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

Rebalancing and the Value Effect

In this newsletter, we quantify the contribution of rebalancing to overall returns by breaking down the portfolio returns into sub-components. We find that periodic rebalancing drives most of the returns of systematic relative value strategies. Selecting quality, undervalued companies, as we do in MeritorQ’s selection step, is effective only when the portfolio is regularly rebalanced. […]

Marcellus Portfolio Snapshot and Update on Fundamentals - January 2024

  *For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure   Consistent Compounders Portfolio (CCP) For the quarter ended December 2023 (i.e. 3QFY24), earnings growth of […]

The Polarization of Corporate Profits in India is Reducing

  In the decade running up to Covid-19, corporate profits were increasingly polarized in India i.e., the top 20 listed companies accounted for an ever-larger share of India Inc’s profit pie. However, since FY21 the picture has changed as smaller companies have begun to grow their profits faster than the top 20 listed companies. This […]


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