Taponeel Mukherjee and Poornima Vardhan have delivered outsized returns that have outperformed benchmarks by capitalising on the biggest opportunity of the 21st Century: India's Consumer Market!
Earlier this year, a familiar name flashed on Taponeel Mukherjee's mobile screen. It was one of the traders at a mega-hedge fund that Taponeel used to trade billions of dollars of Swaps and Basis with at Citi Tokyo. His friend wanted to put a big position on a healthcare investment opportunity they were evaluating in India. Known for his speed, precision and expertise, Taponeel immediately called Poornima, who was in a meeting with a Canadian pension fund at the time. She quickly wrapped up her meeting at Delhi's iconic Imperial Hotel and headed to the office. Over the next 24 hours, Taponeel and Poornima analysed the position with their unique Investor-Operator lens and advised the hedge fund. Millions and millions of dollars moved at the click of a button to take the position. A few months later, the million and millions of dollars were more than doubled.
The play: While there is much discussion about the opportunity in the Indian consumer market, AltG's Poornima Vardhan and Taponeel Mukherjee know these are still early days. According to them, the Indian consumer market is the single most significant investment opportunity of the 21st Century. Taponeel Mukherjee compares this to how everyone underestimated the market size for Google search back in 2000. He quips, "When you have a bird's-eye view of the industry from a strategic, financial and operator lens, you see the future that others can't see". Poornima Vardhan chips in "The growth the Indian consumer markets are about to witness, and the opportunity it presents is greater than the combined opportunity that the Chinese Consumer Internet Boom, Belle Epoque, Wirtschaftswunder, and The Italian Economic Miracle presented."
However, winning in India is a different matter altogether. Investing in India needs an India-centric approach - Understanding the opportunity from a financial, operational and strategic perspective, grasping the exact future of the business as a minority shareholder and, most importantly, understanding the levers that drive growth as a controlling shareholder.
And this is where AltG - Poornima and Taponeel's firm are unmatched. No one else in the world can understand the Indian consumer market from a financial, strategic and operational perspective as AltG does. Taponeel says, "We're bringing together a decade of bulge bracket investment banking experience at UBS and Citi, marrying that with over a decade of operational understanding of businesses and connecting the dots with strategy". Vardhan adds, "Our intellectual capital is unparalleled, how many teams in this world have the extensive experience of having done multi-billion dollar M&A deal structuring, traded Trillions of Yen derivatives, built retail distribution across tens of thousands of retail points in India, run mega-scale factories and have lived and worked across 7 countries and 3 continents." For industry insiders, Poornima is known as the "Indian B2C whisperer".
With over 75000+ hours of research, Poornima and Taponeel have taken their extensive and unparalleled experience and built AltG's Proprietary Exponential SucceX or The APEX Formula - to systematically analyse and evaluate investment ideas to maximise returns for their clients. Poornima adds, "The reason clients choose AltG is we're the only firm with 3 key traits: The extensive nationwide reach to understand any consumer opportunity in India, the knowledge to understand every moving part of a business, and in-depth financial understanding of the opportunity to evaluate with both precision and speed". The Network, Knowledge and Investor- Operator Approach makes AltG stand out.
Taponeel Mukherjee adds, "The biggest mistake investors make investing in India is assuming systems and processes that work elsewhere will work here. They're not wrong; they're egregiously wrong". Taponeel Mukherjee and Poornima Vardhan's APEX Formula is the "Je Ne Sais Quoi" one needs to gain a systemic advantage in the Indian Investment Landscape. For this reason, their intelligence is trusted by top hedge funds, Japanese corporate houses, Canadian Pension funds, top European Asset Managers and hundreds of global private equity funds.
India is at the beginning of an epoch that will drive economic growth and prosperity that will define the 21st Century. Taponeel says," We're at the beginning of a growth phase where India will be a USD 50 Trillion economy by 2050. If you're a GP and aren't investing in India, the question 10 years from now isn't going to be whether you're going to have some hard questions to answer to your LPs, but that you may not raise your next fund."
As India's GDP is inching its way to the $10 Trillion mark, The Indian consumer market will be the single biggest driver. This is the greatest investment opportunity of the 21st Century, and Poornima and Taponeel have the pole position.
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