Harshil Sethia

One of the keys to successful investing: Focus on the companies, not on the stocks.

Backstory

I have been on the investing side since the inception of my career in 2017. I started my journey as a Sell-Side Analyst and then Transitioning to a Buy-side Analyst at AUM Fund Advisors (Family Office) to Renaissance Investment Managers (Rs. 33 bn AUM Fund).

Over the course of my 8-year investing career, I have been exposed to all aspects of a public equity investment. During this tenure, I have analysed various companies across diverse industries—including Tech-enabled sectors, Consumer, Building Materials, Industrials, Power and Textiles—at various stages of their cycle across public markets.

On the Lookout for

My focus remains in understanding different business and industries along lifecycles and getting more in depth of the value-chain (Horizontally and Vertically) and to find businesses where fundamentals align with scalability, whether in traditional industries or emerging sectors in the listed space.