Merisis Wealth
Merisis forayed into Wealth Management to bring a holistic approach to our client portfolios. We identify gaps where clients seek an edge through alternatives with a clear view of wealth preservation.
We use quantitative and qualitative analysis to uncover high-conviction product ideas across categories from reputed providers and platforms. These are aptly complemented by our in-house product capabilities including a Cat I AIF (Angel fund), curated PMSs (Debt and Equity), Unlisted Equity (Primary Startups, Secondaries), and Private credit.
We serve clients across geographies supported by our seasoned wealth management professionals and through our referral partnerships with external specialists in allied investment domains and value-added services.
100
+ Years
of Cumulative Experience
55
+
Ecosystem Partners via our Open Architecture Model
150
cr
Under Own PMS & AIF Products
Unbiased Approach
Media & Publications
Apex announces six members of 2023 External Advisory Group
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Apex announces six members of 2023 External Advisory Group
Read full story >>
Apex announces six members of 2023 External Advisory Group
Read full story >>
Apex announces six members of 2023 External Advisory Group
Read full story >>Pillars of our Client Value Proposition
Open Architecture
We provide you with access to best-in-class investments across various asset classes.
Digital First Approach
Digital friendly stack to help you across portfolio implementation, execution, and tracking
Alternatives Edge Through PMS & AIF
An Alternatives edge across our Processes, Products, and Advisory for your success
Research, Insights & In-depth Analysis
Staying ahead with the latest market intelligence to act proactively for our clients
Open Architecture
We provide you with access to best-in-class investments across various asset classes.
Digital First Approach
Digital friendly stack to help you across portfolio implementation, execution, and tracking
Alternatives Edge Through PMS & AIF
An Alternatives edge across our Processes, Products, and Advisory for your success
Research, Insights & In-depth Analysis
Staying ahead with the latest market intelligence to act proactively for our clients
Our Unique Approach is Centered Around You!
1. Understand
We understand and assess your current requirements, pain points, goals and desires.
2. Profile
We analyze your risk profile and investment portfolio to plan for your goals, and desires and overcome pain points.
3. Propose
We propose sustainable and measurable financial solutions.
4. Implement
We implement a carefully crafted strategy for you.
5. Review
We share periodic reports to monitor your portfolio and goals.
6. Debrief
We regularly meet you to talk about your existing strategy and its progress. Further, we understand any new goals, requirements, or pain points that may need suitable solutions.