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.
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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
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Consumption Mutual Funds Explorer
Holdings analysis for consumption mutual funds in India
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AI exposure
How exposed are strategy watchlist names to AI impact
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Portfolio Dashboard
Analytical dashboard for shape of the portfolio and key characteristics
Open
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.