India is the last major global economy transitioning from low to middle income per capita, creating a rare, multi‑decade expansion window for growth capital. Key drivers are:
- Structural growth and demographics
India offers one of Asia’s most compelling growth stories, powered by favourable demographics, a rising middle class, low household leverage and significant under penetration across key sectors. - Evolving consumption and rising incomes
Sustained economic growth, rising wages and political stability are reshaping consumption patterns, with families allocating more income to health, education, leisure, technology and lifestyle products, driving durable domestic demand. - Macro resilience and global context
India stands out against slower-growth developed markets and has emerged, after China, as a preferred destination for excess global capital seeking long-term returns. - Attractive destination for alternative capital
India’s large economic potential, improving business environment and favourable investment climate make it a core allocation in the portfolios of global alternative investment funds. - Tech stack and deepening innovation
The rollout of India’s digital public infrastructure, including Aadhaar and UPI, has been transformative and inclusive, enabling a new wave of innovation that now reaches Tier‑2 and Tier‑3 cities and empowering a generation of entrepreneurs challenging the status quo.
Investment Philosophy
The Indus India Fund I will invest in startups and companies that solve customer needs by using both digital and deep technology & engineering enablers to develop novel, impactful and in many cases cutting-edge solutions to business problems. We will invest in companies that aim to simplify and solve socio-economic pain points like poor health, inefficient delivery, complex finance and a laggard approach to transitioning into a sustainable and clean energy economy.
Companies are rapidly leveraging AI and IoT technology platforms for operational efficiency, better data-driven decision making, predictive maintenance, supply chain optimisation and personalisation.
Investment Objectives
Our objective is to deliver superior and consistent risk-adjusted returns by investing and actively supporting the development of the most promising startups in the areas of
- Fintech
- Cleantech and Energy Transition
- MedTech and Health Sciences, amongst others
to create superior financial and economic value for the limited partners, alongside fostering enduring stakeholder value.
Investment Process & Approach
We ensure that each stage of the investment process is dealt with meticulously, starting from the origination of the investment opportunity through screening, analysis and due diligence of the opportunity.
Followed by structuring and negotiating the terms of the selected investment opportunity, working actively with founders / management teams, to ultimately realising investment liquidity. We have laid out a detailed procedure to ensure that every potential Portfolio Investment is scrutinised at each step before any financial commitment is made.