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Marcellus PMS – Review, Strategies, Returns, Charges & more

Marcellus PMS is the best and renowned PMS solution available in the country. In this write up, we will be having a detailed review of the Marcellus PMS, its Strategies, Charges, Commission Model, Investment plans etc.

Find below everything that you want to know about Mercellus Portfolio Management Service.


Marcellus PMS – Customer Ratings & Review

Marcellus PMS Ratings
Returns Performance3.2 / 5
Services3.2 / 5
Charges3.3 / 5
Experience3.0 / 5
Strategies3.1 / 5
Client Support3.3 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Marcellus Portfolio Management Services

Find a detailed overview of the Marcellus PMS providing a group in the table chart given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipSaurabh Mukherjea
Yr. of Establishment2017

Marcellus PMS

The Marcellus PMS company of one of the highly renowned broking companies available in India. The company was founded by Mr Saurabh Mukherjee in the year 2017.

He is having a massive experience in the portfolio management sector. Earlier, he has worked as CEO of Ambit Capital and now established his own PMS house. The Marcellus PMS company is registered under the Securities Exchange Board of India ( SEBI ) and its headquarters are in Mumbai, Maharashtra.

The portfolio management service model is the leading model of the broking company. The company is a very good PMS player. It has a wide list of portfolio managers who normally look after the PMS business.

Now, we will discuss about the Marcellus PMS company’s review, charges, returns and more.


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Types of Marcellus PMS

The table chart given below is detailing the types of Marcellus Portfolio Management Service.

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The Marcellus broking company is good at offering both the types of PMS services namely, Discretionary and Non- Discretionary portfolio management service.

Discretionary PMS type is basically opted by the clients who want to enjoy the investment tenure freely. As in this case, the whole investment portfolio and its transactions are managed by the portfolio or fund managers.

As with Non-Discretionary PMS type, clients choose to take an investment idea from any consultancy form in a way to make a robust decision.


Marcellus PMS Fund Managers Details

Find out the details of the fund manager of Marcellus PMS in the given table.

Fund Manager’s Details
NameSaurabh Mukherjea
Experience21 Years
Highest QualificationCFA
AUM (in Cr.)Approx 1,000 Cr.
Number of Clients30+
Investment TenureMinimum 3 yr.

The Marcellus PMS group normally have a huge list of fund managers, but the best and greatly experienced fund manager is Saurabh Mukherjee. He is having an experience of around 21 years and highly qualified with CFA.

Normally, the fund managers of Marcellus PMS Pvt Ltd holds 1,000 Cr. of AUM and also manages the portfolio of more than 30 clients. The company is best known in the capital market for its PMS performance.

The Marcellus PMS provide investment tenure for any client is minimum 3 yr.


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Marcellus PMS Strategies

The table given below is providing the details related to Marcellus Portfolio Management Service Strategies.

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

As per the table given above, the Marcellus PMS house has various types of effective PMS strategies. They usually make use of Large cap strategy, Diversified strategy and Small-Mid cap strategy. All of the investment philosophies are greatly available with the company.

The strategy books wrote by the Saurabh Mukherjee namely, The Unusual Billionaires and Coffee Can Investing.

The main aim of both the strategies is to rich clients investing in the well-established companies or equities. Both the strategies are designed with minimal risk and a robust route to stupendous wealth. The strategies normally assist clients to witness rapid earnings growth at around 19%.


Marcellus PMS Returns / Performance

The table given below is providing the details regarding the returns of Marcellus Portfolio Management Services.

Returns (CAGR)
3 Year11%
5 Year7%
7 Year8%
10 Year13%
11 Year Plus12%

The returns performance of Marcellus Portfolio Management Service is really good. The PMS company has beaten around ten plus years of Mutual Fund Returns.

The Marcellus portfolio management service return performance for 3 years is 11%, for 5 years is 7%, for 7 years is 8%, for 10 years is 13% and for more than 11 years is 12%.

