Coffee and Investing with Saurabh Mukherjea
Marcellus
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.
Episodes
Mentioned books
Jan 16, 2026 • 24min
Why Your Savings Are Vanishing Faster Than Ever?
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.
Jan 9, 2026 • 38min
Analysing the 50% Crash of the World’s 7th Largest Company
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.
Jan 5, 2026 • 27min
No Jobs & High Debt: The Silent Middle Class Crisis
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.
Dec 23, 2025 • 45min
Navigating the MF Industry: 90s vs Now | Ft. Saurabh Mukherjea & Ritesh Sheth
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
Dec 19, 2025 • 32min
The Great Indian Reset: Tax Cuts, F&O Bans & The 2025 Consumption Boom
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.
Dec 12, 2025 • 23min
Startup Success to Wealth Preservation: A Guide to Managing ESOPs
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.
Nov 28, 2025 • 53min
Smart People, Bad Choices: Why Smart People Fail at Money
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.
Nov 21, 2025 • 58min
The Simple Guide to Sound Advice and True Wealth
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.
Nov 14, 2025 • 20min
India's ₹8 Trillion Bet: Is the Middle Class Paying the Price?
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.
Nov 7, 2025 • 28min
MSCI vs. S&P Global: A Deep Dive into the Index Duopoly
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.
