Merisis Wealth

What Merisis Wealth does

Merisis Wealth Pvt. Ltd. is a Mumbai-based wealth management and alternate-investments platform operating as part of the Merisis Group, which also includes Merisis Advisors (boutique investment banking), ValueBridge Capital, and Merisis Venture Partners Fund. The firm is SEBI-registered as an Investment Adviser and Portfolio Manager (ARN-220145) and serves entrepreneurs, corporates, high-earning professionals, non-resident Indians, and single/multi-family offices through a sales-led, relationship-based advisory model augmented by referral partnerships with external specialists. The company targets high-net-worth and ultra-high-net-worth clients with minimum investment thresholds of ₹50 lakh for PMS, ₹25 lakh for its Cat I Angel Fund, and ₹1 crore for other AIF products.

The product suite spans three flagship Portfolio Management Services — Merisis Multicap PMS (dynamic multi-cap allocation), SmartBlend ETF Strategy (rule-based multi-asset allocation across equities, gold, silver, debt, REITs, and InvITs), and Catalyst Series One PMS (concentrated 8-13 position book with 3-4 year tenure) — alongside a SEBI-registered Cat I AIF Angel Fund for growth-stage startup investing, Debt and Equity PMS products, Unlisted Equity (primary startups and secondaries), and Private Credit offerings. The technology layer is described as a digital-first, digital-friendly stack supporting portfolio implementation, execution, and tracking, delivered via an Open Architecture model that sources third-party products alongside proprietary offerings. Distribution is primarily direct advisory supplemented by referral partnerships extending across geographies.

Revenue is generated through subscription-recurring streams: management and performance fees on PMS and AIF AUM, advisory fees on holistic wealth mandates, and product distribution margins. Pricing is quote-based and not publicly disclosed, with multi-year contract cadences. The company reports 14+ years of cumulative team experience in wealth management and pursues thought leadership through monthly market outlooks, webinars, and media features in ET Now, Financial Express, Outlook Money, and LiveMint.

Name

Merisis Wealth

Legal name

Merisis Wealth Pvt. Ltd.

Website

https://merisiswealth.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Merisis Wealth is a Mumbai-based, SEBI-registered wealth management and alternate-investments platform serving HNI/UHNI clients, entrepreneurs, corporates, professionals, NRIs, and family offices via proprietary PMS strategies, a Cat I AIF Angel Fund, unlisted equity, and private credit under an open-architecture model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Portfolio management services
• Alternative investment funds
• Family office advisory
• Investment advisory services

Headquarters

HQ city

Bandra

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Portfolio Management Services (PMS): Merisis offers curated PMS products including Debt and Equity PMS strategies such as Merisis Multicap PMS, Smart Blend ETF strategy, and Catalyst Series One PMS. Revenue generated through management fees and performance fees on AUM.
2. Alternative Investment Funds (AIF): Operates Cat I AIF (Angel fund) for early-stage startup investments. Also offers unlisted equity (primary startups, secondaries) and private credit products. Revenue through fund management fees.
3. Wealth Management Advisory: Provides holistic wealth management advisory services to clients across Entrepreneurs, Corporates, Professionals, NRIs, and Family Offices. Revenue through advisory fees and product distribution margins.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Merisis Wealth is a SEBI-registered wealth management platform offering Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) to high-net-worth individuals, entrepreneurs, professionals, NRIs, and family offices. Core products include Merisis Multicap PMS, Smart Blend ETF Strategy, and Catalyst Series One PMS, complemented by a Category I AIF Angel Fund, curated Debt and Equity PMS, unlisted equity, and private credit. The firm operates an open architecture model delivering portfolio implementation, execution, and tracking via a digital-first technology stack.

Product overview

Merisis Wealth is a wealth management platform offering a suite of investment products and services. The core offerings include three flagship Portfolio Management Services (PMS): Merisis Multicap PMS for multi-cap equity allocation, Smart Blend ETF Strategy for multi-asset algorithmic investing across equities, gold, silver, debt, REITs, and InvITs, and Catalyst Series One PMS for concentrated high-conviction positions. These are complemented by Alternative Investment Funds including a Cat I AIF Angel Fund for startup investments, curated Debt and Equity PMS products, Unlisted Equity (primary startups and secondaries), and Private Credit offerings. The company also publishes market insights through its Merisis Wealth Monthly Outlook. The platform positions itself on an 'Open Architecture' model providing access to investments across various asset classes with a digital-first approach.

