Technology
Businesses with real pricing power: defensible intellectual property, customers who stay, and growth paid for from their own cash.
About / Investments
Investments
Alongside Nuclear Edge, Anmol manages a family portfolio invested across eleven sectors in India, with particular weight in North India, the region he knows best.
The approach is unhurried. Buy businesses that can be understood, that have a durable advantage and capable management, and pay a price that leaves room for error. Then hold them for as long as those things remain true.
Four questions, asked of every business
- Do we understand how this business earns its money?
- What protects those earnings from competitors?
- Who runs it, and would we trust them with more?
- What is the price asking us to believe?
Where the capital sits
Eleven sectors, chosen for one shared test: a business that should be earning more ten years from now.
IT services
One of India’s deepest commercial advantages, built on talent and decades of client trust. The preference is for firms with high retention, revenue spread across sectors, and a credible move toward automation and domain work.
Noida and Gurugram
Data centres
Data localisation, cloud adoption and AI workloads are moving compute onto Indian soil. Costly to build, then supported by long contracts and recurring revenue.
Petroleum
Still foundational to transport, manufacturing and rural growth. The interest is in distribution, storage and logistics, which earn through the cycle, rather than in the price of a barrel.
North Indian consumption belt
Milk and dairy
A daily purchase in almost every household, with North India at its centre. Procurement networks, cold chains and a trusted brand turn a commodity into a durable business.
Punjab, Haryana, Uttar Pradesh and Rajasthan
Transport and logistics
India’s freight network is being rebuilt at scale. The focus is on asset-light operators along the main corridors that turn volume into steady cash flow.
Delhi NCR
Timber and wood
Construction keeps wood in short supply. A trading and processing business that rewards supplier relationships, port logistics and careful working capital.
Yamunanagar and Kandla
Education
Demand is constant and reputation compounds. Institutions that can show outcomes have a long tailwind in a young country.
Delhi, Chandigarh and Kota
EdTech
Held selectively. Unit economics and retention matter more than the number of users.
Production houses
Studios that own their intellectual property and keep earning from a back catalogue as streaming widens the market.
Media and entertainment
Audience loyalty, repeatable franchises and several ways to earn from the same content, with regional reach across North India and a national audience.