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Merisis Advisors Private Limited – Portfolio Management Services (PMS)

Merisis Advisors (Merisis) was incorporated on July 06, 2012, at Mumbai. Merisis is currently engaged in the business of providing investment banking advisory services to corporate clients and portfolio management services and advisory services to High Net Worth Individuals (HNIs), institutional clients, corporate and other permissible class of investors. The services offered by Merisis under the investment banking advisory services are equity syndication, merger and acquisition advisory and structured credit solutions. Merisis has as portfolio manager license (registration number INP000006846 dated July 24, 2019]) to offer portfolio management to UHNI clients.

AUM (₹ Cr)

9.49

Clients

13

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Merisis Advisors Private Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Portfolio Multi Cap & Flexi Cap 1.88% 8.38% 10.93% Feb 2020
Smartblend ETF Multi Asset — — — Aug 2025
Catalyst Series 1 Multi Cap & Flexi Cap — — — Nov 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Akshay Badjate

Fund Manager

Akshay Badjate brings with him 18 years + of rich experience in the field of Indian Capital Markets with a focus on public markets investing. Akshay has previously worked in leadership roles with a focus on product & investment research at early stage fintech companies. He has also worked with a host of reputed global investment banks such as JP MorganChase, Lehman Brothers / Nomura and Kotak Institutional Equities. During his stint at Alphaniti (Now TORUS-Alphaniti) between 2019-2023, Akshay identified and built several multi-bagger investment themes which consistently figured in the top 10 in the Smallcase universe performance rankings. Akshay is a Chartered Accountant by qualification and is extremely passionate about equities. While being highly data driven, Akshay adopts a long-term orientation towards both business and market cycles. His favorite book is "Capital Returns" which has deeply influenced his investment thought process.

Mr. Sumir Verma

Fund Manager

25+ years in Investment Banking, Corporate Finance & Risk Management.  Drives Fund Raise and M&A Strategy at Merisis Advisors. Tech Banker with deep domain expertise across domains (Enterprise Tech, Fintech, Consumer, Transportation Mobility Cleantech, etc).  $1bn total transaction value in advisory closed across sectors. 65+ startups worked with, 18 M&A deals, 9 cross-border transactions. Aditya Birla Group, Scandent Group, EXIM Bank. MBA (XLRI-94), CA (1994 Batch).

Interested in Merisis Advisors Private Limited?

Get in touch with our investment advisors to learn more about Merisis Advisors Private Limited's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000006846

Registered Office: Unit No 504, C Wing, ONE BKC, G Block, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)