Claim OwnershipCoffee and Investing with Saurabh Mukherjea
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As the investment landscape around us becomes more volatile and several get-rich-quick schemes try to sway us left, right and centre, it becomes a necessity to develop a sound financial mind.
Join Saurabh Mukherjea, founder of Marcellus Investment Managers, and author of “Coffee Can Investing”, as he takes you on a captivating journey through the world of investments, peppered with anecdotes and success stories.
Saurabh, along with his cohort of financial experts come together to simplify and condense years of investment knowledge with real life case studies on how to build your wealth.
Join Saurabh Mukherjea, founder of Marcellus Investment Managers, and author of “Coffee Can Investing”, as he takes you on a captivating journey through the world of investments, peppered with anecdotes and success stories.
Saurabh, along with his cohort of financial experts come together to simplify and condense years of investment knowledge with real life case studies on how to build your wealth.
55 Episodes
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For decades, investing in the world’s biggest companies was a "members-only" club for India’s wealthy. Historically, complex tax laws and legal hurdles meant that only the top 1% could effectively protect their wealth from the steady 40% depreciation of the Rupee every decade. In this episode, Saurabh Mukherjea explains how four blockbuster reforms have finally leveled the playing field, making global compounding accessible to every intelligent investor.
Is the era of India’s IT-led prosperity coming to an end?For the last 30 years, IT Services have been the backbone of India’s middle-class employment and forex generation. But today, a combination of sector maturity and the rapid rise of AI is jamming the country’s white-collar job engine.In this episode of Coffee and Investing, Saurabh Mukherjea and Nandita Rajhansa dive deep into the "Ripple Effect" of this slowdown. They discuss why the Rupee hitting ₹100 to the dollar is becoming a realistic "base case" and how this structural shift will impact everything from consumption growth to residential property prices in cities like Bengaluru, Hyderabad, and Pune.
The new economy demands a new financial plan. Understanding your goals is the bedrock of asset allocation. Yet it’s the exact step where most investors fail.
Ferrari won't sell you their best car just because you have the money. Hermès has a waitlist that no amount of wealth can skip. LVMH owns 75 iconic brands and keeps getting richer by keeping you waiting.In this episode, Saurabh Mukherjea sits down with Prashant Mittal — Marcellus's Global Consumption Analyst — to decode the business model behind the world's most exclusive luxury brands.
In this episode of Coffee & Investing, Marcellus CIO Saurabh Mukherjea joins Nandita to decode the RBI’s Financial Stability Report (FSR). While headline numbers might look stable, the underlying data reveals a ticking time bomb in household savings and retail credit.
In this episode, Saurabh Mukherjea talks to Dhruv Mehta, Chairman of Sapient. Dhruv has seen the Indian markets evolve from their infancy to the powerhouse they are today. In a conversation that ranges from deeply personal to intensely strategic, he and Saurabh strip away the complexity of finance to reveal the core principles of building a legacy.
In this episode, Saurabh Mukherjea sits down with industry veteran Brijesh Dalmia to explore his remarkable transition from a solo advisor to a multi-business entrepreneur.Starting from scratch in Kolkata in 2000, Brijesh has scaled his professional footprint across five distinct ventures, including wealth management, insurance, and the fintech platform MasterStroke Online. Here, he reveals the high-performance habits and "systems-first" mindset that allow him to manage multiple companies simultaneously while maintaining peak personal productivity.
Is the Indian middle class borrowing its way into a financial trap?While official data shows near-zero inflation, the urban middle class is facing a reality where the cost of living doubles every eight years. In this episode of Coffee & Investing, Marcellus’ CIO Saurabh Mukherjea and Economist Nandita Rajhansa discuss why stagnant wages and a "borrowing binge" are putting your retirement at risk.
Is the most dominant force in US healthcare facing a temporary hurdle or a structural decline?In this episode of Coffee & Investing with Saurabh, Mayank from our Global Compounders Team joins us to dissect the crisis. We move past the headlines to analyse the underlying business model, the genius of their vertical integration strategy, and whether the return of legendary CEO Stephen Hemsley marks a turning point for the stock.
Is the Indian white-collar job engine stalling?In this episode of Coffee & Investing, Saurabh Mukherjea and Nandita Rajhansa dive deep into the NITI Aayog report on the impact of AI on the Indian job market. They discuss the startling prediction of job losses in the Tech and Customer Experience (CX) sectors, the hidden debt crisis brewing in the middle class, and the emerging "complementary" career paths that could save the day.
In this episode of Coffee and Investing, Saurabh Mukherjea sits down with Ritesh Sheth, Director of Tejas Investor Services-a veteran who has witnessed the entire evolution of the Indian Mutual Fund industry since the 1990s.From the days of physical paperwork to the digital age, Ritesh has seen it all. But his success isn't just about market knowledge-it's about people. Managing over 18,000 clients requires more than just spreadsheets; it requires deep trust and relationship building
In this episode of Coffee & Investing, Nandita and Saurabh Mukherjea discuss the unprecedented festive season of 2025. On Dhanteras, Indian demand for silver was so intense that bullion markets in Mumbai, London, and New York literally ran out of stock. Even major banks like JPMorgan Chase had to step back as India’s demand broke the global silver market.What fueled this sudden consumption boom after years of stagnation? Saurabh breaks down the massive policy shifts—including Income Tax cuts, GST 2.0, and the crackdown on F&O trading—that injected Rs 6.3 trillion back into the economy.
When a significant amount of your net worth is tied to a single illiquid stock, you stand significantly exposed to multiple risks. In this episode, Saurabh and Manish discuss why true financial maturity is about recognising when to diversify.
Let's be honest. We have all seen it: Smart, high-earning professionals who are stuck in the "middle class" trap, struggling to build wealth.In this episode, we discuss the reality of home loans for the middle class, the roadmap for careers in finance (CA vs. CFA vs. CFP), and why true wealth requires a life outside of money, be it dance, drama, or music.
In this insightful episode, our Founder and CIO, Saurabh Mukherjea, hosts Vishal Dhawan, the founder of Plan Ahead Wealth Advisors, to break down the essential elements of lasting financial success. Vishal shares his journey and reveals why the advisory model you choose is more important than your next stock pick.
In this episode, we break down the government's massive ₹8 trillion capital expenditure program (an astonishing 34% per annum growth from 2021-24) and analyse its real-world impact.
You've heard of the S&P 500 Index and the MSCI World Index. But do you know about the companies behind them? S&P Global and MSCI are two of the most powerful, yet least understood, giants in finance. Their decisions quietly shape trillions of dollars in global investments. Listen to the podcast to learn more.
The very engine of wealth creation—the family business—often becomes an illusion of safety, leading entrepreneurs to neglect the fundamental principle of wealth preservation: Asset Allocation. In this episode of our podcast series, Saurabh and Manish dive deep into the financial mistakes Indian business families make and the ways to overcome them.
That 'useless' trash you throw away every day? It's the foundation of a multi-billion-dollar empire. In this podcast, Saurabh and Mayank dive deep into the company and help us understand how Waste Connections became a ~$45Bn company.
1How can one get away from this distraction and make the most of their time and money?In this episode, Saurabh and Nandita not only dive into these alarming trends but also discuss the path forward. A key solution to counter these risks is building a disciplined financial plan to achieve your goals.At Marcellus, we’ve developed an Asset Allocation Tool to help you navigate the world of investing and diversification based on your personal financial goals.
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