Good morning, Priya
Meridian Capital Advisors · SEBI INA000012345 · as of 15 Oct 2026 (snapshot 41, nse-eod)
Active models62 awaiting review
Records this month1814 approved · 3 submitted · 1 draft
IA clients374 suitability checks pending
Audit chainIntactlast verified 2 min ago
Research Analyst
Model factsheets →
Build a model portfolio from a rule set and issue a methodology + holdings + risk factsheet.
Portfolio Manager
Monthly review →
Drift since launch, a turnover-capped proposal, reasons per name, and a signed decision record.
Investment Adviser
Client suitability →
Risk profile, suitability across model builds, combined exposure, and a signed advice record.
Recent records
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Latest run
verified- Run
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Every record traces to a hashed run on a known snapshot. Nothing in a record is typed by hand — the narrative is, the numbers are not.