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Portfolio Management Services (PMS Schemes)

Merisis offers 3 investment strategies

Merisis SmartBlend ETF

Passive Investing with the Precision of Active Rebalancing.

Merisis SmartBlend ETF Strategy—a pioneering, rule-based PMS that intelligently blends ETFs on Equity, Debt, Gold, & REITs into one powerful, future-ready portfolio.

 Built for long-term wealth creation, SmartBlend ETF combines the efficiency of passive investing with the precision of active rebalancing.

ETF website

Merisis Catalyst Series -1

Transformative Opportunities. Highly Concentrated Portfolio.

Merisis Catalyst – Series 1 PMS is a high-conviction, Growth at a Reasonable Price (GARP) centric portfolio that identifies transformative, non-consensus opportunities with turnaround or high-growth potential for long-term value creation.

Merisis Catalyst Series 1

Merisis Multicap PMS

Aggressive Defensive 4-2-4 Soccer Strategy

Merisis Multicap PMS portfolio is launched with an objective to invest in non-consensus ideas with a margin of safery. The Idea generation process follows a top-down framework & a bottom-up framework to scout for potential opportunities.

Merisis Multicap

About Merisis Wealth

Merisis Wealth is the wealth management arm of the Merisis Group focused on HNIs and their unique investment needs.