Nitesh Bhadani, CA
Nitesh is one of the Founders of Marcellus.
He has 16yrs+ work experience across Investment Banking, Equity Research and Private Equity.
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
‘Capitalism Without Capital’ Fuels CCP
Capitalism without capital, i.e., the growing prominence of companies who are plays on intellectual rather than physical assets, is now increasingly prominent in India. Marcellus’ Consistent Compounder Portfolio (CCP) is actively participating in this theme. Over the past 5 years, profits of companies in our current CCP portfolio have grown at a significantly faster pace […]
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Portfolio performance and update on fundamentals
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till September 30th, 2024 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, […]
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The Big Are Getting Bigger and the Southern Ascendancy
Over the last 10 years, whilst India Inc’s PAT has grown at 17% p.a. on an average, the median Indian company’s PAT has grown at 15%. Delving into this gap between the average vs the median gave us two findings: (a) larger companies have grown profits faster than smaller companies; and (b) southern Indian companies’ […]
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CCP Webinar: ‘Enterprising Compounders’ = Capitalism Without Capital
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