The robust return rate makes the Marcellus PMS company one of the most convenient and favourable PMS solution providing company across the country.


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Marcellus PMS Investment Plans

Find out the details regarding investment plans designed by Marcellus PMS for their clients. Generally, every portfolio management solution company ask for a minimum amount of Rs. 25 lakh for making the investment.

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

The table given above is providing the entire details about the Marcellus PMS investment plans. It has all ranges of investment plans for the customers.

The Bronze investment plan ranges from Rs. 25 lakh to Rs. 50 lakh. The Silver investment plan ranges between Rs. 50 lakh to Rs. 1 Crore.

The Gold investment plan normally ranges between Rs. 1 Cr. to Rs. 5 Cr. And Platinum investment plan includes more than Rs. 5 Cr. of the investment plan.

Since the broking company has designed all kinds of investment plans, it has also designed various commission models for the betterment of the investors. High level of investment portfolio approaches to soothing services as well as low commission charges.


Marcellus PMS Fee Structure or Commission Slabs

The table chart provided below is showing the details about the commission model designed by the PMS house.

Commission / Fees Structure
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

The commission model or fees structure of Marcellus PMS house is categorised in 3 parts.


Marcellus PMS Prepaid Commission

In this commission model, commission or management charges are levied in advance, right before the real tenure of the investment begins. Since it is a prepaid commission model, the commission charges levied are comparatively lower than other types of commission models.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.35% of Investment
Investment  – 50L – 1 Cr.1.25% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.85% of Investment

The Prepaid Commission model of Marcellus PMS company is wholly dependent on the investment portfolio.

If the investment value ranges from Rs. 25 lakh to Rs. 50 lakh, the commission charges will be around 1.3% of the total investment amount. With the investment portfolio of Rs. 50 lakh to Rs. 1 Cr., the commission charges will be 1.25% of the total investment amount.

With high investment amount ranging from Rs. 1 Cr. to Rs. 5 Cr., the commission fees will be up to 1.05% of the total investment amount. If it is more than Rs. 5 Cr, the commission charges to be paid are 0.85% of the total investment amount.


Marcellus PMS Volume% Commission

This type of commission model or fees structure has a total dependency on the entire transactions done through the portfolio manager.

The volume% commission model is also dependent on the situation of the market and other such aspects of the investment portfolio as well.

This model is designed with high commission payout in comparison to other fees structures.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.135% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.125% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.085% of Total Transaction Volume

The commission model totally depends on the fund or portfolio manager’s loyalty and market status as well.

If the transaction amount on a yearly basis is Rs. 25 lakh to Rs. 50 lakh then 135% of the total transaction amount is to be paid. And the yearly transaction volume is Rs. 50 lakh to Rs. 1 Cr., the commission charges will be around 0.125% of the total transaction volume.

With high transaction amount like Rs. 1 Cr to Rs. 5 Cr. then the commission fees is 0.105% of the total transaction volume. For over Rs. 5 Cr, the commission charges will be 0.085% of the total transaction amount.


Marcellus PMS Profit Sharing% Commission

The profit sharing % commission model is actually the most convenient model provide huge satisfaction to the clients. In this model, management charges or commission charges are to be paid once the profit amount is realized. Clients with profit sharing % model normally realise high-profit percentage and low risk.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.5% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L18.5% of Profit
Profit Amount – 50L Plus16.5% of Profit

Most of the clients go for profit sharing % commission model. As it is greatly dependent on the investment portfolio performance.

Normally, this commission model is provided to only those investors who are with the PMS house for around 3 years and high investment portfolio clients are also welcomed for this commission model.

With the investment portfolio containing profit value of Rs. 2.5L-Rs.5L, the commission charges are 22.5% of the total profit amount. If the portfolio with profit amount of Rs.5 lakh to Rs. 10 lakh, the commission charges will be 21.5% of the total profit amount.

