Investment Opportunities in India and Key Structuring Considerations

1. Investment Opportunities in India and Key Structuring Considerations India keeps showing up in global allocation conversations for a simple reason: it offers a rare mix of scale, domestic demand, and capital-market depth. For an allocator, the question is not if there is an investment opportunity India represents. The question is how to access those investment opportunities in a way that stays operationally clean, tax-aware, and governance-ready. Where The Opportunity Tends To Sit Cross-border investors usually look at India through a few repeatable lenses: ● Consumption and domestic demand, driven by rising incomes and formalisation ● Infrastructure and transition themes, including the ecosystem around them ● Financialisation, as participation and capital-market depth expands ● Public-market breadth, which can express multiple sectors without building an operating footprint This is also why many investors who already invest in market exposures eventually ask how India fits into the “alternatives” sleeve. The intent is often to invest in alternative assets or alternative-style strategies that do not simply mirror a global index, while still keeping the holding IC-friendly. The Structuring Question Decides The Experience India is not a market where structure is a footnote. Structure shapes what can be owned, how it is held, and how smoothly it runs post-allocation. Three considerations tend to do the heavy lifting: 1.Regulatory Pathway

2. Portfolio-style routes are typically chosen when the objective is listed market exposure with clear compliance processes. Direct routes are typically considered when control, duration, or private exposure is the priority. 2.Vehicle design and documentation discipline Substance, governance, and clarity of purpose matter more than ever. The stronger the documentation and oversight, the easier the allocation is to explain internally and maintain over time. 3.Operational plumbing Custody, onboarding, reporting cadence, and administrator quality are where most real-world friction happens. A theme can be right and the allocation can still fail operationally. Why Discretionary Fund Management Shows Up in India Allocations This is where discretionary fund management becomes relevant for some investors. The value is not delegation for its own sake. The value is governance: manager selection, monitoring, rebalancing, and reporting that keeps the India sleeve behaving like a controlled allocation rather than a series of separate decisions. Where Vedas Opportunities Fund fits This is the point where a structure-led product becomes useful to mention. Vedas Opportunities Fund is often referenced as an example of an allocator-oriented route designed to package India exposure into a single portfolio line item, with institutional-style emphasis on governance, oversight, and reporting (as set out in official documents). For an investor evaluating India opportunities, the appeal is typically not “access” alone. The appeal is access with reduced operational burden: one framework, one set of terms, and a clearer path to IC discussion.

3. Evaluation still stays strict: Mandate clarity, liquidity terms, fee mechanics, risk controls, and suitability as documented. Note: This material is for informational purposes only and is not legal, tax, or investment advice.