Company profile

Merisis Wealth

Merisis Wealth Pvt. Ltd. ARN - 220145 Wealth Management Foray of Merisis Advisors

Industry
Financial Services
Employees
14
Headquarters
Mumbai, Maharashtra
Founded
2022
LinkedIn followers
1,123
Office locations
2

Merisis Wealth company summary

Merisis Wealth is a company in the Financial Services industry, headquartered in Mumbai, Maharashtra, founded in 2022. On LinkedIn the company has around 14 employees and 1,123 followers. The company lists 2 office locations. Its listed specialties include Wealth Management, Financial Planning, PMS, Global Solutions, Retirement Planning.

What technology does Merisis Wealth use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About 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.

Specialties

Wealth ManagementFinancial PlanningPMSGlobal SolutionsRetirement Planning

Where is Merisis Wealth located?

Merisis Wealth lists 2 office locations.

Mumbai, Maharashtra, INHQ
Balarama Building, 106, E Block
Bengaluru, Karnataka, IN
Merisis Wealth, 1/A, II Floor, 19th Main Road

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Frequently asked questions about Merisis Wealth

What does Merisis Wealth do?

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.

How many employees does Merisis Wealth have?

Merisis Wealth has around 14 employees on LinkedIn.

Where is Merisis Wealth headquartered?

Merisis Wealth is headquartered in Mumbai, Maharashtra.

Where does Merisis Wealth have offices?

Merisis Wealth lists 2 office locations, including Mumbai, Maharashtra, IN; Bengaluru, Karnataka, IN.

When was Merisis Wealth founded?

Merisis Wealth was founded in 2022.

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