Perspectives on India’s consumption economy, fund management, and investment strategy from our team.
Top managers don't "manage money." They deploy optionality. Here's the operating system behind how serious capital gets wielded — and the mental models that separate capital wielders from capital managers.
While venture capital chases unicorns and large PE writes ₹500 crore cheques, a vast middle ground of profitable, cash-generative Indian businesses sits starved of institutional capital. This is where we invest.
For sophisticated investors seeking long-term value creation in India's unlisted space, the Category II AIF structure offers a combination of flexibility, tax efficiency, and governance that no other vehicle matches.
When a country's GDP per capita crosses the $3,000 threshold, history shows consumption doesn't just grow — it accelerates exponentially. India is crossing that line right now.