Marcellus Investment Managers
- Company typePrivate
- Founded2018
- HeadquartersMumbai, India
- Headcount11–50
- GTM typeB2C
- OfferingServices
Marcellus Investment Managers firmographics
Firmographics- Name
- Marcellus Investment Managers
- Legal name
- Marcellus Investment Managers Private Limited
- Website
- https://marcellus.in
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Marcellus Investment Managers industry classification
Industry- Product category
- Portfolio Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
- akta.pro secondary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where Marcellus Investment Managers is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices2 records
Markets served
Marcellus Investment Managers business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Portfolio Management Services (PMS) Fees: Marcellus generates revenue through portfolio management fees charged to clients for managing their investment portfolios. The firm offers multiple PMS strategies including Consistent Compounders, Rising Giants, Little Champs, Kings of Capital, MeritorQ, Curation Portfolio, and Global Compounders PMS. Total expense ratio for Global Equities Fund is 2% per annum with exit load of 2% for redemptions before 24 months.
- Advisory Services Fees: The firm offers portfolio advisory services through Smallcase (MeritorQ Advisory) with Aggressive, Balanced, and Conservative Allocation smallcases, generating advisory fees for investment recommendations.
- Global Equities Fund Management: The firm launched the Marcellus Global Equities Fund through GIFT City (regulated by IFSCA), offering Indian investors access to global equities with a minimum investment of $5,000, generating management fees from this retail investment scheme.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Global Equities Fund - Retail |
| Subscription | Annual | Portfolio Management Services (PMS) |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
Marcellus Investment Managers product offering
Product offeringCore offering
Marcellus Investment Managers is an Indian Portfolio Management Services (PMS) firm that provides discretionary equity portfolio management to high net-worth individuals and affluent investors through multiple quality-focused strategies across Indian and global equities. The firm manages ₹9,511 Cr in assets across 7,993 investors and also offers rules-based investment advisory through Smallcase (MeritorQ Advisory), asset allocation services, and a GIFT City-based retail Global Equities Fund.
Product overview
Marcellus Investment Managers is a Portfolio Management Services (PMS) company offering a comprehensive suite of investment products across Indian and global equities. The product lineup centers on quality-focused equity strategies including flagship offerings like Consistent Compounders PMS (focused on clean accounts and high barriers to entry), Rising Giants PMS (small-mid caps), Little Champs PMS (small caps), Kings of Capital PMS (financials sector), and MeritorQ PMS (rules-based quantitative approach). For global exposure, the firm offers Global Compounders PMS and the recently launched Global Equities Fund retail scheme via GIFT City. Additional services include Multi Asset PMS, Asset Allocation Services, and MeritorQ Advisory through Smallcase. The company also distributes research through multiple newsletters (Consistent Compounders, Kings Of Capital, Little Champs, Rising Giants, Marcellus Erudite, Global Compounders) and educational content including books on investing philosophy.
Differentiator
Problem solved
Functional benefit
Products and services
- Consistent Compounders PMS
Quantifiable outcome
- Global Compounders Portfolio delivered approximately 23% CAGR since inception in October 2022
- +2 more outcomes
Companies that use Marcellus Investment Managers
Customer profileSegments3 records
Ideal customer profiles3 records
Marcellus Investment Managers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Marcellus Investment Managers partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Sebi (Securities and Exchange Board of India)coreMarcellus received Sebi's in-principle approval in November 2024 to launch a new asset management company, with plans to invest initial ₹80 crore plus ₹20 crore after regulatory clearance. This marks the firm's expansion from PMS into the ₹81 lakh crore mutual fund industry.
- IFSCA (International Financial Services Centres Authority)coreMarcellus Investment Managers Private Limited (IFSC Branch) is registered as a Fund Management Entity ('FME') Retail with IFSCA (Registration number: IFSCA/FME/III/2022-23/037) for rendering Investment Management Services through GIFT City.
- NSDL/CDSL (Depositories)coreFor investment in listed securities, investors are required to open demat accounts in their own name, facilitated through India's depositories ecosystem (NSDL and CDSL).
