Concierge Services
Support with the paperwork around your wealth
Dormant accounts, mismatched signatures, physical share certificates and unsold property. We work through each with trusted partners, and you decide what happens to the money.
What we handle
Five areas
- 01
Trace and claim
Dormant bank and demat accounts after KYC changes. Signature mismatches. Physical share certificates: convert to demat, transfer or claim.
- 02
Sell and reinvest
Unsold property: sell, then invest or repatriate the proceeds. Real estate asset management: rent, tenants, valuation, upkeep and paperwork.
- 03
Protect and pass on
Wills, nominations and trusts, through our empanelled law firm.
- 04
Accreditation
Your accredited investor application, from start to finish.
- 05
Relocation
Immigration by investment programs, through specialist partners.
How it works
Tell us what needs attention
A list is enough.
We assess
What exists, what is blocked and what it will take.
Partners do the work
Legal, tax and property specialists, coordinated by us.
You decide
Keep, repatriate or invest.
Who it is for
For anyone with older assets to organise
We coordinate the work. Legal, tax and property work is done by qualified partners. Outcomes depend on your documents and each institution's rules.
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