Core Products
The foundation of a portfolio
Merisis Wealth distributes third-party mutual funds and other fixed-income products. Each is on our shelf for a stated role: growth, income, stability or protection.
The shelf
Five product families
- 01
Mutual funds
Equity, debt, hybrid and gold and silver fund-of-funds, shortlisted using Morningstar Direct data.
- 02
Bonds, NCDs and commercial paper
Primary and secondary market issues, with a minimum rating of A+ for bonds.
- 03
Corporate fixed deposits
Rated issuers, with a minimum rating of AA. Senior citizens usually receive higher rates.
- 04
Market-linked debentures
Structured products with defined payoffs, 15 to 42 months, held in your demat account and taxed at your slab. Repayment depends on the issuer's credit.
- 05
Global fixed income
USD and SGD denominated bond funds.
How we choose
Written rules
For treasury mandates we apply written rules, such as a minimum of 80% in sovereign or AAA-equivalent holdings. The same discipline applies across the shelf.
Important information
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Merisis Wealth Pvt. Ltd., AMFI ARN 220145.
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