Blogs

There's a particular kind of investment decision that doesn't get talked about enough - the second look. Not the first yes, or the first no but the moment you go back to a company you already passed on. We looked at Snapmint before. We passed. The unit economics...

Software companies love the idea of predictable revenue. A customer signs up once, pays every month, and the business compounds without having to re-earn that dollar every time. It's a beautiful model in the US. In India, it's a myth. The reason, however, is...

“Show me the incentive and I'll show you the outcome.” These iconic words from the late Charlie Munger's 1995 Harvard speech cut closer to the truth of wealth management than almost anything written about the industry since. They explain, in a single line, why so much...

Ask any Mumbai shopkeeper how they moved goods across the city a decade ago, and you'll hear about endless phone calls to three different truck operators, none of whom showed up on time. And the one who did come after many hours of follow-ups negotiated the price in...

A little over a decade ago, astrology in India arrived once a week, folded into the weekend edition of the local newspaper with a few lines under your zodiac sign, which you read over breakfast but perhaps forgot by Monday. For serious matters like wedding dates, new...

If you walk into a sports court or run any marathon in India today, there's a good chance you will find a Fast&Up product somewhere. Fast&Up looks like a marketing story until you dig deeper. Behind the tube sits a pharma-grade facility, hundreds of prototypes...

Every year, millions of Indians open their first investment account. Retail participation in India's capital markets is expanding structurally, and yet, for most of that history, a new investor was handed only two doors. Behind one: fragmented, do-it-yourself...

Every foreign fund that buys an Indian share or family office that routes money across the border or an alternative fund that sets up shop at GIFT City - behind all of them sits a layer of the financial system that almost no one ever sees - the firms that administer...

When Elev8 led the $120 million Series C in River Mobility, the most common question we received was: why now? In a crowded market, against a macro backdrop of conflict-driven inflation and a weakening rupee? The honest answer: because of those headwinds, not in spite...