Meera Iyer
Mutual Funds & Investment Expert
SEBI Registered
12+ Years Experience
CFP Certified
Meera Iyer is a SEBI-registered investment advisor and Certified Financial Planner with over 12 years of experience in mutual fund advisory, SIP planning, and wealth management. She specializes in creating customized investment portfolios for retail investors and has helped over 5,000 clients achieve their financial goals through systematic investment planning.
Mutual Funds
Expert in equity, debt, and hybrid fund selection with focus on long-term wealth creation
SIP Planning
Systematic Investment Plan strategies for goal-based investing and rupee cost averaging
Portfolio Review
Comprehensive portfolio analysis and rebalancing recommendations for optimal returns
Qualifications & Certifications
- Certified Financial Planner (CFP) - Financial Planning Standards Board India, 2015
- SEBI Registered Investment Advisor - Registration No: INA000012345, Valid till 2027
- MBA in Finance - Indian Institute of Management, Bangalore, 2012
- NISM Mutual Fund Certification - National Institute of Securities Markets, 2013