Rohit Rajput

Commentary - In my limited observation of markets, I have come to believe that everytime the regulator starts acting tough... it causes issues to the industry as a whole.. (Telecom, RBI for NPAs etc.) Any issue faced by the industry... also reflects poorly on Govt. by common people. (Telecom scam/coalgate scam etc) India is seeing some strong regulatory actions by RBI and SEBI RBI - Concerned with Gold Loans (want monthly payments) instead of bullet payment, concerned/regulating MFI interest rates (Navi) etc etc SEBI - Concerned about how Mutual Funds trade (limited trading etc.) and various AIF regulations The markets are strongly coupled with each other these days, who knows what strings pulled will unexpectedly impact which other areas All these can cause imbalance in the markets... Most of the regulators are independent, but my view is that all major regulations/actions should have approval from the Govt... On a side note, Gold loan notification came at a time when Bain is buying majority in Manapurram ... who knows the connections 😜 #markets #bse #nse #government #rbi #sebi

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Curious about impact investing? 🤔 Let Sushma Kaushik guide you through the maze of myths! Sushma is a prominent figure in India's investment landscape. From industrial engineering to real estate private equity, her journey culminates in a deep-rooted passion for driving positive change. Get ready to bust some myths and uncover the truth! ✅ #impactinvesting #Investing #investor #myths #Winpe 108 Capital

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We at LeapFrog Investments are strong believers in the India story for impact investments. As I mentioned to Jaden, India has a lot of potential. It’s not a five-year story, it’s hopefully a 25-year story.... the reasons being growth, depth of talent, digital public infrastructure, and the depth of capital markets. Thanks to Jaden Paul for the interview in Business Standard. Read it here: https://lnkd.in/gyV-UTAv

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Was nice to share some thoughts with Akshata Gorde and Financial Express (India) on SEBIs new proposed fixed price mechanism as an alternative to reverse book building for voluntary delisting schemes. Read on to know more: https://lnkd.in/g25YCj_D #SEBI #delisting #law

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Join author and market expert Ruchir Sharma, chairman of Rockefeller International and founder and chief investment officer of Breakout Capital, in conversation with K V Kamath and Anant Goenka at Express Adda on August 27th at 7 PM. Tune in live on https://lnkd.in/gUH6kcYr as they discuss global economic challenges and insights from Sharma's new book, "What Went Wrong with Capitalism." Don’t miss it! Religare

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FIRST/ASSET is a comprehensive Real Estate Advisory Company, focused at Sole Project Mandates, Preferred Channel Partnerships, Property Management & Fractional Investments. We boast of a large network of Channel Partners in Mumbai, which is expanding by the day. Sharing our Inaugural Research Issue. #realestate #realestateagent #realestateinvestor #realestatelife #property #realty #housingmarket #homedesign #realestatetips #homeownership #broker #investment #wealthmanagement

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India is witnessing a remarkable surge in the higher income class, driven by economic growth, urbanization, and increasing educational attainment. This growth is translating into a rising demand for premium products and services across various sectors, from luxury goods to premium travel experiences. The higher income class is emerging as a key driver of India's consumer market. In line with promoting India as a tourist destination through the "Atithi Devo Bhava" campaign, the tourism industry is experiencing robust growth. India's tourism sector is set for remarkable growth, fueled by its cultural richness, diverse landscapes, and increasing affordability, making it an attractive destination for domestic and international travellers. The increasing demand for premium travel experiences is creating an opportunity for the caravan rental business. Caravans offer a unique and comfortable way to explore the country, catering to the rising interest in road trips, camping, and offbeat path experiences. The growing acceptance of caravan holidays is expected to drive the demand for rental services, making it a promising venture in this emerging market. Excited to see the potential growth opportunity for the caravan business in the Indian tourism sector highlighted in the attached article validating my support to Sachin Panchal of Motohom Pvt. Ltd. https://lnkd.in/dq3PjYKw Vijay Bharadia Sachin Panchal Sathya Sharma #Indiantourisim #atithidevobhava #caravans #travel #travelexperience

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A significant milestone on the Sarvagram journey and we are very excited to continue our support to the stellar team. When we invested in 2022, we saw a distinctive company which was serving an unaddressed segment in a very large market i.e middle class households in rural India. The narrative around rural financing has primarily focused on farmers and low-income populations. However, there's a huge gap in addressing the needs of the aspirational rural middle class—the 80-100 million households with annual incomes ranging from ₹3-5L, spread across multiple income sources. This demographic is eager to improve both their income levels and quality of life, yet their financial needs have often gone unmet. Banks and microfinance institutions have targeted agriculture or low-income women but the rural middle class is a large whitespace. Though they may have access to product financing like two-wheeler or car loans, a significant portion of their aspirations remains unaddressed. SarvaGram is stepping into this gap with a holistic, customer-centric platform that offers a diverse range of financial services—from lending products and farm mechanization solutions to insurance offerings — as opposed to a mono-line strategy, which we believe works better in denser urban markets. In addition to our thesis on rural lending, we have found working with the stellar team, led by Utpal Isser and Sameer Mishra, a collaborative and insightful partnership. Their exceptional execution and understanding of the rural market have enabled SarvaGram to create lasting impact and drive sustainable growth. It has been equally enjoyable to learn from their experiences and we truly appreciate the openness of team. We have also appreciated working with our co-passengers from #Elevar, #Elevation and #Temasek and look forward to the #Peak XV team. With this fundraise, SarvaGram is on track to continue its impressive growth trajectory and we are excited to be part of this journey of SarvaGram driving meaningful change for rural middle-class households. Utpal Isser SarvaGram Sreeraman V TVS Capital Funds #FundingSuccess #RuralIndia

