Marcellus PMS or Portfolio Management – Returns, Charges, Support & more
Marcellus PMS is a Mumbai-based private organization founded in 2017 by Saurabh Mukherjea.
With a clear purpose of making wealth creation simple and accessible, Marcellus stands out as a trusted and transparent capital allocator in the financial industry.
We’ll explore why you should consider joining Marcellus Portfolio Management and understand their strategies for managing your money.
This article also check out how well they’ve been doing in terms of performance. We’ll also talk about the costs, fees, support, and assistance Marcellus provides their clients, showing how they can help you reach your financial goals.
Whether you’re an experienced investor or new to managing your wealth, this article will provide the information you need to make intelligent decisions about your financial future.
| Total AUM | Rs.9,057.57 Cr. |
| Avg. 1 Year Return | 12.47% |
| Active Clients | 6510 |
| No. of Strategies | 5 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 7 Years |
Marcellus PMS - Company Overview
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Why invest in Marcellus PMS?
Here are the reasons to join the Marcellus Portfolio Management Services:
- They use sophisticated methods, analyzing how companies manage finances and allocate capital, ensuring good investment decisions.
- Marcellus favours companies with a proven track record in capital allocation. They prioritize those generating free cash flows and reinvesting strategically for consistent growth.
- Marcellus boasts a seasoned team conducting thorough research and building portfolios with companies possessing solid competitive advantages. This expertise ensures well-informed and strategic investment choices.
Marcellus Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Marcellus PMS returns have been quite decent. They have given a 12.47% return on investments for one year. That’s better than the Nifty 50 index, which only got a 10.74% return.
Over three years, Marcellus made an 18.91% return, just a bit less than the Nifty 50’s 20.15%. We need info for the past five years.
But in recent years, Marcellus has been a good choice for people wanting to invest for a shorter time and still get good returns, outperforming the market in one and three-year periods.
Marcellus PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Marcellus PMS commission includes a fixed fee of 2% of the fund value as an Asset Management Company (AMC) fee.
In addition, there’s a variable AMC fee amounting to 1% of the fund value. When the portfolio generates a profit exceeding 12%, Marcellus applies a variable profit-sharing fee of 15%.
Notably, exit loads provide little flexibility for investors seeking to withdraw funds.
While the fixed and variable fees contribute to the overall cost, Marcellus aims to align its charges with performance, encouraging a partnership where the fees are tied to the success of the investor’s portfolio.
Best Strategies by Marcellus Portfolio Management Services
Check out various strategies or Investment approaches provided by Marcellus Portfolio Managers.
| Strategy Name | Consistent Compounders | Little Champs | Kings of Capital | Rising Giants Portfolio | Global Consistent Compounders |
| Start Date | 01-Dec-18 | 29-Aug-19 | 28-Jul-20 | 27-Dec-21 | 28-Oct-22 |
| Category | Large Cap | Small Cap | Thematic | Mid Cap | Mid Cap |
| Benchmark | Nifty 50 | S&P BSE 500 | Nifty 50 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.5,659 Cr. | Rs.613 Cr. | Rs.423 Cr. | 397.30 | Not Disclosed |
| No. of Stocks | 14 | 14 | 13 | 16 | Not Disclosed |
| 1 Year Return | 16.43% | 29.29% | 15.38% | 12.64% | 27.25% |
| 3 Yr. Return | 9.00% | 8.84% | 5.14% | NA | NA |
| 5 Yr. Return | 15.72% | NA | NA | NA | NA |
| Fund Manager | Mr. Rakshit Ranjan | Mr. Ashvin Shetty | Mr. Tej Shah | Mr. Tej Shah | Mr. Tej Shah |
Marcellus Portfolio Manager strategies are given below:
Consistent Compounders
Launched on December 1, 2018, Marcellus Portfolio Management’s “Consistent Compounders” strategy operates in the Multi Cap category, benchmarked against Nifty 50.
Currently managing assets worth Rs. 5,659 Crores, the portfolio comprises 14 stocks.
Fund Manager Mr Rakshit Ranjan oversees the strategy, achieving a 16.43% return over the past year and a solid 9.00% return over three years.
This strategy showcases Marcellus’s commitment to delivering consistent returns and effective wealth management within the dynamic investment landscape.
Little Champs
The Little Champs strategy was launched on August 29, 2019, and specializes in small-cap investments. It is benchmarked against the S&P BSE 500.
Currently managing an asset base of Rs. 613 Crores, this strategy is composed of 14 stocks under the guidance of Fund Manager Mr. Ashvin Shetty.
Despite a 29.29% return in the past year, Little Champs has shown flexibility with an impressive 8.84% return over the last three years.
This strategy reflects Marcellus’s dynamic approach to navigating the challenges of the Small Cap market while aiming for sustained, long-term growth.
Kings of Capital
Introduced on July 28, 2020, the Kings of Capital strategy is a part of the Thematic category. It is benchmarked against Nifty 50.
