Ashvin is one of the Founders of Marcellus.
He has more than 10 years of experience in equity research and led the coverage on automobile sector at Ambit Capital.
Ashvin has more than 10 years of experience in equity research. He led the coverage on automobile sector at Ambit Capital from 2010 to 2017. He thereafter worked as a senior analyst for Ambit’s Mid and Small cap PMS funds till November 2018. Prior to joining Ambit, he worked with Execution Noble as an analyst covering consumer and media space. He has also worked with KPMG’s and Deloitte’s statutory audit departments from 2004 to 2007 gaining extensive experience across Indian accounting standards and financial statement analysis.
Qualifications: Ashvin is a BCom graduate from Narsee Monjee College (Mumbai). He is a qualified Chartered Accountant (ICAI India) and Chartered Financial Analyst (CFA Institute, USA).
The NIFTY 50 is an Indian stock market index that represents the float-weighted average of 50 of the largest Indian companies listed on the National Stock Exchange. The BSE 500 index is designed to be a broad representation of the Indian market. Consisting of the top 500 companies listed at BSE Ltd., the index covers […]
Over the last 3M/6M/1Yr/2Yrs KCP has been able to consistently outperform both Nifty and Bank Nifty. Whilst our investment approach remains long term, we believe it is prudent to analyze the drivers of this outperformance. As we look back at the performance of KCP, note that the period from ‘Nov’21-Mar-23’ was a major drag on portfolio […]
Summary: Be patient like Warren Buffett and play the infinite game. Know that is it likely that you will generate the vast majority of your wealth in the autumn of your life. [To find out what the Ten Commandments of Indian Entrepreneurship are, pls click here: https://marcellus.in/blogs/the-ten-commandments-of-entrepreneurship-in-india/] “Jamsetji Tata was born in 1839. He started his […]
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