Alchemy Capital Management

In conversation with @Nigel__DSouza, @Reematendulkar and @_prashantnair of @CNBCTV18Live, @_alokagarwal, Deputy CIO, Alchemy Capital Management, shares his perspective on India’s capital-markets landscape, alongside his views on financials, global AI capex and Indian IT services. Watch the full conversation: youtu.be/Z9X2Ru7cOyQ #alchemycapital #alokagarwal SEBI Registration: alchemycapital.com/media/dlg…

In the October 2026 edition of Market Views, @hirenved, Director & CIO, Alchemy Capital Management, discusses why India’s CRDMO (Contract Research, Development and Manufacturing Organisation) industry may be at the cusp of a significant growth opportunity, supported by rising global outsourcing, cost competitiveness, AI-led drug discovery and supply-chain diversification away from China following the BIOSECURE Act. He explores the industry’s growth potential, the opportunity to replicate India’s success in generics, and how Indian companies may capitalise on this structural growth opportunity. Watch the full video here: youtu.be/dWBWJtZU-a0 #alchemycapital #marketviews #hirenved SEBI Registration: alchemycapital.com/media/dlg…

In this conversation with @govindethiraj on @the_core_in, @_alokagarwal, Deputy CIO, Alchemy Capital Management, shares his perspective on what he calls the "great crossover" — why sectors like industrials, power, capital goods and defence could be emerging as the next area of focus. The discussion touches on a possible revival in India's capex and manufacturing cycle. It also looks at rising power demand from AI and data centres, India's evolving push toward indigenous defence manufacturing, and how geopolitical tensions could be reshaping global defence spending. An insightful perspective on where India's growth opportunities could lie ahead. Watch the full video here: youtube.com/watch?v=AxGm-VAB… #alchemycapital #thecore #alokagarwal #sectoralshift SEBI Registration: alchemycapital.com/media/dlg…

Wishing you and your loved ones a joyful Ganesh Chaturthi filled with happiness, prosperity and togetherness. Happy Ganesh Chaturthi! #alchemycapital #happyganeshchaturthi SEBI Registration: alchemycapital.com/media/dlg…

In the September 2026 edition of Market Views, @hirenved, Director & CIO, Alchemy Capital Management, reviews the encouraging Q1FY27 earnings season. Despite ongoing geopolitical tensions and commodity-related headwinds, Indian corporates delivered resilient earnings growth, underpinned by improving corporate health and lower leverage. He examines the gap between earnings growth and market performance, and why it could present meaningful catch-up potential for Indian equities. Watch the full video here: youtu.be/yw1LorKOcFw #alchemycapital #marketviews #hirenved SEBI Registration: alchemycapital.com/media/dlg…

“The real risk, in my view, is not how many positions you hold. The real risk is in not understanding what you own.” In this video, @hirenved, Director and CIO, Alchemy Capital Management, breaks down the investment approach behind Alchemy Select Stock, a PMS strategy - a concentrated, high-conviction portfolio built on the GARP (Growth at Reasonable Price) philosophy. The bespoke portfolio typically holds 8-14 stocks across large, mid and small caps, with a focus on businesses where quality, growth potential and valuation align with the investment approach. Watch the full video here: youtu.be/M1wh5dElZV8 Connect with us to know more: alchemycapital.com/#contact SEBI Registration: alchemycapital.com/media/dlg… #alchemycapital #hirenved #alchemyselectstock

Alchemy Long Term Ventures Fund, Series 3, a Category III AIF, offers a structured investment approach to participate in emerging themes across listed and private market opportunities. Sector agnostic in nature, the portfolio focuses on micro and small cap, mid-cycle and high-growth oriented companies and has the flexibility to invest up to 35% of its corpus in private market investments. Watch @hirenved, Director and CIO, Alchemy Capital Management, share the fund's investment philosophy: youtube.com/watch?v=ye4JzvIq… #alchemycapital #hirenved SEBI Registration: alchemycapital.com/media/dlg…