Differentiator

Problem solved

Functional benefit

Brands

• Merisis Multicap PMS: A dynamically allocated multi-cap PMS strategy across large, mid, and small caps with contrarian investment approach.
• SmartBlend ETF
• Catalyst Series One PMS

Products and services

• Merisis Multicap PMS A multi-cap Portfolio Management Service that dynamically allocates across large, mid, and small caps, positioning where asymmetric opportunities exist with a contrarian and opportunistic approach. Designed for HNI investors seeking differentiated equity allocation.
• Smart Blend ETF Strategy A multi-asset, algorithm-driven strategy that dynamically shifts across six asset classes — domestic and international equities, gold, silver, debt, REITs, and InvITs — using a rule-based framework evaluating relative strength.
• Catalyst Series One PMS A concentrated portfolio of 8–13 high-conviction positions, each chosen for identifiable catalysts such as capacity expansion, regulatory reform, or business turnaround, with a fixed 3–4 year tenure.
• Cat I AIF (Angel Fund) A SEBI-registered Category I Alternative Investment Fund that invests in growth-stage startups as an angel fund. Minimum investment INR 25 Lakhs.
• Debt PMS Curated Portfolio Management Service for debt instruments, designed as part of Merisis Wealth's in-house product suite.
• Equity PMS Curated Portfolio Management Service for equity instruments, designed as part of Merisis Wealth's in-house product suite.
• Unlisted Equity Investment in primary startups and secondary market transactions for unlisted equities, offered as part of the alternatives product suite.
• Private Credit Private credit investment offerings provided as part of Merisis Wealth's in-house product capabilities.
• Wealth Management Advisory Holistic wealth management advisory services covering wealth preservation, portfolio management with alternatives edge, tax-efficient structures, NRI portfolio management, succession planning, and multi-generational wealth transfer for Entrepreneurs, Corporates, Professionals, NRIs, and Family Offices.

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• Merisis AdvisorscoreOthersRelated group company and boutique investment banking firm. Part of the Merisis ecosystem providing investment banking, fintech advisory, and wealth management services.
• ValueBridge CapitalcoreOthersRelated group company operating as part of the Merisis ecosystem of financial services firms.
• Merisis Venture Partners FundcoreOthersRelated group company focused on venture capital investments, part of the broader Merisis financial services ecosystem.
• AICA (Alliance of Indian CA Firms)minorStrategic or Co-development PartnerMerisis joined AICA to complement its cross-border expertise and expand capabilities in serving clients with international investment needs.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Kotak Wealth Management: Bank-affiliated wealth management franchise offering PMS, AIF and structured advisory. Competes with Merisis for promoter/corporate HNI segment, with bank-distribution scale advantages.
• Motilal Oswal Wealth Management: Wealth management arm of Motilal Oswal group offering PMS, AIF and advisory. Comparable in serving entrepreneurs and HNI clients with PMS/AIF products.
• Nuvama Wealth and Investment: Formerly Edelweiss Wealth; offers wealth management, PMS and AIF to Indian HNIs/UHNIs. Overlapping product set (PMS, AIF) and similar HNI target segments.
• 360 ONE Wealth (formerly IIFL Wealth): One of India's largest listed wealth managers offering PMS, AIF and advisory to HNW/UHNW clients. Direct competitor across every product Merisis offers, but at vastly greater AUM scale.
• Anand Rathi Wealth: Listed Indian wealth manager focused on HNW advisory, financial planning and distribution. Competes with Merisis on HNI relationship-led advisory but with broader geographic and product reach.
• Aditya Birla Capital - Private Client: Wealth management arm of Aditya Birla Group offering PMS and advisory to HNI/UHNI clients. Competes across the HNI/PMS product set with broader group ecosystem.

Direct peers

• Sanctum Wealth: Boutique Indian wealth manager focused on UHNW and family offices with PMS/AIF offerings. Closely comparable scale, product set, and HNW/UHNW positioning to Merisis.
• Waterfield Advisors: Boutique multi-family office and wealth advisory firm in India serving ultra-affluent families. Comparable to Merisis in boutique scale, HNW/UHNW focus, and alternatives emphasis.
• JM Financial Wealth Management: Indian wealth manager offering PMS, AIF and advisory to HNIs and family offices. Closely comparable product set and target segments to Merisis Wealth.
• Entrust Family Office: Boutique India-based family office and wealth advisory firm serving HNW/UHNW clients. Comparable boutique positioning and alternatives-led proposition to Merisis.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/merisis-wealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Merisis Wealth