Surendra has over 16 years of experience in financial services including Broking, Wealth Management and PMS/AIF Operations. In his career journey, he has donned varied hats with Aditya Birla AMC, ICICI Prudential AMC, Edelweiss Wealth Management and Motilal Oswal.
Qualification: Surendra has an MBA (Finance) and B.Com degree from Mumbai University.
Articles by team Marcellus
Portfolio Performance and Update on Fundamentals - September 2024
Consistent Compounders Portfolio (CCP) Performance of Marcellus’ CCP portfolio has turned a corner in absolute returns over the last 18 months (31% CAGR) and in relative returns over the last six months (20.78% for CCP vs 16.58% for Nifty50 TRI). This is attributed to both the upgrades made to our portfolio construction approach as well […]
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Rising Giants: Spotlighting Godrej Agrovet
This month we delve deeper into Godrej Agrovet Limited (GAVL) which we added to the Rising Giants PMS portfolio earlier this year. GAVL is a diversified agri-focussed company present across animal feed, palm oil, crop protection, dairy and poultry businesses. The Company witnessed muted earnings growth over FY18-23 due to volatility in commodity prices (inputs as well […]
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Why Read “Behold the Leviathan: The Unusual Rise of Modern India”?
On 21st October, Penguin Random House is publishing Marcellus’ next book, “Behold the Leviathan: The Unusual Rise of Modern India”, authored by Saurabh Mukherjea and Nandita Rajhansa. There are three very good reasons why you should read our book on how India is changing and how you can profit from that change. I have authored […]
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