We have a long-term, often multi-decade, point of view on certain market trends, inflection points, and solutions that we believe are truly disruptive and have the potential to create large, scalable, and profitable new market leaders.
We believe India is at a unique point in its history in terms of digital adoption, macro-economic, and geo-political winds of change.
Arkam invests across two major themes. These are generational themes with massive market drivers, innovation proof points, and clear opportunities for digital disruptors to reshape large industries or create new ones.
Middle India Digitization: Middle India Digitization is one of the largest global investment opportunities available today. There is a massive shift to digital transactions for essential categories that did not exist five years ago.
For the first time in India's history, digitization is democratizing access to essential products and services for hundreds of millions of Indians below the top of the pyramid.
Our companies have deep Middle India understanding reflected in their product design, low friction adoption, customer segmentation, trust building, and low cost acquisition and retention.
SaaS from India to the world: Combining world class product design, and cost effectiveness with savvy go-to-market approaches from India these SaaS companies are setting the stage for highly scalable and profitable growth.
Over the past decade, there are increasing proof points of India building winning SaaS solutions for the world.
Our companies combine world class product design, lower costs and savvy global go-to-market approaches that create deep moats and opportunities for market leadership.