Prior to joining Marcellus, Sudhanshu was Executive Assistant to the CEO at Ambit Capital and worked in the Institutional Equities’ Strategy team. He has also worked with KPMG in the statutory audit team from 2013 to 2016 gaining extensive experience across Indian accounting standards, financial control systems and financial statement analysis & reviews.
Qualifications : Sudhanshu is a qualified Chartered Accountant and a CFA Level 3 candidate. He has completed his graduation in Commerce from Mumbai University.
Articles by team Marcellus
Marcellus' Portfolio Updates & Insights - January 2026
marcellus.in From Our CIO’s Desk How Four Mega-Reforms by the Indian Government and the RBI Dismantled the Barriers to International Capital. RBI data reveals a staggering 58% surge in capital outflows from India over the past 5 years. This shift underscores a critical imperative: the necessity of investing in dollar-denominated assets. This is particularly […]
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Volatility underscores diversification benefits
Since inception 15 months ago, Marcellus Multi-Asset PMS (MAP-Balanced) has outperformed its benchmark by 2.44% points and Nifty 500 TSR Index by 4.57% points (annualised, net of fees and expenses). At that time, Indian equities had run up significantly and seemed overvalued when macro growth had slowed, the earnings cycle had already peaked and risk […]
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Do You Own the World’s Most Powerful Tech Company?
There is a 90% probability that you are reading this material thanks to the electronic circuits created by a uniquely powerful tech hardware firm based in a small town in Holland. With gross profit margins more than 40% sustained over several decades, this Dutch company is protected by a series of almost invincible moats. By […]
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