Coffee and Investing with Saurabh Mukherjea
As the investment landscape around us becomes more volatile and several get-rich-quick schemes try to sway us left, right and centre, it becomes a necessity to develop a sound financial mind. Join Saurabh Mukherjea, founder of Marcellus Investment Managers, and author of “Coffee Can Investing”, as he takes you on a captivating journey through the world of investments, peppered with anecdotes and success stories. Saurabh, along with his cohort of financial experts come together to simplify and condense years of investment knowledge with real life case studies on how to build your wealth.
These Companies CRASHED but They Came Back Stronger | Saurabh Mukherjea x Salil Desai
Why do great companies get stronger with age, when most things decay? And why do so few investors hold on to them long enough to benefit? The answer lies in what Salil Desai calls "befriending time".In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his colleague and co-author Salil Desai in their fifth conversation on The Art of Enduring.Great companies don't panic when the environment turns against them. They wait it out, focus on their core strengths and come out fitter. Time matters just as much for investors: in Salil's illustration, ₹1 growing at 15% a year becomes ₹268 in 4...
Indian Stocks That Turned Crisis into Growth | Saurabh Mukherjea x Salil Desai
Why do crises make great companies stronger? Every company faces one sooner or later. Kodak and GE could not escape theirs, and more than 85% of India's NBFCs went bust in the late 1990s. What separates the good from the great is how they tackle it.In this episode of Coffee & Investing, Saurabh Mukherjea and his colleague and co-author Salil Desai discuss the third trait of great companies in their book, The Art of Enduring: taking crisis head-on.When the global financial crisis hit, Tata Elxsi's clients cancelled contracts within weeks and its profits plunged. Rather than lay people off...
The Power of Focus in Building Companies: Divi's Lab Case Study | Saurabh Mukerjea x Salil Desai
Divi's Laboratories could enter a market worth more than $800 billion tomorrow. It has the chemistry. It has the customers. It has refused for 35 years.Saurabh Mukherjea and his co-author Salil Desai, Marcellus' Head of Research, on why that refusal is the first trait in their new book, The Art of Enduring.Divi's makes active pharmaceutical ingredients — paracetamol is the API, Crocin is the tablet built around it — and supplies roughly 70% of the world's dextromethorphan. It will not make the tablet, because the companies that do are its customers, and it has said so in print since its 2007 annual report. From...
Why Do Titan and Bajaj Finance Let Their People Fail? Saurabh Mukherjea x Salil Desai
If investing in talent is so obvious, why do so few companies do it?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Salil Desai, Marcellus' Head of Research and his co-author on The Art of Enduring, about how great companies build great talent. They unpack the two things that set firms like Titan and Bajaj Finance apart: empowerment, giving people the freedom to take risks and build new businesses, and exposure, rotating them across very different roles. They also discuss why psychological safety matters, and how a chartered accountant from Titan's finance team ended up running Fastrack...
Why Indian Consumption Is Booming Without the Middle Class | Saurabh Mukherjea x Nandita Rajhansa
If the middle class isn't spending, who is?Official data says consumption is growing at 7.7% a year, yet FMCG volume growth is just 4–5% and smartphone volumes are shrinking. In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa unpack the three new pillars of Indian consumption:– A booming elite, with Indians filing tax returns of ₹1 crore or more up 7x in 12 years– A middle class borrowing to spend, with household debt excluding mortgages at 32% of GDP– Government cash transfers to women of ₹1.7 lakh crore, now more than the education budgetThey also discuss how Marcellus has rebuilt its portfolios around these...
India’s Population Story Is Changing and Investors Need to Pay Attention Saurabh x Nandita
Invest with Marcellus: https://invest.marcellus.inIndia's demographic dividend has been one of the most widely used arguments for investing in Indian equities. But what happens when that demographic story starts to change?
In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa discuss India's rapidly changing demographics and what they could mean for Indian investors.
