For NRIs
Assets in India, traced and put to use
Financial infrastructure in India has changed a great deal over the past decade. KYC updates, signature mismatches, physical share certificates and unsold property can all leave assets idle. Our concierge team works through each with trusted partners, and we help you invest what is recovered.
What we trace
Common items
- 01
Dormant bank and demat accounts
Accounts frozen after KYC changes or years of inactivity.
- 02
Signature mismatches
Old signatures that no longer match current documents.
- 03
Physical share certificates
Convert to demat, transfer, or claim through the company's registrar.
- 04
Unsold property
Sell, then reinvest in India or repatriate the proceeds.
How it works
You tell us what you remember
Banks, brokers, companies and properties.
We trace and assess
What exists, what is blocked and what it will take.
Partners complete the work
Legal, tax and property specialists, coordinated by us. Outcomes depend on your documents and each institution's rules.
You decide
Repatriate, hold, or invest in India.
Investing in India
PMS, AIFs and mutual funds
- 01
FEMA-aware investing
Investments follow FEMA rules, with the right account (NRE or NRO) chosen for each.
- 02
Planning to return
The RNOR Window Planner shows your tax window year by year after you come back.
Questions we are often asked
Yes, subject to FEMA rules. The minimum for PMS is ₹50 lakh. For AIFs the minimum depends on the fund: ₹1 crore is standard, and angel funds follow their own rules and accept only accredited investors. Whether the money comes from an NRE or an NRO account affects repatriation, and some additional documents are needed. We set this up correctly from the start.
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.
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