HeyJaredNithin Kamath
Founder & CEO @Zerodhaonline @Rainmatterin Learnings at @RainmatterOrg Musings on business & life: http://nithinkamath.me
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Sep 3, 2026
Latest issues
The Back Office with Shoaib (opens the original)
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One lesser-known thing about is that almost everyone in leadership today has grown from within the organisation.We have rarely hired anyone from outside for leadership roles. For most people here, Zerodha was their first or second job, and we don’t really have anyone with a pedigree education either.Shoaib is a good example. He started as a support agent, went on to head account opening, and eventually became our head of HR.Having leaders who come from within the organisatio
Is 2% CSR really the best way to create impact? (opens the original)
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Is the mandatory 2% CSR (Corporate social responsibility) spend for companies really necessary, and is it the best way to create social impact?At , we’ve allocated ~10% of our profits towards what we call “investing for the future,” mostly through the Rainmatter Foundation. The keyword for me is investing.The problem with mandatory CSR is that I don’t think most businesses really have the bandwidth or expertise to figure out what can create the most impact.The easiest thing is to pick projects i
Solving India’s water crisis starts with knowing the problem (opens the original)
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Water is probably the thing we take most for granted, and it is going to become one of the defining issues of our times. As climate change worsens, we are going to see more erratic monsoon patterns, and that will only exacerbate an already difficult problem.A lot of India is already under water stress. In places like Punjab, Rajasthan, Haryana and Delhi, we are simply extracting more groundwater every year than is being replenished. And the dependence is massive, with over 60% of our irrigation
Regulation can change the economics of a business overnight (opens the original)
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I keep saying this: for any regulated business, the biggest risk is regulatory risk. Today’s IRDAI draft on insurance commissions is a good reminder.Broking is no different. A change in rules around retail F&O trading, how brokers can earn on client float, MTF requirements, or any of several other areas can change the economics of the business almost overnight.So when valuing regulated businesses, you can’t just extrapolate current revenues and profits into the future. One regulation change can
Coming soon: Nudge v2 (opens the original)
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Coming soon: Nudge v2 will do more than just warnings, allowing you to set hard limits to stay disciplined.<img alt="" class="sizing-normal" height="611" src="https://substackcdn.com/image/fetch/$s_!C6tI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3
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