Non-Resident Indians
By taking our NRI Advisory services, you have an assurance of our deep global expertise, utmost diligence, and tailor-made products and services. Our in-house experts understand geographic and regulatory nuances to serve you with speed and convenience. Our market reach and partner network through our open architecture approach help you with complete visibility and coverage of all the solutions.
Get Personalized Assistance from our NRI Experts
Our dedicated team of experts at Merisis Wealth understands the unique challenges NRIs face in managing their wealth from abroad. Whether you seek personalized investment strategies, risk management, diverse investment opportunities, tax optimization, or transparent reporting, we have you covered. We are committed to helping you navigate the complexities of wealth management, ensuring your financial success is our top priority. Take the next step by reaching out to us for a consultation, and let us simplify the path to your brighter financial future.
Investment Solutions For Your Needs
Product Categories
- Mutual Fund
- PMS (Debt/Equity)
- AIF (Cat 1 / 2 / 3)
- Structured Products
- Insurance (Life / Health / General)
Services
- Philanthropy and Trusts
- Treasury Management Services
Unique Value-Added Services
- Cat 1 AIF (Angel Fund)
- Curated PMS (Debt and Equity)
- Unlisted Equity (Primary Startups, Secondaries)
- Private credit
Product Categories
- Mutual Fund
- PMS (Debt/Equity)
- AIF (Cat 1 / 2 / 3)
- Structured Products
- Insurance (Life / Health / General)
- P2P Lending
Services
- Philanthropy and Trusts
- Treasury Management Services
Unique Value-Added Services
- Cat 1 AIF (Angel Fund)
- Curated PMS (Debt and Equity)
- Unlisted Equity (Primary Startups, Secondaries)
- Private credit
In-Depth
Beginning with a thorough assessment of your current financial status, we employ a personalized strategy that integrates investment planning, risk management, and tax optimization. Our approach ensures a dynamic and adaptive framework to secure and grow your wealth effectively
Collaborative
We prioritize open communication and teamwork. By understanding your aspirations and concerns, we co-create a tailored financial plan. Regular consultations and joint decision-making empower you to actively shape your financial future. Together, we navigate the complexities of wealth management with transparency and shared expertise.
Goal Focused
Our goal-focused wealth management process centers on crystallizing your aspirations. We meticulously analyze your objectives, devising a strategic plan that prioritizes wealth accumulation, risk mitigation, and financial milestones. With a clear focus on your goals, we navigate the financial landscape, ensuring your wealth journey is purposeful and results-driven.