As global capital rebalances toward growth markets, India continues to move from “overweight EM” to a core allocation for leading pension funds, sovereigns, insurance companies, and endowments. This panel brings together international institutional investors to unpack how they view India’s risk–return profile, manager selection, and the evolving opportunity across private equity, venture, private credit, and real assets.

The panel will discuss:

• How India fits into global portfolio construction versus China, US, and other EM allocations and what has structurally changed in LP conviction
• What international LPs now expect from Indian GPs on governance, reporting, and ESG
• Appetite for first time and emerging managers versus established Indian platforms
• How currency, political risk, and regulatory evolution are priced in
• Operational excellence and value creation capabilities LPs want to see in India focused GPs

The session will discuss:

• Global Capital Question: Global investors today are reassessing where long-term capital should sit in a world of geopolitical shifts and supply-chain realignment. In that reshaped allocation map, why is India increasingly becoming a structural destination for institutional capital?
• Evolution of Infrastructure: India’s first growth cycle was about building physical infrastructure — roads, airports, power. The next seems to be about platforms —logistics networks, digital infrastructure, data centres and energy transition. How should investors think about this shift from ‘assets’ to ‘platforms’?
• Capital Formation Question: India’s opportunity over the next decade will require enormous pools of long-duration capital. What role do you see alternative capital infrastructure funds, private credit, and institutional investors — playing in financing India’s next growth cycle?
• If India is to become a $7–10 trillion economy over the next decade, what does the capital ecosystem need to get right — in terms of market depth, product innovation, and investor participation?

With India among the world’s fastest-growing major economies, private equity investors are re-evaluating growth, profitability, and exit assumptions in light ofshifting global rates, geopolitics, and public market valuations. This panel explores how macro conditions feed into fundraising, deal flow, pricing discipline, and value creation in Indian PE

The panel will discuss:

• How India GPs are positioning and what truly stands out to global LPs looking at multiple India and Asia managers
• How India’s macro-outlook (growth, inflation, fiscal stance) is shaping PE deployment
• Trends in entry valuations and multiples across buyouts, growth, and minority deals
• Evolving approaches to value creation: digital transformation, cost productivity, and professionalization
• What LPs now view as non negotiables: realized exits, consistency across cycles, team continuity and alignment on economics and governance
• Outlook on exits and DPI from recent and upcoming vintage funds

• How a large bank backed platform can manufacture product for domestic HNIs/affluent, vs raising global capital into India focused strategies
• Insights on mobilising domestic and global investors into climate-tech, sustainability, and digital platforms over the next decade
• The role of venture ecosystems, strategic government initiatives, and financial innovation in funding these sectors
• Policy and market reforms that would most quickly crowd in Indian capital into private markets (EPFO/NPFO allocations, insurance, tax, governance)
• AIF IPO’s as a marker of maturing domestic PE franchises, and what public markets will now expect in terms of transparency, performance and alignment

India’s startup ecosystem has matured to become globally competitive ventures, even as capital becomes more selective and the startups move beyond the hyper-growth phase toward sustainable business models and profitability. This panel gathers leading VCs to discuss how they are backing the next generation of founders while balancing growth, governance, and realistic exit pathways.

The panel will discuss:

• Lessons from the last funding cycle and how underwriting has changed and calibrating growth vs. unit economics
• New investment themes: deeptech, AI native startups, climate tech, space tech, and Bharat focused models
• Founder quality, governance, and board practices VCs insist
• Exit pathways for VC in India: IPO, M&A, secondary sales, and strategic cross border exits
• Impact of regulations on VC thesis and risk

Domestic institutional investors are rapidly scaling their allocations to alternatives, moving from opportunistic cheques to programmatic strategies across PE, VC, real estate, Infrastructure and private credit. This panel explores how home-grown capital is changing deal dynamics, governance standards, and the long-term resilience of India’s private markets.

The panel will discuss

• How domestic LPs are building alternatives programs
• Calibrating return expectations and risk appetite relative to global LPs.
• Regulatory enablers and constraints for domestic institutions investing via AIFs
• Building in house investment teams vs. outsourcing to GPs or advisors
• What GPs must do differently to raise and retain Indian LP capital

India’s net zero ambitions, energy transition, and infrastructure build out create one of the largest project and asset pipelines globally, spanning renewables, grids, transport, urban infra, and climate adaptation. This panel examines how equity, debt, and blended capital can be mobilised at scale while delivering competitive returns.

The panel will discuss:

• Priority sub themes: renewable energy, storage, green hydrogen, EV infra, and climate resilient urban assets
• Risk return profile of Indian infra and climate assets vs. global benchmarks
• Blended finance structures combining DFIs, multilaterals, government, and private capital
• Scaling bankability: offtake risk, counterparty risk, and regulatory clarity
• Regulatory and policy evolution supporting climate and infra investing