Legal & Compliance
Regulatory Disclosures
Compliance information and regulatory disclosures for Merisis Wealth Pvt. Ltd., AMFI Registered MF Distributor, ARN 220145.
Investor Protection Notice
Merisis Wealth does not approach investors through unsolicited calls, messages or social media. We do not offer guaranteed returns. Report suspicious activity to grievance@merisiswealth.com or SEBI SCORES.
Registration Information
| Registration Type | Registration Number | Status |
|---|---|---|
| AMFI ARN: MF Distributor | ARN 220145 | Active |
| PMS SEBI Reg. (Merisis Advisors)PMS managed by Merisis Advisors, referred by Merisis Wealth | INP000006846 | Active |
| AIF SEBI Reg. (Merisis Advisors)AIF managed by Merisis Advisors, referred by Merisis Wealth | IN/AIF1/21-22/0902 | Active |
| Company CIN | U52392MH2005PTC376253 | Active |
| BASL Advertisement Approval No. | Pending confirmation | Active |
| NISM Certification (Principal Officer) | Pending confirmation | Active |
Contact Information
All contacts available Monday to Friday, 9:00 AM to 6:00 PM IST.
| Role | Product | Name | Contact | Working Hours |
|---|---|---|---|---|
| Principal Officer | Portfolio Manager (PMS) | Pending | po@merisiswealth.com | Mon-Fri, 9:00 am-6:00 pm |
| Compliance Officer | Portfolio Manager (PMS) | Pending | compliance@merisiswealth.com | Mon-Fri, 9:00 am-6:00 pm |
| Grievance Redressal Officer | Portfolio Manager (PMS) | Pending | grievance@merisiswealth.com | Mon-Fri, 9:00 am-6:00 pm |
Monthly Complaints Data (SEBI Annexure 7A)
| Period | Received | Resolved | Pending | Avg. Resolution (days) |
|---|---|---|---|---|
| April 2026 | 0 | 0 | 0 | N/A |
Updated by the 7th working day of each month by the compliance team.
Grievance Redressal
Approach Merisis Wealth directly first. We resolve all complaints within 21 calendar days.
- 1
Contact Merisis Wealth
Write, call or email the Grievance Redressal Officer.
grievance@merisiswealth.comResolution within 21 calendar days.
- 2
Escalate to SEBI SCORES
If unresolved in 21 days or unsatisfied.
scores.sebi.gov.inToll-Free: 1800 266 7575 / 1800 22 7575. Must file within 1 year of cause of action.
- 3
SCORES Review
One-time review option within 15 days of SCORES closure. Escalates to SEBI supervising official.
Pending confirmation - 4
Online Dispute Resolution (ODR)
After exhausting above options. May also be used directly if grievance is not satisfactorily resolved at any stage. Not available for disputes before any court or tribunal.
SEBI investor protection mechanisms (SCORES, ODR) shall not be available for grievances arising from non-SEBI-regulated activities, if any.
SEBI Performance Disclaimer (Mandatory)
The performance of the portfolio manager (Merisis Advisors, SEBI Reg. INP000006846) has not been verified by SEBI nor has SEBI certified the accuracy or adequacy of the same. Returns are calculated using TWRR. Benchmark: Nifty 500 TRI. Past performance is not indicative of future results.
Penalty & Litigation Disclosure
As of date to be confirmed, no penalties have been imposed by SEBI or any regulatory authority against Merisis Wealth Pvt. Ltd., its directors or key personnel. No regulatory proceedings pending. Legal to confirm before launch.
AIF: Accredited Investor & Demat Units
All AIF units issued in dematerialised form (effective October 2024). Valid demat account required. Min. investment: ₹1 crore. Accredited Investor: Annual Income greater than or equal to ₹2 Cr OR Net Worth greater than or equal to ₹7.5 Cr (with greater than or equal to ₹3.75 Cr in financial assets).
DPDP Act 2023: Data Privacy
Personal data processed per the Digital Personal Data Protection Act 2023. Purpose: client onboarding, regulatory compliance, service delivery. Right to withdraw consent and raise grievance. Contact: privacy@merisiswealth.com.