Vikas Khemani - Founder & CEO of Carnelian Asset Management

<p>My guest for today is <a href="https://www.linkedin.com/in/vikas-khemani-08a0644/">Vikas Khemani</a>. Vikas is Founder &amp; CEO of <a href="https://www.carneliancapital.co.in/">Carnelian Asset Management</a>. He has ~25 years of capital markets experience, before founding Carnelian, he was CEO of Edelweiss Securities Ltd, where he spent 17 years incubating &amp; building several businesses to leadership position including Institutional Equities and Equity Research. he enjoys strong relationships with Corporate India and is associated with several Industry bodies &amp; committees including the CII National Council on Corporate Governance, FICCI Capital Markets Committee, Executive Council of Bombay Management Association. He is also a member of Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs and was awarded Young Professional Achievers Award for the service sector by the ICAI in 2014. His passion for investing took shape during his college days and continues to drive him.</p> <p>Besides being an avid reader and poker player, Vikas enjoys yoga, meditation and has been running marathons since the last 15 years</p> <p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you.</p> <p>Show Notes:</p> <p>00:00-02:40 Introduction</p> <p>02:40-04:06 Vikas's EBC Trek Experience</p> <p>04:06-10:11 About Vikas &amp; Carnelian journey</p> <p>10:11-13:55 Vikas's perspective on his tweet - "The desire to perform all the time is usually a barrier to performing over time."</p> <p>13:55-18:02 Carnelian strategy and the shift in their strategy</p> <p>18:02-21:40 Sector within Manufacturing sector where Vikas sees more potential</p> <p>21:40-25:11 Does Vikas classify himself as a contrarian investor &amp; when is big money made accor