Founder of Marcellus Investment Managers, Saurabh Mukherjea, advises investors to identify businesses with unique skill sets and distinctive capabilities, and ones where the promoter is an honest person. He suggests investing in financial services platforms such as Prudent Corporate, as well as companies with high revenue growth, such as Divi’s Labs and Dr Lal PathLabs, which have distinctive capabilities in their respective sectors. Mukherjea believes the direct-to-consumer (D2C) industry in India is causing erosion of moats in the FMCG market, making it a difficult industry to invest in.

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