
India’s new-age companies and expanding internet economy could offer significant long-term growth opportunities. Dinshaw Irani, CEO of Helios Capital, discusses the growing pool of technology-driven businesses entering the stock market and reveals that Helios has filed papers with the regulator for a dedicated disruption fund. He highlights India’s digital infrastructure, affordable mobile data, rising smartphone usage and the JAM trinity of Jan Dhan, Aadhaar and Mobile as key drivers of digital adoption. With per capita incomes expected to rise and Gen Z and Gen Alpha becoming increasingly active consumers, Irani believes India’s new-age business opportunity is only beginning to unfold.