With huge investment portfolio with a profit value Rs. 10 lakh to Rs. 50 lakh, the commission charges will be 18.5% of the total profit amount. If the profit amount is over Rs. 50 lakh plus, the commission charges will be around 16.5% of the total profit amount.

All the types of commission models given above are customized as per the client’s requirements. With management charges or commission charges, there are several other charges levied by the PMS house such as- custodian charges, upfront fees, depository charges, brokerage charges and exit load charges as well.


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Marcellus PMS Charges

The table given below is acknowledging regarding the charges levied by the Marcellus portfolio management service.

Charges
Management FeesAs per commission model
Upfront Fees0.75% – 1.25% of Asset Value
Brokerage Charges0.007% – 0.011% of Total Transaction Value
Custodian Charges0.17% – 0.27% of Asset Value
Depository Charges0.10% – 0.18% of Asset Value
Exit Load – within 12 months0.7% – 1.0% of Withdrawal Value
Exit Load – post 12 monthsFree

The list of various charges levied by the broking house is given below-

  • Management Fees- The management charges are normally charged from the investors on the basis of their chosen commission model.
  • Upfront Fees- Usually, upfront fees are also levied from all the existing clients of the company. Such kind of charges is like prepaid charges. Upfront charges normally charged between the range of 0.74% to 1.25% of the total asset value.
  • Brokerage Charges- The PMS house normally levy brokerage charges also. This kind of commission amount is normal range from 0.007% to 0.11% of the total transaction value.
  • Custodian Charges- The PMS group also ask for custodian charges from its investors. The custodian charges range from 0.17% to 0.27% of the total asset value.
  • Depository Charges- Depository charges normally charged between the range of 0.10% to 0.18% of the total asset value.
  • Exit Load Charges- Exit load charges normally depends upon the duration of withdrawal and the total no. of transactions made on the time of withdrawal. For instance, if the amount is withdrawn within 12 months then the charges levied by the company will be 0.7% to 1.0% of the total withdrawal value. Normally, if the investment amount is withdrawn post 1 year then no charges will be levied by the company.

Marcellus PMS Benefits

The table chart given below is providing detailed information regarding the Marcellus PMS benefits.

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

There are some effective benefits associated with the portfolio management service providing company.

  • The broking house normally offers a convenient top-up facility to all of its existing clients for huge satisfaction.
  • Back office login support is also provided to all the customers so they can get detailed information and reports regarding their investment portfolio anytime.
  • The company is also great at offering Email update and SMS update facility to each and every client so that they can get all types of updates regarding their transactions happening for an investment portfolio.
  • The PMS house also offers a huge level of flexibility to all the existing customers. Like the company has designed flexible commission models as well as investment plans of all ranges.
  • The broking house is a very good PMS player, it is also holding massive experience in the same.

Marcellus PMS Customer Care

Find the entire details regarding the customer care model of the Marcellus Portfolio Management Service in the table given below.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
WhatsApp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 2 to 4 Times a month
Issue Resolving TAT13 working days

The Marcellus PMS house usually provides good Customer support to all the existing clients. It allows users to directly call their portfolio manager in order to resolve any type of issues. The SMS update as well as Email update facility is also provided to all its clients for their huge satisfaction and convenience.

Marcellus PMS provide good relationship management support to all of its clients. Investors with a huge investment portfolio can call to their portfolio manager at least 2-4 times a month. And the investors with a minimum investment portfolio can call to their fund manager at least 2 times in a month.

The issue resolving TAT for Marcellus PMS group is a maximum of 13 working days.


Marcellus PMS Conclusion

The Marcellus PMS company is greatly popular and well- established PMS solution providing company. The company has customised a wide range of philosophies and approaches that have provided extremely healthy results to all of its clients.

Their highly flexible commission models, as well as investment plans, provide good convenience and satisfaction to all of its clients. The services and support system is also very useful and supportive to all the clients.

If you have an interest in coming up with the best and top-notch PMS solution providing company, go for Marcellus PMS house for better results.


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Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


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