Shubhayan has more than 13 years of experience working with large financial institutions and banks in the areas of process automation and AI, cloud migration, supply chain finance and CRM. In his past roles, he has also worked on infrastructure projects including building greenfield data centres and strategic migration of legacy applications to public/private clouds. Prior to Marcellus, he was associated with ICICI Bank and Infosys.
Qualification: Shubhayan competed his MBA from NIT and holds a B.Tech degree from UP Technical University.
Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies which are listed in developed countries. The nature of the products and services – which cater to global economic megatrends – and the moats developed around process capacity, R&D, and capital allocation, are the key factors that contribute to the consistency of free […]
Starting this month, we are rolling out a joint newsletter across our four domestic PMS Products. In this edition, we revisit the basic principles underlying Marcellus’ investment philosophy i.e. a firm’s ability to generate Free Cashflows (FCF) and grow them at a healthy rate sustainably over the long term. We take a look at: a) […]
Courtesy the face-off between China and the United States, India has a once-in-a-generation opportunity to become the factory of the world for knowledge-intensive light industrial manufacturing in sectors such as electronics, pharmaceuticals and specialty chemicals. However, India’s competitiveness is hindered by an effective corporate tax rate that is 4%-points higher than America’s or China’s. This […]