conversation. We never market to partner-sourced clients.
Investing apps
Your client→AppYou
Your client signs up directly. The relationship, and the AUM, move to the platform.
With Meridian
Your client→You→Meridian
You stay in the middle. Meridian runs the portfolio and the paperwork behind you.
How empanelment works.
From application to your first client in four steps.
Apply
Two minutes. Tell us about your practice.
Onboarding call
We walk you through the portfolios, the partner view and the terms.
First client
We open the account and handle the paperwork, with you on every step.
Grow
Monthly portfolio updates and pitch material for the rest of your book.
Who we empanel.
- Mutual fund distributorsAMFI-registered, with an active ARN
- Sub-brokers and APsAlready serving investing clients
- Chartered accountantsWith clients who invest
- Wealth professionalsIndependent advisers and family offices
Built by two founders from US capital markets.
When they looked for a way to invest globally for themselves, every option was built for Indian markets only. Meridian is the desk they wanted.
Harsh Bothra, CFA
Co-founder · MBA, Georgetown UniversityRisk across global capital markets at the World Bank Group, and M&A in the US.
Custody with Interactive BrokersOffice in Lower Parel, MumbaiGlobal Megatrends · Multi-Asset · US Value
Questions
Is there an empanelment fee?
No. There is no fee to empanel and no minimum business commitment.
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.
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.
What is the minimum investment for a client?
$5,000 per client introduced through a partner.
Get empanelled.
25 partners in the first cohort, each with direct founder time.