They explore why the long-standing "young India" narrative may no longer hold, how falling fertility rates and rising age at first marriage are reshaping Indian society, why population growth is already slowing or reversing in parts of the...
Exports Up 17% Yet Investors Are Still Cynical? Saurabh Mukherjea x Nandita Rajhansa
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Exports are up 17%, so why does almost no investor own an Indian manufacturer?
In this episode of Coffee & Investing, Nandita Rajhansa speaks with Saurabh Mukherjea, Founder of Marcellus Investment Managers, about why he believes Indian exports are at the beginning of a purple patch.
For years, investors have been rewarded for being cynical about Indian manufacturing. Manufacturing has shrunk from 17% of the economy in 2010 to 12.5% today, India’s share of global merchandise trade remains just 2%, and FY26 merchandise export growth wa...
7 “Boring” Companies That Beat the Market for 10 Years Saurabh Mukherjea x Salil Desai
Invest with Marcellus: https://invest.marcellus.in/How do you tell a genuinely great company from one that has simply had a good decade? In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Salil Desai — his co-author on The Art of Enduring: How Great Companies Turn Crisis into Opportunity, and Marcellus' Head of Research — about the brutal filter the two of them built to answer that question.Ten years ago, The Unusual Billionaires screened India's listed universe on a decade of data, 15% return on capital employed and 10% revenue growth. The Art of Enduring goes harder. The reference period stre...
Only 51 Indian Companies Passed This Brutal Filter Saurabh Mukherjea x Salil Desai
Invest with Marcellus: https://invest.marcellus.in/How do you tell a genuinely great company from one that has simply had a good decade? In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Salil Desai — his co-author on The Art of Enduring: How Great Companies Turn Crisis into Opportunity, and Marcellus' Head of Research — about the brutal filter the two of them built to answer that question.Ten years ago, The Unusual Billionaires screened India's listed universe on a decade of data, 15% return on capital employed and 10% revenue growth. The Art of Enduring goes harder. The reference period stre...
How to Find Financial Stocks the Market Is Missing Saurabh Mukherjea x Tej SHah
Invest in India's leading financial companies. Explore Kings of Capital Portfolio: https://kcp.marcellus.inWhat does it take to find opportunities in one of India's most closely watched sectors?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his colleague Tej Shah, Portfolio Manager of Marcellus’ Kings of Capital Portfolio, about how the team invests across India’s financial services sector, and why some of the most interesting opportunities may lie beyond the obvious names.Kings of Capital is not simply a portfolio of banks and lenders. High-quality lenders make up only around a quarter of the portfolio, whil...
Biotech Could Create India’s Next Big Investment Opportunities Saurabh Mukerjea x Ria Deshpande
Invest with Marcellus: https://invest.marcellus.inWhat if some of the most important technologies of the future are already living inside us?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with Ria Deshpandey, co-founder and CEO of Jinsei Bio, a Pune-based biotech startup working on indigenous probiotic solutions and microbial technologies designed for Indian environments.They discuss why India still depends heavily on imported bacterial strains, the science and manufacturing challenges involved in developing indigenous probiotics, and how bacteria could transform areas ranging from human health and wellness to food technology, preservation, skincare and cleanliness.The conversation also...
How to Pick Indian Companies that Survive Every Crisis The Art of Enduring Saurabh x Salil
Invest with Marcellus: https://invest.marcellus.inWhat separates a great company from the rest?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his co-author Salil Desai about their new book, *The Art of Enduring: How Great Companies Turn Crisis into Opportunity*.They discuss what makes certain businesses endure when the world around them is falling apart, and why the best companies don't necessarily try to beat every crisis. Instead, they focus on building competitive advantages, staying disciplined and letting time work in their favour.Saurabh and Salil revisit the companies featured in the book, including Bajaj Finance...
