₹55 Cr+
Client wealth advised
What I've built
Co-founder of KamayaKya, a SEBI-registered research firm. Growth at fair prices, in India's overlooked smallcaps.
In football, a good coach reads where the player has to be in three seconds, not where he is now. A good analyst does the same with a company, on a longer clock. An AI engine can do it across more signals than any single human can read end to end. Same instinct, every chapter: read the pattern before the field does.
Fourteen years of it, across sports, the consumer internet, and equity research.
Five chapters, one instinct — walk up the curve of the work.
Capex at high utilisation or into value-added products, promoter buying, margin-mix shifts, policy and PLI tailwinds, turnarounds, strategic JVs.
EV/EBITDA for capital-intensive and cyclical names, P/B for financials where improving ROE signals a re-rating, PEG for stable growers. Never a PE multiple on a cyclical.
Cash-flow versus reported-profit divergence, related-party patterns, receivables bloat, promoter pledging, auditor changes, contingent liabilities, and more. The opportunity comes first; the forensics keep it safe.
Pre-committed conditions for when the signal degrades or when opportunity cost says the capital works harder elsewhere.
Aniket S. Kulkarni. Founder-operator. Co-founder, CEO, and Compliance Officer at KamayaKya, a SEBI-registered Research Analyst firm (INH000009843). Co-founder of Zona Mista Sports with Aman Bansal. Earlier, founded UnitedBuzzz (UFNPL), a Manchester United fan platform that grew to 800,000 followers.
Based in Pune. Travels often.
Off-hours I DJ as Mūditā: techno, deep house, the occasional progressive set. Once played a gig in Thailand for some free beers. Walked into a bar, asked if I could play, they said yes.
