Wealth Management with an Alternatives Edge | Invest in SEBI Regd AIF & PMS

Wealth Management

With an Alternatives Edge

Entrepreneurs & Corporates

Building ventures is your passion. Ours is fueling your growth and helping you navigate the world of investments. Think of us as experienced navigators guiding your every step of the way on your investment journey.

Professionals

While you establish your credentials in the corporate world, we do the same to grow your wealth. Our Certified Financial Managers understand that your investment universe can be complex and handhold you on the path to making your goals achievable and sustainable.

Non-Resident Indians

In an ever-evolving investment landscape shaped by the dynamic and fast-growing Indian economy, we help you with borderless access to best-in-class products curated by our experts. You can rely upon our deep domain knowledge and understanding of the regulatory nuances.

Merisis Wealth

Merisis forayed into Wealth Management to bring a holistic approach to our client portfolios. We identify gaps where clients seek an edge through alternatives with a clear view of wealth preservation.

We use quantitative and qualitative analysis to uncover high-conviction product ideas across categories from reputed providers and platforms. These are aptly complemented by our in-house product capabilities including a Cat I AIF (Angel fund), curated PMSs (Debt and Equity), Unlisted Equity (Primary Startups, Secondaries), and Private credit.

We serve clients across geographies supported by our seasoned wealth management professionals and through our referral partnerships with external specialists in allied investment domains and value-added services.

100 + Years of Cumulative Experience 55 + Ecosystem Partners via our Open Architecture Model 150 cr Under Own PMS & AIF Products Unbiased Approach

Pillars of our Client Value Proposition

Open Architecture
We provide you with access to best-in-class investments across various asset classes.

Digital First Approach
Digital friendly stack to help you across portfolio implementation, execution, and tracking

Alternatives Edge Through PMS & AIF
An Alternatives edge across our Processes, Products, and Advisory for your success

Research, Insights & In-depth Analysis
Staying ahead with the latest market intelligence to act proactively for our clients

Open Architecture
We provide you with access to best-in-class investments across various asset classes.

Digital First Approach
Digital friendly stack to help you across portfolio implementation, execution, and tracking

Alternatives Edge Through PMS & AIF
An Alternatives edge across our Processes, Products, and Advisory for your success

Research, Insights & In-depth Analysis
Staying ahead with the latest market intelligence to act proactively for our clients

Our Unique Approach is Centered Around You!

1. Understand

We understand and assess your current requirements, pain points, goals and desires.

2. Profile

We analyze your risk profile and investment portfolio to plan for your goals, and desires and overcome pain points.

3. Propose

We propose sustainable and measurable financial solutions.

4. Implement

We implement a carefully crafted strategy for you.

5. Review

We share periodic reports to monitor your portfolio and goals.

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6. Debrief

We regularly meet you to talk about your existing strategy and its progress. Further, we understand any new goals, requirements, or pain points that may need suitable solutions.