Is the era of India’s IT-led prosperity coming to an end?For the last 30 years, IT Services have been the backbone of India’s middle-class employment and forex generation. But today, a combination of sector maturity and the rapid rise of AI is jamming the country’s white-collar job engine.In this episode of Coffee and Investing, Saurabh Mukherjea and Nandita Rajhansa dive deep into the "Ripple Effect" of this slowdown. They discuss why the Rupee hitting ₹100 to the dollar is becoming a realistic "base case" and how this structural shift will impact everything from consumption growth to residential property prices in cities like Bengaluru, Hyderabad, and Pune.

The new economy demands a new financial plan. Understanding your goals is the bedrock of asset allocation. Yet it’s the exact step where most investors fail.

Ferrari won't sell you their best car just because you have the money. Hermès has a waitlist that no amount of wealth can skip. LVMH owns 75 iconic brands and keeps getting richer by keeping you waiting.In this episode, Saurabh Mukherjea sits down with Prashant Mittal — Marcellus's Global Consumption Analyst — to decode the business model behind the world's most exclusive luxury brands.

In this episode of Coffee & Investing, Marcellus CIO Saurabh Mukherjea joins Nandita to decode the RBI’s Financial Stability Report (FSR). While headline numbers might look stable, the underlying data reveals a ticking time bomb in household savings and retail credit.

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.