Value-Added Services
Services around your wealth
These services are delivered by specialist partners and coordinated by Merisis Wealth.
Four services
Delivered with trusted partners
- 01
Real estate advisory
Finding a tenant or a rental, valuing a property, arranging upkeep, repairs and paperwork, and planning strategy by time horizon. For residents and NRIs, through a partner firm.
- 02
Succession and estate planning
Wills and trusts, and the tax that follows each type. Through our empanelled full-service law firm.
- 03
Philanthropy and trusts
Charitable trusts and CSR structures that connect a family's values to its capital.
- 04
Immigration by investment
Programs for second residency or citizenship through real estate, venture capital, capital markets and other routes.
How it works
Tell us the situation
A short call or the form: what you need and by when.
We choose the partner
We introduce the specialist best suited to your case, whether a law firm, a property firm or an immigration adviser.
We coordinate
We stay in touch with the partner on timelines and paperwork, and link the outcome to your wider plan.
It joins your plan
The result is recorded alongside your investments, so your family and advisers see one picture.
Questions we are often asked
Specialist partners, such as an empanelled law firm for wills and trusts. Merisis Wealth introduces and coordinates them.
Real estate advisory is available to residents and NRIs, through a partner firm. Tell us your situation for the other services.
Tell us what you need through the form or on a call. We confirm which partner suits your case and introduce you.
Please note
These services are delivered by independent specialist partners. Merisis Wealth coordinates the introduction and does not itself provide legal, real estate or immigration advice. Programs for residency or citizenship depend on the rules of the country concerned.
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