Mr Tej Shah actively manages the portfolio, which encompasses 13 stocks and presently holds assets totalling Rs. 423 Crores.
Showcasing its strength, the strategy posted an impressive 15.38% return in the past year, embodying Marcellus’s dedication to delivering robust performance and making strategic thematic investments in the dynamic financial landscape.
Rising Giants Portfolio
Rising Giants’ portfolio strategy operates in the mid-cap category. It started on December 27, 2021, and is benchmarked against the S&P BSE 500.
Currently managing assets valued at Rs. 493 Crores, the portfolio comprises 16 stocks and is under the supervision of Fund Manager Mr Tej Shah.
The strategy demonstrated its potential with a 9.98% return over the past year.
Rising Giants Portfolio reflects Marcellus’s strategic approach in navigating the mid-cap market for sustained growth and performance.
Global Consistent Compounders
The Global Consistent Compounders strategy started on October 28, 2022 and falls under the Large Cap category.
It uses the S&P BSE 500 as its benchmark. Managed by Mr Tej Shah, the strategy showed a 12.64% return in the previous year.
Although the returns for the past three and five years are currently registered at 0%, the one-year performance indicates the strategy’s potential for ongoing growth.
Top Fund Managers of Marcellus PMS
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Below is everything about the Marcellus PMS Fund Managers:
Mr. Saurabh Mukherjea
Saurabh Mukherjea, Founder and Chief Investment Officer of Marcellus Investment Managers, holds a BSc and MSc in Economics from the London School of Economics.
A co-founder of Clear Capital in London, he was recognized as a top small-cap analyst in the UK. He was acclaimed as the leading equity strategist in India from 2015 to 2017.
Formerly the CEO of Ambit Capital, Saurabh is actively involved in SEBI working groups shaping portfolio management regulations in India.
Mr. Ashvin Shetty
Ashvin has over a decade of experience in equity research. He led the research on the automobile sector at Ambit Capital from 2010 to 2017 and received awards in 2013 and 2016 for his excellent stock-picking skills.
Later, until November 2018, he worked as a senior analyst for Ambit’s Mid and Small-cap PMS funds.
Before Ambit, he worked at Execution Noble and gained financial auditing experience at KPMG and Deloitte from 2004 to 2007.
Mr. Rakshit Ranjan
From 2005 to 2011, Rakshit Ranjan directed UK equities at Lloyds Bank and Execution Noble, earning a top-3 ranking in mid-cap UK Insurance analysts (Thomson Reuters Extel survey).
Since 2011, he has led Ambit Capital’s consumer research, voted No.1 for Discretionary Consumer and top for Consumer Staples in 2015 and 2016.
Rakshit launched and managed Ambit’s Coffee Can PMS from Mar’17 to Dec’18, making it one of India’s top-performing equity products in 2018.
Mr. Tej Shah
Before Marcellus, Tej Shah was with Mayfield, a Silicon Valley-based venture capital fund managing $3 billion globally and $220 million in India.
Spending two years with Mayfield India’s investment team, he played a crucial role in various sectors.
Before Mayfield, Tej contributed to Ambit Capital’s equity and capital markets team, working on IPOs, QIPs, and buybacks.
Marcellus Portfolio Managers SWOT Analysis
Here is the detailed SWOT analysis for Marcellus Portfolio management.
Strengths
- The substantial number of active clients suggests a widespread trust in Marcellus PMS, indicating the effectiveness of their services or strategies.
- Investors benefit from the flexibility to manage their portfolios without incurring additional costs when withdrawing, enhancing overall convenience.
- Allowing clients to customize their investment strategies ensures a tailored approach, aligning portfolios with individual financial goals and risk preferences.
- Switching investment strategies gives clients the agility to adapt to evolving market conditions or changes in personal financial objectives.
- Direct interaction with fund managers increases transparency and communication, providing investors valuable insights and a more personalized investment experience.
Weaknesses
- Three-year returns of Marcellus are lesser when compared to the benchmark Nifty 50.
- The absence of a non-discretionary investment facility limits investors’ control over their portfolios, potentially affecting their ability to make real-time decisions.
- Marcellus is a relatively new entrant in the market, needing an extensive track record compared to more established competitors.
Opportunities
- Marcellus can explore opportunities to differentiate itself by tapping into specific newer markets or investment themes.
- Being a relatively new player, Marcellus has an opportunity to expand its market presence and build its brand.
- Using artificial intelligence for data analysis and user-friendly interfaces could attract tech-savvy investors and improve operational efficiency.
Threats
- The financial industry can be affected by regulatory changes that can impact the operations and offerings of PMS providers.
- As the PMS market evolves, there’s a threat of increased competition from traditional and new market entrants.
- Marcellus should be cautious of potential market recessions and have risk prevention strategies to prevent any unfortunate situation.
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Investment Facilities provided by Marcellus Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Marcellus Portfolio Management features are plenty. You can create a personalized strategy that fits your financial goals.
