Zerodha founder Nithin Kamath knows where he's putting his money: sustainable solutions that align with fundamental shifts in health, food and the environment.
“It's not just a fluke,” Kamath said in a recent podcast, pointing to emerging trends such as growing awareness of food production and the environmental damage of agriculture.
“At some point, everyone starts questioning what's behind the food on their table — not just at restaurants or food delivery platforms, but even at home. How many pesticides? How much herbicide? These are attention-grabbing issues, sometimes triggered by a moment like COVID. “
Kamath's investments reflect these beliefs, with a strong focus on companies that address these pressing issues. One of his biggest bets is Akshyakalpa, a venture that focuses on organic milk production. Kamat emphasized the company's approach of going beyond selling milk to transforming rural farming practices. “They go to villages, work with farmers to convert them to organic methods, introduce sustainable practices like beekeeping or raising chickens, and help diversify their incomes. It is inspiring to see how this has a ripple effect among other farmers.
Another example Kamath mentioned is Two Brothers Organic Farms, a company that emphasizes natural and holistic farming methods. He praised the work being done by the Rainmatter Foundation, which supports initiatives focused on climate and sustainability.
The timeline for these changes remains uncertain. “Will it happen in five or ten years? you don't know But it makes sense to bet on these basic truths,” he said, paralleling how unexpected events like a pandemic can suddenly accelerate awareness and demand for healthy, sustainable practices.
To Kamat, this investment is not only about returns but driver change. His focus is clear: Get behind businesses that tackle fundamental challenges while creating systemic changes in how people think about food, health and the environment.