TVS Capital Funds’ ₹4,000 Crore Investment Plan

In this exclusive conversation with Business Today’s Aastha Chopra, Krishna Ramachandra, Managing Partner, TVS Capital Funds, explains why sectors like electronics, semiconductors, defence manufacturing and specialty chemicals are emerging as the biggest investment opportunities.

He also shares his outlook on private equity, AI-led investments, startup funding, geopolitical risks, India’s R&D ecosystem and the policy reforms needed to accelerate innovation and job creation. Watch the full interview to understand where India’s investment landscape is headed and what sectors could drive the country’s next growth cycle.