Pankaj Gupta
Pankaj has more than 13 years of experience working with Banks and NBFC.
Pankaj has more than 13 years of experience working with Banks and NBFC. Prior to Joining Marcellus, he was working in Fullerton India Home Finance Company as Finance Head, gaining extensive experience across Indian accounting standards, regulatory reporting, financial control systems and financial statement analysis. He has also worked with ICICI Bank Limited and IDFC First Bank gaining experience in setting up financial frameworks, conceptualization of MIS dashboards cost rationalization & monitoring.
Qualification: Pankaj is a Qualified Chartered Accountant. He has completed his Bachelor’s degree in Commerce from Maharshi Dayanand University
Articles by team Marcellus
Making Money from Luxury Goods Manufacturers
Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies which are listed in developed countries. The nature of the products and services – which cater to global economic megatrends – and the moats developed around process capacity, R&D, and capital allocation, are the key factors that contribute to the consistency of free […]
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Wealth Compounding = High ROCEs + Reinvestment of Profits
Starting this month, we are rolling out a joint newsletter across our four domestic PMS Products. In this edition, we revisit the basic principles underlying Marcellus’ investment philosophy i.e. a firm’s ability to generate Free Cashflows (FCF) and grow them at a healthy rate sustainably over the long term. We take a look at: a) […]
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India’s High Corporate Tax Rate is Holding Back Corporate Capex
Courtesy the face-off between China and the United States, India has a once-in-a-generation opportunity to become the factory of the world for knowledge-intensive light industrial manufacturing in sectors such as electronics, pharmaceuticals and specialty chemicals. However, India’s competitiveness is hindered by an effective corporate tax rate that is 4%-points higher than America’s or China’s. This […]
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Marcellus MeritorQ Webinar - An Outlier Amidst Averages.
Marcellus ‘Global Compounders Portfolio’ (GCP) for Global Equities Investments (via GIFT City)
Marcellus ‘Consistent Compounders’ Webinar – Optical Illusions in Equity Investing.