Marcellus PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Dec 02, 2022
Marcellus PMS is the best and most 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 Marcellus Portfolio Management Service.
Marcellus PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Marcellus Portfolio Management Services –
|Marcellus PMS Ratings|
|Returns Performance||3.2 / 5|
|Services||3.2 / 5|
|Charges||3.3 / 5|
|Experience||3.0 / 5|
|Strategies||3.1 / 5|
|Client Support||3.3 / 5|
|Overall Ratings||3.2 / 5|
Overview of Marcellus Portfolio Management Services
Find a detailed overview of the Marcellus PMS providing a group in the table chart given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2017|
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 the Marcellus PMS company’s review, charges, returns and more.
Invest in Marcellus PMS – Fill up the form Now!
Types of Marcellus PMS
The table chart given below is detailing the types of Marcellus Portfolio Management Service.
|Types of PMS|
The Marcellus broking company is good at offering both types of PMS services namely, Discretionary and Non- Discretionary portfolio management services.
The discretionary PMS type is opted for by clients who want to enjoy the investment tenure freely. In this case, the whole investment portfolio and its transactions are managed by the portfolio or fund managers.
As with the 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|
|AUM (in Cr.)||Approx 1,000 Cr.|
|Number of Clients||30+|
|Investment Tenure||Minimum 4 yr.|
Normally, the fund managers of Marcellus PMS Pvt Ltd hold 1,000 Cr. of AUM and also manage 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 that is a minimum of 4 yr.
Rakshit Ranjan (Fund Manager)
This fund manager holds prior experience from Lloyds bank and Ambit Capital. He spent 7 years working for UK Equities where he earned the rank of Top 3 UK Insurance Analysts. Post that, he successfully led Ambit Capital to grow into one of India’s top performing Equity Products in the year 2018.
In context with their educational experience, Mr. Rakshit Ranjan has a B. Tech from IIT (Delhi) and is a CFA charter folder.
Ashvin Shetty (Fund Manager)
Speaking in context with the experience this fund manager holds, MR. Ashvin Shetty has acquired 11 years of equity research experience. He managed to bang the award of Starmine Analyst in 2013 and 2016, while his years of service in Ambit Capital.
The stocks he picked were the reason for the award he earned, which portrays the skills of this manager.
Saurabh Mukherjea (CIO)
Mr Saurabh Mujherjea who is the Chief Investment Officer was Previously the SEO of Ambit Capital. This star wealth manager was the greatest contributor to Ambit. He achieved the target of $800mn advisory assets.
Before Ambit, he has another key role or contribution, when he founded Clear Capital, the small-cap equity research firm which was based in London. He, along with the co-founders sold this firm later on in the year 2018.
He is the author of three books and holds the educational qualifications of a CFA charter holder with a BSc in Economics, and an MSc in Economics.
Know Fund Managers of Other Portfolio Management Service Companies
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|Trustline Holding PMS||Motilal Oswal PMS||Aditya Birla PMS|
Marcellus PMS Strategies
The table given below is providing the details related to Marcellus Portfolio Management Service Strategies.
|Marcellus – Consistent Compounders||MULTI CAP|
|Marcellus – Kings of Capital||THEMATIC|
|Marcellus – Little Champs||SMALL CAP|
|Marcellus – Rising Giants Portfolio||MIDCAP|
As per the table given above, the Marcellus PMS house has various types of effective PMS strategies. They usually make use of the Small-cap strategy and the Multi cap strategy. All of the investment philosophies are greatly available with the company.
Marcellus – Consistent Compounders
In this strategy of investment, firms possessing high pricing power are chosen.
This leads to a major gap between the return on capital employed and the cost of equity. The holding period varies from 8 to 10 years; the time frame to yield healthy returns. Speaking of the objective, heavily moated companies are chosen which consist of the potential of healthy earnings growth along long time intervals.
