Building Enduring

Wealth in India’s Growth Story

We are a proprietary investment firm based in India, deploying our own capital into equity opportunities across listed companies and private equities. This gives us the freedom to act with conviction, the patience to ride multiple growth cycles and the discipline to invest only where we see durable value.

Our focus is broad yet deliberate — from emerging small-cap enterprises and pre-IPO opportunities to mid-cap leaders and large-cap champions. What unites them is not size, but quality: businesses with enduring moats, visionary leadership and the structural tailwinds to grow for decades.

We believe investing is not about predicting the next quarter, but about owning great businesses through entire market cycles — and using that compounding power to create both financial returns and positive societal impact.

Our philosophy

Our Philosophy – Patient Capital, Lasting Impact

At the heart of our approach is deep fundamental research into the businesses we back. We target high-quality, enduring companies that:

Possess strong competitive advantages and dominant market positions

Operate in industries with structural growth tailwinds and unmet demand

Are led by visionary entrepreneurs and management teams with integrity, intensity and execution capability

Our goal is to own enterprises with resilient earnings, solid fundamentals and long-term growth potential — while ensuring we invest at a reasonable price.

We take a patient, multi-cycle approach, deploying capital to support growth and enduring ideas over decades. Our ethos blends financial returns with societal impact, supporting initiatives that build strategic capacity and empower communities.

We invest with an owner’s mindset, because our capital is our own. This means:

• We say no more than we say yes — and only commit when the long-term case is undeniable.

• We measure success in decades, not in quarterly reports.

• We combine fundamental discipline with the humility to adapt when facts change.

We believe in a simple truth: the best investments are built on strong businesses, fair entry prices and time.

600+

Satisfied clients

$5bn

Saved for clients annually

80%

We worked of the Global 500

>90

Repeat clients or referrals

Our Approach

How We Invest – A Rigorous Two-Lens Approach

Our first test is about the story behind the numbers:

Leadership Integrity & Competence

We back leaders with a track record of delivering, even under pressure.

Sustainable Competitive Advantages

From cost leadership to network effects, from proprietary IP to customer trust, we invest in companies that can defend — and widen — their moats.

Large Addressable Markets

We seek industries with deep, unmet demand and room for organized players to grow.

Market Leadership

Dominance in profitability, innovation or market share.

Transformational Inflection Points

Structural shifts that could accelerate growth.

Revival Stories

Sectors poised for rebound due to policy, technology or consumer change.

Then, we put conviction through hard numbers:

Superior Profit Margins

Margins and returns above industry averages.

Steady Revenue Growth

Consistent growth in revenues and cash flows.

Robust Financial Position

Low leverage, strong balance sheets.

Disciplined Capital Allocation

Prudent capital allocation and minimal dilution.

Aligned Governance

Transparent governance and shareholder alignment.

Only when a business passes both lenses do we commit capital.

Sustaining Wealth. Creating Opportunities.

Insights

Insights & Research – Our Knowledge Hub

We publish in-depth perspectives on:

The evolution of India’s equity markets.

Sector-specific deep dives.

Case studies of moats in the Indian context.

Insights

Insights & Research – Our Knowledge Hub

We publish in-depth perspectives on:

The evolution of India’s equity markets.

Equity markets

Policy shifts and their investment implications.

Policy Shifts

Case studies of moats in the Indian contex

Understanding Moats

Our Team

Our team blends investment acumen with operational experience, allowing us to see opportunities both through the lens of a capital allocator and a business builder.

Empowering Our Clients