Investing in and profiting from Digital-first companies, that deliver to the emerging Indian Consumer and those that empower the Indian entrepreneur, through efficient enabling products and services, creating a bottom-up economy in the process.
Our understanding and experience leads us to be particularly interested in Financial Inclusion (FinTech, Non-FinTech, Assurance, etc.), Connectivity and Flow (Smart Mobility, Logistics, Electric Mobility, IoT & Physical Networks, etc.), Business Enablement (AI, ML, Smarter Process Automation, etc.) and Improving Basic Human Quality of Life (HealthTech and AgriTech).
Looking at disruption as a side-effect of positive change. Which means we are on the look-out for businesses creating, delivering and capturing new paths to value in their customers’ world. We are not interested specifically in the disruption, but in its efficiency of value creation, distribution and capturing.