Marcellus Investment Advisors

GIFT City regulator proposes lower PMS ticket size, opens door to retail funds

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GIFT City regulator proposes lower PMS ticket size, opens door to retail funds

The International Financial Services Authority (IFSCA), which regulates GIFT City, has proposed a reduction in the minimum ticket size for portfolio management services (PMS) from $150,000 to $75,000, or about ₹64 lakh at current exchange rates, according to a consultation paper released on Monday. This brings the minimum ticket size for PMS closer to the … Read more

From rulers to challengers: Marcellus CEO backs mid-sized firms in major investment pivot

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From rulers to challengers: Marcellus CEO backs mid-sized firms in major investment pivot

In a major move, Saurabh Mukherjea, founder and chief executive of Marcellus Investment Advisors, is shifting his investment strategy towards smaller ‘challenger’ companies. This marks a significant departure from his traditional focus on high return on capital employed (ROCE) firms, even at higher valuations, considering them as ‘consistent compounders’ and a relatively strong bet.  “Having … Read more