Marcellus Investment Managers
Kunal Chavan is currently employed at Marcellus Investment Managers as a Client Advisory and Relationship Sales Team Member since February 2022, focusing on High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI) for Portfolio Management Services. Prior experience includes a role as Deputy Manager at HDFC Bank from August 2020 to January 2022, where Kunal managed a portfolio worth approximately INR 20 crore and provided exceptional customer service to a select group of HNI clients. Kunal also completed an internship at HDFC Bank in 2019, which led to a Pre-Placement Offer, and worked as a Freelance Field Leadership Program member at Kantar IMRB from 2015 to 2019, where data gathering and curation were key responsibilities. Kunal holds an MBA in Marketing from ITM Group of Institutions (2018-2020) and a Bachelor of Commerce from Lala Lajpatrai College of Commerce and Economics (2013-2018).
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Marcellus Investment Managers
At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy and transparent capital allocators - Our quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define our investible universe. - Our experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats - We then hold these companies for long periods of time with little or no churn which allows us to capture the benefits of long term compounding and deliver superior returns