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Editor's Picks

NEWSLETTER

Marcellus' Portfolio Updates & Insights - January 2026

                             marcellus.in  From Our CIO’s Desk How Four Mega-Reforms by the Indian Government and the RBI Dismantled the Barriers to International Capital. RBI data reveals a staggering 58% surge in capital outflows from India over the past 5 years. This shift underscores a critical imperative: the necessity of investing in dollar-denominated assets. This is particularly […]


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NEWSLETTER

Volatility underscores diversification benefits

Since inception 15 months ago, Marcellus Multi-Asset PMS (MAP-Balanced) has outperformed its benchmark by 2.44% points and Nifty 500 TSR Index by 4.57% points (annualised, net of fees and expenses). At that time, Indian equities had run up significantly and seemed overvalued when macro growth had slowed, the earnings cycle had already peaked and risk […]


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BLOG

How Can you Profit from India’s Luxury Boom?

With the number of Indians earning more than Rs 1 crore per annum up 6x in the past decade and with the nation accounting for more than 10% of the world’s billionaires (3x the country’s share of world GDP), we are the midst of a boom in ultra-luxury spending in India. The companies benefiting from […]


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