Salil Desai, CA

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.

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

Articles by team Marcellus

NEWSLETTER
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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NEWSLETTER
Global Compounders: Why have we underperformed the S&P500 in 2026?

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) […]


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BLOG
Investing in boring, old-fashioned companies that allocate capital sensibly

Like our favourite cricketer, Rahul Dravid, the 7 companies decoded by us a decade ago in ‘The Unusual Billionaires’ delivered market beating performance by focusing on 3 principles which are simple to understand but hard to deliver on: (a) stick to the core and expand only into adjacencies; (b) focus on deepening your existing moats; and (c) […]


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