About the smallcase

1. India’s Financial Growth Story:

  • The Indian economy is on a robust growth trajectory, projected to become the 3rd largest globally by 2030.
  • Rising wealth creation, with mutual fund AUM growing at a 20% CAGR over the last decade, reflects increasing participation in financial markets.


2. Sectoral Opportunities:

  • Capital Markets: Accelerating retail participation through SIPs and growing interest in passive investments like ETFs.
  • Asset Management: Untapped potential in Tier 2/3 cities (B-30 markets) contributing 19% of AUM.
  • Wealth Management: Increasing demand for advisory-led, diversified portfolios catering to UHNIs and retail investors.
  • NBFCs: Driving credit expansion with tech-led disbursements and enhanced financial inclusion, especially in SME lending and personal loans.
  • Home Finance: Urbanization and government incentives fueling demand for affordable housing loans.


3. Why Now?

  • The financial ecosystem is undergoing a paradigm shift with increasing formalization and digital penetration.
  • This is an opportune time to capitalize on India's economic and financial transformation by investing in carefully selected growth sectors.


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