How to Find Financial Stocks the Market Is Missing Saurabh Mukherjea x Tej SHah

Podcast: Coffee and Investing with Saurabh Mukherjea · Marcellus Investment Managers

Opublikowano: 2026-09-26

Invest in India's leading financial companies. Explore Kings of Capital Portfolio: https://kcp.marcellus.inWhat does it take to find opportunities in one of India's most closely watched sectors?In this episode of Coffee & Investing, Saurabh Mukherjea speaks with his colleague Tej Shah, Portfolio Manager of Marcellus’ Kings of Capital Portfolio, about how the team invests across India’s financial services sector, and why some of the most interesting opportunities may lie beyond the obvious names.Kings of Capital is not simply a portfolio of banks and lenders. High-quality lenders make up only around a quarter of the portfolio, whil...