Marcellus – Kings of Capital
King of Capital, there is a strong perspective behind the idea and the ideation of this strategy. Through this strategy, the entity brings 10 to 14 different stocks of financial companies like Banks, NBFCs, insurance companies, etc., to form a portfolio.
Marcellus applies a three tenets framework for selecting the stocks for these portfolios, and the same goes for King of Capital.
Marcellus – Little Champs
The strategy fetches returns through investment in small-cap companies. Companies which are chosen for investment are taken into account on grounds of corporate governance and capital allocation track record.
The upper hand of investment goes to the company with a strong sustainable competitive advantage, on account of a brand built, business verticals and strategic assets.
The investment process consists of 2 steps, where the first one is inclined towards analysis done based on 12 accounting ratios. The final pecking order is provided to companies after the classification of 12 ratios individually and then cumulated across parameters.
Marcellus – Rising Giants Portfolio
The stocks for this portfolio are picked from mid-sized companies with the ability to create wealth. Marcellus brings high-potential mid-sized stocks into one portfolio and offers high returns to investors.
These stocks belong to different segments and are chosen after consideration into the important aspects that will impact their long-term growth for the investors.
Marcellus PMS Returns / Performance
The table given below is providing the details regarding the returns of Marcellus Portfolio Management Services.
|Strategy||Marcellus – Consistent Compounders||Marcellus – Kings of Capital||Marcellus – Little Champs||Marcellus – Rising Giants Portfolio|
|Category||MULTI CAP||THEMATIC||SMALL CAP||MIDCAP|
|Inception Year||Dec 2018||Jul 2020||Aug 2019||Dec 2021|
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 robust return rate makes the Marcellus PMS company one of the most convenient and favourable PMS solution-providing companies across the country.
Know the Returns of other PMS Brands
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|T Ram Financial PMS||Trust Investment PMS||Val Q Investment PMS|
|Tamohara Investment PMS||Tulsian PMS||Valuequest Investment PMS|
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.50 lakh for investing.
|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 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 of the commission model designed by the PMS house.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The commission model or fee structure of Marcellus PMS house is categorized into 3 parts.
Marcellus PMS Fixed Fees Model
In this fixed fees model, commission or management charges are levied in advance, right before the real tenure of the investment begins.
|Fixed Fees Model (Yearly)|
|Investment – 50L +||2% of Investment|
The Fixed Fees Commission model of Marcellus PMS company is independent of the investment portfolio.
Irrespective of the Investment amount (minimum investment of Rs.50 Lakh), the PMS company charges a flat 2% commission. Even if your investment is more than 50 lakh, the commission remains the same.
Although, this commission is negotiable if the investment amount exceeds a certain threshold.
Marcellus PMS Profit Sharing% Commission
The profit sharing % commission model is the most convenient and provides 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 a profit-sharing % model normally realise a high-profit percentage and low risk.
|Profit Sharing% Commission (Yearly)|
|Investment Amount – 50L +||20% of Profit|
Most of the clients go for the 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 welcome for this commission model.
Marcellus PMS Profit Sharing Commission is also a fixed model where the company charges a flat 20% profit sharing from their clients.
Marcellus PMS Hybrid Commission Model
This model is a hybrid of the Profit sharing commission model & Fixed Fees Commission model.
|Hybrid Commission (Yearly)|
|Investment Amount – 50L +||1% Fixed Fees & 15% Profit Sharing|
This model is a middle way for clients who don’t want to shell out too much from their profit & don’t want to pay high upfront commission.
In this structure, the client will have to give about 15% of the profit as a commission to the PMS house along with 1% fixed fees.
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.
