Merisis PMS
Merisis Multicap Portfolio
Superior and consistent risk-adjusted returns across market capitalizations.
Investment Objective
The investment objective is to provide superior and consistent risk-adjusted returns for the client. The Portfolio Manager may invest in listed and unlisted equity and debt securities, and any other permissible instruments under applicable SEBI regulations, seeking capital appreciation as well as returns on the client's capital.
Key Characteristics
- ·Long-term, discretionary equity mandate
- ·Invests across large, mid and small capitalizations
- ·Listed and unlisted equity and debt securities
- ·Benchmarked to Nifty 50 TRI
- ·Performance computed on TWRR, pooled basis, post fees and expenses
Fee Structure
Merisis Multicap fee structure. Performance fee applies only on returns above the hurdle rate, subject to high water mark.
Disclosures
Full details are in the PMS Disclosure Document. See all regulatory documents at /regulatory. Past performance is not indicative of future results. Investments are subject to market risk.
Ready to invest?
Onboard directly through the Wealth Spectrum investor portal, or submit a mandate to speak with our team.
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