For family offices and promoters
We start with the business
For traditional business families, most of the wealth is in the operating company. Our conversations begin with the business, with our investment banking colleagues involved. We then plan how wealth is released and invested.
Situations
Common situations
- 01
Wealth held in the operating business
Valuation, structure and partial liquidity are decisions for the business first.
- 02
Surplus cash
Dividends, loan repayments and receipts need a plan.
- 03
Several generations
Who decides, who inherits and how the family stays aligned.
- 04
Business and family finances
Pledged shares, guarantees and group company stakes affect personal decisions.
What we do
The business first, then the wealth
- 01
The business
Our investment bankers join the first conversation on valuation, structure, partial liquidity and succession options.
- 02
Release and invest
When wealth is released, a plan is ready: a reserve, a core portfolio and private investments.
- 03
Treasury
Surplus cash, placed by the date it is needed.
- 04
Family governance
A written investment policy, a family committee and clear roles.
- 05
Succession, trusts and philanthropy
Estate planning and charitable structures, through our empanelled law firm.
- 06
Outsourced CIO
One consolidated view across family members and entities.
If you have worked with Merisis Advisors
If Merisis Advisors has advised you or your company on a transaction, your relationship manager can introduce you to the Merisis Wealth team.
Questions we are often asked
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.
Yes. Our investment banking colleagues join the first conversation on valuation, structure and partial liquidity.
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.
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