Koreas Market Fell 38% in 5 Weeks. Is India Is Building the Same Debt Saurabh x Nandita
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Markets can look perfectly healthy on the surface while leverage quietly builds underneath. When leveraged investors are forced to sell, even those who have done nothing wrong can get caught in the fallout.
In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa examine the recent market turmoil in South Korea and what it could mean for Indian investors.
They explain...
Why Your Salary May No Longer Be Predictable The Wimbledon Effect Saurabh x Nandita
Make your finances more resilient for the years ahead, get your free asset allocation strategy: https://plan.marcellus.in/The world of work is changing. Across white collar professions, the traditional steady career path is increasingly giving way to a more competitive and unequal "Wimbledon" style payoff structure, where a small number of winners can earn disproportionately more than everyone else. At the same time, incomes are becoming more volatile, with periods of unusually high earnings followed by years of more modest payoffs.In this episode, Saurabh Mukherjea and Nandita Rajhansa explore the "theory of tournaments" and why the...
How Ordinary Indians Can Build Wealth Rupa Venkatkrishnan on the Power of Compounding
Explore investment offerings from the house of Marcellus: https://invest.marcellus.inWhat does it take to build wealth when you don't start with wealth? In this episode, Saurabh Mukherjea sits down with Rupa Venkatkrishnan, founder of Sapient Wealth, to explore her remarkable journey from earning ₹300 a month at a petrol pump to building a career in wealth management and helping thousands of ordinary Indians create long term wealth.From discovering the power of mutual funds in the late 1990s to managing the wealth of hundreds of families today, Rupa shares the experiences and lessons that shaped her investment philosophy. Th...
The 3 Things You Can Still Control with Your Money Saurabh x Nandita
Make your finances more resilient for the years ahead, get your free asset allocation strategy: https://plan.marcellus.inIndia's middle class is facing a structural shift that could have far reaching implications for household finances and investors. Graduate unemployment remains elevated, real wages have stagnated, foreign capital flows are weakening, and Indian promoters are increasingly investing overseas. At the same time, India remains heavily dependent on foreign technology across areas such as social media, AI, software, clean technology and mobility, resulting in a growing share of profits flowing outside the country.In this episode, Saurabh Mukherjea and Nandita Rajhansa...
The Hidden Crisis Inside Indias Household Finances Saurabh x Nandita
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India's household debt is often dismissed as manageable because headline indicators suggest the banking system has never been healthier. Bad loans are falling, defaults appear contained, and the RBI continues to describe the financial system as stable. But what if the very data behind that reassuring narrative is quietly signalling something very different?In this episode, Saurabh Mukherjea and Nandita Rajhansa examine the RBI's latest Financial Stability Report and unpack...
Why the Indian Rupee is Falling (And Why It Won’t Stop Anytime Soon) Saurabh x Nandita
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Ask any Indian saver about the rupee, and they will likely shrug off its steady 4% annual decline as nothing to lose sleep over. But this calm, near-continuous depreciation—from ₹18 to the dollar in 1991 to ₹96 today—was never an accident, and the structural foundations holding it up are starting to give way.In this episode, Saurabh Mukherjea and Nandita Rajhansa unpack the specific reasons why the historical stability of the Indian Rupee is...
The Fading Nation-State Why Indias Bull Markets Are Losing Steam Saurabh x Nandita
Consider diversifying globally with Marcellus Global Equities Fund: https://marcellus.in/help?utm_source=YT&utm_medium=organic&utm_campaign=FadingMarketState&utm_id=Video&utm_product=GCPFor over 150 years, the nation-state has been the default container within which we live, work, and build our investment portfolios. We traditionally buy the national index, back national champions, and trust national regulators. But what if that container is quietly leaking? In this episode of Coffee and Investing, Saurabh Mukherjea and Nandita Rajhansa break down a paradigm-shifting reality: the nation-state is fading, and with it, the traditional logic of investing strictly along national boundaries...
