Coffee and Investing with Saurabh Mukherjea

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 year...

Invest with Marcellus: https://invest.marcellus.in India'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 inv...

Like our philosophy? Invest with us: https://invest.marcellus.in/auth?utm _... 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...

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...

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...

Invest in India's leading financial companies. Explore Kings of Capital Portfolio: https://kcp.marcellus.in What 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...

Invest with Marcellus: https://invest.marcellus.in What 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. Th...

Invest with Marcellus: https://invest.marcellus.in What 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 bes...

Make your portfolio more resilient to market shocks. Explore global diversification with Marcellus: https://invest.marcellus.in/auth?utm_source=YT&utm_medium=organic&utm_campaign=KoreaWentBustIsIndiaNext&utm_id=Video 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 w...

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 e...

Explore investment offerings from the house of Marcellus: https://invest.marcellus.in What 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...

Make your finances more resilient for the years ahead, get your free asset allocation strategy: https://plan.marcellus.in India'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 in...

Explore investment offerings from the house of Marcellus: https://marcellus.in/help?utm_source=YT&utm_medium=organic&utm_campaign=InsideIndiasHouseholdFinances&utm_id=Video&utm_product=CCP 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...

Explore investment offerings from the house of Marcellus: https://marcellus.in/help?utm_source=YT&utm_medium=organic&utm_campaign=ProfitingFromFadingState&utm_id=Video&utm_product=TL 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 19...

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 natio...

📲 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...

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...

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 sa...

Protect your wealth through global diversification. Invest with Marcellus Global Equities Fund: https://bit.ly/TextMarcellus In 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. B...

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 Muk...

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 ----------------------------------------------...

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 inflatio...

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, Marce...

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 ----------------------------------------------------...

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 -----------------------------------------------------------...