Merkaat is a digital investment advisory service that helps you to make the most of your money in a personalised manner.

With Merkaat you will always have an investment fund portfolio  uniquely tailored to your profile, your preferences and your investment objectives.

Becoming a client

From your home or wherever you prefer, you can start a video call instantly with one of our advisers or arrange a call at a time that suits you.

Our methodology

Our team of experts backed by more than 70 years of experience will help you become all of an expert in investment.

Analysis and selection

We provide you with the best funds in suitable geographies using an open architecture approach.

Personalised proposal

Our proposals are personalised to meet your needs. That’s why we offer a portfolio that is tailored to your profile and your investment requirements.


We recommend that you adjust your portfolio based on overall market conditions and your investment profile when needed.

Continuous monitoring

We will review the performance of your portfolio to ensure your objectives are achieved.


Our investment proposals are focused on recommending the portfolio that best suits your profile and investment objectives.


Advice for XPERT investors has never been so affordable.

No strings attached

You needn’t worry. We won’t charge any additional costs other than the specified fee.

Unlimited proposals

Because market conditions change continually, we make sure you can optimise your portfolio as many times as needed, at the right moment and wherever suits you best.

With Merkaat,
a new era in digital advisory is born,
and also a new you:
an XPERT investor.