How Will India’s Middle Class Survive? The Finology Podcast Ep. 1

Welcome to The Finology Podcast!

We bring you unfiltered, high-value conversations with leading market experts, top fund managers, and visionary CEOs to help you make smarter financial decisions.

In this episode, we are joined by Saurabh Mukherjea (Founder & CIO, Marcellus Investment Managers) for a masterclass on quality investing, wealth creation, and navigating market noise.

From building a portfolio strategy to analyzing corporate debt and India’s credit boom, Saurabh breaks down actionable frameworks for every investor.
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00:00 – Introduction
01:19 – Can Retail Investors Build an Analytical Edge?
05:25 – Start Concentrated or Begin Diversified?
06:40 – DIY, Mutual Funds & PMS
11:22 – Does DIY Investing Make You a Better Business Mind?
15:10 – Why Retail Investors Lose Money in a Growing Market?
18:09 – How to Cut Out Market Noise?
19:14 – rising Debt, EMIs & the Middle class Struggle
25:26 – The Future of Loan-Driven Consumption in India
27:00 – Defining Good Business
28:04 – The 15% Pre-Tax ROCE Threshold Explained
30:02 – How Investors Should Analyze Balance Sheet Debt
34:41 – Why Retail Investors Chase Short-Term Excitement
40:38 – Is Quality Investing Limited Without PE Expansion?
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Marcellus Investment Managers Private Limited (“Marcellus”) is a SEBI-registered Portfolio Manager (INP000006183). This podcast is for educational and informational purposes only and does not constitute financial advice or an investment recommendation.

Securities discussed (e.g., HDFC Bank) may be held in Marcellus portfolios; hence, Marcellus, its employees and its clients may have a financial interest in them. These securities or strategies are referenced solely for contextual purposes. References to third-party reports, books, or data are for illustrative purposes; Marcellus assumes no liability for external data accuracy or copyrights.

Past performance is no guarantee of future returns. Investments are subject to market risks. Marcellus accepts no liability for actions taken based on this video.
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