If you decide to change your plan, that is possible, but there’s a small 1% charge based on the money you invested.
Marcellus is open to investments from Non-Resident Indians (NRIs), making it accessible to a broader audience.
They also have a discretionary approach, where the experts at Marcellus make investment decisions for you.
If you need to take your money out early, there won’t be any extra charges. These features highlight Marcellus’s commitment to making investing flexible and convenient.
Marcellus Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Marcellus Portfolio Management Services provides extensive support through various channels, including call, email, and chat assistance, providing investors with accessible and responsive communication.
Clients benefit from dedicated assistance through a Relationship Manager (RM) and direct interaction with the fund manager, enhancing transparency.
Marcellus is committed to resolving issues promptly, with a maximum turnaround of three working days, underscoring their dedication to efficient customer service.
Marcellus Portfolio Management’s support shows they care about being helpful to investors.
They aim to be quick and responsive, creating an environment about the clients and their needs as they navigate their investment journey.
Marcellus PMS Dashboard Link
Web Platform
The Marcellus PMS Dashboard is a central hub for investors, providing a user-friendly interface to monitor and manage their portfolios.
With intuitive features, it offers a real-time summary of investments, performance metrics, and relevant financial data.
The dashboard is designed to streamline the investor experience, offering convenience and accessibility in tracking and analyzing their holdings.
Investors can make informed decisions, stay updated on market trends, and navigate their financial journey effortlessly through this user-centric platform.
Marcellus PMS Login
The purpose of the Marcellus PMS login link is to provide authorized users, such as investors and clients, access to their accounts on the Marcellus Portfolio Management System.
Users see their investment details When they click this link and log in. It’s a safe and controlled way for users to check how their investments are doing, look at their transactions, and find out crucial financial information.
Overall, it’s the way for Marcellus Portfolio Management users to enter their own personalized space on the platform and manage their investments.
Marcellus PMS Review or Ratings by Finec.in
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Marcellus Portfolio Management Services - SEBI Details
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How to Invest in Marcellus PMS?
Here are the eligibility criteria & documents required to invest in Marcellus PMS.
Eligibility Criteria:
- Individuals must be 18 years old to invest in Marcellus.
- Both Indian nationals and Non-Resident Indians (NRIs) are eligible to invest.
- The minimum investment required to participate in Marcellus Portfolio Managers is Rs. 50 lakhs.
Required Documents:
- Investors need to fill out the Portfolio Management Services (PMS) Agreement, which outlines the terms and conditions of the investment.
- A power of attorney (POA) document is needed to grant Marcellus authority to manage the investor’s account on their behalf.
- A Demat account is necessary for holding and trading securities in electronic form.
- A PAN number is mandatory for financial transactions in India.
- Valid documentation confirming the investor’s residential address, serving as part of the KYC (Know Your Customer) process.
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Marcellus PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Marcellus Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Marcellus PMS – Conclusion
In summary, Marcellus PMS is a promising choice for investors who want a trustworthy and flexible way to manage their money.
The firm’s commitment to clarity and compliance in the investment process shows its dedication to establishing a secure and accessible financial environment.
As a helpful partner in your investment journey, Marcellus Portfolio Management gives you different features and strong support to meet your needs.
This makes Marcellus stand out as a notable player in managing wealth, providing a compelling option for people who want a reliable and adaptable financial approach.
FAQs on Marcellus Portfolio Managers
Here is the list of FAQs related to the Marcellus Portfolio Management Services.
Which is the Best Strategy for Marcellus PMS?
The best strategy for Marcellus is the Consistent Compounders strategy.
What is the Minimum Investment in Marcellus PMS?
The minimum investment required to become a part of Marcellus is Rs. 50 Lakhs.
What is the ROI of Marcellus Portfolio Managers?
The ROI of Marcellus Portfolio Managers is 12.47%.
Is Marcellus Portfolio Management good?
Yes, when keeping in mind its less experience in the PMS market, it has performed well.
What is the fixed commission of Marcellus PMS?
The fixed commission of Marcellus PMS is 2% of the fund value.
Is a Demat account mandatory for Marcellus Portfolio Managers?
Yes, a Demat account is necessary to join Marcellus Portfolio Managers.
What are the Exit Charges of Marcellus Portfolio Management?
There are no exit charges applicable to investors at Marcellus Portfolio Management.
Who are Marcellus PMS’s current fund managers?
The fund managers of Marcellus PMS are Mr Saurabh Mukherjea, Mr Ashvin Shetty, Mr Rakshit Ranjan and Mr Tej Shah.
What is the AUM of Marcellus Portfolio Management Service?
The AUM of Marcellus Portfolio Management Services is Rs.12068.03 Cr.
Do Marcellus Portfolio Managers Charge Variable Commissions?
Yes, they charge a variable commission when the investors profit above 12%. The profit-sharing percentage is 15%.