We provide time-tested wealth generation for everyone

At Marcellus, our purpose is to make wealth creation simple and accessible

We do this by being trustworthy and transparent capital allocators. Our philosophy at Marcellus has evolved from the ideas of Kirby and Thiel, which we have refined further.

Our investing approach has three pillars –

Clean Accounts

Our quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define our investible universe.

Capital Allocation

We look for companies with superior track record of capital allocation. We love companies that generate free cash flows and reinvest them in the business to fuel further growth.

Competitive Advantage

Our experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats.

AUM

₹ 9575 Cr

Investors

8391

Average AUM

₹ 1.14 Cr

We hold companies for long periods of time with little or no churn, which allows us to capture the magic of long-term compounding and deliver superior returns.

We don’t

Get swayed by short-term trends
Time the Market
Keep a watch on the tickers throughout the day
Make an exception to Marcellus 3C Filter
OUR APPROACH

Our investment criteria

Each company in our portfolio goes through a rigorous and uncompromising filter before they are selected in our investment basket.

OUR FUNDS

Invest with us

Consistent
Compounders

Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.

Rising
Giants

Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.

Little Champs

Small-cap strategy that invests in companies with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages.

Kings of Capital

Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.

NEWSLETTERS
The Maths, Science and Art of Investing in Equities

Equity investing can be a complex business. The variables at play are...

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BLOG
What they don’t tell you about high P/E stocks

P/E multiples are deceptively damaging for anyone seeking long term...

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VIDEOS
Why investors should focus on free cashflows

Prefer watching to reading? Check out our webinars and videos here

WATCH OUR VIDEOS
TEAM MARCELLUS

Meet our leadership team

BOOKS

Dive deeper into our philosophy

Over the years we've authored several books that reflect our thinking

Recent release

Diamonds in the Dust: Consistent compounding for extraordinary wealth creation

by Saurabh Mukherjea, Rakshit Ranjan, Salil Desai

There are three reasons why reading Marcellus’ latest book will help those who are interested in the stock market: (1) Our guru, Sir John Kay’s Foreword will help you appreciate the basics of sensible investing in five minutes flat. (2) Accounting fraud in India is widespread and complex and this book will help you understand the principles of fraud detection.

OUR BEST READS FOR THIS WEEK

Three longs and three shorts

Short Reads

Long Reads

FAQs

A Portfolio Management Service is a platform created especially for high net-worth individuals to provide customized solutions for their financial investment needs. Investment management solutions in a PMS can be provided in three ways – Discretionary Portfolio, Non-Discretionary Portfolio, Advisory Portfolio.

Portfolio Management Services are regulated by Securities and Exchange Board of India (SEBI) under PMS Regulations.

Yes. For investment in listed securities, an investor is required to open a new demat account in his/her own name.

The minimum ticket size applicable at the time of opening a new account, is the same as regulatory minimum of Rs. 50 lakhs.

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