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.
All episodes(50)
- StandardSummaries onlyThese Companies CRASHED but They Came Back Stronger | Saurabh Mukherjea x Salil Desai
Published Oct 24, 2026
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. Tim
- StandardSummaries onlyIndian Stocks That Turned Crisis into Growth | Saurabh Mukherjea x Salil Desai
Published Oct 14, 2026
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'
- StandardSummaries onlyThe Power of Focus in Building Companies: Divi's Lab Case Study | Saurabh Mukerjea x Salil Desai
Published Oct 7, 2026
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 t
- StandardSummaries onlyWhy Do Titan and Bajaj Finance Let Their People Fail? Saurabh Mukherjea x Salil Desai
Published Oct 3, 2026
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 wh
- StandardSummaries onlyWhy Indian Consumption Is Booming Without the Middle Class | Saurabh Mukherjea x Nandita Rajhansa
Published Sep 30, 2026
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
- StandardSummaries onlyIndia’s Population Story Is Changing and Investors Need to Pay Attention Saurabh x Nandita
Published Sep 26, 2026
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 a
- StandardSummaries onlyExports Up 17% Yet Investors Are Still Cynical? Saurabh Mukherjea x Nandita Rajhansa
Published Sep 26, 2026
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 rewarded for being cynical about Indian manufacturing. Manufacturing has shrunk from 17% of the economy in 201
- StandardSummaries only7 “Boring” Companies That Beat the Market for 10 Years Saurabh Mukherjea x Salil Desai
Published Sep 26, 2026
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
- StandardSummaries onlyOnly 51 Indian Companies Passed This Brutal Filter Saurabh Mukherjea x Salil Desai
Published Sep 26, 2026
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
- StandardSummaries onlyHow to Find Financial Stocks the Market Is Missing Saurabh Mukherjea x Tej SHah
Published Sep 26, 2026
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.
- StandardSummaries onlyBiotech Could Create India’s Next Big Investment Opportunities Saurabh Mukerjea x Ria Deshpande
Published Sep 26, 2026
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 cha
- StandardSummaries onlyHow to Pick Indian Companies that Survive Every Crisis The Art of Enduring Saurabh x Salil
Published Sep 26, 2026
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 advant
- StandardSummaries onlyKoreas Market Fell 38% in 5 Weeks. Is India Is Building the Same Debt Saurabh x Nandita
Published Sep 26, 2026
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=VideoMarkets 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 e
- StandardSummaries onlyWhy Your Salary May No Longer Be Predictable The Wimbledon Effect Saurabh x Nandita
Published Sep 26, 2026
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 fol
- StandardSummaries onlyHow Ordinary Indians Can Build Wealth Rupa Venkatkrishnan on the Power of Compounding
Published Sep 26, 2026
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
- StandardSummaries onlyThe 3 Things You Can Still Control with Your Money Saurabh x Nandita
Published Sep 26, 2026
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 su
- StandardSummaries onlyThe Hidden Crisis Inside Indias Household Finances Saurabh x Nandita
Published Sep 26, 2026
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=CCPIndia'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
- StandardSummaries onlyWhy the Indian Rupee is Falling (And Why It Won’t Stop Anytime Soon) Saurabh x Nandita
Published Sep 26, 2026
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=TLAsk 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
- StandardSummaries onlyThe Fading Nation-State Why Indias Bull Markets Are Losing Steam Saurabh x Nandita
Published Sep 26, 2026
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 Investi
- StandardSummaries only$35 Billion FII SELLOFF What can India do to bring them back Saurabh x Nandita
Published Sep 26, 2026
📲 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 th
- StandardSummaries onlyThe Brutal Reality of US Capitalism and What it Means for Your Money Saurabh x Nandita
Published Sep 26, 2026
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 every
- StandardSummaries only11 Million Unemployed Why Your Degree is Failing You Saurabh Mukherjea x Nandita Rajhansa
Published Sep 26, 2026
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 t
- StandardSummaries onlyThe $100 Billion Wealth Transfer. How Do You Survive the Sankat Kaal Saurabh x Nandita
Published Sep 26, 2026
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 re
- StandardSummaries onlyWhy Smart Investors Are Going Global Saurabh Mukherjea x Manish Hemnani_1080p
