He Manages ₹80,000 CRORES With This Investment Mantra Ft. Prashant Khemka | KwK

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In this episode of KwK, we’re joined by Prashant Khemka, founder of White Oak Capital Management and former CIO of Goldman Sachs India Equity and Global Emerging Markets Equity.

Prashant shares his early life experiences, including his first investment and the challenges faced during the 1992 Harshad Mehta scam. He delves into White Oak’s framework for valuing companies, offering insights into ideal debt-equity ratios across industries and his perspectives on startups and new-age companies.

The discussion also covers sectors like Consumption, Financials, IT, and Healthcare, highlighting why White Oak prefers these areas. Prashant provides valuable advice for individuals starting their investment journey, shares his best and worst investments, and discusses the impact of global events on Indian markets.

Whether you're an experienced investor or just beginning, this episode offers a wealth of knowledge and practical tips from one of the industry's leading figures.

Don't forget to like, subscribe, and hit the bell icon for more insightful and interesting content! 🎥📚

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Timestamps

00:00:00 Introduction
00:02:38 Early life of Prashant Khemka
00:06:59 First Investment of Prashant Khemka
00:11:29 His losses in 1992 post harshad mehta scam
00:15:07 Recovery phase
00:18:06 White Oak’s framework to value companies
00:40:58 Ideal debt-equity ratio across industries
00:43:00 Prashant Khemka’s views on Startups or New Age Companies
00:46:08 Why does WhiteOak prefer the Consumption, Financial, IT and Healthcare sector?
00:49:30 Advice to individuals starting their investing journey
01:00:37 Best investment of Prashant Khemka
01:03:27 Worst investment of Prashant Khemka
01:07:25 Impact of Trump’s victory on Indian markets
01:13:28 Overvalued/Undervalued sectors in India
01:16:05 Learnings from the book “Valuation” by Tom Copeland
01:18:12 Suggested books to read for retail investors
01:19:59 Prashant Khemka’s admiration for Radhakishan Damani
01:23:56 Prashant Khemka’s prediction for market crash in 2025
01:26:47 Takeaways from Roger Federer’s games
01:28:38 When will Sensex touch 1,50,000?
01:29:53 When will Prashant Khemka move back to India?
01:33:53 Issues in conducting business in India
01:35:33 Best thing about Singapore!
01:38:11 Closing Question


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