$35 Billion FII SELLOFF What can India do to bring them back Saurabh x Nandita
📲 Connect with us on WhatsApp: Click the link to start a chat with our team and get your questions answered: https://marcellus.in/help?utm_source=...---------------------------------------------------------------Foreign investors just pulled a record ₹3.4 trillion ($35 Billion) out of Indian equities in less than six months. Why is the smart money leaving, and what exactly must India do to bring them back?In this episode, our CIO, Saurabh Mukherjea and our Economist, Nandita Rajhansa discuss the root cause of this massive capital flight: India’s 12.5% Capital Gains Tax on foreign investors.While global markets like the US, UK, Hong Kong, Singapore and other e...
The Brutal Reality of US Capitalism and What it Means for Your Money Saurabh x Nandita
Explore investment offerings from the house of Marcellus: https://invest.marcellus.in/auth?utm_...Conventional economics has taught us that a country must choose between rapid, volatile growth or stable, sluggish expansion. However, the American economy has completely defied this logic. How has the US managed to maintain a healthy 3% real GDP growth for 35 years while keeping economic volatility lower than almost any other developed nation? And more importantly, what does this mean for the everyday Indian investor earning and saving in rupees?In this episode, Saurabh Mukherjea and Nandita Rajhansa unpack the structural secrets behind America's unparalleled economic...
11 Million Unemployed Why Your Degree is Failing You Saurabh Mukherjea x Nandita Rajhansa
Explore Marcellus offerings and start your journey today: https://invest.marcellus.in/auth?utm_...For nearly four decades, India sold a simple dream to its youth: study hard, earn a degree, land a salaried job, and build a better life. But recent data exposes an uncomfortable truth: white-collar job availability has practically evaporated. How do you protect your wealth, build your career, and safeguard your future when the old scripts no longer work? In this episode, Saurabh Mukherjea unpacks the harsh realities of India's multi-decadal job market breakdown. Using comprehensive data from Marcellus's book Breakpoint and Azim Premji University's...
The $100 Billion Wealth Transfer. How Do You Survive the Sankat Kaal Saurabh x Nandita
Protect your wealth through global diversification. Invest with Marcellus Global Equities Fund: https://bit.ly/TextMarcellusIn the first five months of 2026, Foreign Institutional Investors (FIIs) have pulled a staggering $26 billion out of the Indian stock market. At the same time, Foreign Direct Investment (FDI) is also leaving the country as Indian promoters choose to build factories abroad. But what is driving this structural shift, and how does it affect the hard-earned money of domestic retail investors? In this episode of Coffee and Investing, Nandita and Saurabh Mukherjea decode the unprecedented foreign outflows and the resulting "Twin Deficit". They break...
Why Smart Investors Are Going Global Saurabh Mukherjea x Manish Hemnani_1080p
Looking to diversify globally? Check our Global Equities Fund: https://shorturl.at/P5PNy----------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: / marcellus-investment-managers → Instagram: / marcellusinvest ----------------------------------------------------------------In this episode of Coffee And Investing, Saurabh Mukherjea speaks with Manish Hemnani about why global investing is becoming increasingly important for Indian investors, and how diversification across geographies could help build more resilient long-term portfolios.📊 Key Insights Covered:→ Why Global Diversification Matters: The conversation explores why investing only in India may leave investors exposed to concentrated economic and currency risks, and how global allocation can potentially reduce portfolio volatility without compromising long-term returns.→ The “Free Lunch” of Div...
AI Reaching a Tipping Point What It Means for Your Money Saurabh x Nandita
As AI advances at an exponential pace, what could the Singularity mean for India’s workforce, middle class, and investors? Saurabh joins Nandita to discuss what it could mean for India’s workforce, middle class, and investors—and why financial resilience matters more than ever. Get your free goal planning and asset allocation https://shorturl.at/aOsyj
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In this episode of Coffee and Investing, Marcellus’ CIO Saurabh Mukherjea joins Nandita Rajhansa to discuss Ray Kurzweil’s famous Si...
