We at MRG Capital aim to help people grow their capital through two investment platforms, mainly portfolio management service and investment advisory. Based on life span and life goals, MRG Capital offers three schemes including wealth maximiser, wealth enhancer and wealth protector as they believe that in reality there are broadly three sets of investors. Our 3 schemes are Wealth Maximiser, Wealth Enhancer and Wealth Protector.
With 25+ years of investment experience and witnessing 4 market cycles (booms and busts), MRG Capital’s style of investment is based on Quantitative (Numbers, performance, trailing results over a min of 5-7 years), Qualitative (Quality of Management) and Potential (Sustainability of a business through various cycles) parameters.
Lowest asset management fees of 1% compared to over 3%++ charges by most mutual funds across the industry, negligible exit fees if exiting before 12 months and superior research parameters backed by 25 years of industry experience makes MRG capital different from other portfolio management service providers.
I have been investing since the time I was 14 and have invested in equity and mutual funds and have constantly and consistently interacted with most of the organizations that offer investment in the stock markets.
The opacity of investment rationales coupled with very high fund management fees which when you view over a period of 10-20 years takes away a large part of the client’s wealth.
Further the charges in the asset management industry are always hidden under multiple line items and lack of transparency encouraged me to form an AMC which is simple, clean and based on the fundamentals of value investing.
the mutual fund industry has been so large and the obligation of the fund manager of the mutual fund to immediately deploy cash sometimes acts in the disinterest of the investor whereas in a Portfolio management services because they are more discretionary in nature and if a client understands and subscribes to the philosophy of its fund manager can work more closely towards building his wealth with his portfolio manager, in addition to that we as a Portfolio management services company can continue to sit on cash for long periods of time without any obligation to invest because we always look for the right opportunity and the right price rather than being pushed by the obligation of investing and deploying capital the moment we receive.
Mutual funds have a very low barrier to entry, people with Rs.5000/- a month’s budget can start a mutual fund SIP or a mutual fund investment.
Portfolio management services have a threshold of 50 lakhs so obviously people who have a much larger investible surplus have taken to Portfolio Management Services because those schemes or services tend to be bespoke and specialized.