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.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
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tools in use
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AB
Amit Bajaj
Associate Director · General Business & Management
EmailPhone - PP
Prathamesh Pandey
Executive - Mis & Operations · Other
EmailPhone - NB
Naresh Bulchandani
Head - Products & Advisory · General Business & Management
EmailPhone
Showing 3 of 11 verified contacts
Top roles at Merisis Wealth
8 distinct titles indexed · top 8 shown.
- 1assistant marketing manager
- 1assistant vice president
- 1assistant vice president client relationship
- 1associate director
- 1executive - mis & operations
- 1head - products & advisory
- 1vice president client relations
- 1vice president of wealth management
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Trusted by sales, marketing, and GTM engineering teams.