Published Sep 26, 2026
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 inv
- StandardSummaries onlyAI Reaching a Tipping Point What It Means for Your Money Saurabh x Nandita
Published Sep 26, 2026
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--------------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: / marcellus-investme
- StandardSummaries onlySurviving a 60% Market Crash – Inside a Multi-Asset Portfolio | Saurabh Mukherjea x Ishaan Chitale
Published Jun 24, 2026
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=GCPOver 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 pr
- StandardSummaries onlyAI Reaching a Tipping Point: What It Means for Your Money | Saurabh x Nandita
Published Jun 11, 2026
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/aOsyjIn this episode of Coffee and Investing, Marcellus’ CIO Saurabh Mukherjea joins Nandita Rajhansa to discuss Ray Kurzweil’s famous Singularity thesis
- StandardSummaries onlyThe Impact of Agentic AI on India's Tech, GCC Ecosystem & White Collar Jobs | Saurabh x Nandita
Published May 25, 2026
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-------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: https://www.linkedin.com/company/marcellus-investment
- StandardSummaries onlyHow Changing Office Culture Can Unlock New Opportunities and Financial Freedom | Saurabh x Nandita
Published May 21, 2026
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--------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: https://www.linkedin.com/company/marcellus-investment-manag
- StandardSummaries onlyHow Shifting Office Culture Can Unlock Opportunities and Financial Freedom | Saurabh x Nandita
Published May 20, 2026
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--------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest→ LinkedIn: https://www.linkedin.com/company/marcellus-investment-manag
- StandardSummaries onlyHow to Thrive in the AI Economy | Saurabh Mukherjea x Nandita Rajhansa
Published May 2, 2026
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---------------------------------------------------------------Watch other episodes of Coffee and Investing
- StandardSummaries onlyHow AI is Revolutionizing Global in Drug Discovery | Saurabh Mukherjea x Kumar Mayank
Published Apr 25, 2026
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 FoldingFor decades, scientists faced Levinthal's Paradox, which suggests that a protein chain can take m
- StandardSummaries onlyUnderstanding AI Economics: Mapping the Value Chain from Chips to Customers
Published Apr 18, 2026
Interested to know more? Just fill in your details and we will reach out to you: https://marcellus.in/connect/-------------------------------------------------------------Watch other episodes of Coffee and Investing with Saurabh Mukherjea here: https://www.youtube.com/playlist?list=PLDSIIRVCMPwiJSEqXTUtmDbC90fupgGb --------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest → LinkedIn: https://www.linkedin.com/company/marcellus-investment-manager
- StandardSummaries onlyWhy Chokepoints are the New Moats: The Reality of De-dollarisation, ASML, and Software Control
Published Apr 13, 2026
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 discu
- StandardSummaries onlyHow to Stay Calm and Build Wealth While the World is at War | Saurabh Mukherjea x Manish Hemnani
Published Apr 6, 2026
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 2
- StandardSummaries onlyThe Book of Hard Truths: Why India’s Middle Class Is at a "Breakpoint" | Saurabh Mukherjea
Published Mar 27, 2026
Saurabh MukherjeaIn 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 fa
- StandardSummaries onlyThe Breakpoint: Impact of Debt, AI & India’s Education Gap
Published Mar 20, 2026
The BreakpointBe 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 allocati
- StandardSummaries onlyWhy ₹100 Per Dollar is Now Possible: The Link Between IT Services and the Rupee
Published Mar 6, 2026
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
- StandardSummaries onlyThe AI Job Wipeout: What It Means for You & The Next Big Opportunity
Published Feb 27, 2026
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.
- StandardSummaries onlyThe Business of Making Billionaires Wait | Ferrari, Hermès, LVMH
Published Feb 20, 2026
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.
- StandardSummaries onlyRBI’s Major Red Flag: 44% of Borrowers are Now 'High Risk'
Published Feb 13, 2026
In this episode of Coffee & Investing, Marcellus CIO Saurabh Mukherjea joins Nandita to decode the RBI’s Financial Stability Report (FSR). While headline numbers might look stable, the underlying data reveals a ticking time bomb in household savings and retail credit.
- StandardSummaries only40 Years in the Markets: The Few Truths That Actually Matter.
