For founders
Planning for what comes after a raise or an exit
Our investment bankers work on fundraises and sales, so we understand how founder wealth is created. We help you diversify, plan the proceeds, manage ESOPs and tax, and set up a family office.
Situations
Common situations
- 01
Wealth concentrated in one company
Many founders hold most of their wealth in their own company. We plan a gradual diversification, with the tax mapped first.
- 02
A secondary, sale or IPO is approaching
We plan where the proceeds will go before the transaction closes.
- 03
ESOP liquidity
Planning for your own holding and for your team's, with tax considered.
- 04
A family office
The structure, the investment policy and the governance.
What we do
A plan before the proceeds arrive
- 01
Diversification
A staged plan from one company to a balanced portfolio, with the tax on each step known in advance.
- 02
Exit proceeds
A reserve, a core portfolio and private investments, agreed before the money arrives.
- 03
ESOPs and tax
Exercise, holding periods and sale tax, modelled with your chartered accountant.
- 04
Family office setup
An investment policy, a governance process and reporting. Succession planning through our empanelled law firm.
- 05
Private investments
Co-invest alongside the Merisis Opportunities Fund, and review deals prepared by our investment bankers.
Accredited investor status
Founders often qualify as accredited investors. Accreditation gives access to the Merisis Opportunities Fund and to lower minimums.
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. Since September 2025, SEBI allows angel funds to raise money only from accredited investors. We can check your eligibility in five minutes and manage the application.
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