Siddharth Joshi
Siddharth Joshi comes from technology background.
Siddharth Joshi heads Operations and Technology at Marcellus. He has more than 18 years of experience in Technology where he provided technology consultation to a variety of functions within investment banks and financial institutions.
Prior to Marcellus, he was associated with Nomura, where he has led multiple teams, responsible for providing IT solutions to front office, operations and risk.
His expertise is in Middleware, Automation, DevOps, Cloud and Messaging for low-latency trading. Prior to Nomura, he has working with Wells Fargo and TCS.
Siddharth has a Bachelor of Engineering from Rajiv Gandhi University, Indore.
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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Drug Discovery is Being Revolutionized & What It Could Mean for Investors
Google DeepMind’s success in using AI to crack protein folding (one of the hardest problems in science) has revolutionized medical research. Research that used to take decades now takes a few years. This makes it likely that the speed of new drug discovery will increase. To gain exposure to this combination of AI & medicine, […]
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