merisis wealth

Merisis Wealth appointed Shobit Gupta as head of fund management. Gupta will spearhead the fixed-income strategy and will be responsible for curating and managing debt portfolio management service strategies for institutional, UHNI, and family office clients at Merisis Wealth, said the press report.

“We are excited to have Shobit on board. His vast experience and in-depth knowledge in managing Fixed Income/Asset Allocation portfolios and FX Derivatives, brings unique strength to curate alternative strategies in managing client portfolios,” said Ruchir Kapoor, Director, Merisis Wealth. With his hiring, we hope to strengthen Merisis Wealth’s leadership and further our mission to develop and provide our cherished clients with better, more unique products and services, he added.

“Shobit’s appointment is a significant step to enhance our wealth management business offerings. We launched Merisis Wealth with a USP – to curate and offer differentiated products and strategies in our own PMS and AIF schemes. Shobhit’s experience will help us do that. I look forward to working with Shobit to expand our wealth offerings to our customers,” commented Fazal Ahad, Managing Director, Merisis Advisor.

Merisis was established in 2010 and working in the areas of fundraising and M&A advisory. The company has $3 billion in total transaction value under its belt and operates in the fields of healthtech, enterprise tech & services, consumer, transportation, and fintech. Merisis uses its knowledge of banking and thorough understanding of these sectors to add value for its clients.