VCTI
Research and frameworks behind a thesis-driven Indian consumer fund
Live artifacts
India's Wallet, 2026 → 2046
How the monthly spend of a middle-class Indian household evolves over 20 years across six buckets. Drag the slider to move through time; toggle between share-of-wallet and absolute INR views.
Open →
Eternal Picture Painting
What would it take to generate strong returns for Eternal in 20 years
Open
US and China Compounders
Overview of public market compounders
Open
Country comparison: India vs the world
Sub-category per-capita spend across US, UK, France, Spain, Japan, China, Brazil, Indonesia, India — the S-curve anchors behind the wallet projection.
Coming soon
About
A working library of research artifacts — demand forecasts, market sizing, company deep-dives, framework visualisations — built to think through the Indian consumer and tech opportunity over the next 20 years. Each artifact is a single-page interactive view. Source workbooks and models live in the underlying project folder.