Saurabh Mukherjea

Saurabh Mukherjea, founder and Chief Investment Officer of Marcellus Investment Managers, delves into Titan, India's leading jewelry brand with a rich history as a watchmaker. He discusses Titan's unique position in the jewelry market, underscoring the cultural significance of gold for Indian consumers. The conversation highlights Titan's innovative retail and marketing strategies, including regional design adaptations and e-commerce integration through brands like Carrot Lane. Saurabh emphasizes Titan's operational efficiencies and its effective capital allocation philosophy.

Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers, shares insights on Bajaj Finance, India’s leading non-banking financial company. He discusses Bajaj's explosive growth, with a loan book that soared 40% from 2009 to 2022, and highlights its unique no-cost EMI model that caters to aspirational buyers. Saurabh also delves into the company's strategic use of predictive analytics for competitive pricing and the innovative employee incentive structure that drives motivation. With impressive profitability metrics and a focus on tech advancement, Bajaj Finance is poised for continued success.

Saurabh Mukherjea from Marcellus Investment Managers delves into India's super-rich families, discussing surprising wealth growth in tier three cities, inspiring family business success stories, and the future trend of CEO coaching in the country.

Saurabh Mukherjea, founder of Marcellus Investment Managers, talks about the opportunities in investing in India, finding honest promoters, and the power of investing in high-quality stocks for long-term success. He also discusses the decision-making process in investing, the challenges of succession planning, and the importance of capital allocation in investment.

Saurabh Mukherjea, founder and CIO of Marcellus Investment Managers, and Nandita Rajhansa, economist and author of 'Behold the Leviathan,' engage in a riveting discussion about the transformative themes of India’s economy. They dissect the dual nature of government, financial empowerment of women, and socio-economic disparities between regions. The duo offers invaluable investment tips for 2025, emphasizing the importance of practical skills. They also reflect on the intricate relationship between literature, cinema, and economic thought.