Overview

India's public markets are coming off a broad-based rally where +90% of the top 1500 listed stocks have delivered positive returns between Mar 2020 – Sep 2024—compared to a long-term average of ~50%.

With rising macro headwinds, elevated entry valuations, and thematic overcrowding (defense, renewables, Atmanirbhar Bharat), the next cycle will reward true alpha through precision and non-consensus driven traditional stock picking.

Why Now?

Valuation Reset is Due: Strategic stock selection will outperform broad markets & investment themes

Avoid the Herd: Overcrowded macro narratives running well ahead of business fundamentals, driven purely by liquidity

Capex Revival Underway: Manufacturing, metals, cement, specialty chemicals, financials

Type: SEBI-registered PMS (Tentative close date June 2026)

Approach: Low to No Churn Approach, Fundamental-driven

Portfolio: 8–13 stocks | Sector Agnostic | Market Cap Agnostic

Tenure: Multi-year horizon with defined exit objective

Fee Structure

Merisis Catalyst Series I is a time bound high-conviction PMS strategy focused on:

Turnaround Stories: Bet on companies poised to bounce back from facing temporary distress

Capex-Led Growth: Bet on businesses that are set to come out of high investment (growth capex) mode over last 3-4 years

 Investible universe comprises of ~250 Companies from the top 1500 listed Companies which fit our base criteria

About the Fund Manager

Brings 20+ years of market insight | Ex-Nomura, JP Morgan, Kotak

Achieved an impressive +60% CAGR, (Aug 2020–Apr 2023) in an advisory portfolio, that eventually scaled from Zero to ₹150+ Cr AUM

Spotted winning themes early – Defense, PSUs, Energy Transition – Bet on these early (between 2020-2022)

Personally Identified mega multi-baggers like Astral Pipes (Identified in 2011, up 130x since), PG Electroplast (Identified in 2019, up 160x since)

Following of ~10K investors on X | PMS crafted for first movers—not followers

Fund Manager backed by an IC with more than 100 + years of experience in capital markets

Summary