Portfolio Management Services
Discretionary portfolios with full visibility of holdings
Merisis Advisors, a SEBI-registered Portfolio Manager, runs three discretionary strategies. Merisis Wealth introduces you to them and helps you choose.
Three strategies
Our three strategies
Which one suits
An example for illustration
- 01
SmartBlend ETF
Diversification across asset classes, with the simplicity of ETFs.
- 02
Multicap
Equity growth across market capitalisations.
- 03
Catalyst
A concentrated portfolio, for investors who accept concentration risk over a fixed 36 months.
Regulatory information
PMS is managed by Merisis Advisors Private Limited, SEBI Registered Portfolio Manager INP000006846. Merisis Wealth refers clients to Merisis Advisors. Past performance is not indicative of future results. Investments are subject to market risk. Disclosure documents and onboarding are on the Merisis Advisors site.
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