Our Services

Complete Wealth Solutions for Every Stage of Life

At Mecklai Wealth’s, we craft personalised strategies that evolve with your life, family, and ambitions. Whether you’re growing your portfolio, securing your future, or planning your legacy — we’re here for every milestone.

Investment Services

Curated portfolios across mutual funds, equities, PMS, AIFs, and global assets.

Financial Services

Comprehensive roadmaps tailored for growth, transition, or stability — reviewed regularly as your life evolves.

Protection & Insurance

Personalised risk strategies for life, health, key-man, and business continuity — designed to safeguard what matters.

Credit & Lending Solutions

Access to loans for property, business, or bridge financing — structured to suit your needs and future goals.

Family Office Support

Consolidated reporting, legacy planning, education modules, and governance frameworks for generational wealth.

Estate & Succession

Trusts, wills, and smooth transition of assets — ensuring your legacy endures with intention.

Tax & Compliance Alignment

Optimised structures to navigate Indian and international regulations with confidence.

Philanthropy

Strategic giving aligned with your values — to make an impact where it counts.