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One BKC, Unit No 504, C Wing, Bandra Kurla Complex, Mumbai - 400051

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  • Merisis Wealth

Product Landscape

Comprehensive Wealth Solutions

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Category 1
Alternative Investment Funds
Category I AIF

Venture Capital Funds, Angel Funds, Infrastructure Funds.

Category II AIF

Private Equity Funds, Debt Funds, Fund of Funds.

Category III AIF

Hedge Funds, PIPE Funds, Public Market AIFs.

Category 2
Portfolio Management Services
Discretionary PMS

Expert fund managers make all investment decisions on your behalf.

Non-Discretionary PMS

You retain control over investment decisions while getting expert advice.

Category III AIF

Hedge Funds, PIPE Funds, Public Market AIFs.

Category 3
Private Opportunities
Pre-IPO Stocks

Investing in high-growth companies before they list on exchanges.

Unlisted Shares

Access to shares of established companies not traded publicly.

Venture Capital

Early-stage investments in disruptive startups.

Category 4
Conventional Products
Mutual Funds

Equity, Debt, and Hybrid funds curated for your goals.

Fixed Income

Corporate Bonds, NCDs, and Government Securities.

Insurance

Life and General insurance for risk mitigation.

Category 5
Advisory Services
Estate Planning

Wills, Trusts, and Succession Planning.

Tax Advisory

Optimizing investment tax efficiency.