Published Feb 6, 2026
In this episode, Saurabh Mukherjea talks to Dhruv Mehta, Chairman of Sapient. Dhruv has seen the Indian markets evolve from their infancy to the powerhouse they are today. In a conversation that ranges from deeply personal to intensely strategic, he and Saurabh strip away the complexity of finance to reveal the core principles of building a legacy.
- StandardSummaries onlyThe Discipline of Success: The secrets to build Habits, Growth & Building Businesses
Published Jan 30, 2026
In this episode, Saurabh Mukherjea sits down with industry veteran Brijesh Dalmia to explore his remarkable transition from a solo advisor to a multi-business entrepreneur.Starting from scratch in Kolkata in 2000, Brijesh has scaled his professional footprint across five distinct ventures, including wealth management, insurance, and the fintech platform MasterStroke Online. Here, he reveals the high-performance habits and "systems-first" mindset that allow him to manage multiple companies simult
- StandardSummaries onlyWhy Every Aspiring Indian needs a US Portfolio?
Published Jan 27, 2026
For decades, investing in the world’s biggest companies was a "members-only" club for India’s wealthy. Historically, complex tax laws and legal hurdles meant that only the top 1% could effectively protect their wealth from the steady 40% depreciation of the Rupee every decade. In this episode, Saurabh Mukherjea explains how four blockbuster reforms have finally leveled the playing field, making global compounding accessible to every intelligent investor.
- StandardSummaries onlyWhy Your Savings Are Vanishing Faster Than Ever?
Published Jan 16, 2026
Is the Indian middle class borrowing its way into a financial trap?While official data shows near-zero inflation, the urban middle class is facing a reality where the cost of living doubles every eight years. In this episode of Coffee & Investing, Marcellus’ CIO Saurabh Mukherjea and Economist Nandita Rajhansa discuss why stagnant wages and a "borrowing binge" are putting your retirement at risk.
- StandardSummaries onlyAnalysing the 50% Crash of the World’s 7th Largest Company
Published Jan 9, 2026
Is the most dominant force in US healthcare facing a temporary hurdle or a structural decline?In this episode of Coffee & Investing with Saurabh, Mayank from our Global Compounders Team joins us to dissect the crisis. We move past the headlines to analyse the underlying business model, the genius of their vertical integration strategy, and whether the return of legendary CEO Stephen Hemsley marks a turning point for the stock.
- StandardSummaries onlyNo Jobs & High Debt: The Silent Middle Class Crisis
Published Jan 5, 2026
Is the Indian white-collar job engine stalling?In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa dive deep into the NITI Aayog report on the impact of AI on the Indian job market. They discuss the startling prediction of job losses in the Tech and Customer Experience (CX) sectors, the hidden debt crisis brewing in the middle class, and the emerging "complementary" career paths that could save the day.
- StandardSummaries onlyNavigating the MF Industry: 90s vs Now | Ft. Saurabh Mukherjea & Ritesh Sheth
Published Dec 23, 2025
Saurabh MukherjeaIn this episode of Coffee and Investing, Saurabh Mukherjea sits down with Ritesh Sheth, Director of Tejas Investor Services-a veteran who has witnessed the entire evolution of the Indian Mutual Fund industry since the 1990s.From the days of physical paperwork to the digital age, Ritesh has seen it all. But his success isn't just about market knowledge-it's about people. Managing over 18,000 clients requires more than just spreadsheets; it requires deep trust and relationship building
- StandardSummaries onlyThe Great Indian Reset: Tax Cuts, F&O Bans & The 2025 Consumption Boom
Published Dec 19, 2025
The Great Indian ResetIn this episode of Coffee & Investing, Nandita and Saurabh Mukherjea discuss the unprecedented festive season of 2025. On Dhanteras, Indian demand for silver was so intense that bullion markets in Mumbai, London, and New York literally ran out of stock. Even major banks like JPMorgan Chase had to step back as India’s demand broke the global silver market.What fueled this sudden consumption boom after years of stagnation? Saurabh breaks down the massive policy shifts—including Income Tax cuts, GS
- StandardSummaries onlyStartup Success to Wealth Preservation: A Guide to Managing ESOPs
Published Dec 12, 2025
When a significant amount of your net worth is tied to a single illiquid stock, you stand significantly exposed to multiple risks. In this episode, Saurabh and Manish discuss why true financial maturity is about recognising when to diversify.