Saurabh Mukherjea
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers, a PMS firm focused on high-quality Indian equities. He is a prominent value investor, author of multiple books on Indian capital markets, and frequent commentator on quality investing and behavioural finance.
Career
Saurabh Mukherjea founded Marcellus Investment Managers with a quality-focused investment approach for HNI investors. Prior to Marcellus, he was a senior research analyst at major Indian and international brokerages. His books on Indian equity investing have been influential in shaping the quality-investing discourse in India.
Industry contribution
His investing philosophy emphasises quality (Return on Capital Employed, low debt, durable competitive advantages, predictable cash flows). His written works analyse Indian listed equities through a quality-investor lens. He frequently commentates on Indian macro conditions and equity-market structure.
Investment philosophy
Quality-bias investing, focus on Return on Capital Employed (ROCE), preference for predictable cash-flow businesses with durable competitive advantages.
See also
- Mutual funds in India
- Marcellus Investment Managers
- AMFI
- Fund managers cluster
- Trust structure (sponsor, trustee, AMC, custodian)
- SEBI (Mutual Funds) Regulations 1996
- Skin in the game (MF)
- SEBI
External references
References
- AMFI public records on fund manager information.
- AMC public disclosures on fund manager profiles.
- Indian financial press coverage (Mint, Economic Times, Business Standard).