𝗧𝗵𝗿𝗲𝗲 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗔𝗹𝗰𝗵𝗲𝗺𝘆 𝗔𝗹𝗽𝗵𝗮 𝟭𝟬𝟬. Alchemy Alpha 100 is designed to generate long-term risk-adjusted returns through an objective, back-tested, data-driven approach to stock selection, predominantly within the large-cap universe. It combines the discipline of quantitative analysis with a structured, process-driven approach to large-cap equity investment. As we mark this milestone, our thanks to every partner and investor who has been part of the journey. Connect with us to know more: alchemycapital.com/#contact 𝘈𝘭𝘤𝘩𝘦𝘮𝘺 𝘈𝘭𝘱𝘩𝘢 100 𝘪𝘴 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘗𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘚𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘱𝘳𝘰𝘥𝘶𝘤𝘵𝘴 𝘮𝘢𝘯𝘢𝘨𝘦𝘥 𝘣𝘺 𝘔/𝘴 𝘈𝘭𝘤𝘩𝘦𝘮𝘺 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘗𝘷𝘵 𝘓𝘵𝘥, 𝘢 𝘚𝘌𝘉𝘐 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘗𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘔𝘢𝘯𝘢𝘨𝘦𝘳. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘳𝘦𝘢𝘥 𝘵𝘩𝘦 𝘳𝘦𝘭𝘦𝘷𝘢𝘯𝘵 𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦 𝘋𝘰𝘤𝘶𝘮𝘦𝘯𝘵/ 𝘊𝘭𝘪𝘦𝘯𝘵 𝘈𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵 𝘤𝘢𝘳𝘦𝘧𝘶𝘭𝘭𝘺 𝘣𝘦𝘧𝘰𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨. 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: alchemycapital.com/disclaime… 𝘚𝘌𝘉𝘐 𝘙𝘦𝘨𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯: alchemycapital.com/media/dlg…

Celebrating the spirit of a nation that continues to move forward. This Independence Day, we celebrate India - its journey, its resilience and the possibilities that lie ahead. Happy Independence Day. #alchemycapital #independenceday SEBI Registration: alchemycapital.com/media/dlg…

India's shift to electric mobility is reshaping the transportation, energy, and manufacturing ecosystem, supported by policy momentum, rising domestic production, and an evolving Original Equipment Manufacturer (OEM) landscape. Industry estimates indicate domestic battery demand set to grow nearly 15 times between 2025 and 2040 (source: McKinsey) and lightweighting innovation driving material changes across the auto component value chain. Together, these developments may expand the opportunity landscape over the long term. Green Mobility is one of the themes currently being evaluated as part of the investment strategy for Alchemy Long Term Ventures Fund, Series 3. Disclaimer: The sectors herein are solely for information purposes and may or may not form part of the client's portfolio. Alchemy Long Term Ventures Fund, Series 3 is is one of the schemes of Alchemy Alternative Investment Trust, registered with the Securities and Exchange Board of India (SEBI) as a Category III Alternative Investment Fund, vide registration number IN/AIF3/17-18/0381. Alchemy Capital Management Private Limited is registered with SEBI vide registration number INP000000365 as a Portfolio Manager and acts as the Investment Manager to the Trust and the Fund. For complete disclaimer and disclosures, please visit: alchemycapital.com/disclaime… #alchemycapital #AIF

𝗔𝗹𝗰𝗵𝗲𝗺𝘆 𝗦𝗺𝗮𝗿𝘁 𝗔𝗹𝗽𝗵𝗮 𝟮𝟱𝟬 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲𝘀 𝗶𝘁𝘀 𝘁𝗵𝗶𝗿𝗱 𝗮𝗻𝗻𝗶𝘃𝗲𝗿𝘀𝗮𝗿𝘆. 𝗪𝗲 𝘁𝗵𝗮𝗻𝗸 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗮𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁. Alchemy Smart Alpha 250 is a structured, predominantly large and midcap focused strategy that seeks to deliver alpha through disciplined portfolio construction. Connect with us to know more: alchemycapital.com/#contact #alchemycapital #productanniversary SEBI Registration: alchemycapital.com/media/dlg…

