Switch Process

Clients can switch the partial or full amount from one portfolio to another. For example, if the client has 1 crore in CCP, he can switch 50 lakhs in KCP. In case of a partial switch, the client can place a switch request provided he fulfills the minimum investment amount requirement in both portfolios.

Please Note:

1-Applicable fees & other charges will be charged.

2-The minimum investment amount is 50 lakhs in all the strategies. For example, if the client has 1 crore in CCP, he can switch 50 lakhs in RG PMS & fund the balance amount.

3-Client can only switch from RI to NRO account. RI to NRE switch is not permissible.

4-To initiate the switch, please send a signed scan copy of the switch to clientsupport@marcellus.in. The form is attached here.