Marcellus Investment Managers offers investment advisory services for securities traded primarily on public markets in India and other selected public markets. Marcellus manages accounts for institutions, individuals, and entities such as pension plans, family offices, and wealthy individuals. Marcellus is a fee-only advisor and manages accounts on a discretionary basis, constructing portfolios based on client size, objectives, and risk tolerance, primarily including common stocks, preferred stocks, and other equity-linked securities. They may supplement positions in Indian equities with fixed income, money market/cash equivalents, or other securities.
Fee Structure
Marcellus Investment Managers charges a percentage of the value of your portfolio each year. The exact percentage depends on the specific investment strategy used. While fees are negotiable, you will generally pay no more than these annual rates:
- Consistent Compounders: 2.50%
- Kings of Capital: 2.50%
- Little Champs: 3.5%
- Liquid STP: 2.50%
- Marcellus Curation: 2.50%
- Rising Giants: 2.50%
- MeritorQ: 2.50%
- Multi Asset Balanced: 2.50%
- Multi Asset Conservative: 2.50%
- Multi Asset Aggressive: 2.50%
- Multi Asset Income: 2.50%
- Global Compounders: 2.50%