In the August 2026 edition of Market Views, @hirenved, Director and CIO, Alchemy Capital Management discusses India's Q1 FY27 earnings season. While the headline numbers may appear subdued, with PAT growth of just 4% YoY, a deeper analysis reveals a much stronger underlying trend. Excluding the volatile Metals & Mining and Oil & Gas sectors, corporate profit growth rises sharply to ~20% YoY. Broad-based strength in banking, capital goods, and automobiles points to corporate India's ability to navigate geopolitical and commodity-related headwinds. A recovery in sowing activity, meanwhile, keeps the rural demand outlook on track. Watch the full video here: youtu.be/_umHklakJl4 #alchemycapital #hirenved #marketviews SEBI Registration: alchemycapital.com/media/dlg… Disclaimers: alchemycapital.com/disclaime…

In an interview with @kshanand of @ETMarkets, @hirenved, Director and CIO, Alchemy Capital Management, shares his view that India's next wave of wealth creation may come from entrepreneurs building businesses in strategic sectors such as AI, semiconductors, defence, healthcare, data centres, and green energy to name a few. He adds that investors with a long-term horizon may consider looking beyond traditional listed equity strategies to capture this emerging opportunity. Alchemy Long Term Ventures Fund, Series 3, one of our Category III AIF funds, is designed to blend listed and private exposure across these themes. The ability to straddle both listed and private opportunities gives the strategy flexibility to deploy capital. Read the full article here - alchemycapital.com/Content/M… #alchemycapital #hirenved SEBI Registration: alchemycapital.com/media/dlg… Disclaimers: alchemycapital.com/disclaime…

In a conversation with @hershsayta of @ETNOWlive, @_alokagarwal, Deputy CIO, Alchemy Capital Management, shared his view that the risk-reward for Indian markets appears to be improving after two years of underperformance, supported by a pickup in corporate earnings, proactive steps from the RBI and the government, and early signs of economic recovery. He sees the opportunity beyond index heavyweights, in structural themes such as power, defence, capital markets and healthcare, while remaining cautious on IT until growth visibility returns. Watch the full interaction here: youtu.be/QuwIELcq8NE #alchemycapital #alokagarwal #thoughtleadership

In the July 2026 edition of Market Views, @hirenved, Director & CIO, Alchemy Capital Management, explores India's next structural opportunity, aerospace manufacturing. As global aircraft demand surges and supply chains diversify, India is emerging as one of the key manufacturing partners. He discusses the opportunity ahead and the segments that may benefit from this multi-year growth trend. Watch the full video here: youtu.be/PT-b7MeTHe4 #alchemycapital #hirenved #marketviews

At the @ETNOW Markets Summit 2026, @hirenved, Director & CIO, Alchemy Capital Management, shared his perspective on navigating the current investment landscape and why separating market narratives from underlying reality matters more than reacting to daily news flow. He pointed to the emergence of a global capital expenditure supercycle as one of the defining structural trends, with countries increasingly recognising the need to develop foundational capabilities and investing across sectors such as defence, semiconductors, energy security, and supply-chain resilience. Hiren also pointed to India's evolving role in the AI ecosystem, driven by infrastructure-linked opportunity an angle he believes the market has largely underappreciated. His broader takeaway: narratives shift frequently, but structural trends and underlying numbers are what ultimately define outcomes. The ability to stay the course through that noise, he noted, is what separates short-term reaction from long-term results. Read the full article here: alchemycapital.com/Content/M… Disclosures: • The custom India AI index referred to in the article is provided for illustrative purposes only and is not a recognized benchmark or an investable product. • The performance figures presented are based on a proprietary methodology and various underlying assumptions/parameters. They should not be construed as investment advice or as a recommendation to buy or sell any security. • Past performance is not indicative of future results.