IPO Market Dynamics:

• Over 70% of Indian IPOs have been underpriced historically, offering strong short-term returns. However, these returns typically fade over time and fail to outperform broader market indices.
• Recognizing the performance disparity, we made a model portfolio to create value by identifying promising IPOs and building a targeted portfolio to capitalize on their long-term growth potential.

India’s Economic Transformation:

• India has crossed the $2,500 per capita GDP threshold, signaling the start of a transformative economic phase.
• Similar to the US and China, nations surpassing this benchmark have seen explosive growth driven by structural reforms, demographic advantages, and rising disposable incomes.

Entrepreneurial Boom:

• Entrepreneurship is flourishing, with a surge in startups scaling quickly and targeting IPOs.
• This provides a unique opportunity to invest early in companies set to become future industry leaders.
• The combination of strong macroeconomic fundamentals, supportive policies, and technological advancements makes this the ideal time to invest in India’s growth story.