The ₹500 Cr Venture Fund vs. Your Only Company
Why venture capital funds push founders for high burn, how guaranteed management fees cushion the fund, and why a business making ₹25 Cr in real profit is worth 25x earnings in public markets.
Short, self-contained slide decks built from primary filings—NSE ownership trackers, RBI monetary archives, SEBI DRHPs, Supreme Court judgments, and Union Budget receipt documents. Flip through each deck below or open full-screen.
Why venture capital funds push founders for high burn, how guaranteed management fees cushion the fund, and why a business making ₹25 Cr in real profit is worth 25x earnings in public markets.
Nifty 50 returns in the first 1 month and the next 12 months after every US election flip since 1994 (Presidential and Midterm shifts), showing why US elections cause 1-month noise while Indian markets follow local growth.
Ranked #1 to #10 by annual global merchandise import value, separating the $4.03T factory-built pool (microchips, cars, medicines, auto parts, phones, computers) from $3.25T in mined and pumped commodities, alongside India’s 1.5% factory export share.
Industry and geographic revenue concentration across TCS, Infosys, HCLTech, Wipro, Tech Mahindra, and LTIMindtree—comparing BFSI vs. Telecom & ER&D exposure and US vs. Europe & RoW dependence.
How domestic institutions and households overtook foreign investors for the first time in 25 years—and why monthly SIP inflows changed how the market absorbs global sell-offs.
Nine landmark deals across private banks and NBFCs in 2025–2026—from SMBC (Yes Bank), Emirates NBD (RBL), and MUFG (Shriram) to the IDBI Bank privatisation process.
What Additional Tier-1 bonds are, why ₹8,415 Cr was written down to zero before equity in March 2020, the April 2026 Supreme Court ruling, and how SEBI closed the retail mis-selling loop.
Every major Nifty 50 drawdown since 2000—separating systemic solvency crashes from slow valuation resets, P/E floors (~18.5x), and why new sectors lead every recovery.
How India went from replacing LTCG with STT in October 2004 (0% LTCG) to collecting ₹63,670 Cr in yearly STT alongside 12.5% LTCG and 20% STCG across 13.5 Crore investors.
Key numbers from Jio Platforms’ June 2026 SEBI DRHP: ₹30,049 Cr FY26 net profit, 100% fresh issue (~₹37,700 Cr with zero OFS from Meta, Google, or PE funds), and ₹27,500 Cr telecom debt paydown.