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
