We track about 40-50 companies. These companies are our potential investment candidates in the future.  We already hold shares in a few of the companies on this list.

You can read about each company by clicking on the respective links.

Aavas Financiers

Amber Enterprises

Apcotex Industries Ltd

AU Small Finance Bank

Balkrishna Industries

Bajaj Auto Ltd

Bajaj Finance Ltd

Bandhan Bank

Blue Star Ltd

BSE Ltd

Cadila Healthcare Ltd

CCL Products

CreditAccess Grameen

Crisil Ltd

Cupid Ltd

Divi’s Laboratories Ltd

Dixon Technologies

Dr Reddy’s Lab

Eicher Motors

Equitas Holdings Ltd

Galaxy Surfactants

HDFC Asset Management Company

HDFC Bank Ltd

HDFC Life Insurance Ltd

Hester BioSciences

Heidelberg Cement India Ltd

ICICI Prudential Life Insurance

Indian Energy Exchange

Intellect Design Arena

ITC Ltd

Jyothy Laboratories

KNR Constructions

Kotak Mahindra Bank

KRBL

L&T Infotech

Marico Ltd

Mahindra Holidays & Resorts India Ltd 

Mahindra & Mahindra

Manappuram Finance

Mayur Uniquoters

Minda Industries

Natco Pharma

Nestle India Ltd

Nippon Life India Asset Management

Persistent Systems

Pidilite Industries Ltd

PI Industries Ltd

Piramal Enterprise Ltd

Quess Corp Ltd

Ramco Systems

Relaxo Footwears Ltd

Satin Creditcare

SBI Life Insurance Company Ltd

Spandana Sphoorty Financial Ltd

Sterlite Technologies Ltd

Sudarshan Chemical Industries

Suven Pharmaceuticals Ltd

Syngene International

Tata Elxsi

Tata Consumer Products

Thomas Cook India

TTK Prestige Ltd

Ujjivan Small Finance Bank

Ultratech Cement

Vaibhav Global

Varun Beverages

VIP Industries

Wonderla Holidays

Zydus Wellness

We’ll keep adding/updating this list as our circle of competence changes. Please subscribe to our mailing list to receive these updates directly in your mailbox.

Do reach out to us if you have any questions or feedback.