Salil joins Marcellus from Premji Invest, India’s largest family office by assets under management, where he spent 6 years as a senior member of the team that managed ~US$2bn in listed equities. Prior to that, Salil worked for IDFC Securities, a prominent equity brokerage in Mumbai, where he came to be known as one of India’s leading analysts for core economy sectors. Over a career spanning 12 years in equities, he has tracked multiple sectors, including industrials, infrastructure, utilities, insurance, cement, metals and logistics.
Qualifications: Salil is a Chartered Accountant and a Post Graduate Diploma in Business Management from NMIMS, Mumbai. He completed his graduation in Commerce from Mumbai University
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings growth and shareholder wealth compounding. Our underperformance vs S&P500 in 2026 has played out in two parts – in line until Feb’26 and underperformance post that. Two factors explain the underperformance: 1) […]
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings and shareholder wealth compounding. Over the last few years, we’ve seen the world get increasingly intoxicated with the AI narrative. While we certainly see long-term merit in this technology and what it […]
At Wimbledon this July the singles champion took home £3.6mn. The sixty-four players who lost their first match took £80,000 each i.e. the winner earns 45x the losers. That gap is what economists call the ‘Theory of Tournaments’, and two celebrated papers explain why the gap must be that wide. This payoff structure will become familiar […]