Episodios

  • Why Every Aspiring Indian needs a US Portfolio?
    Jan 27 2026

    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.

    Más Menos
    19 m
  • Why Your Savings Are Vanishing Faster Than Ever?
    Jan 16 2026

    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.

    Más Menos
    24 m
  • Analysing the 50% Crash of the World’s 7th Largest Company
    Jan 9 2026

    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.

    Más Menos
    38 m
  • No Jobs & High Debt: The Silent Middle Class Crisis
    Jan 5 2026

    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.

    Más Menos
    27 m
  • Navigating the MF Industry: 90s vs Now | Ft. Saurabh Mukherjea & Ritesh Sheth
    Dec 23 2025

    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

    Más Menos
    45 m
  • The Great Indian Reset: Tax Cuts, F&O Bans & The 2025 Consumption Boom
    Dec 19 2025

    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.

    Más Menos
    32 m
  • Startup Success to Wealth Preservation: A Guide to Managing ESOPs
    Dec 12 2025

    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.

    Más Menos
    23 m
  • Smart People, Bad Choices: Why Smart People Fail at Money
    Nov 28 2025

    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.

    Más Menos
    53 m