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.
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.
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.
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.
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.
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.
What's the point of building wealth if it doesn't build a happier life?In a special episode of Coffee and Investing, Saurabh Mukherjea flips the script. He's not giving the answers; he's asking the questions to one of the most thoughtful minds in Indian investing, Amar Pandit, founder of The Happiness Factory.
The very engine of wealth creation—the family business—often becomes an illusion of safety, leading entrepreneurs to neglect the fundamental principle of wealth preservation: Asset Allocation. In this episode of our podcast series, Saurabh and Manish dive deep into the financial mistakes Indian business families make and the ways to overcome them.
That 'useless' trash you throw away every day? It's the foundation of a multi-billion-dollar empire. In this podcast, Saurabh and Mayank dive deep into the company and help us understand how Waste Connections became a ~$45Bn company.
How can one get away from this distraction and make the most of their time and money?
In this episode, Saurabh and Nandita not only dive into these alarming trends but also discuss the path forward. A key solution to counter these risks is building a disciplined financial plan to achieve your goals.
At Marcellus, we’ve developed an Asset Allocation Tool to help you navigate the world of investing and diversification based on your personal financial goals.
In our latest "Coffee and Investing" podcast, Saurabh and our Global guru, Arindam, dive deep into why it's a great time for Indians to start investing in quality global companies. It's a strategy that not only complements your Indian investments but also aligns with the way you're already spending your money.
To understand the complexities Affluent Indians face, we collaborated with Dun and Bradstreet on a comprehensive survey. Join us for an in-depth analysis of its findings.
In this episode, we pull back the velvet curtain on LVMH – one of the world's leading luxury conglomerates. Join us as our CIO, Saurabh Mukherjea and our Global Analyst, Prashant Mittal explore how Bernard Arnault built an empire, from iconic fashion houses like Louis Vuitton and Dior to champagne, jewelry, and hotels. They uncover LVMH’s shrewd business strategies, acquisition secrets, and what truly makes an LVMH brand so desirable.
This podcast takes us beyond the price tag to what's behind one of luxury's biggest powerhouses!
Not only is entrepreneurship in India very different from what it is in the United States, but it is also a different ball game as compared to salaried employment in the world’s fifth largest economy. With stable, salaried employment in the public and in the private sector a thing of the past, the core of the Indian middle class needs attitudinal retuning if it is to capitalize on the economic opportunities posed by this vast, underdeveloped free market economy.
In this podcast, Saurabh and Nandita cover multiple aspects about Entrepreneurship in India. Saurabh also shares his journey as an entrepreneur. Listen to the podcast to learn more.
In this episode of Coffee and Investing, our CIO, Saurabh Mukherjea and our Head of Global Research, Jaibir Sethi explore the fascinating world of IDEXX, a company at the forefront of animal health diagnostics.
Tune in to discover the science and impact of IDEXX and gain a new appreciation for the technology behind your companion's well-being and beyond!
Join the conversation with Saurabh Mukherjea and Nandita Rajhansa about a profound change in India: the middle class' pivot from predictable employment to the dynamic world of entrepreneurship!
Traditional white-collar roles face challenges from automation and slower growth, but this is fueling an unprecedented rise in new ventures led by educated professionals. This isn't just about jobs; it's reshaping wealth and influence, demanding a new mindset focused on long-term vision, skill development, and a greater appetite for risk.
Learn about the "employee vs. owner" differences and how adapting can lead to success, not just in startups but also at the highest levels of corporate India.
Over the past few years, Indian consumer spending on foreign goods and education has risen drastically. With aspirations rising and our expenditure increasing in foreign currency, this creates the need for Indians to now start looking for investment opportunities abroad as well.
This raises a question of which other free markets to invest in other than India?
A US portfolio of such companies offers a free lunch that no other market offers to your Indian portfolio. Reason? They are the two least correlated equity markets globally.
Tune into this podcast where Saurabh Mukherjea and Arindam Mandal help us understand the importance of asset allocation, the benefits of diversification and why the US should be your best bet to complement your Indian investments.
Over the past decade, not only have Indians borrowed at an increasing rate whilst their incomes have stagnated, but now they are also one of the most indebted people across the world (excluding mortgages), surpassing the US and China. Most worryingly, most of these retail loans are NOT for creating assets but for satisfying daily consumption needs. To put this in historical context, India’s NET household financial savings (as a % of GDP) is at its lowest level in the last 50 years due to a steep rise in household financial liabilities.