Overview

Navigating today’s dynamic markets shouldn’t mean second-guessing your wealth strategy.

That’s why Merisis Wealth is proud to introduce the Merisis SmartBlend ETF Strategy - a pioneering, rule-based PMS that intelligently blends ETFs with Equity, Debt, Gold, & REITs into one powerful, future-ready portfolio.

Built for long-term wealth creation, Merisis SmartBlend ETF combines the efficiency of passive investing with the precision of active rebalancing. Here’s why it stands out for discerning investors like you:

Diversified, all-weather allocation
Invest seamlessly across equity, debt, metals, and real estate.

 Rules-based dynamic rebalancing
Guided by market signals - not market noise.

 Quarterly execution. Monthly monitoring.
Actively managed by an expert Portfolio Manager with over 20+ years of market experience.

Low-cost, high-transparency structure
Save big on fees through the inherent low cost yet high transparency structure of ETFs

• Core Belief – Timing drives Alpha

• Implementing unique Rolling CAGR Forward Return Probability Analysis

• Proprietary & High Granular Market Valuation Heat Maps

• Unique Counter Cyclical Approach

• Lower cost compared to traditional MAFs / Hybrid Funds

• Active Management – Proprietary Asset Shift Strategy

About the Fund Manager

Akshay brings with him over 18 years of rich experience in the field of Indian Capital Markets with a focus on public markets investing. He has previously worked in leadership roles with a focus on product research & investment advisory at early stage fintech companies such as Bangalore based Y Combinator funded Stack Wealth (as Chief Investment Officer) and Pune based TORUS-Alphaniti (as Head - Investments). He has also worked with a host of reputed global investment banks such as JPMorgan Chase, Lehman Brothers / Nomura and Kotak Institutional Equities. At Merisis, Akshay is primarily responsible for building the Equity PMS practice. He also co-develops the Wealth and Private Banking practice alongside the Director of Wealth Management & Head of Products and Advisory. Akshay is a Chartered Accountant by qualification and is extremely passionate about equities.

Summary