Merisis Advisors PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Merisis Advisors Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.7.14 Cr.
Avg. 1 Year Return 0.86%
Active Clients 12
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 6 Year

Merisis Advisors PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Sumir Verma

Founded In (year)

2019

Merisis Advisors Portfolio Management Service Performance or Returns

1 Year

0.86%

Nifty 50 - 1 Year

10.74%

3 Year

7.16%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Merisis Advisors PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

20% (Profit Sharing above 10%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Merisis Advisors Portfolio Management Services

Check out various strategies or Investment approaches provided by Merisis Advisors Portfolio Managers.

Strategy Name Multicap Portfolio
Start Date 2-May-20
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks NA
1 Yr. Return 0.86%
3 Yr. Return 7.16%
5 Yr. Return NA
Fund Manager Mr Akshay Badjate

Top Fund Managers of Merisis Advisors PMS

#1

Mr Akshay Badjate

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Investment Facilities provide by Merisis Advisors Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Merisis Advisors Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Merisis Advisors PMS Dashboard Link

Web Platform


Merisis Advisors PMS Review or Ratings by Finec.in

Overall Rating

7.35 / 10

Portfolio Performance

7.50 / 10

Support

7.31 / 10

Facilities

7.53 / 10

Charges

7.24 / 10

Experience

7.17 / 10

Merisis Advisors Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006846

Contact Person

Mr.Fazal Ahad

Telephone No.

91-022-40340200

Address

106 and 107, Balarama Building,Opp. Sales Tax Office, Bandra Kurla Complex,Mumbai,MAHARASHTRA,400098

Starting Date

43670

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Merisis Advisors PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Merisis Advisors Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Merisis Advisors PMS

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