Performance data shown is net of fixed fees and expenses charged till December 31, 2022 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, performances fees are charged on cumulative gains at the third anniversary, of the respective client account, the effect of the same has been incorporated for client accounts whose third account anniversary falls upto the last date of this performance period. Performance data is not verified either by Securities and Exchange Board of India or U.S. Securities and Exchange Commission.

Inception Date & Benchmark:

Consistent Compounders Portfolio: Inception: 1st Dec,2018 Benchmark: Nifty 50 TRI

Little Champs Portfolio: Inception:28th Aug,2019 Benchmark: S&P BSE Small Cap TRI

Kings of Capital Portfolio: Inception:28th July ,2020 Benchmark: Bank Nifty 50 TRI

Rising Giants Portfolio: Inception:27th Dec ,2021 Benchmark: BSE 500 TRI

Please find below links to our latest newsletters and presentations:

Product Presentation https://marcellus.in/wp-content/uploads/2023/03/CCP_ProductPPT_REGULAR_June23_v2.pdf  https://marcellus.in/wp-content/uploads/2023/03/Marcellus-KCP-Product-Regular.pdf  https://marcellus.in/wp-content/uploads/2023/03/Marcellus_Little_Champs_presentation_Regular-.pdf  https://marcellus.in/wp-content/uploads/2023/03/Marcellus_Little_Champs_presentation_June-2023_Final_Regular.pdf 
Newsletter https://marcellus.in/newsletter/consistent-compounders/  https://marcellus.in/newsletter/kings-of-capital/  https://marcellus.in/newsletter/rising-giant/  https://marcellus.in/newsletter/little-champs/ 
STP FAQ https://marcellus.helpscoutdocs.com/article/96-stp 
SIP FAQ https://marcellus.helpscoutdocs.com/article/100-systematic-investment-plan-sip-faqs 


**For product/sales related queries please write to sales@marcellus.in**

Note: the above material is neither investment research, nor investment advice. Marcellus does not seek payment for or business from this material/email in any shape or form. Marcellus Investment Managers Private Limited (“Marcellus”) is regulated by the Securities and Exchange Board of India (“SEBI”) as a provider of Portfolio Management Services. Marcellus is also a US Securities & Exchange Commission (“US SEC”) registered Investment Advisor. No content of this publication including the performance related information is verified by SEBI or US SEC. If any recipient or reader of this material is based outside India and USA, please note that Marcellus may not be regulated in such jurisdiction and this material is not a solicitation to use Marcellus’s services. This communication is confidential and privileged and is directed to and for the use of the addressee only. The recipient, if not the addressee, should not use this material if erroneously received, and access and use of this material in any manner by anyone other than the addressee is unauthorized. If you are not the intended recipient, please notify the sender by return email and immediately destroy all copies of this message and any attachments and delete it from your computer system, permanently. No liability whatsoever is assumed by Marcellus as a result of the recipient or any other person relying upon the opinion unless otherwise agreed in writing. The recipient acknowledges that Marcellus may be unable to exercise control or ensure or guarantee the integrity of the text of the material/email message and the text is not warranted as to its completeness and accuracy. The material, names and branding of the investment style do not provide any impression or a claim that these products/strategies achieve the respective objectives. Further, past performance is not indicative of future results. Marcellus and/or its associates, the authors of this material (including their relatives) may have financial interest by way of investments in the companies covered in this material. Marcellus does not receive compensation from the companies for their coverage in this material. Marcellus does not provide any market making service to any company covered in this material. In the past 12 months, Marcellus and its associates have never i) managed or co-managed any public offering of securities; ii) have not offered investment banking or merchant banking or brokerage services; or iii) have received any compensation or other benefits from the company or third party in connection with this coverage. Authors of this material have never served the companies in a capacity of a director, officer or an employee.

This material may contain confidential or proprietary information and user shall take prior written consent from Marcellus before any reproduction in any form.

2024 © | All rights reserved.

Privacy Policy | Terms and Conditions