Perspective
Why partner-led still matters in Indian investment banking.
Scale is not the same as service. A note on why the next generation of Indian capital advisory will look more like a small house than a large bank.
2026 · Note 01
Coming soon
— Insights
Notes from
the house.
Short, occasional writing on the questions we find ourselves working through. Less commentary, more memo.
Sector
The industrial decade — capital, conviction and the EV transition.
From auto-ancillary consolidation to battery economics, a thesis on where the next ₹1 trillion of industrial value will be created in India.
2026 · Note 02
Coming soon
Markets
Private credit comes of age in India.
What private-credit funds, NBFC promoters and LPs should learn from the last 24 months of structured-debt activity.
2026 · Note 03
Coming soon
More notes are in the works. Drop us a note if you'd like to be told when they go up.