Surviving a 60% Market Crash – Inside a Multi-Asset Portfolio | Saurabh Mukherjea x Ishaan Chitale
Manage risk and safely compound your wealth with a free customized asset allocation plan: https://plan.marcellus.in/auth?utm_source=YT&utm_medium=organic&utm_campaign=AreEquitiesTheBest&utm_id=Video&utm_product=GCP
Over the last 30 years, Indian equities have delivered zero returns half the time. Meanwhile, Fixed Deposits (FDs) quietly destroy your wealth through taxes and inflation. How do you build wealth without losing sleep?
In this episode, Saurabh Mukherjea and Ishan dismantle the myth of predicting the market and reveal a resilient wealth-building strategy: the Multi-Asset...
AI Reaching a Tipping Point: What It Means for Your Money | Saurabh x Nandita
As AI advances at an exponential pace, what could the Singularity mean for India’s workforce, middle class, and investors? Saurabh joins Nandita to discuss what it could mean for India’s workforce, middle class, and investors—and why financial resilience matters more than ever.
Get your free goal planning and asset allocation https://shorturl.at/aOsyj
In this episode of Coffee and Investing, Marcellus’ CIO Saurabh Mukherjea joins Nandita Rajhansa to discuss Ray Kurzweil’s famous Singularity thesis and its implications for India. As artificial intelligence advances at an unprece...
The Impact of Agentic AI on India's Tech, GCC Ecosystem & White Collar Jobs | Saurabh x Nandita
As the economy undergoes changes, planning your finances becomes more critical than ever. Take advantage of Marcellus’ free goal planning and asset allocation service to receive a detailed report: https://plan.marcellus.in/auth?utm_source=Yt&utm_medium=organic&utm_campaign=agenticaiimpact&utm_id=Video&utm_date=&utm_product=aa
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How Changing Office Culture Can Unlock New Opportunities and Financial Freedom | Saurabh x Nandita
As career structures change, planning your financial life is more critical than ever. Take advantage of Marcellus’ free goal planning and asset allocation service to receive a detailed report: https://plan.marcellus.in/auth?utm_source=Yt&utm_medium=organic&utm_campaign=futureofwork&utm_id=Video&utm_date=&utm_product=aa
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How Shifting Office Culture Can Unlock Opportunities and Financial Freedom | Saurabh x Nandita
As career structures change, planning your financial life is more critical than ever. Take advantage of Marcellus’ free goal planning and asset allocation service to receive a detailed report: https://plan.marcellus.in/auth?utm_source=Yt&utm_medium=organic&utm_campaign=futureofwork&utm_id=Video&utm_date=&utm_product=aa
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How to Thrive in the AI Economy | Saurabh Mukherjea x Nandita Rajhansa
As the job market becomes more uncertain, taking charge of your finances is no longer optional—it is a necessity. At Marcellus, we offer a personalized, no-cost asset allocation plan to help you secure a future mapped to your financial goals. Get yours here: https://plan.marcellus.in/auth?utm_source=Yt&utm_medium=organic&utm_campaign=aimiddleclasselite&utm_id=Video&utm_date=&utm_product=aa
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Watch other episodes of Coffee and Investing with Saurabh Mukherjea here: https://www.youtube.com/playlist?list=PLDSIIRVCMPwiJSEqXTUtmDbC90fupgGb
How AI is Revolutionizing Global in Drug Discovery | Saurabh Mukherjea x Kumar Mayank
Drug development is a high-risk endeavor, typically requiring 12 years and $2 billion to bring a single product to market, with a 90% failure rate. In this episode, Saurabh Mukherjea and Kumar Mayank discuss how Artificial Intelligence is being used to navigate these challenges by solving long-standing biological puzzles and streamlining the preclinical research phase.
