Results for "Saurabh Mukherjea"

The Book of Hard Truths: Why India’s Middle Class Is at a "Breakpoint" | Saurabh Mukherjea

Coffee and Investing with Saurabh Mukherjea· Saurabh Mukherjea· Mar 27, 2026

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 I…

Navigating the MF Industry: 90s vs Now | Ft. Saurabh Mukherjea & Ritesh Sheth

Coffee and Investing with Saurabh Mukherjea· Saurabh Mukherjea· Dec 23, 2025

In 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 19…

Why Do Titan and Bajaj Finance Let Their People Fail? Saurabh Mukherjea x Salil Desai

Coffee and Investing with Saurabh Mukherjea· 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, …

7 “Boring” Companies That Beat the Market for 10 Years Saurabh Mukherjea x Salil Desai

Coffee and Investing with Saurabh Mukherjea· 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 — …

Only 51 Indian Companies Passed This Brutal Filter Saurabh Mukherjea x Salil Desai

Coffee and Investing with Saurabh Mukherjea· 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 — …

Exports Up 17% Yet Investors Are Still Cynical? Saurabh Mukherjea x Nandita Rajhansa

Coffee and Investing with Saurabh Mukherjea· 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 wit…

How AI is Revolutionizing Global in Drug Discovery | Saurabh Mukherjea x Kumar Mayank

Coffee and Investing with Saurabh Mukherjea· 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 Artifici…

How to Find Financial Stocks the Market Is Missing Saurabh Mukherjea x Tej SHah

Coffee and Investing with Saurabh Mukherjea· 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 …

Why Indian Consumption Is Booming Without the Middle Class | Saurabh Mukherjea x Nandita Rajhansa

Coffee and Investing with Saurabh Mukherjea· 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, Saurab…

These Companies CRASHED but They Came Back Stronger | Saurabh Mukherjea x Salil Desai

Coffee and Investing with Saurabh Mukherjea· 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 Co…

Indian Stocks That Turned Crisis into Growth | Saurabh Mukherjea x Salil Desai

Coffee and Investing with Saurabh Mukherjea· 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…

40 Years in the Markets: The Few Truths That Actually Matter.

Coffee and Investing with Saurabh Mukherjea· 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 person…

The Great Indian Reset: Tax Cuts, F&O Bans & The 2025 Consumption Boom

Coffee and Investing with Saurabh Mukherjea· The Great Indian Reset· Dec 19, 2025

In 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…

Understanding AI Economics: Mapping the Value Chain from Chips to Customers

Coffee and Investing with Saurabh Mukherjea· 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…

RBI’s Major Red Flag: 44% of Borrowers are Now 'High Risk'

Coffee and Investing with Saurabh Mukherjea· 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 t…

Why Chokepoints are the New Moats: The Reality of De-dollarisation, ASML, and Software Control

Coffee and Investing with Saurabh Mukherjea· 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 …

India’s Population Story Is Changing and Investors Need to Pay Attention Saurabh x Nandita

Coffee and Investing with Saurabh Mukherjea· 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 chang…

The Discipline of Success: The secrets to build Habits, Growth & Building Businesses

Coffee and Investing with Saurabh Mukherjea· 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, Brijes…

Biotech Could Create India’s Next Big Investment Opportunities Saurabh Mukerjea x Ria Deshpande

Coffee and Investing with Saurabh Mukherjea· 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 Deshpa…

How to Pick Indian Companies that Survive Every Crisis The Art of Enduring Saurabh x Salil

Coffee and Investing with Saurabh Mukherjea· 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…

How Ordinary Indians Can Build Wealth Rupa Venkatkrishnan on the Power of Compounding

Coffee and Investing with Saurabh Mukherjea· 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 Venkatkrishn…

Why Every Aspiring Indian needs a US Portfolio?

Coffee and Investing with Saurabh Mukherjea· 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 fr…

Why Your Savings Are Vanishing Faster Than Ever?

Coffee and Investing with Saurabh Mukherjea· 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 epi…

The Business of Making Billionaires Wait | Ferrari, Hermès, LVMH

Coffee and Investing with Saurabh Mukherjea· 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, …

No Jobs & High Debt: The Silent Middle Class Crisis

Coffee and Investing with Saurabh Mukherjea· 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…

Why Smart Investors Are Going Global Saurabh Mukherjea x Manish Hemnani_1080p

Coffee and Investing with Saurabh Mukherjea· 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: / marcell…

Why ₹100 Per Dollar is Now Possible: The Link Between IT Services and the Rupee

Coffee and Investing with Saurabh Mukherjea· 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 …

Surviving a 60% Market Crash – Inside a Multi-Asset Portfolio | Saurabh Mukherjea x Ishaan Chitale

Coffee and Investing with Saurabh Mukherjea· 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 t…

11 Million Unemployed Why Your Degree is Failing You Saurabh Mukherjea x Nandita Rajhansa

Coffee and Investing with Saurabh Mukherjea· 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…

Koreas Market Fell 38% in 5 Weeks. Is India Is Building the Same Debt Saurabh x Nandita

Coffee and Investing with Saurabh Mukherjea· 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=VideoMarke…

$35 Billion FII SELLOFF What can India do to bring them back Saurabh x Nandita

Coffee and Investing with Saurabh Mukherjea· 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…

AI Reaching a Tipping Point: What It Means for Your Money | Saurabh x Nandita

Coffee and Investing with Saurabh Mukherjea· 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 inve…

How to Thrive in the AI Economy | Saurabh Mukherjea x Nandita Rajhansa

Coffee and Investing with Saurabh Mukherjea· 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…

How to Stay Calm and Build Wealth While the World is at War | Saurabh Mukherjea x Manish Hemnani

Coffee and Investing with Saurabh Mukherjea· 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 asse…

The Power of Focus in Building Companies: Divi's Lab Case Study | Saurabh Mukerjea x Salil Desai

Coffee and Investing with Saurabh Mukherjea· 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 …