Marcellus Musings

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.

  • Trailer

  • Episode 1

  • Episode 2

  • Episode 3

  • Episode 4

  • Episode 5

  • Episode 6

  • Episode 7

  • Episode 8

  • Episode 9

  • Episode 10

  • Episode 11

  • Episode 12

  • Episode 13

  • Episode 14

  • Episode 15

  • Episode 16

  • Episode 17

  • Episode 18

  • Episode 19

  • Episode 20

  • Episode 21

  • Episode 22

  • Episode 23

  • Episode 24

  • Episode 25

  • Episode 26

  • Episode 27

  • Episode 28

  • Episode 29

Bajaj Finance: Strategies of a Leading Giant

Bajaj Finance is India’s largest non-banking financial company. It has a market cap of over $50 billion, which can largely be attributed to the significant growth over the past two decades. One of the headline numbers that immediately catches anyone’s attention about the company is that the loan book compounded 40% from 2009 to 2022!

Join us on this episode of business breakdown on Bajaj Finance where, Marcellus Investment Managers’ CIO, Saurabh Mukherjea shares insights on the ‘Strategies of the Lending Giant’.

Titan: A Golden Case in Indian Retail

Today we’re breaking down India’s largest jewelry business, Titan. Titan began life as a watchmaker in 1984 through a joint venture between India’s biggest conglomerate, Tata Group, and the Tamilnadu state government. Today, the vast majority of its $4 billion in revenue come from its collection of jewelry brands, and Tanishq in particular.
Saurabh Mukherjea, the founder and Chief Investment Officer of Marcellus Investment Managers breaks down the business. In this episode we cover the importance of jewelry to Indian consumers, the intricacies of retailing across India, and how Titan stands head and shoulders above its competitors in terms of profitability. Hope you enjoy this breakdown of Titan.