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Regulatory Disclosures

All registrations, certificates and disclosures as required by SEBI and applicable regulatory authorities. Maintained by Merisis Advisors Private Limited.

Disclosure Documents - PMS

Merisis Advisors Private Limited. SEBI Portfolio Manager registration INP000006846.

Last updated: June 2026

Disclosure Documents - AIF

Merisis Opportunities Fund. SEBI Category I AIF registration IN/AIF1/21-22/0902.

Last updated: June 2026

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Merisis Advisors Private Limited

Merisis Advisors Private Limited

Registration Information

All registrations held by Merisis Advisors Private Limited.

Registration TypeRegistration NumberStatus
SEBI Portfolio Manager (PMS)
SEBI (Portfolio Managers) Regulations, 2020
INP000006846Active
SEBI Category I Alternative Investment Fund
SEBI (Alternative Investment Funds) Regulations, 2012 — Merisis Opportunities Fund
IN/AIF1/21-22/0902Active

Principal Officer and Compliance Officer

Required under SEBI (Merchant Bankers) Regulations, 1992 and SEBI (Portfolio Managers) Regulations, 2020. Separate officers may be required for each regulated activity.

Mr. Akshay Badjate, Principal Officer

Principal Officer

Portfolio Manager (PMS)

Mr. Akshay Badjate

Mon–Fri, 9:00 am–6:00 pm

Mr. Sumir Verma, Compliance Officer

Compliance Officer

Portfolio Manager (PMS)

Mr. Sumir Verma

Mon–Fri, 9:00 am–6:00 pm

Grievance Escalation Matrix

It is mandatory for investors to take up the matter directly with Merisis Advisors before approaching regulatory bodies. We endeavour to resolve all complaints within 21 calendar days.

1
Compliance Team

First point of contact for all complaints

compliances@merisis.in

Working hours: Mon–Fri, 9:00 am–6:00 pm IST. Resolution target: 21 calendar days. Phone pending confirmation.

2
Principal Officer

If not resolved at Level 1

Pending confirmation

Escalate if complaint is not resolved to your satisfaction within 21 days.

3
SEBI SCORES Portal

If not resolved within 30 days of lodging with us

Pending confirmation

Complaint must be lodged on SCORES within 1 year from the date of cause of action. SEBI Helpline: 1800 266 7575 / 1800 22 7575

4
SEBI ODR Portal

Online Dispute Resolution, final escalation

smartodr.in

Available when the complaint is not pending before any arbitral process, court, tribunal or consumer forum.

If the investor is not satisfied with the extent of redressal, there is a one-time option for "review" on SCORES, exercisable within 15 days from the date of closure of the complaint.