The Challenge of Protein Folding
For decades, scientists faced Levinthal's Paradox, which suggests that a protein chain can take more shapes than there are atoms in the universe. Understanding these 3D structures is essential for developing drugs...
Understanding AI Economics: Mapping the Value Chain from Chips to Customers
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Why Chokepoints are the New Moats: The Reality of De-dollarisation, ASML, and Software Control
In the current global landscape, the traditional definitions of geopolitical power are being redefined. We are entering an era of "Economic Warfare," where the control of critical supply chains, software ecosystems, and financial protocols has become the primary instrument of statecraft.
In this deep-dive conversation, Saurabh Mukherjea (Founder, Marcellus Investment Managers) and our Head of Global Research, Jaibir Sethi examine the systemic "chokepoints" that govern the modern economy.
The discussion provides a framework for understanding how institutional power is exercised through platform exclusion and hardware monopolies. We analyze why...
How to Stay Calm and Build Wealth While the World is at War | Saurabh Mukherjea x Manish Hemnani
Build your personalised asset allocation plan here: https://plan.marcellus.in
The secret to wealth isn't finding the next "hot" stock—it's understanding the reality of the risks you can actually afford to take. True asset allocation isn't about chasing a bull run; it’s about ensuring your money works for you even when the markets turn against you. Your investments should always mirror the financial goals your family has—otherwise, you leave their future to chance.
Why did the Indian market fall 2x more than the US when the Ir...
The Book of Hard Truths: Why India’s Middle Class Is at a "Breakpoint" | Saurabh Mukherjea
In this deep-dive, Saurabh Mukherjea and Sapana Bhavsar share the data-backed reality behind our latest book, "Breakpoint." This is an honest conversation about the structural crossroads facing millions of middle-class Indians, the engine of our economy.Saurabh pulls back the curtain on the questions for which answers were long overdue:
➡️ Why is our education system producing millions of graduates who are essentially "unemployable" in a world of Generative AI?
➡️ AI is no longer just replacing factory labour; it is hollowing out the cognitive roles of coders, analysts, and managers.
➡️ As job security...
The Breakpoint: Impact of Debt, AI & India’s Education Gap
Be one of the first ones to read our latest book, Breakpoint. Available on Amazon: https://www.amazon.in/dp/B0GS97FBL7---------------------------------------------------------------The new economy demands a new asset allocation plan. Understanding your goals is the bedrock of asset allocation. Yet it’s the exact step where most investors fail. Don't leave your wealth to chance. Let Marcellus build your financial roadmap. Fill in your details using the link below for a personalized asset allocation plan, and our team will reach out: https://plan.marcellus.in
Why ₹100 Per Dollar is Now Possible: The Link Between IT Services and the Rupee
Is the era of India’s IT-led prosperity coming to an end?For the last 30 years, IT Services have been the backbone of India’s middle-class employment and forex generation. But today, a combination of sector maturity and the rapid rise of AI is jamming the country’s white-collar job engine.In this episode of Coffee and Investing, Saurabh Mukherjea and Nandita Rajhansa dive deep into the "Ripple Effect" of this slowdown. They discuss why the Rupee hitting ₹100 to the dollar is becoming a realistic "base case" and how this structural shift will impact everything from consumption growth to resident...
The AI Job Wipeout: What It Means for You & The Next Big Opportunity
The new economy demands a new financial plan. Understanding your goals is the bedrock of asset allocation. Yet it’s the exact step where most investors fail.
The Business of Making Billionaires Wait | Ferrari, Hermès, LVMH
Ferrari won't sell you their best car just because you have the money. Hermès has a waitlist that no amount of wealth can skip. LVMH owns 75 iconic brands and keeps getting richer by keeping you waiting.In this episode, Saurabh Mukherjea sits down with Prashant Mittal — Marcellus's Global Consumption Analyst — to decode the business model behind the world's most exclusive luxury brands.
