What is the account opening process for Marcellus PMS account?

  • For Resident Investors we would request you to visit https://marcellus.in/marcellus-forms/ and click on ‘Invest With Us’ to share Client Information Form [CIF].
  • If your Mobile number is linked to your Aadhaar, you will get a Digital Onboarding invite to fill in the CIF.
  • Once CIF is submitted basis your investment mode (Direct/ Partner) next journey will be followed for digital onboarding.
  • In case you wish to download the Blank PMS Account opening Kit then visit here and click on ‘Account Opening Form’.
  • Download the investor onboarding note here.
  • Any questions, contact us at invest@marcellus.in
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