We provide time-tested wealth generation for everyone
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We provide time-tested wealth generation for everyone
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 –
Our quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define our investible universe.
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.
Our experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats.
AUM
Investors
Average AUM
Each company in our portfolio goes through a rigorous and uncompromising filter before they are selected in our investment basket.
Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.
Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.
Small-cap strategy that invests in companies with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages.
Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.
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Over the years we've authored several books that reflect our thinking
Recent release
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.
Short Reads
A couple of years ago we published a book called “The Victory Project: Six Steps to Peak Potential in which we discussed, amongst other things, steps that all of us can take to improve our ability to focus, to concentrate and to be super-productive. Now Nandan Nilekani and Tanuj Bhojwani have written an entertaining book […]
The previous piece segues into this piece. Coming from the editor of Science, the most authoritative of scientific journals, this is a timely warning for many of us (including the team at Marcellus) not to get carried away by overhyped technologies. Whilst Holden Thorp focuses on Elizabeth Holmes, the now convicted CEO of Theranos (the […]
In this day and age of unrelenting hype around cryptocurrency, it is easy to lose sight of some basic facts. In this opinion piece in the Indian Express, Yogesh Gupta, formerly of the CBI and the Enforcement Directorate, reminds us of a coupe of straightforward facts around cryptocurrency.Firstly, by no stretch of the imagination is […]
Long Reads
Vladimir Putin is going eyeball-to-eyeball with America and Western Europe in Ukraine and this article in Atlantic explains why countries China (and therefore countries neighbouring China) are looking at the situation with a lot of interest. Why? Because it will give them a measure of whether the Americans and the Europeans have it in them […]
You might want to have a strong drink before you read this hard hitting piece in The Guardian. This long read comes from Dr Simukai Chigudu, a Zimbabwean academic in Oxford University. It talks about the world from the perspective of an affluent black Zimbabwean but this piece is just as relevant for Indians struggling […]
If you are investing in tech companies you should read “The Platform Delusion”. You might disagree with some of the arguments made in the book but you will also find that the core proposition of the book – that the competitive position of the FAANG stocks (and companies similar to them elsewhere in the world) […]
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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