Despite public market volatility and foreign investor caution, private equity and venture capital leaders maintain confidence in India's long-term investment prospects. According to reports from CNBC TV18, Manish Kejriwal, Founder and Managing Partner at Kedaara Capital, emphasized that private investors operate with a long-term view and are less concerned about short-term market swings. Speaking during CNBC-TV18's The Titans event, Kejriwal noted that last year's strong market conditions encouraged exits, while the current correction could create better buying opportunities. The firm prefers sectors where it has experience, including consumer, financial services, technology services, healthcare and pharma.
Regarding artificial intelligence investments, Kejriwal cautioned against chasing the AI trend without proper understanding. As reported by CNBC TV18, Kedaara Capital is strategically focusing on businesses that help companies become AI-ready and use the technology to improve efficiency and growth. This approach allows the firm to participate in AI transformation without direct exposure to AI models themselves. The latest developments in AI startups funded by Y Combinator demonstrate the growing ecosystem of AI-focused companies, with emerging businesses addressing various sectors from generative AI applications to enterprise AI solutions.
Gopal Jain, MD and CEO at Gaja Capital, highlighted that despite foreign selling in public equities, overseas investors continue to back India's private markets. According to CNBC TV18 reports, Jain noted that India remains a structural long-term opportunity, with domestic capital pools steadily expanding through family offices and alternative investments. This trend suggests that while public markets face pressure, private market accessibility remains attractive to international investors.
Rishabh Mariwala, Founder and Managing Partner at Sharrp Ventures, identified rising consumer aspirations as the key driver for India's next growth phase. As reported by CNBC TV18, investors backing entrepreneurs building strong consumer brands for India's growing middle class could emerge as long-term winners. This consumer-focused approach aligns with the broader trend of domestic capital deepening through pension, insurance and family office money entering alternative assets.
Krishna Ramachandran, Managing Partner and COO at TVS Capital Funds, noted that manufacturing is gradually re-emerging as an investment theme alongside financial services and enterprise technology. According to CNBC TV18 reports, domestic capital could deepen significantly as pension, insurance and family office money increasingly enters alternative assets. This manufacturing revival suggests a shift toward more diversified investment themes beyond traditional sectors.
