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
Portfolio performance and Update on Fundamentals - June 2024
*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu 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) Businesses with strong competitive advantages (and hence high ROCEs), can be categorized into […]
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Spotlighting Eureka Forbes
In this month’s newsletter, we delve deeper into Eureka Forbes Limited (EFL) one of the new additions to the portfolio. We see several earnings growth levers for EFL over the next 5 years: (a) Increase in the water purifiers (WP) category penetration backed by improved tap water supply, and initiatives taken by the WP companies […]
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Creative Destruction on an Epic Scale in India Inc
As per data from the Income Tax department, of all Indian companies that filed non-zero tax returns for FY22, only 17% saw growth in PAT in real terms over the preceding ten years. And these 17% accounted for 98% of corporate India’s PAT. Furthermore, data from the CMIE shows that the prospect of upward mobility (in terms […]
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