In an exclusive interview with Puneet Wadhwa of Business Standard, Hiren Ved highlights that India's equity markets are in a golden age. Enhanced digital accessibility, the presence of wealth managers and intermediaries, along with supportive regulatory and government policies, have empowered investors to make informed decisions and consider equities as a serious asset class for their investments. Read the full article. #alchemycapital #thoughleadership #marketoutlook #equitymarkets
About us
Alchemy Capital Management, established in 1999, is one of the leading providers of bespoke Portfolio Management Services in India. The SEBI-Registered firm caters to high-net-worth individuals, family offices and institutions. Pioneers in bottom-up stock picking approach, Alchemy places a strong emphasis on research and long-term investments. Guided by a disciplined investment approach, the company aims to deliver sustainable returns. With a legacy of over 20 years, Alchemy has built a reputation for trust, integrity, and expertise. Its stable and experienced team of investment professionals possesses deep industry knowledge, enabling the firm to adeptly navigate market cycles and trends. The discussion/material is for informational purposes only. Please read the Disclosures & Disclaimers on our website https://www.alchemycapital.com/disclaimer-disclosure.aspx.
- Website
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https://www.alchemycapital.com
External link for Alchemy Capital Management Pvt Ltd
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Mumbai, Maharashtra
- Type
- Privately Held
- Specialties
- Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs)
Locations
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Primary
B-4, Amerchand Mansion, 16 Madame Cama Road,
Mumbai, Maharashtra 400001, IN
Employees at Alchemy Capital Management Pvt Ltd
Updates
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Alok Agarwal, CFA, CMT, Head of Quant and Fund Manager, discusses current power consumption trends and the growing demand expected in the coming years, highlighting a bullish outlook across the entire power sector value chain. Watch the full video as we explore the opportunities within the power sector https://lnkd.in/dvHXjxzE #alchemycapital #power #sector #opportunies #outlook
Unlocking Opportunities in the Power Sector
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Alok Agarwal, CFA, CMT, Head - Quant & Fund Manager at Alchemy Capital Management, in conversation with Srushti Vaidya of moneycontrol.com, shares his views on a few sectors amidst the current geo-political tensions. “Power is an attractive sector, as India's peak power demand is about 220 gigawatts, with a deficit in supply. Over the next 5-7 years, an additional 100 gigawatts of generation capacity is needed, indicating significant growth potential for companies involved in power transmission.”, says Alok. Read the full article here https://lnkd.in/gyuykPJU #alchemycapital #power #geopolitical #sector
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Himani Shah, CFA, Co-Fund Manager at Alchemy Capital Management, shares insights on factors driving gold prices. Read here https://lnkd.in/dw8VPrHY #alchemycapital #goldprices #gold #fedrates #bondyields #investments #financialexpress
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In today’s investment landscape, finding the “right stock,” “right theme,” “right sector,” and “right cycle” is crucial to a successful strategy. One approach that's helping investors achieve this is quant investing. While it's gaining traction, yet many myths persist around it. Alok Agarwal, CFA, CMT, our Head - Quant and Fund Manager, breaks down some of these misconceptions. Watch here: https://lnkd.in/drnVNyEN At Alchemy, we offer a diverse range of Quant and Quant Actively managed PMS strategies across market caps. Connect with our team to learn more https://lnkd.in/dBG7iiAh #alchemycapital #quant #activemanagement #strategy #pms #quantinvesting #myth
Myth Busting Quant Investing
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“India is a growth market, not a value market”, says Alok Agarwal, CFA, CMT, Head - Quant & Fund Manager, Alchemy Capital Management, in conversation with Virendra Kumar and Harshada Sawant on CNBC_Awaaz's Big Market Voices segment. They discuss sectoral trends for the next few years, insights on the banking and metal sectors, the Fed rate cut and its impact on rate cuts in India and FII inflows. Watch the full interview https://lnkd.in/d8t552Nh #alchemycapital #marketoutlook #marketviews #sectoraltrends #banking #metal #fedrate #ratecut #fiis
Alok Agarwal's interview on CNBC Awaaz | Big Market Voices - September 13, 2024
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Deven Ved, Co-Fund Manager, Alchemy Capital Management, deconstructs Alchemy Ascent, a rule-based quant PMS strategy. The strategy is characterized by an unbiased and disciplined investing approach. Know more https://lnkd.in/dC9baGzn Connect with us https://lnkd.in/dqxBf-xi Alok Agarwal, #alchemycapital #quantpms #quantstrategy #rulebased #unbaised #datadriven #pms #alchemyascent #algostrategy #technology
Alchemy Ascent – An Algorithm Based Quant Strategy
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Alok Agarwal, CFA, CMT, Head - Quant and Fund Manager at Alchemy Capital Management, in conversation with Srushti Vaidya of moneycontrol.com, discussed the benefits of quant-based investing, its stock selection process and the road ahead. Alok explained that focusing on retaining high performers could lead to long-term capital gains (LTCG) tax implications and stressed the importance of factoring in tax impacts when accessing overall performance. Read the full article here https://lnkd.in/dpp4VqN3 #alchemycapital #quantpms #quantinvesting #equities #marketcycle #power #defence #comsumercompanies #ltcg
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Alchemy Capital Management Pvt Ltd reposted this
We were delighted to host yet another insightful session in Cochin, where Alok Agarwal, CFA, CMT, Head- Quant & Fund Manager at Alchemy Capital Management Pvt Ltd provided an in-depth analysis of the Indian Equities Market Outlook & Opportunities. His expert take on the USD & INR perspective gave our attendees valuable insights into navigating the ever-evolving market landscape. Ankur Punj, Managing Director - National Head, Equirus Wealth, also addressed the audience, providing insights into recent market developments and emerging opportunities. We extend heartfelt thanks to everyone who attended and actively contributed to the discussions. Your thoughtful questions and engagement made the session truly impactful. Stay tuned as we continue to bring more opportunities to learn, grow, and invest smarter. We're committed to helping you thrive in today’s dynamic market environment!
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In a recent CNBC-TV18 interview with Nigel Dsouza and Surabhi Upadhyay, Alok Agarwal, Head - Quant & Fund Manager, discusses the evolution of EVs in India, with insights into the autos, cyclicals, capex-oriented, and discretionary sectors. Alok believes that the EV sector is set for significant growth and is here to stay. Watch the full discussion here: https://lnkd.in/dmu9YPwh #alchemycapital #marketoutlook #evs #autos #thoughtleadership #cnbctv18 #alphamanagers #pms #aif #indianeconomy #markets
Alok Agarwal on CNBC-TV18 | Alpha Managers - September 6, 2024
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