Sudhanshu Nahta, CA
Sudhanshu is one of The Founders of Marcellus.
Prior to joining Marcellus, Sudhanshu was Executive Assistant to the CEO at Ambit Capital and worked in the Institutional Equities’ Strategy team.
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
NEWSLETTER
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Marcellus Portfolio Updates & Insights - September 2026
marcellus.in From Our CIO’s Desk How Does Kings of Capital Beat the Benchmark with Boring, Well-Managed Companies? Over the past 1, 2, and 3-year trailing periods, our financial services strategy—the Kings of Capital Portfolio (KCP)—has outperformed its benchmark. Our investment process avoids chasing short-term market momentum, focusing instead on well-managed businesses that allocate capital […]
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NEWSLETTER
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Marcellus Portfolio Updates & Insights - August 2026
From Our CIO’s Desk Is Quality Investing Making a Comeback in India? Over the last five years (FY21–25), high-quality businesses—companies with clean accounting, strong management, and high returns on capital—lagged the broader market. The reason was simple: a post-COVID surge in household “revenge spending” and government infrastructure capex created a rising tide that lifted […]
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Big Winners & Losers from India’s ‘Breakpoint’
Automation almost always displaces workers but whether it also impoverishes them is a political choice. Post-war America shared the gains from its machines with its workers until the 1970s; since 1979, a typical American worker’s pay has risen 33% while productivity has risen 94%. Germany faced the same situation but gave its workers a legal […]
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