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
Diversification in a Concentrated Portfolio of Compounders
In an uncertain macroeconomic environment shaped by AI disruption and shifting global geopolitics, the Consistent Compounders Portfolio (CCP) strategy has evolved significantly. While maintaining a concentrated portfolio focused on good-quality businesses, we have diversified our top holdings across uncorrelated sectors such as healthcare, auto components, and export-led manufacturing. This deliberate shift away from our historical […]
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Marcellus' Portfolio Updates & Insights - February 2026
marcellus.in From Our CIO’s Desk RBI’s Report Flags Indian Consumer’s Debt Trap For the past year, we have warned that the Indian middle class is financing its lifestyle through a precarious reliance on debt. The RBI’s latest Financial Stability Report (FSR) has now validated these concerns, signalling that the “consumption story” is hitting a wall […]
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Retirement Planning: Tackling the Hardest Problem in Finance
Summary: Across the world, retirement planning is viewed as one of the most complex problems in Finance due to the multitude of unpredictable variables at play. In India, this problem is made more complex by the high and variable inflation in the cost of living. The problem is made even more challenging for the Indian middle […]
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