Niveshaay Consumer Trends Portfolio

India is emerging as one of the most promising consumption-driven economies, with private consumption contributing nearly 60% of its GDP, fueled by a vast consumer base, rising incomes, and a rapidly expanding middle class. The government’s focus on capital expenditure and incentives for private investments, combined with India’s scale, talent, and innovation, positions the country for substantial economic growth.

Our Niveshaay Consumer Trends Portfolio is strategically designed to capitalize on this growth, driven by the following key pillars:

• Structural Play on Consumption: Rising incomes and middle-class expansion are creating strong tailwinds for consumption growth, with projections indicating over one billion Indians joining the middle class by 2047.
• Economic Multiplier Effect: Government-led capital expenditure and private investments are driving job creation, rising incomes, and increased consumption demand.
• Premiumization Trends: As basic needs are met, consumers are shifting towards discretionary and premium products, creating opportunities in sectors like luxury goods and wealth management.
• Agritech Advancements: Enhancing agricultural productivity and promoting sustainable practices through agritech innovations, boosting rural consumption and supporting economic growth.