CRD: 317251
Marcellus Investment Managers Private Limited
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
About Marcellus Investment Managers Private Limited
Marcellus Investment Managers (founded 2018) is a SEBI-licensed investment manager offering Portfolio Management Services and investment advisory, focused on high-quality Indian companies with clean governance and strong capital allocation. Its flagship Consistent Compounders PMS runs a concentrated, moat-focused equity portfolio targeting long-term earnings compounding with lower volatility, with performance-based fee options and no entry/exit loads or lock-in. Serves retail and institutional investors.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Saurabh Prasanta Mukherjea
Chief Investment Officer, DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
Rakshit Kewal Ranjan
DIRECTOR, Founder
- CRD
- --
- Ownership
- 10% but less than 25%
Frontier element
Fusion radial
- CRD
- #72442
- Ownership
- 47.6%
Showing 2 of 7 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,367,419 | $128,944 |
| Non-Discretionary | $4,842,153 | $605,269 |
| Total | $315,209,572 | $130,522 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $275,376,125
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,264,247,647 | 34.6% |
| Cash | $2,389,647,286 | 65.4% |
| Total | $3,653,894,933 | 100.0% |