Blogs

Why we invested in Nexedge

Why we invested in Nexedge

“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...

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Why we backed Porter

Why we backed Porter

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...

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Why we backed Astrotalk

Why we backed Astrotalk

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...

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Why we backed Fast&Up

Why we backed Fast&Up

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...

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Why we backed smallcase

Why we backed smallcase

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...

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