Find Your Franchise

Marcellus PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Marcellus Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Marcellus PMS - Snapshot

Total AUM

Rs.6708.82 Cr.

1 Year Return

26.66%

Minimum Investment

Rs.50 Lakh

Experience

7 Years

Active Clients

4,510

Marcellus Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.43 / 5

Fees

4.21 / 5

Experience

4.41 / 5

Support

4.26 / 5

Facilities

4.30 / 5

Overall Rating

4.32 / 5

Star Rating


Overview of Marcellus Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Saurabh Mukherjea

Founded In (year)

2017

No. of Active Clients

4,510

Minimum Investment

Rs.50 Lakh

Investment Strategies

6

Marcellus PMS Returns or Performance

1 Year

26.66%

Nifty 50 - 1 Year

17.34%

3 Year

2.65%

Nifty 50 - 3 Year

13.57%

5 Year

14.41%

Nifty 50 - 5 Year

20.77%

Marcellus PMS Charges or Cost

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 12% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Marcellus PMS Investment Strategies

Strategy Name Consistent Compounders Little Champs Kings of Capital Rising Giants Portfolio Global Consistent Compounders Meritor Q
Start Date 01-Dec-18 29-Aug-19 28-Jul-20 27-Dec-21 28-Oct-22 15-Nov-22
Category Multi Cap Small Cap Thematic Mid Cap Large Cap Multi Cap
Benchmark Nifty 50 S&P BSE 500 Nifty 50 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.4161.70 Cr. Rs.356.64 Cr. Rs.271.07 Cr. Rs.230.15 Cr. Not Disclosed Rs.40.52 Cr.
No. of Stocks 14 14 13 16 Not Disclosed Not Disclosed
1 Yr. Return 21.77% 10.43% 21.89% 23.90% 41.20% 40.76%
3 Yr. Return 5.63% -1.83% 4.15% NA NA NA
5 Yr. Return 13.63% 15.18% NA NA NA NA
Fund Manager Mr. Rakshit Ranjan Mr. Ashvin Shetty Mr. Tej Shah Mr. Tej Shah Mr. Tej Shah Not Disclosed

Top Portfolio Managers of Marcellus Portfolio Management Services

#1

Mr. Rakshit Ranjan

#2

Mr. Ashvin Shetty

#3

Mr. Tej Shah

Marcellus Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Marcellus Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

Check out Business Opportunities with Similar Brands

Marcellus PMS - SEBI Details

SEBI Reg. No.

INP000006183

Contact Person

Sudhanshu Nahta

Telephone No.

9833029837

Address

Flat No. 602, Tower 1 Odyssey , Hiranandani Gardens, Powai,, MUMBAI, MAHARASHTRA, 400076

Starting Date

Oct 22, 2018

Marcellus Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Marcellus Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Marcellus PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS