Multi Asset PMS

Key features

• Actively managed PMS
• Available in three different risk profiles – Conservative, Balanced and Aggressive- suited to individual willingness to take risk and maximize certainty of achieving major financial goals.
• Suitable for holistic investment planning and long-term investors saving towards financial goals.
• Dynamic allocations towards large, mid and small cap and across investment styles basis valuation and momentum signals.
• No conflict of interest; investments made in Direct MF, ETF, REITs, Invits, NCDs and exchange traded securities
• Fund Selection based on consistency of past performance and expense ratio.
• Systematic withdrawal strategy to minimize short fall risks from market drawdowns.

Fee Structure

Marcellus Fee: 0.50% Fixed Fee per annum (charged quarterly on average daily AUM)

Performance

Performance as on 30^th April 2025 (figures in %)

*Marcellus Performance Data shown is net of fixed fees and expenses charged till December 31st (last quarter) and is net of Performance fees charged for client accounts, whose account anniversary / performance calculation date falls up to the last date of this performance period; since inception returns are annualized; other Investment returns are absolute. The calculation or presentation of performance results in this publication has NOT been approved or reviewed by the US SEC, SEBI or any other regulatory authority.

For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu, Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure.