India's economic growth is fueled by socio-economic drivers like improving demographics, increasing affluence and urbanization. Interplay of the these factors is leading to changing lifestyle, consumption patterns and savings/investment decisions which are likely to benefit businesses in domestic consumption driven sectors. Access to capital and managerial resources will further accelerate growth for lower mid-market companies in these sectors allowing them to realize their growth potential.

Focus on sectors benefiting from domestic consumption growth:

  • Healthcare
  • Education
  • Consumer products
  • Consumer services
  • Financial services
  • B2B services

Focus on lower mid-market companies:

  • Entrepreneurs actively seeking strategic financial partners to fully leverage the potential of their business
  • Business model is scalable and with proven unit level profitability
  • Businesses led by management teams with proven execution capability
  • Significant minority stakes and control investments

Active Investing:

  • Fund will seek to invest in companies where it partners with the entrepreneur/management in making meaningful and sustainable difference to the business
  • Operating value add framework has been built based on understanding of the nuances of Indian mid-market businesses
  • Operating Team has cumulative leadership and hands-on experience of over 180 years