Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital. Saurabh is a Founding Director of the Association of Portfolio Managers in India, a trade body. He continues to be part of multiple SEBI working groups whose role is to review and reform the rules governing portfolio management in India.
Articles by team Marcellus
Marcellus' Portfolio Updates & Insights - November 2025
marcellus.in From Our CIO’s Desk The Long-Awaited Policy Response is Here The employment, wages and consumption slowdown that has played out in India post-Covid has now been recognised by India’s policymakers. Whilst their policy response has been substantive (especially with regards to boosting consumption, the mainstay of India’s economic growth), the structural issue of […]
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Three Years In: Staying Objective Through Market Extremes
The Global Compounders Portfolio (GCP) is Marcellus’ Global Equities strategy launched in October 2022. It invests in 30-40 deeply moated companies across developed markets—businesses that combine high returns on capital with prudent reinvestment and disciplined capital allocation. The aim has always been straightforward: to deliver long-term compounding of capital through ownership of exceptional franchises, while […]
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The Long Awaited Policy Response is Here
The employment, wages and consumption slowdown that has played out in India post-Covid has now been recognised by India’s policymakers. Whilst their policy response has been substantive (especially with regards to boosting consumption, the mainstay of India’s economic growth), the structural issue of helping middle class India deal with a massive labour market transition – […]
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