India has been going through significant change under the Modi Government. Ratings agencies like Moodys view this as a positive medium to long-term to the economy. Investors with matching investment horizons should take note and look to accumulate their exposure to the capital markets of India accordingly. We hope you find value in our short […]
Moody’s Upgrades India to Baa2 Read More »
November 19 2017
The Make in India campaign was launched on 25th September 2014 by the Modi Government as an initiative to encourage both national and multinational companies to manufacture their products in India. The major objective behind the initiative was to focus on job creation and skill enhancement across various sectors in the economy. The Campaign is
Foreign Investment to Drive Growth in India Read More »
November 13 2017
This may come as a surprise, but guess which country was the first to legislate social responsibility for corporations? India! Indian companies are engaged in several projects that are meaningfully impacting the lives of India’s poor and the surrounding environment. Unfortunately, you don’t hear about this in the Australian media. Corporate governance reforms in India
Socially Responsible Companies in India. It’s the law Read More »
July 24 2017
Last week, Apple CEO Tim Cook told analysts that “India is moving fast. They are moving at a speed that I have not seen in any other country in the world.” Despite this and many other positive endorsements, investors often procrastinate and identify reasons not to invest in India’s growth. In this wire, we seek to
Why You Don’t Invest in India Read More »
July 17 2017
India’s wait for over 30 years to implement the country’s single biggest tax reform measure, the Goods and Services Tax (GST) will end on 1 July 2017, providing a big push to prime minister Narendra Modi’s reforms agenda. Indian GST will be driven by the principle of one nation, one tax and will replace multiple indirect taxes
India’s Tryst with GST Read More »
June 30 2017
Three years is a long time in politics. A lot can be achieved in that time despite being the ruling party in the world’s largest democracy with an underlying sentiment of cynicism on any change being implemented successfully. In fact, if you quiz India’s media on Modi’s success the response would be highly polarised. The
Modi Government Leading India to Success Read More »
March 13 2017
Exposure to true growth investments is becoming scarce in today’s world. This makes wealth creation and meeting portfolio objectives that more challenging. We believe exposure to selective growth investments in an investment portfolio will become increasingly critical as these allocations drive the bulk of the returns going forward. Therefore, we encourage Australian and NZ investors
How Spicy is Your Portfolio Read More »
February 03 2017
India Budget 2017-18 contained many firsts. This was the first time the budget was presented on 1st February as compared to the conventional practise of presenting it on the last day of February, enabling Ministries to operationalise all activities from the commencement of the financial year. Second, the practise of presenting separate Railway budget was done
Many Australian investors steer clear of investing in shares of companies listed in emerging, or frontier markets, because they think they are too volatile. Generally, investor psychology leads to considering these investments in isolation rather than considering the role they play in a portfolio, because investors mistakenly perceive risk as volatility. As Warren Buffett once
Is swapping volatility risk for longevity risk the right investment strategy? Read More »
January 15 2017
This year’s portfolio construction forum titled “The long and short of it” saw the overwhelming majority of participant’s state that long term thinking is required when investing. We feel this to be crucial with regards to horizon based investing and riding out volatility, especially when it comes to gaining exposure to the fast growing, but
Understanding the Founder’s Mentality to Generate Outperformance Read More »
December 02 2016
India Avenue is a boutique investment management firm providing investment solutions that allow our clients to benefit from India’s remarkable growth story.
OUR BUSINESS
2005
The journey towards the “birth” of India Avenue originated in 2005, when ING Investment Management started a business in India as a separate division, utilising a practiced multi-manager philosophy in markets like Australia, and exported it to India. Three of our founders, Mugunthan Siva, Rajeev Thakkar and Sajjan Raut Desai worked together for INGIM (India), building investment strategies and structures, under this philosophy and applying them to Indian capital markets
2011
In 2011 our founders started discussing the possibility of building an investment firm with a capability to provide a focus on India as an stand-alone investment jurisdiction for foreign investors. The founders identified Australia and New Zealand as nascent markets for investing in regional locations, with the potential to accelerate given education and insights which the firm could provide.
2015
By 2015 the group of founders decided to work full-time on this concept to bring it to life. They did this by leaving their existing employment, thus exercising high conviction in the investment region of India as a long-term structural story for investors in Australia and New Zealand. Thus, the firm India Avenue Investment Management was registered and came to life in 2015 in Sydney, Australia.
2016
After building our business for a period of 12 months, our first fund, The India Avenue Equity Fund was launched on 6th September 2016, with strong service provider partners like Equity Trustees (RE), Mainstream (Fund Administrator), KPMG (Fund Auditor) and BNP India (Custodian).
NOW
India Avenue is now a boutique investment business firm, with clients spread across family offices, high net worth individuals, wealth advisers and financial planning firms. Our firm has focused on education and knowledge as a driver of investment behaviour and have taken a long-term approach towards Australian and New Zealand investors contemplating an allocation to India’s growth as part of their portfolios. Our firm has assets in excess of A$50m and the India Avenue Equity Fund is rated “Recommended”* by Lonsec and is available on multiple investment platforms across Australia and New Zealand.