Insights from the Desk

At Matsya, we believe good investing starts with clear thinking and ends with conviction. Through these posts, we share how we view markets, the questions we wrestle with, and the lessons we’ve learned (sometimes the hard way) over 12 Years of investing in India. We hope you find them useful — or at the very least, thought-provoking.

My Investment Philosophy Key Takeaways

My Investment Philosophy: Key Takeaways

As I reflect on my journey from Wall Street to Mumbai, and the evolution of Matsya Capital and M12 Capital, several key principles have consistently guided my investment philosophy. These principles have been shaped by my experiences at Goldman Sachs, Duquesne Capital, Pointstate Capital and the challenges and triumphs of

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Kedar Kulkarni My Journey From Mumbai to Wall Street to Mumbai

My Journey: From Mumbai to Wall Street to Mumbai

Growing up in the bustling city of Mumbai, I always had a fascination with the world of finance. This passion led me to the University of Texas at Austin, where I honed my skills and prepared for a career that would take me from India to the financial epicenter of

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