“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," Fazal Ahad, Managing Director, Merisis Advisors, said in a statement.
Shobit Gupta 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.
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 or tactical and opportunistic basis given the client investment time frame and risk–reward dynamics.”
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