Merisis Advisors PMS or Portfolio Management – Returns, Charges, Support & more
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.10.76 Cr. |
| Avg. 1 Year Return | 3.48% |
| Active Clients | 13 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 7 Years |
Merisis Advisors PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Merisis Advisors Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Merisis Advisors PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
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 | Smartblend ETF | Catalyst Series 1 |
| Start Date | 02-May-20 | 12-Aug-25 | 04-Nov-25 |
| Category | MULTI CAP & FLEXI CAP | MULTI CAP & FLEXI CAP | MULTI CAP & FLEXI CAP |
| Benchmark | Nifty 50 TRI | Multi Asset | Nifty 50 TRI |
| AUM (Rs.) | Rs.4.51 Cr. | Rs.5.47 Cr. | Rs.0.75 Cr. |
| No. of Stocks | NA | NA | NA |
| 1 Yr. Return | 3.48% | NA | NA |
| 3 Yr. Return | 8.90% | NA | NA |
| 5 Yr. Return | 8.66% | NA | NA |
| Fund Manager | Mr. Akshay Badjate | Mr. Akshay Badjate | Mr. Akshay Badjate |
Top Fund Managers of Merisis Advisors PMS
#1
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Investment Facilities provide by Merisis Advisors Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Merisis Advisors Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Merisis Advisors PMS Dashboard Link
Web Platform
Merisis Advisors PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Merisis Advisors Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Merisis Advisors PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Merisis Advisors Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof