Merisis Wealth, the wealth management business unit of the investment banking firm Merisis Advisors, has 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. The move aims to strengthen the leadership team of Merisis Wealth, which offers wealth management with an alternatives edge to its clientele. 

Shobit Gupta - Merisis Wealth
Shobit Gupta - Merisis Wealth

Merisis Advisors is a 13-year-old boutique investment banking firm with a successful track record of $3Bn in total transaction value across fundraising and M&As. It has worked with several stakeholders across ecosystems, including VCs, PEs, family offices, founders, strategic investors, and professional services firms across its advisory services.

Commenting on the appointment, Fazal Ahad, Managing Director, Merisis Advisors, said, “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.”

Shobit Gupta joins Merisis Wealth from Exide Life Insurance where he last worked as the SVP and Head of Fixed Income. He comes with 26 years of work experience and has worked with marquee brands such as Kotak AMC, Reliance AMC, Principal AMC, and ABN AMRO Bank. He is a CFA Charterholder (CFA Institute - USA & ICFAI Hyderabad) and has a PGDBA (ICFAI Business School - Delhi). 

Ruchir Kapoor, Director, Merisis Wealth, said, “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. With his appointment, we aim to strengthen the leadership at Merisis Wealth and pursue our goal to create and offer both newer and differentiated products and Services for our valued clients.”

Shobit Gupta, Head of Fund Management, Merisis Wealth, said, “I am very excited to be part of Merisis Wealth’s journey. Merisis has a strong track record across its investment banking business and its product suite like AIFs and PMS reinforces its vision to bring newer products to its clients. With Fixed Income Investments gaining recognition and becoming an integral part of investment portfolios, our endeavor will be to offer a combination of duration and credit products on a strategic/tactical and opportunistic basis given the client investment time frame and risk–reward dynamics.”

Merisis Wealth, part of the Merisis group, is a Mumbai- and Bengaluru-based wealth management firm offering advisory and financial services to entrepreneurs, corporates, professionals, and NRIs. Its synergy with the Merisis investment banking business enables it to bring an alternatives edge to its overall practice and clients.

Merisis Advisors is a leading mid-market Investment banking firm with the largest team. Founded in 2010, Merisis has built a reputation for high-quality work & strong results in fundraising and M&A advisory. The company has done $3Bn in total transaction value and has practices across Fintech, Transportation, Consumer, Enterprise Tech & Services, B2B, and Healthtech. Merisis brings its banking expertise and deep understanding of these 
industries to deliver value to its clients.

After a stellar record as a full-service Investment Bank, Merisis Advisors expanded its capabilities by setting up its early-stage Investment Advisory venture ‘ValueBridge Capital’, its Venture Capital arm ‘Merisis Venture Partners Fund, and its Wealth Management advisory. The company has its offices in Mumbai, Bengaluru and NCR and is a member of The Alliance of International Corporate Advisors (AICA) with representatives across 40+ countries.

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