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The Reserve Bank of India's directive for private equity and venture capital fund 'observers' at NBFCs to assume formal director roles is designed to improve accountability and governance. #RBIGovernance #NBFCLeadership #FinanceReform #CorporateAccountability #VentureCapitalIndia #PrivateEquityDirectors #NBFCRegulation

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The RBI’s decision to keep the repo rate steady at 6.5% for the eighth consecutive time is quite significant. By maintaining the rate, the RBI is signaling stability in its monetary policy, which can help build confidence among investors and businesses. For the real estate sector, this decision, combined with positive GDP growth projections and increased infrastructure development, is likely to create a favorable environment. Low-interest rates generally make borrowing cheaper, which can stimulate both residential and commercial real estate investments. The increased pace of project launches and infrastructure development can further boost demand in the real estate market by improving connectivity and creating new growth centers. However, it's also important to keep an eye on other factors like inflation, global economic conditions, and local market dynamics, which can also impact the sector. Overall, if the economic indicators continue to support growth, the real estate sector could indeed see significant benefits from these developments. #RBIRateDecision #MonetaryPolicy #RealEstateMarket #InterestRates #EconomicStability #InfrastructureDevelopment #InvestmentOpportunities #EconomicGrowth #MarketDynamics #RealEstateInvestment https://lnkd.in/gGNG2EtJ

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We are delighted to announce the close of Kedaara IV at USD 1.738bn, our fourth fund. We had a one and only close, and we completed the entire fund-raise in 4 months. This is an important milestone in Kedaara Capital's 12 year journey and comes at a time when the PE industry is fending off fierce headwinds and a challenging fund-raising environment. This is all thanks to our incredible family at Kedaara, where we have brought together a team with extremely sharp minds, diverse areas of expertise and a real passion to create a unique firm. It is made possible by the terrific entrepreneurs and owners of quality companies who give us the opportuity to partner with them. On top of that, we have an absolute solid set of thoughful Limited Partners/Investors who have backed us from our start in 2011, and continue to do so today, despite various challenges in the macro and the micro which crop up occasionally. And of course, a final thanks to our friends at Clayton Dubilier & Rice, who we partnered with early on in our journey... For us, with all humility, this is just the beginning... At the end its never about size, its about performance. Its about giving back many times more than what we take - to our investors, to our portfolio companies, and to our team - As India sets itself for even bigger strides in the coming decade, we hope that we, as Kedaara Capital, can play our small role in accerating that, even as we provide disproportionately high (relative to the risk taken) returns to our Limited Partners... As always, we welcome your thoughts.... https://lnkd.in/dWYePTKg

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It is often said that Impact investing does not deliver financial returns. At C4D Partners, we are proving this wrong. Our Fund 1 has already achieved a 51% DPI on the India portfolio within 6 years of fund life, delivering a robust IRR. We’re not just about investing for impact, but also prioritizing strong, sustainable financial returns. We carefully select companies that are cash flow positive and demonstrate a clear path to profitability within a couple of years of our investment. This has enabled us to keep our mortality rate under 20%, lower than the industry average. Our approach - We invest in early-growth stage companies that are well-governed and on a clear path to positive cash flows, and be there for the long haul. Our approach comprises not just capital infusion, but active involvement in fostering a culture of transparency, operational excellence and sustainable value creation. We position our investments for sustainability and success in an ever-evolving market. If you’re a startup or investor interested in partnering with us, or just curious to learn more, let’s connect. Mirakle Couriers, Ecotasar, LabourNet, Saahas Zero Waste, Aarohan , 1BRIDGE, Ananya Finance, Freyr Energy Services Pvt Ltd #VentureCapital #Startups #SMEs #GrowthCapital #InvestmentStrategy #C4DPartners

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MSCI crossed the 20 years in India milestone and Baer Pettit our President and COO, joined us for the celebrations across our offices in India. Baer Pettit spoke with ram sahgal, Sr Asst Editor at Livemint Some of key insights from his interview 🌏 India is ranked as the sixth largest by weight in the MSCI ACWI IMI (all-country world investable market index) and the second largest in the MSCI EM IMI (emerging market investable market index), rising from the 13th and 4th positions each in 2020. 🌏 The #MSCI India IMI Index, which covers approximately 99% of the free float-adjusted market capitalization of the Indian equity universe, is a component of these broader indexes and represents the Indian equity opportunity set. 🌏 MSCI private-capital data indicates that Indian private markets have also seen substantial growth over the past decade, paralleling the expansion observed in its public markets 🌏 Private investment in #energy #transition projects, particularly in India, remains relatively modest which may have opportunities in the upcoming years 🌏 Broader trend suggests that India is poised to become an increasingly important part of foreign investors' portfolios. 🌏 #Privateassets are becoming a larger share of #institutional portfolios which leads to the need for greater transparency and tools to help investors track their investments, support their strategic decisions, but also for more specialized tools in areas like pricing, liquidity, attribution, and risk. #MSCI #Index #Analystics #PrivateCapital #ESG #Investment #passiveinvesting #ETFs #India

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