Know Charges models of other Portfolio Management Service Providers
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|Ventura Securities PMS||Wealth Managers PMS||Zenmoney PMS|
Marcellus PMS Charges
The table given below is acknowledging the charges levied by the Marcellus portfolio management service.
|Management Fees||As per the commission model|
|Upfront Fees||0.75% – 1.25% of Asset Value|
|Brokerage Charges||0.007% – 0.011% of Total Transaction Value|
|Custodian Charges||0.17% – 0.27% of Asset Value|
|Depository Charges||0.10% – 0.18% of Asset Value|
|Exit Load – within 12 months||Free|
|Exit Load – post 12 months||Free|
The list of various charges levied by the broking house is given below-
- Management Fees- The management charges are normally charged by the investors based on 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 are 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 normally ranges 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 are normally charged between the range of 0.10% to 0.18% of the total asset value.
- Exit Load Charges- The PMS house doesn’t charge any Exit Load fees.
Marcellus PMS Benefits
The table chart given below is providing detailed information regarding the Marcellus PMS benefits.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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 updates and SMS update facilities to 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. 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.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 2 to 4 Times a month|
|Issue Resolving TAT||13 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 to resolve any type of issue. 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 their portfolio manager at least 2-4 times a month. And investors with a minimum investment portfolio can call their fund manager at least 2 times 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 a 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 systems are 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.
Marcellus PMS FAQs
Ques – How can I invest with Marcellus?
Answer – To invest in Marcellus PMS, the procedure is absolutely easy and hassle-free. Once you open our site, you will find an Invest In Marcellus PMS fill-up form. You fill in the mandatory details such as your name, mobile number and city and select the essential service and click on submit. This way you will be led to the further steps of investment.
Ques – Who is the current fund manager of Marcellus PMS?
Answer – The current fund manager of Marcellus PMS is Mr. Rakshit Ranjan. He is an exceptional manager, with almost 15 years of experience and more than 30 clients under him. He has received the qualification of a CFA, he holds almost 1,000 Cr. of AUM.
Ques – What is the approx AUM of Marcellus PMS?
Answer – The maximum AUM the Marcellus PMS Pvt limited holds is that 1,000 Cr. This is normally held by the fund manager which in this case is Mr Rakshit Ranjan, who also manages a portfolio of about 30 clients.
Ques – Where can I check the return or performance of Marcellus PMS?
Answer – The returns and performance of Marcellus PMS, are present right in the article present on our website. For the convenience of our customers,s we present the entire facts and figures in a tabular form. Marcellus is known for having an excellent Portfolio Management service and has beaten around more than 10 years of mutual fund returns.
Ques – What are the different strategies used by Marcellus PMS?
Answer – The article provides the various strategies that Marcellus incorporates within the form of a table. As per the table given above, the Marcellus PMS house has various types of effective PMS strategies. They usually make use of little champs, the Small-cap strategy and Consistent Compounders, the Multi cap strategy. All of the investment philosophies are greatly available with the company.
Ques – Where to find the fee structure and commission rate of Marcellus PMS?
Answer – The data regarding all the details of Marcellus PMS is present in the article. We have detailed you with all the important heads and done so in the form of tables and charts. Therefore to find the fee structure and commission rate of Marcellus PMS, you just have to locate the head under which the details are provided.
Ques – How to call or reach Marcellus PMS customer care?
Answer – Marcellus PMS provides one with customer service support. You have a section in the article, that provides you with the details, i.e. the numbers or ways to avail of these services. They provide call support, email support, WhatsApp and also relationship manager support.
Ques – What are the benefits of investing with Marcellus?
Answer – Marcellus PMS is one of the most popular and well-established PMS solution-providing companies. It has also customized a huge range of philosophies and successful approaches. The results have been highly beneficial to their clients. The commission model is extremely flexible and has great investment plans. Also,o the services provided here, are highly supportive. Therefore your investment will surely bore you great satisfaction.
Ques – What are the different charges involved with Marcellus PMS?
Answer – There are various charges involved in the Marcellus PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depositary charges, and Exit load within 12 months.
Ques – Where can I find all the details about Marcellus PMS?
Answer – All the details regarding the Marcellus portfolio management services are provided within the article. To make the work feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require easily within the article range.
Invest in Marcellus PMS – Fill up the form Now!
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