Marcellus Investment Managers
Pooja Shah is a seasoned professional with extensive experience in client service and compliance within the financial sector. Currently serving as a Service Relationship Manager at Marcellus Investment Managers since March 2020, Pooja oversees client interactions and ensures accurate documentation processes. Prior experience includes a Client Onboarding Officer role at Barclays Wealth and Investment Management, where responsibilities encompassed managing account openings, KYC documentation, and client communication. Earlier roles also include Compliance Officer at Standard Chartered Bank, focusing on risk classification and KYC standards, as well as a Customer Service Executive at HDFC Deposits, where Pooja handled deposit applications and client queries. Pooja holds a Master’s Degree in Finance from The ICFAI University and a Bachelor’s Degree in Banking & Insurance from Lala Lajpatrai College of Commerce and Economics.
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Marcellus Investment Managers
At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy and transparent capital allocators - Our quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define our investible universe. - Our experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats - We then hold these companies for long periods of time with little or no churn which allows us to capture the benefits of long term compounding and deliver superior returns