Scale indicators7 records
Recent moves9 records
Expansion highlights6 records
Marcellus Investment Managers competitors and assessment
Company assessmentDirect peers
- White Oak Capital Management: Bengaluru-based PMS firm founded by Prashant Khemka with a quality-compounding investment philosophy targeting HNW clients. Closely comparable to Marcellus in product structure (multiple PMS strategies), client focus, and quality-at-reasonable-price investment style.
- ASK Investment Managers: One of India's largest standalone Portfolio Management Services (PMS) firms, offering discretionary equity and debt strategies to HNW clients. Directly comparable to Marcellus in business model, target segment, and SEBI-registered PMS product suite.
- Alchemy Capital Management: Mumbai-based PMS and AIF provider offering discretionary equity and long-short strategies to HNWIs. Comparable mid-sized Indian PMS competitor with similar target client segment.
- ValueQuest Investment Advisors: Indian PMS and AIF firm focused on small-cap and emerging businesses with a fundamental research-driven approach. Comparable as a SEBI-registered PMS targeting HNW clients with differentiated investment strategies.
- Abakkus Capital: Indian PMS/AIF manager offering multi-cap, small-cap, and sector strategies to HNWIs. Comparable as a competing discretionary portfolio manager in the Indian PMS market.
- PPFAS Mutual Fund: Indian AMC led by Parag Parikh with a similarly quality-and-value-focused investment philosophy and long-term compounding approach. Comparable for its investment ideology alignment and content-led brand building, though operating as a mutual fund rather than PMS.
- Motilal Oswal Wealth Management: Large Indian PMS and wealth management business with multi-strategy offerings including Buy Right, Next Trillion Dollar Opportunity, and Value strategies. Directly comparable as a multi-strategy PMS player serving HNWIs in India.
- IIFL Wealth Management: One of India's largest private wealth managers offering PMS, AIF, and structured products to UHNW and HNW clients. Comparable to Marcellus in serving affluent Indian investors with discretionary portfolio management, though at substantially larger scale.
Broad incumbents
- Kotak Mahindra Asset Management: One of India's largest mutual fund AMCs and a broader wealth management player. Relevant as the type of incumbent Marcellus will compete against once it enters the mutual fund space with Sebi approval.
- ICICI Prudential Asset Management: Top-tier Indian AMC and wealth platform with broad retail and institutional reach. Comparable as the incumbent mutual fund landscape that Marcellus will enter, providing benchmark scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Marcellus Investment Managers social profiles
Digital presenceMarcellus Investment Managers compliance and trust
Trust signalCompliance2 records
Marcellus Investment Managers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Marcellus Investment Managers leadership team
Management profileNumber of profiles
Profiles13 records
Marcellus Investment Managers funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Marcellus Investment Managers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Marcellus Investment Managers
What does Marcellus Investment Managers do?
Marcellus Investment Managers is an Indian Portfolio Management Services (PMS) firm that provides discretionary equity portfolio management to high net-worth individuals and affluent investors through multiple quality-focused strategies across Indian and global equities. The firm manages ₹9,511 Cr in assets across 7,993 investors and also offers rules-based investment advisory through Smallcase (MeritorQ Advisory), asset allocation services, and a GIFT City-based retail Global Equities Fund.
Is Marcellus Investment Managers a public or private company?
Marcellus Investment Managers is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Marcellus Investment Managers founded?
Marcellus Investment Managers was founded in 2018. It employs 11 to 50 people.
Where is Marcellus Investment Managers based?
Marcellus Investment Managers is headquartered in Mumbai, India, in the Asia region.
How does Marcellus Investment Managers make money?
Three revenue lines are on record. Portfolio Management Services (PMS) Fees are the primary driver. The others are advisory Services Fees and global Equities Fund Management.
Who are Marcellus Investment Managers's main competitors?
Direct peers on record are White Oak Capital Management, ASK Investment Managers, Alchemy Capital Management, ValueQuest Investment Advisors, Abakkus Capital, PPFAS Mutual Fund, Motilal Oswal Wealth Management and IIFL Wealth Management. Broad incumbents are Kotak Mahindra Asset Management and ICICI Prudential Asset Management.
Does Marcellus Investment Managers have an API?
No public API is recorded for Marcellus Investment Managers.
What industry is Marcellus Investment Managers in?
Marcellus Investment Managers's product category is Portfolio Management Services. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6282.