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First Scheme Offering · India Consumption Story
India is crossing the critical $3,000 GDP per capita inflection point — the threshold that historically triggers exponential consumption growth across every major economy.
China
Crossed $3,000 in 2008
3×
Vehicle sales in 10 years — 9.4M to 28M units
Russia
Crossed $3,000 in 2004
>12%
Retail sales growth annually for a full decade
Brazil
Crossed $3,000 in 2003
10+ Yrs
Private consumption became key GDP driver for decade+
South Korea
Crossed $3,000 in 1987
246%
Retail sales surge in just the first 4 years
Discretionary Surge
Spending shifts from needs to wants as incomes double. E-retail growing from 10-12% to 18%+ annually post-inflection.
Premiumization Wave
Consumers willing to pay 10-25% premium for quality. Premium beauty growing 2x faster than mass. SUVs ~50% of auto sales.
Gen Z Economy
800M under-30s with $250B spend power by 2025. Savings-first to experience-led. Smartphone-first purchase journeys.
New Commerce Models
Q-commerce, D2C brands, cloud kitchens, creator-economy fashion — sectors that didn't exist 5 years ago, scaling fast.
Digital Backbone
969M internet subscribers. 270M e-retail shoppers (2nd globally). 151M smartphones shipped CY24.
Category Penetration
States above $3,500 GDP/capita show 1.2x higher e-retail penetration. 2-4x jump expected in grocery & lifestyle.
Domestic Resilience
Private consumption (62% of GDP) buffers against global shocks. India significantly more stable than export-reliant peers.
Luxury & Lifestyle
Luxury resale growing at 13% CAGR through 2032. Exponential growth in financial services, travel & leisure spending.
Multi-decade tailwinds — not cyclical. India’s consumption growth is driven by deep structural forces that compound over time.
Youth
28 Yrs
Median age vs 39 China, 48 Japan. 1.04B working-age by 2030. 65% of population under 35.
Rising Incomes
8.2% CAGR
Per capita income growth. Crossing critical $3k-$5k discretionary spending threshold by 2030.
Urbanization
2-4×
Category penetration jump across grocery, lifestyle & general merchandise in emerging urban centres.
Technology
22 PB+
Monthly data (2026 est). ~1B smartphones. Digital highway enabling Tier 2/3 reach at scale.
Policy
PLI + GST
Production-linked incentives, GST reform, ONDC and digital public infrastructure driving structural growth.
1.4B consumers shifting from basic needs to lifestyle enhancement — the real alpha comes from services & brands.
Personal care, grooming, premium beauty. Premium segments growing 15-18%. Trading-up 2x faster than mass.
Healthcare, wellness & improved housing. Non-discretionary + aspirational convergence driving volume and margin.
Private education & professional upskilling. EdTech + K-12 sector growing ~14% CAGR toward $100B market.
Travel, tourism, dining & entertainment. Luxury resale 13% CAGR. QSR + cloud kitchens expanding fast.
★ Core Focus
Consumption
›D2C Brands
›QSR / F&B
›Retail & Consumer Goods
›Healthcare & Education
Sector 2
Consumer Tech
›Social Commerce
›EdTech
›HealthTech
›OTT & Media
Sector 3
SME Tools
›Merchant Platforms
›SaaS for SMEs
›Logistics Enablers
›Omni-channel Infra
Sector 4
Fintech
›Payments & Lending
›Wealth & Insurance
›Embedded Finance
›Consumer Credit
Sector 5
AI-Enabled
›AI-Native Apps
›CX Automation
›Retail AI
›Intelligent Tools
Backing horses, not unicorns. India’s 60M+ SMEs form the production & distribution backbone of the consumption economy.
Indian Consumer — Demand
Aspiration & Purchasing Power
Indian SMEs — Supply
Production & Distribution Backbone
We provide the essential ecosystem to transform potential into market leadership.
💰 Growth Capital
Financial fuel to scale operations, expand capacity, and capture market share early in the growth curve of consumption demand.
🎯 Coaching & Knowledge
Hands-on operating support, proven playbooks, and deep industry mentorship. Refine business models with real operators who've done it before.
🚀 Strategic Acceleration
GTM acceleration, omni-channel expansion, logistics & payments partnerships to speed up execution and build national & global brands from India.
Value Creation
Operational Uplift
Strategic direction + active governance. Professionalising for scale. Near-term dividends from real cash generation de-risk the investment.
75+ Years Combined · ₹500 Cr+ AUA · 100+ Deals Managed & Exited
Gaurav Goyal
Managing Partner · 25+ Years · CA, MBA IIFT
M&A · Investment Banking · Quant & Analytics · SME & Mid-Market
Dipak Agarwal
Partner · 30+ Years · ACCA, CS, CMA, MBA
Consumer Brands · Hyper-Growth · Deal Structuring
Kamal Sehgal
Partner · 21+ Years · MBA IIFT
Retail · Hospitality · Real Estate · Brand Expansion
ORA
Omnichannel Readiness Assessment
Channel economics, operational readiness, brand transferability, market timing. Score 85-100 = Strong Conviction.
PGS
Profitable Growth Scorecard
Unit economics, growth quality, capital efficiency, profitability path. Targets: compounders with high growth + strong economics.
CTM
Category Timing Matrix
S-curve analysis: demand validation, infra readiness, competitive dynamics, exit environment. Invest in early-to-mid growth phase only.
FBF
Founder-Business Fit
Category understanding, sales capability, capital efficiency mindset, long-term vision. Strong fit is a prerequisite for investment.
ERME
Exit Readiness & Multiple Expansion
Entry multiple, downside protection, strategic buyer network, valuation drivers. Clear path to 3x in 5 years required.
🔍 Proprietary Deal Sourcing
Accelerator partnerships, founder network, first-look rights on consumer brands.
⚙️ Operational Value-Add
In-house digital, e-commerce & supply chain, tech infrastructure & talent networks.
🛡️ Hybrid Exit Pathways
Buybacks, secondaries, IPO, M&A — high certainty of realisation vs binary VC bets.
💰 Tax & Regulatory Edge
Pass-through structure, zero SEBI violations, GST optimisation, 6-stage investment lifecycle.
Get Started
Schedule a meeting to receive the Private Placement Memorandum (PPM) and detailed fund documentation.
Disclaimer: This page is for informational purposes only and does not constitute an offer to sell or solicitation to purchase securities. Past performance is not indicative of future results. Prospective investors should consult their tax, legal, and financial advisors before making investment decisions. Investment values may fluctuate due to market conditions.