The rapidly changing investment landscape in India has the nation’s fast-growing digital economy at its center. Technology is affecting how companies operate, how consumers behave, and how investors, especially retail ones, should think about the future of their portfolios.
This isn’t about making life easy anymore. What we’re seeing is a shift that goes deeper, redefining the way new market opportunities are beginning to emerge, and how companies fight for attention.
The SIP stoppage ratio remains alarmingly high in India, indicating that a majority of investors are discontinuing their mutual fund investments prematurely
Indians have traditionally been conservative savers, preferring to park the bulk of their money in low-risk bank deposits. Then came the Association of Mutual Funds of India (AMFI) with its ubiquitous campaign: Mutual Funds Sahi Hain.
India’s growth story is quietly changing shape. The next leg is being driven not only by large corporations or global inflows but by thousands of small and medium enterprises finding their way into the formal economy.
What used to be a scattered, largely unorganised ecosystem is turning into one of the country’s most investible growth segments. From mutual funds and private-equity houses to retail investors and global venture pools, capital is steadily tilting toward India’s mid-market companies. The shift isn’t a passing phase. It reflects deeper forces, the formalisation of business, easier access to finance, and a more transparent marketplace.
In this episode of MPU – Market Pillars Uncovered, meet Ankit Patel, Co-Founder of Arunasset Investment Services and a sharp observer of India’s evolving consumption and market cycles. From decoding the country’s spending boom and the rise of the Family Office CFO model to mapping volatility across market caps, he lays out how domestic demand, sectoral shifts, and policy stability are shaping India’s next phase of growth.
Periods of geopolitical tension or crisis, while unsettling at first glance, have historically presented some of the most compelling opportunities for long-term investors. What begins as turmoil often serves as the foundation for meaningful gains, with major market corrections during such times proving to be powerful inflection points for future returns.