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.

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 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.