Rakshit Ranjan, CFA
Rakshit is one of the Founders of Marcellus
He spent 6 years covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst).
Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18.
Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.
Articles by team Marcellus
NEWSLETTER
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Marcellus Portfolio Updates & Insights - September 2026
marcellus.in From Our CIO’s Desk How Does Kings of Capital Beat the Benchmark with Boring, Well-Managed Companies? Over the past 1, 2, and 3-year trailing periods, our financial services strategy—the Kings of Capital Portfolio (KCP)—has outperformed its benchmark. Our investment process avoids chasing short-term market momentum, focusing instead on well-managed businesses that allocate capital […]
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NEWSLETTER
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Marcellus Portfolio Updates & Insights - August 2026
From Our CIO’s Desk Is Quality Investing Making a Comeback in India? Over the last five years (FY21–25), high-quality businesses—companies with clean accounting, strong management, and high returns on capital—lagged the broader market. The reason was simple: a post-COVID surge in household “revenge spending” and government infrastructure capex created a rising tide that lifted […]
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BLOG
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Big Winners & Losers from India’s ‘Breakpoint’
Automation almost always displaces workers but whether it also impoverishes them is a political choice. Post-war America shared the gains from its machines with its workers until the 1970s; since 1979, a typical American worker’s pay has risen 33% while productivity has risen 94%. Germany faced the same situation but gave its workers a legal […]
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