Investor Login | Meta Investment Portfolio Platform
Access Your Portfolio
Login to Smart Investment Platform →
New investor? Sign up now — we will connect with you to understand your financial goals and get your portfolio started.
What You Can Do on the Platform
- Portfolio valuation — see the current value of all your investments in one place
- SIP tracker — monitor active SIPs, upcoming instalments, and performance
- Transaction history — complete record of purchases, redemptions, and switches
- Account statements — download CAS and fund-wise statements
- Manage investments — initiate redemptions, STP, or SWP requests
The platform is powered by our investment software partner and is accessible on both desktop and mobile browser. An Android app is also available on the Google Play Store.
Frequently Asked Questions
How do I log in to my Meta Investment portfolio?
Visit app.metainvestment.in and enter your registered mobile number or email address. You will receive an OTP to complete login. Your portfolio, SIP details, and valuation are available on the dashboard.
I am a new investor. How do I sign up?
Click 'Sign Up' at app.metainvestment.in/NewOnboarding/SignUp and complete the onboarding form. Our team will connect with you to understand your financial goals and set up your portfolio.
I forgot my password. How do I reset it?
On the login page at app.metainvestment.in, click 'Forgot Password' and enter your registered email or mobile number. You will receive a reset link or OTP within a few minutes.
What can I do on the Meta Investment platform?
The platform lets you view your portfolio valuation in real time, track SIP performance, review transaction history, download account statements, and manage your investments — all in one place.
This communication is intended solely for general educational and informational purposes. The information provided is general in nature and does not take into account the specific financial goals, risk profile, investment horizon, financial circumstances or other requirements of any particular investor. It should not be construed as personalised investment advice or as a recommendation to buy, sell or hold any specific financial product.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results and may not be sustained.
The suitability of any mutual fund product, scheme, category or strategy discussed on this page depends on an investor's individual circumstances, including financial goals, risk appetite, investment horizon and liquidity requirements. Investors should independently assess suitability and, where appropriate, seek professional advice before making investment decisions.
Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322) and is not a SEBI-registered Investment Adviser. If investments are made through a mutual fund distributor, the distributor may receive commission from Asset Management Companies in respect of eligible Regular Plan investments. Commission structures may vary across schemes and AMCs. Such commissions should not influence suitability-based recommendations, and applicable conflicts of interest will be disclosed. Please refer to our Commission Disclosure for further details.
Tax treatment of mutual fund investments depends on individual circumstances and prevailing tax laws, which are subject to change. Investors should consult a qualified tax professional for advice specific to their circumstances.
This disclaimer is intended to provide general disclosure and does not replace any scheme-specific disclosures, risk factors, regulatory disclosures or information contained in the applicable Scheme Information Document (SID), Statement of Additional Information (SAI) and Key Information Memorandum (KIM).
Distributor Disclosure: Where this content is provided by a distributor/intermediary, any applicable commission, remuneration, affiliation or other material conflict of interest shall be disclosed separately. The availability of a product through the distributor does not by itself imply that the product is suitable for every investor.
No Guarantee: No statement on this page should be interpreted as a promise, assurance or guarantee of returns or investment outcomes.
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