Aditya Khemka
@AdityaKhemka5
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Chief Investment Officer and Equity Fund mgr @ Incred Asset Mngt Views are personal and not of my organization. Equity markets carry risks. [email protected]
Mumbai, India
Joined March 2018
The final words from the legend "Don’t beat yourself up over past mistakes – learn at least a little from them and move on. It is never too late to improve. Get the right heroes and copy them. Decide what you would like your obituary to say and live the life to deserve it.
“I will no longer be writing Berkshire’s annual report or talking endlessly at the annual meeting. As the British would say, I’m going quiet.” As Warren writes his last lines, these final moments will be etched in d minds of all fortunate to be there at d last AGM (me included)
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From being a B2G today To In NEXT 5 years 50% Revenue to come from RETAIL 👀. Love the PIVOT ✅ @AdityaKhemka5 missed you on the call 😃 #FMF
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At a press conference on August 12th, 1986, President Ronald Reagan famously said: "The nine most terrifying words in the English language are, 'I’m from the government and I’m here to help.'"
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“So, any baby news?” You smile. You change the topic. Behind that smile lives a mix of hope, guilt, fear, and strength. You’re not alone — you don’t have to carry this quietly. There is someone who gets you. 💛 #FertilityJourney #Healing #Empathy
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#Fertility is a growing issue amongst Indian couples. IVF clinics can help couples to reproduce and trainers like @ArchanaKhemka99 can help you to go through the process peacefully and mindfully. Milann TOH hoga hi! Kyun @unseenvalue ?
Fertility needs oxytocin — the hormone of safety, love, and connection. You can invite it through calm. Your reproductive system listens to your emotional state. Safety and calm aren’t luxuries — they’re prerequisites for receptivity. #Fertility #Infertility #IVF #Pregnancy #IUI
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Fertility needs oxytocin — the hormone of safety, love, and connection. You can invite it through calm. Your reproductive system listens to your emotional state. Safety and calm aren’t luxuries — they’re prerequisites for receptivity. #Fertility #Infertility #IVF #Pregnancy #IUI
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My dear Wormwood, The enemy doesn't need to make pastors fall into sin. Simply keep them busy with good things. Let them preach grace while running on fumes. Applaud their exhaustion as faithfulness. Convince them that rest is for the weak. A burned-out shepherd is far more
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Behind every fertility journey is a couple pretending they re fine, holding on to each other, while struggling through doctor visits, appointments and endless cycles. Sometimes the heart needs healing before the body does.
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In a recent conversation with @business_today , @AdityaKhemka5 , CIO at InCred Asset Management, discusses why healthcare continues to be a long-term secular growth story and how investors can position for the next major phase of this market. He highlights the sector’s
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From Pharma To Diagnostics: Why Healthcare Is Set To Outperform Again | InCred AMC Watch LIVE: https://t.co/XUTUCZFLCe | #BusinessToday #BusinessNews #InCredAMC #HealthcareSector #HealthcareInvesting
@shail_bhatnagar | @AdityaKhemka5 | @IncredAmc
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https://t.co/ZDYeSRPrYa A couple of months old conversation, but still as relevant as it was back then.
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Given Lenskart’s 70k crores IPO valuation, Titan should immediately demerge it’s eyewear business and hire someone from lenskart to run it. No?
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When you can admit, reflect and overcome your own shortcomings, you have achieved greatness. Big fan of Safir bhai.
This Diwali I reflected on some of my mistakes. They include- 1. Not investing in gold nor trying to understand it (lazy) 2. Undermining Maruti while getting other autos right (overconfident) 3. Working hard to do tough things without realising many around me where happy being
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The circular economy: @AdityaKhemka5 fuels you with Chinese noodles, I balance you with GLP-1 — together, we complete the unbalanced :)
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You shouldn’t watch this episode. Too many insights ;) Thanks to Kushal for doing this. I complemented Kushal that day and so will say it again, he was extremely well researched and asked all the tough questions. More power to you @kushallodha548
https://t.co/tIfeMMReTc
He has delivered over 50% returns in two of the funds he's currently managing and is known as a legend in Healthcare Investing. But the journey was not all smooth. He joined Lehman Brothers in 2008, just months before the financial crisis hit. On the day of the news, he was
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He has delivered over 50% returns in two of the funds he's currently managing and is known as a legend in Healthcare Investing. But the journey was not all smooth. He joined Lehman Brothers in 2008, just months before the financial crisis hit. On the day of the news, he was
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A rapid-fire deep dive into Healthcare Investing! @AdityaKhemka5 breaks down what’s shaping this dynamic sector, from key themes to emerging opportunities, in a quick yet insightful session. For portfolio insights or enquiries, reach out to us at: enquiries@increamc.com Don't
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US Imposes 100% Tariffs on Imported Drugs. In a recent interview with @CNBCTV18Live , @AdityaKhemka5 , CIO at InCred Asset Management, shares his insights on the impact of these tariffs on Indian healthcare companies, including branded, specialty, and generic segments, and what
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James Clear @JamesClear introduced me to this concept of 4 TYPES OF WEALTH ❤️ 1. Financial Wealth ( Money) 2. Social Wealth (Status) 3. Time Wealth (Freedom) 4. Physical Wealth (Health) Once you achieve 1 &2 , you focus on 3 &4 ✅ In 2021/ 2022 , @AdityaKhemka5 introduced me
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Skin in the Game (SITG): a conversation worth its weight in gold!
It was a great conversation
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