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.
The majority of the listed companies in India fail to beat the market cap weighted index. In this newsletter, we discuss why the odds are stacked against an individual investor owning a small set of stocks. Over a longer investment horizon, returns of benchmark indices as well as the net wealth created in stock markets […]
Marcellus’ Rising Giants portfolio (RGP) aims to discover companies with a high probability of entry into benchmark Nifty50 index over the next 3-5 years thus capturing the outsized returns that typically accrue to potential Nifty50 entrants. Over the past year, some of the RGP stocks have faced temporary headwinds mainly on account of Covid-19 demand normalization, […]
Post-1947, India’s economy has been through four distinct eras. Now, with socialism fading away and with the country increasingly operating as a free market economy, we see five distinct directions in which India’s economy will evolve over the next decade: (1) Profits will polarize in the hands of a few highly efficient companies; (2) Wealth […]