Rakshit Ranjan, CFA
Rakshit is one of the Founders of Marcellus
He spent 6 years covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst).
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 - September 2026
marcellus.in From Our CIO’s Desk How Does Kings of Capital Beat the Benchmark with Boring, Well-Managed Companies? Over the past 1, 2, and 3-year trailing periods, our financial services strategy—the Kings of Capital Portfolio (KCP)—has outperformed its benchmark. Our investment process avoids chasing short-term market momentum, focusing instead on well-managed businesses that allocate capital […]
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Marcellus Portfolio Updates & Insights - August 2026
From Our CIO’s Desk Is Quality Investing Making a Comeback in India? Over the last five years (FY21–25), high-quality businesses—companies with clean accounting, strong management, and high returns on capital—lagged the broader market. The reason was simple: a post-COVID surge in household “revenge spending” and government infrastructure capex created a rising tide that lifted […]
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Building an all-weather portfolio
Every year, someone confidently tells you which asset will win the year. Since 2004, the winner has changed almost every year, between Indian stocks, US stocks and gold, and the topper has often become the laggard the very next year. Ray Dalio’s All Weather portfolio starts from a simple idea: you do not need to […]
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