OUR THESIS

India - The Next $10 Trillion Economy

India's Per Capita Income, Internet Users, Smartphone Penetration and Digital Buyers form the foundation of a strong consumer base.

01. Consumer Install Base

02. Consumption Growth

India’s New
Business Backbone

Digital India
India Stack
GST

Aadhar Coverage is >90%

Monthly UPI Transacted Value

Jan Dhan Bank Accounts

Aadhar, UPI, and Jan Dhan form the backbone of inclusive business growth providing access and purchasing power to 1.3 Billion Indians.

#142 in 2014
#63 in 2020
Ease of Doing Business
$29.73B
(2015-2021)
DBT Enabled Savings
82.3M
(AY 2020-21)
Registered Tax Payers
$350B
3x in 5yrs
Indian Mutual Funds (AUM)

India at a convergence

A strong enterprise market, quality talent, large consumer install base, and consumption growth enabled by savings, puts India at a convergence like never before in history.

Consumption Growth

$11.75T
GDP in PPP (2020)
800M
Bank Accounts
66.34%
Consumption of GDP (2021-22)

Consumer Install Base

830M
Internet Users (2021)
1.2B
Active Mobile Connections
169M
Smartphones sold per annum (2021)

Quality Talent

4.1M
IT Professionals
2nd
Largest IT Talent Base
70K + 5K
Startups per annum

Enterprise Market

$227B
IT Sector Revenue per annum
60%
Share of Global Outsourced IT
5/Top 10 and 3/Top 5
Global ITES Companies

Investment focus areas

Enterprise & SaaS Automation

New frameworks and automated workflows that drive better decision-making and improve productivity across multiple focus areas.

Direct to Consumer

Unlocking value from direct access to a large install base of young, empowered, digitally-native, and highly selective consumers.

Fintech

Helping a new generation earn, spend, save, and multiply smarter with highly accessible and multi-modal services.

Deep Tech

Core innovation that augments the research & development of products and services that fundamentally alters business anatomy.

Digital Media

Multi-format & Multi-lingual content that can exploit new distribution strategies to serve rapidly evolving consumption behaviours.

Our focus areas are built on top of powerful horizontal themes that have feed-forward effects on India's economic development.

Consumer Data Generation

Consumption Evolution

Ambient Intelligence

Anchored in ESG and shaped by the Principles of Responsible Investing

01. No Poverty

02. Zero Hunger

03. Good Health & Well Being

04. Quality Education

05. Gender Equality

06. Clean Water & Sanitization

07. Affordable and Clean Energy

08. Decent Work & Economic Growth

09. Industry, Innovation & Infrastructure

3one4 Capital is committed to partnering with the next set of generational innovation engines out of India that will help set new standards for inclusive value creation and sustainable growth. This is our contribution to the developmental fabric that will support India's rise towards a...

$10 Trillion economy by 2030

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