Sohil Shah

In a recent article from VCCircle , Ankur Jain, CFA, MD, Private Credit Strategies at InCred Alternative Investments, sheds light on how private credit investors can navigate India’s rapidly evolving special situations landscape. He explores how regulatory reforms, capital scarcity, and distressed asset resolution frameworks are converging to create compelling opportunities for investors, particularly in sectors like infrastructure, real estate, and manufacturing. With India’s private credit AUM projected to hit $60–70 billion by 2028, Ankur highlights why this asset class is no longer a niche play but a growing frontier for alpha generation, provided one has the expertise to manage the complexity. 👉 Tap here to read the full article: https://lnkd.in/dpdS_y6V For investment inquiries or to learn more about our private credit strategies, reach out to: [email protected] #PrivateCredit #SpecialSituations #AlternativeInvestments #DistressedAssets #IndiaInvestment #InCredInsights

145

5 Comments

India’s private-wealth clients are getting more global and more discerning. How is Motilal Oswal Asset Management positioning to stay relevant and win growth? Akhil Chaturvedi, Executive Director and Chief Business Officer at Motilal Oswal Asset Management Company Ltd., spoke with Hubbis ahead of the firm's participation in the INDIA WEALTH MANAGEMENT FORUM 2025. Now managing approximately USD17 billion in assets under management, the fund house has nearly tripled its assets under management (AUM) in two years. With private wealth clients becoming more discerning - and more global - Chaturvedi sees an opportunity for firms that combine deep local knowledge, differentiated ideas, and scalable international frameworks. Read the full article here: https://lnkd.in/gSw3EEre We’ll be exploring these themes at the Hubbis India Wealth Management Forum 2025 in Mumbai on Wednesday, 20 August 2025. Find out more about the event here: https://lnkd.in/gemg-xip #WealthManagement #AssetManagement #GIFTCity #IndiaWealthManagement #India

187

Elev8 Venture Partners, a new-age venture capital firm founded by former Kae Capital partner Navin Honagudi, has successfully closed its maiden fund at ₹1,400 crore (approximately $160 million), marking one of the largest growth-stage fund closures in India this year. The fund, originally targeting $200 million, reached a strategic close with strong commitments from domestic and international backers, including KB Investment, a South Korean financial powerhouse which anchored nearly 20% of the fund. Other LPs include sovereign wealth funds, unicorn founders, and family offices from India, Hong Kong, and the Middle East. Elev8 is positioning itself in a space that many Indian VCs still tread cautiously growth-stage tech startups with a clear path to profitability. The firm has already deployed one-third of the fund across five standout companies: Astrotalk, IDfy, smallcase, Porter, and Snapmint. These startups are scaling rapidly, with many reporting annual growth rates above 30% while maintaining positive unit economics. The fund plans to invest in 12–14 companies, targeting ticket sizes of $10–15 million per investment, focusing on companies valued between $100–300 million. The remaining capital is expected to be deployed over the next 12–18 months. With a seasoned team, disciplined capital deployment, and a sharp eye on profitability, Elev8 Venture Partners is poised to become a key player in shaping India’s next wave of high-growth startups. #elev8venturepartners #startupfunding #indianstartups #venturecapital #growthstage #fintech #consumerbrands #aiintegration #profitabilityfocus #vcnews #startupindia

113

We are pleased to share that I Squared has launched ISQ OpenInfra, a platform designed to bring institutional quality infrastructure investments to the private wealth market. “As an asset class, infrastructure has shifted from being a niche allocation to becoming a cornerstone of resilient investment portfolios,” said Gautam Bhandari, Co-Founder, Managing Partner and Global Chief Investment Officer, I Squared Capital. “At I Squared, we have built a $50 billion platform with the scale, discipline, and results expected by some of the world’s largest institutional investors. ISQ OpenInfra reflects the firm’s commitment to provide institutional-quality infrastructure opportunities to a broader investor base.” To support the launch of ISQ OpenInfra, I Squared has expanded its distribution capabilities with the addition of a dedicated team of private wealth professionals, who will work closely with financial advisors, private banks, and distribution partners. Learn more about ISQ OpenInfra here: https://lnkd.in/eT98GUnZ  

343

Sunil Rohokale, Co-founder, CEO & MD at ASK Asset & Wealth Management, joined Kshitij Anand, Editor at ET Markets, on The Golden Thumb Rule Podcast to discuss the evolution of Portfolio Management Services in India addressing common misconceptions, outlining key benefits, and highlighting how PMS has become a mainstream, high-impact avenue for wealth creation. Watch the podcast here: http://bit.ly/4mdqcoX

55

1 Comment

Titan Capital Appoints Utpal Raman Sharma as Vice President – Consumer Investments Titan Capital has appointed Utpal Raman Sharma as Vice President – Consumer Investments. An Indian Institute of Technology, Kanpur alumnus, Utpal brings 12+ years of operating experience across product, growth, and P&L leadership. He has: - Led product at Mosaic Wellness - Scaled insurance at Policybazaar.com - Founded a cross-border commerce startup At Titan, he will partner with founders to build and scale the next generation of consumer tech and digital-first brands. Titan Capital, co-founded by Kunal Bahl and Rohit Bansal, has been an early backer of Razorpay, Mamaearth, Urban Company, and OfBusiness. With Utpal’s appointment, the firm further strengthens its leadership in India’s consumer investments space. Read More: https://lnkd.in/gPWwGbuU #Leadership #TitanCapital #ConsumerTech #Startups #IndianStartupEcosystem #InvestmentNews

