About Company
Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers was founded in 2018 with their main objective of impacting the Indian economy’s effective capital allocation. We plan to accomplish this by directing household savings into high-quality Indian enterprises with a long history of sound governance and capital allocation. Our portfolio management strategy not only strives to provide healthy returns to our investors but also to do so by assuming relatively moderate risks. Marcellus’ core investment management team has been together for 15 years, and their experiences and lessons learned throughout that time have shaped the company’s investment philosophy. SEBI has granted Marcellus permission to provide Portfolio Management Services (PMS, SEBI registration number INP000006183) and Investment Advisory (IA) services. The Marcellus Consistent Compounders are our flagship investment product. Services for Portfolio Management (CCP). CCP’s investing approach aims to put money into a small number of substantially moated companies that can generate robust earnings compounding over long periods of time with little volatility. The PMS offers enticing performance-based fee choices that align our interests with the investors. It also boasts one of the most cost-effective cost structures in the PMS market, with no entrance, lock-in, or exit loads.
MARCELLUS CURATION-I
Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Marcellus Investment Managers Private Limited |
| Strategy Name | Equity |
| Product Name | Equity |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 04/03/2024 |
| Age | 2.3 Years |
| AUM (CR) | ₹147.92 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
To preserve the purchasing power of the Investment Portfolio whilst providing sustainable returns over long periods of time.
Fund Philosophy
Capital Purchasing Power Preservation
The core objective of the strategy is protecting investor capital against long-term inflationary erosion. Assets are strictly selected based on their capacity to pass on rising input costs to consumers, ensuring true wealth preservation over time.
Forensic Accounting Screening
The strategy applies exhaustive forensic accounting data screens across a multi-year window to filter out companies with weak governance or manipulated books. The fund prioritizes clean accounting frameworks to protect the portfolio from structural corporate disasters.
High Barriers to Entry
The investment team targets clean franchises that possess dominant, near-monopolistic structural barriers within their respective industries. These wide business moats safeguard long-term corporate profitability and discourage aggressive pricing wars from market competitors.
Superior Capital Allocation Track Record
Firms selected for investment must show a multi-year history of generating superior returns on capital that outpace their cost of capital. The framework filters for management teams that prudently reinvest free cash flows into high-return core operations.
Coffee Can Low-Churn Compounding
The strategy embraces a low-churn, long-term buy-and-hold framework inspired by traditional "Coffee Can" principles. By ignoring short-term quarterly stock market noise, the portfolio permits high-conviction structural compounders the necessary multi-year runway to maximize returns.
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Marcellus Curation-I
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Marcellus Investment Managers Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹153.67 | 3.92 | 18.68 | -1.54 | -7.77 | -1.08 | NA | NA | NA | 4.36 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | NA | NA | NA | 5.89 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Saurabh Mukherjea
Saurabh Mukherjea is the Founder and Chief Investment Officer (CIO) of Marcellus Investment Managers with over 20 years of experience in equity markets. Before founding Marcellus, he served as the CEO of Ambit Capital, where he built one of India's leading institutional advisory businesses. He is a CFA charterholder, an FRSA, and an alumnus of the London School of Economics and Political Science.
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To invest within the Marcellus Curation-I equity platform, investors are required to deploy a minimum financial commitment of ₹50,00,000 (INR 50 Lakhs), following standard SEBI regulatory baselines for Indian Portfolio Management Services.
The underlying returns, portfolio risk metrics, and alpha generation history of the Marcellus Curation-I strategy are evaluated directly against the comprehensive BSE 500 TRI (Total Returns Index).
The explicit objective of the Marcellus Curation-I strategy is to consistently safeguard the long-term purchasing power of the underlying investment portfolio while securing highly sustainable, compounding equity returns over long horizons.
The fund manager implements strict proprietary forensic accounting filters that score historical corporate financial metrics, eliminating poorly governed or low-transparency companies from the eligible Marcellus Curation-I stock selection pool.
With a formal corporate market inception date recorded on March 4, 2024, the Marcellus Curation-I strategy commands an established public market operational history of approximately 2.3 years.
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