Guidance & Way forward on Marcellus CCP | PMS AIF WORLD

Speaker:
Pramod Gubbi, Co-founder & Sales Head, Marcellus IM
Host:
Kamal Manocha, Founder & CEO, PMS AIF WORLD
Date:
May 24th, 2024 @ 04:00 PM - 05:00 PM IST
While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past performance may or may not be sustained in the future.
PMS AIF WORLD (www.pmsaifworl...) is a performance-focused, analysis-driven, data-backed new-age investment services firm. We offer informed investing experience to our clients and provide the best quality investment products that are managed by experienced money managers. We select products with our proprietary 5-P analysis, that is across - people, philosophy, portfolio, performance, price. The objective of doing this analysis is to determine three important attributes about each investment product, i.e. quality, risk, and consistency. In short, we strive to deliver HIGH PERFORMANCE INVESTING.
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Risk Disclaimer:
Investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM), addendum issued from time to time, and other related documents carefully before investing. This video covers opinions as shared in a webinar, for general information & educational purpose and should not be construed as any kind of Advice or Recommendation. Past performance is not indicative of future returns.

[@gaurav.guptaz]

Very good question.! Many people got to know about PMS & AIF becoz of Marcellus and it’s sad to see they are unable to perform.

[@shivaramakrishnans4880]

Great interview. Very sharp and straight questions asked by Kamal and very nicely answered by Pramod. Treat to watch.

[@amolmande5835]

Their portfolios should be called consistent underperformers. Warren Buffett has rightly said When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. Both large and small investors should stick with low-cost index funds The biggest money, by most fund managers across the globe including India has not been made by great performance but it's been made by great promotion

[@gagansamant]

I was one of early investor in ccp.. but soon reliased the investment philosophy is not at all sustainable and exit the ccp in profit.. I honestly feel the Marcellus is all about marketing.. the actual measurement of any fund (be it pms or Mf) is return and Marcellus is underperforming in all its scheme.. so be careful

[@siddarthmohta8504]

Excellent questions. A very few host who ask sharp questions. Thank you

[@Infoshareindia]

You may give Marcellus a platform, ask them uncomfortable questions and like a politician, they admit some error of judgement but ultimately try to prove they are very knowledgeable and acting for the benefit of their investors. How long is long for them? Do not please give platform to them to entice new customers. Because by claiming they are changing their philosophy, they will generate new inquiries. They are worst stock pickers but are greatest psychological experts. They keep giving convenient data in their webinars 0:18 to keep their investors with them. They are masters of false narratives. Their performance is in the last decile of all the PMSes. They are doing much much worse than MFs. In LCP and RG, they have generated returns much below bank Fads! Pl do not give them platform again. The person responsible for the rise and debacle is Mr Saurabh. Master of narrative!

[@swapnilmahadule3998]

Sab ke sab ache politician ban skte hai. Kewords- non negotiable, tenet, uncertainty, bang, underlying characteristics.

[@sankarsreekumar4996]

Kamal bhai eating marcellus for dinner

[@Arihant997]

Kamalbhai asking Marcellus to eat their half cooked dinner.

[@chintandesai8398]

18% post fees is not worth investing in pms as even NPS or small cap mutual funds gives similar returns..NPS is reasonably low cost product with much less volatility..also small and midcap mutual funds have provided excellent returns...Marcellus need to be more value centric in their approach instead of buying quality at any price..I paid high fees with nil or negative returns in both CCP and RGP..however loved the association with marcellus , team is awesome but wished they made the changes much earlier...all the best !!

[@redmipurana7145]

Good videos by the host and always asking and demanding answers to tough questions from pms houses. But Need to tame Saurabh Mukherjee for his arrogance and rude ness when his flagship portfolio was not performing. It's better late than never but still what about the missed opportunity cost of those investors who missed the rally ? Host please invite Saurabh Mukherjee and demand some answers from him. I remember the last year video where Rakshit Ranjan was adamant on not accepting his mistakes and it turned uncomfortable for both. Still the host kept cool but Rakshit could not. And may be the reason this year they sent Pramod Gubbi to tackle the host

[@redmipurana7145]

Marcellus unable to perform bcz they are not agile as required by market broadness. They are selling Tape recorder Cassets in the age of Spotify/cloud music. If you listen to their Chief Investment Officer you will notice that he keeps on repeating same story eveywhere of 2 decade old stocks which became multibaggers but nowhere you will find him mentioning new growth engines of country which will be multibaggers of next 2 decades. That's where they lack they are too held on to past and rear view mirror instead of Looking into future.

[@AS-mc8sl]

If Marcellus really wants to course correct, they need to separate from their CIO, Saurabh Mukherjea. The man is just a salesman, given to voicing untruths and half truths to burnish his narrative. Unfortunately, he's also the prime mover of the place and, in that capacity, can force his broken buy-at-any-price ideas on the overall investment approach. Therefore, best to give this fund house a wide, wide berth...........

[@shrikantbapat9109]

Sir, I think little champs portfolio has underperformed the smallcap index In fact PMS need to be designed in such a way that it beats the benchmark, which lot of people often expect this from smallcap mutual fund. Any one please correct me if I'm wrong Moreover mutual funds are far more tax efficient compared to pms.

[@templogical3095]

Bapat you are investor in little champs? How much you lost?

[@shrikantbapat9109]

No I am not an investor in marcellus.

[@vikramchauhan1831]

I was an investor...Lost 10 lakhs.....They suddenly started buying selling every month..... crazy guys

[@templogical3095]

@@vikramchauhan1831 bhai buy simple index fund and flexi fund. Don't fall for PMS

[@templogical3095]

@@shrikantbapat9109 good

[@srinivasduvvuri6832]

The interviewer is not asking the basic question of underpermformance buy at any price strategy . Are they going to change it and do a course correction

[@templogical3095]

Kamal bhai 1- Marcellus 0

[@Singh_Arya24]

Govt needs to focus on demand side. Only supply side won't sail the economy much

[@hirendesai5724]

I absolutely love philosophy of Marcellus. Read all books written by Saurabh and colleagues. I had calls with their representatives on couple of occasions for potential investment. I was lucky not to ultimately NOT invest because they couldn't provide satisfactory answer to my questions on valuations of portfolio companies, beating around the bush talking about FCF growth being higher than profit growth etc. Will take a relook at their schemes if they have really changed on this aspect

[@nafasm]

I believe didn't miss a single video of Kamal sir, but this video i will skip..

[@Sheela9999]

Marcellus should refund fees along with penalty for loosing investor capital -- i invested 1 crore in RG and lost 30 lakhs in capital and 40 lakh returns = total 70 lakh fucked by marcellus -- they should be punished across all platforms by investor boycotting them

[@sizuumalik5134]

Khol ke leli bhai marcellus ki 😂😂

[@jayeshkhara1425]

Many negative views about marcellus in comment section.

[@sanjaykale6235]

Kharabhai...marcellus to khota nikla..to galiya to padegi na...samze

[@paragawaken]

Worst performing fund

[@Sheela9999]

Guys instead of marcellus ,go with bse small cap -- you will loose less and earn more