Nitesh has 16yrs+ work experience across Investment Banking, Equity Research and Private Equity. In his 6 years stint in Ambit Private Ltd, Nitesh worked across Institutional Equities and Investment Banking division of the firm. Prior to that Nitesh worked in the investment team of private equity firm SAIF Partners in Gurgaon. Before joining SAIF, Nitesh worked as equity research analyst in CRISIL and used to track Indian Telecom & Cement sector..
Qualification: Nitesh is a Chartered Accountant and MBA from the Indian School of Business – Hyderabad.
Articles by team Marcellus
Marcellus Portfolio Updates & Insights - April 2026
marcellus.in From Our CIO’s Desk The Case for Multi-Asset Diversification in Volatile Times The ongoing Middle East conflict is a stark reminder that global economies react differently to the same shock. In my recent conversation with Manish Hemnani, we explored why the “old rules” of domestic-only investing must evolve to preserve wealth in this volatile […]
READ MORE
Diversification in a Concentrated Portfolio of Compounders
In an uncertain macroeconomic environment shaped by AI disruption and shifting global geopolitics, the Consistent Compounders Portfolio (CCP) strategy has evolved significantly. While maintaining a concentrated portfolio focused on good-quality businesses, we have diversified our top holdings across uncorrelated sectors such as healthcare, auto components, and export-led manufacturing. This deliberate shift away from our historical […]
READ MORE
Retirement Planning: Tackling the Hardest Problem in Finance
Summary: Across the world, retirement planning is viewed as one of the most complex problems in Finance due to the multitude of unpredictable variables at play. In India, this problem is made more complex by the high and variable inflation in the cost of living. The problem is made even more challenging for the Indian middle […]
READ MORE

