Merisis Wealth

Merisis Wealth is the Wealth Management foray of the Merisis Group. Merisis Wealth brings a holistic approach to our client portfolios. We identify gaps where clients seek an edge through alternatives with a clear view of wealth preservation. Our USP is 'Wealth Management with an Alternatives Edge' stemming from our synergies unlocked from our decade long success in our investment banking advisory. 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 include a Cat I AIF (Angel fund), curated PMSs (Debt and Equity), Unlisted Equity (Primary Startups, Secondaries) and Private credit. We cater to HNW and UHNW clients across Entrepreneurs & Corporates, Professionals and Non Resident Indians. Trust and long-term commitment form the core of our strategy.