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Wealth Management

With an Alternatives Edge

Entrepreneurs & Corporates

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Professionals

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Non-Resident Indians

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Family Offices

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Wealth, Reimagined

We deliver curated alternative investment strategies designed to create alpha across market cycles—bringing institutional-quality opportunities to sophisticated investors.

Curated Access to Private Markets

Curated alternative and private market strategies, offering eligible investors institutional-quality access backed by deep expertise.

Depth Through Experience

Backed by collective experience across the Merisis Group, we bring informed perspectives and disciplined execution to every stage of the journey.

Product-Led, Proprietary

Proprietary, in-house investment strategies built to align our philosophy directly with client outcomes.

photo-1462899006636-339e08d1844e 100 + Years of Cumulative Experience 55 + Ecosystem Partners via our Open Architecture Model 150 cr Under Own PMS & AIF Products Unbiased Approach

Latest Insights & Media Stories

Media & Publications

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Apex announces six members of 2023 External Advisory Group

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Apex announces six members of 2023 External Advisory Group

Read full story >>
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Apex announces six members of 2023 External Advisory Group

Read full story >>
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Apex announces six members of 2023 External Advisory Group

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Pillars of our Client Value Proposition

Open Architecture

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

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Digital First Approach

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

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Alternatives Edge Through PMS & AIF

An Alternatives edge across our Processes, Products, and Advisory for your success

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Research, Insights & In-depth Analysis

Staying ahead with the latest market intelligence to act proactively for our clients

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Allocation based Engagement

Engagements are structured on a non-discretionary, allocation-based basis, where each opportunity is presented independently.

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Digital First Approach

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

photo-1504639725590-34d0984388bd

Alternatives Edge Through PMS & AIF

An Alternatives edge across our Processes, Products, and Advisory for your success

photo-1542744173-05336fcc7ad4

Research, Insights & In-depth Analysis

Staying ahead with the latest market intelligence to act proactively for our clients