Wealth Advisory
A full view of your wealth
We start with what you own and what you want to achieve. Then we discuss the options, from our group and from third parties, and the reason for each.
What we cover
The scope of advisory
- 01
Asset allocation
How much in equity, debt, alternatives and real estate, built around your goals and income.
- 02
The product shelf
Mutual funds, bonds, PMS, AIFs and private investments, each with a stated role.
- 03
Tax-aware structuring
We work alongside your chartered accountant.
- 04
Estate and succession
Wills, trusts and nominations, through our empanelled law firm.
- 05
Goal-based planning
Education, property and retirement, each with its own allocation and review date.
- 06
Concierge and accreditation
Support with paperwork, and with your accredited investor application.
- 07
Annual review
A formal review once a year, and sooner when circumstances change.
How it works
Understand
Your assets, liabilities, income, family and goals.
Map
One consolidated view, with gaps and overlaps marked.
Choose
Options from our group and from third parties, with reasons.
Review
Reporting and a formal annual review.
Questions we are often asked
There is no separate fee for our guidance. Merisis Wealth is remunerated by product providers when you invest in some products, and we explain how on request. Any advice we give is incidental to distribution or referral and is not Investment Advice under the SEBI (Investment Advisers) Regulations, 2013.
It depends on the product. PMS and the Merisis Opportunities Fund start at ₹50 lakh, and other AIFs usually at ₹1 crore, with lower minimums possible for accredited investors. A planning conversation has no minimum.
No. We distribute third-party mutual funds, bonds and AIFs alongside PMS and AIFs managed by our group. We state which is which, and why each is on the shelf.
Next step
Get a clear view of where you stand
A 30-minute call with a Merisis advisor about your goals.
- A response within one business day
- One advisor who knows your situation
- AMFI registered distributor, ARN 220145