Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18.
Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.
Articles by team Marcellus
Marcellus Portfolio Updates & Insights - June 2026
marcellus.in From Our CIO’s Desk What Goes into the Making of a Data Center? Two global headlines have dominated the financial landscape in recent times: Alphabet is executing a record-breaking $85 billion equity raise to fund its AI infrastructure and global compute footprint. SpaceX is setting the stage for the largest IPO ever recorded, […]
READ MORE
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 […]
READ MORE
Cutting Equity CGT for FIIs will boost India’s Economy and lower the Government’s cost of Borrowing
Summary: Our meetings with a dozen large FIIs in North America and UK over the past few weeks suggest that scrapping equity Capital Gains Tax (CGT) for FIIs will trigger 3 different types of benefits for the Indian economy: a) lower borrowing costs for the sovereign and hence for corporates; b) a stronger INR and […]
READ MORE

