EPISODE · Sep 16, 2025 · 1H 20M
Saurabh Mukherjea’s ₹10 Crore Portfolio Breakdown: The 50/50 India-USA Strategy | Kushal Lodha #226
from Konversation with Kushal · host Konversation with Kushal
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...Join Kushal for an in-depth conversation with Saurabh Mukherjea, Founder & CIO at Marcellus Investment Managers, as he unpacks how global trends, AI, and asset allocation are reshaping investment strategies for Indians today. Saurabh candidly discusses his own portfolio split, the logic behind balancing Indian and US equities, risks facing Indian small-caps, and frameworks to spot enduring US and global stocks, even if you’re investing from India.Whether you're an aspiring investor or a seasoned market watcher, this episode is packed with practical insights, behavioral finance lessons, and answers to the questions every retail investor asks about asset allocation, compounding, and building wealth in an unpredictable world.Perfect for anyone looking to future-proof their finances and deepen their understanding of both Indian and global markets.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
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➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC...Join Kushal for an in-depth conversation with Saurabh Mukherjea, Founder & CIO at Marcellus Investment Managers, as he unpacks how global trends, AI, and asset allocation are reshaping investment strategies for Indians today. Saurabh candidly discusses his own portfolio split, the logic behind balancing Indian and US equities, risks facing Indian small-caps, and frameworks to spot enduring US and global stocks, even if you’re investing from India.Whether you're an aspiring investor or a seasoned market watcher, this episode is packed with practical insights, behavioral finance lessons, and answers to the questions every retail investor asks about asset allocation, compounding, and building wealth in an unpredictable world.Perfect for anyone looking to future-proof their finances and deepen their understanding of both Indian and global markets.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
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Saurabh Mukherjea’s ₹10 Crore Portfolio Breakdown: The 50/50 India-USA Strategy | Kushal Lodha #226
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