141

4 Comments

💡Navigating the Indian Market: Insights from Anand Gupta This morning, our Lead Portfolio Manager for Indian Equities, Anand Gupta,CFA, joined John Patrick (JP) Ong on CNBC Asia to share his latest views on the Indian market, the impact of H-1B visa policies, and why he sees compelling opportunities in Indian equities. 🔍Market Outlook & Economic Momentum Anand remains constructive on Indian equities, anticipating continued earnings growth and GDP acceleration. He noted that India has delivered 10%+ earnings CAGR and 6%+ GDP growth over the past decade - a trend he expects to continue. Recent policy shifts, including the reversals of risk management and liquidity tightening measures by the Indian government, along with consumption stimulus initiatives like GST reforms and income tax cuts and, are contributing to this positive outlook. 📈Earnings Transmission: What to Expect Anand noted that macro developments, such as GST reforms and GDP upgrades, typically take about six months to influence corporate earnings. He is confident that the market will soon see the benefit from these reforms, with signs of recovery already emerging in the rural economy and various sectors. Recent upgrades from agencies like S&P and OECD also indicate positive impacts on the economy. Anand expects a re-acceleration in corporate earnings within the next two quarters, despite current earnings lagging due to bank net interest margin compression and geopolitical tensions. 🌐H-1B Visa: Limited Long-Term Impact on IT While the H-1B visa issue has drawn attention, Anand believes it poses limited long-term risk to Indian IT. Over the past decade, Indian IT services have reshaped their business model, raising local onshore U.S. hiring from 6% to 18%. Even if H-1B usage were to fall to zero, only about a 5% increase in local hiring would be required, taking the proportion of U.S. locals to around 23%. This adjustment is estimated to have just a ~3% impact on earnings per share. Moreover, with about 70% of IT services still delivered offshore, the sector’s strong offshore base further insulates it from risks tied to local hiring constraints, underscoring its resilience. 💰Valuations: A Rare Opportunity Anand pointed out that the price-to-book ratio of MSCI India relative to MSCI ACWI is near a 15-year low, almost two standard deviations below its long-term average. Furthermore, India's Price-to-Earnings Growth (PEG) ratio is now more aligned with other Asian markets. He believes that current valuations present a compelling opportunity for long-term investment, marking this as one of the most attractive times in recent history. #India #IndianEquities #visa #MarketInsights

135

3 Comments

Theme: Private vs. Public Market Investment- Risk, Return, Liquidity, and the Liquidity Premium    For context, India’s private equity and venture capital (PE-VC) activity has been on the rise. After two years of contraction, the industry rebounded by ~9% in 2024 to around $43 billion in investments. India now accounts for roughly 20% of Asia-Pacific’s PE-VC investments, underscoring strong investor confidence amid stable macroeconomic conditions. In this power-packed panel, leading Fund Managers decode the transformation of India’s PE landscape: * Increasing interest in Seed/early-stage investments & long-term capital gains tax reforms * Budgetary allocation delivers a strong push for the deep-tech ecosystem * Rising consumerism & digital adoption in Bharat – leading to multiple investment opportunities * Buyouts becoming mainstream (51% of PE deals) * Self-reliance, infra growth & India’s demographic dividend From early-stage patient capital to generational buyout opportunities, India is at an inflection point. Watch as experts share sharp insights on growth sectors, evolving trends, and the future of private capital in India. Centrum Wealth Limited – AMFI registered distribution ARN 82601 Initial Registration: June 06, 2011 Valid Till – May 30, 2026. Centrum PMS is registered under -Centrum Investment Advisors Limited vide SEBI Registration Number: INP 000007535 Validity: Perpetual For Disclaimer - https://lnkd.in/dRF5EkcY Anjan Ray, Sharad Malpani, Abhishek Kabra,Umang Thaker, Ritwick Ghoshal, Aditya Bhandari, Rajesh Subramanian #PrivateEquity #CentrumWealth #weforyou #Risk #Return #Liquidity #IndianEconomy #Startups #PrivateInvestment #DigitalIndia #SeedFunding #GTM #IndiaGrowthStory

38

🚨 Steadview Capital Managing Director Puneet Kumar quits. Puneet Kumar, Managing Director at Steadview Capital, has stepped down after six years at the global tech-focused hedge fund to pursue his own private investment strategy. Steadview, which has backed Indian startups like Zomato, Nykaa, and Urban Company, plans to expand its India team and raise a global VC fund, half of which will be focused on India. The firm expects its India investments over the next five years to double compared to the previous period. Read more: https://lnkd.in/dfVUgyJC By Sai keerthi & Nikhil Patwardhan #SteadviewCapital #StartupEcosystem #VentureCapital #IndianStartups #InvestmentNews

62

1 Comment