Salil Desai, CA

Salil joins Marcellus from Premji Invest, India’s largest family office by assets
under management, where he spent 6 years as a senior member of the team.

Salil joins Marcellus from Premji Invest, India’s largest family office by assets under management, where he spent 6 years as a senior member of the team that managed ~US$2bn in listed equities. Prior to that, Salil worked for IDFC Securities, a prominent equity brokerage in Mumbai, where he came to be known as one of India’s leading analysts for core economy sectors. Over a career spanning 12 years in equities, he has tracked multiple sectors, including industrials, infrastructure, utilities, insurance, cement, metals and logistics.

 

Qualifications: Salil is a Chartered Accountant and a Post Graduate Diploma in Business Management from NMIMS, Mumbai. He completed his graduation in Commerce from Mumbai University

Articles by team Marcellus

NEWSLETTER
MeritorQ: Profiting from the Dislocation in Indian Megacaps

Although India’s 20 most profitable listed companies (the ‘Megacaps’) account for around 50% of the profits generated by the BSE 500 companies, these Megacaps account for just 34% of the BSE500’s market cap (down from 41% a decade ago and 45% nearly two decades ago). Indian retail investors’ fascination with small caps seems to be […]


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NEWSLETTER
Marcellus Portfolio performance and update on fundamentals

*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure   Consistent Compounders Portfolio (CCP) During FY24 (12 months ending 31st March 2024), Marcellus’ CCP Portfolio delivered 24% […]


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BLOG
The Underdog Ascends: The Rise of a New Indian Elite

  The joining up of India, digitally and physically, has democratized access to economic opportunities. This has helped new groups of people rise in the Indian economy. These newly ascendant people are neither based in India’s megacities, nor did they study in elite universities and nor do they belong to the socially privileged castes. From […]


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