Who we are
We began as investment bankers
Since 2010 the Merisis Group has advised founders on $1.5Bn+ of fundraises, acquisitions and exits. Merisis Wealth now manages the wealth those deals created.
- We began as investment bankers Since 2010 the Merisis Group has advised founders on $1.5Bn+ of fundraises, acquisitions and exits. Merisis Wealth now manages the wealth those deals created.
- Private companies from Series A to pre-IPO Deals sourced and reviewed by our investment bankers, plus venture and private equity funds. Target 20 to 40 percent.
- Steady income, chosen with the same discipline Bonds, debt PMS, and Category I and II AIFs in credit and real estate. We explain the credit risk in each. Target 7 to 24 percent.
- A core portfolio that does the steady work SmartBlend ETF and Catalyst, managed by Merisis Advisors, alongside mutual funds. Target 15 to 19 percent.
- Together, one portfolio built around you Every investment sits between safety and growth. We choose your mix and our concierge team handles the paperwork.
- Let us talk about your portfolio Founders, executives, families and NRIs. Five minutes with the team.
Merisis Wealth
Wealth management from an investment banking firm
Since 2010 the Merisis Group has advised founders on fundraises, acquisitions and exits worth $1.5Bn+. Clients who worked with us on those deals asked us to manage the wealth that followed. Merisis Wealth does that work.
Why clients stay with us
Three strengths built over 16 years
Founders who raised capital or sold a business with us know how we work. They value our professional approach, the depth of our research and the attention we give each client.
- 01
Brand and track record
$1.5Bn+ in transactions over 16 years. The Merisis name stands for careful, professional work.
- 02
Knowledge and domain insight
Years of sector work help us judge companies and choose better assets for our wealth clients.
- 03
Network and relationships
Close ties with VCs, family offices, strategic partners and founders bring us opportunities early.
Private markets
Access to private companies before they list
Our investment bankers see companies long before they reach the market. We bring a selected few to our clients, from Series A to pre-IPO.
- 01
Sourcing
Many of these deals come from our own banking work and are offered only to our clients.
- 02
Diligence
We review each company the way we would for a transaction: the business, the founders, the valuation and the terms.
- 03
Support until exit
We stay with each investment until the exit and keep you informed at every stage.
Accreditation can lower the amount you need to invest
We look for alpha in equity private placements. Accredited investors can invest in angel funds and may be offered PMS and AIFs below the standard minimums. Check in five minutes whether you may qualify.
Every product, one framework
We look for alpha across every product we offer
Private markets are one part of a portfolio. Each product below sits on the same scale of risk and potential return, so you can see where it fits.
Debt and credit
Risk and return rise- Debt mutual funds
- Corporate FDs, high-rated NCDs and PSU bonds
- Debt PMS and high-yield bonds
- Performing credit AIFs
- Venture debt AIFs
- Real estate debt and special situations AIFs
- Distressed debt AIFs
Equity and alternatives
Risk and return rise- Equity mutual funds
- Equity PMS, including SmartBlend ETF and CatalystMerisis
- Private equity funds
- Venture and angel funds, including the Merisis Opportunities FundMerisis
- Unlisted shares, primary
- Unlisted shares, secondary
Merisis marks products managed by the Merisis Group. Products are shown in order of risk and potential return. Ranges, where shown, are indicative targets by category and are not a promise or a forecast. AIFs and unlisted shares are privately placed and can lose capital.
What we offer
Every product, with the service around it
Alternatives sit next to PMS, mutual funds and bonds in one plan. Our concierge team handles the accounts, transfers and paperwork that come with them.
Skin in the game
We invest in what we offer
The Merisis Group runs its own fund and portfolios, and puts its own money into them.
- 01
Our own Category I AIF
The Merisis Opportunities Fund, ₹62 Cr, with 12 to 14 investments in companies from Series A onwards. The group invests in it alongside clients.
- 02
Our own PMS strategies
SmartBlend ETF and Catalyst are managed by Merisis Advisors, a SEBI-registered Portfolio Manager. The group invests in its own PMS.
- 03
Our money in our private deals
The group participates in the private offerings we bring to clients.
In summary
Why clients choose Merisis Wealth
- 01
Alternatives that aim for alpha
Private deals from Series A to pre-IPO, sourced and reviewed by our investment bankers.
- 02
Every product and the service around it
PMS, mutual funds, bonds and credit in one plan, with concierge support for the paperwork.
- 03
Our own products and our own money
We manage our own AIF and PMS, and invest alongside our clients.
Who we work with
Founders and the people around them are our natural clients: CXOs, fund managers and consultants. We also work with the startups we advise, and now with family offices and funds.
Book a portfolio review
We review what you hold today: how it is spread across asset classes, the risk it carries, overlaps and costs. You come away with a clear view of where the portfolio can work harder. There is no charge for the review.