About Company
Singularity AMC LLP
Top 5 by GDP- fastest growing large economy Large consumer base Capturing larger slices of digital, manufacturing and global exports opportunities Indian middle class is expected to have the largest share in global consumption, projected to reach $6 trillion by 2030 India has meaningfully outperformed MSCI Index over last decade
Core Investment Pillars
The firm’s philosophy is rooted in three primary strategic areas:
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Strategic Autonomy: A central thesis focusing on sectors where India is building self-reliance and global competitiveness. This includes Defence, Energy Transition (Solar, EVs, Batteries), Electronics, and Advanced Manufacturing.
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Growth Private Equity: Identifying early-to-mid-stage companies with scalable business models and differentiated products. They often look for "inflection points" before a trend becomes consensus.
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PIPE (Private Investment in Public Equity): Investing in publicly listed companies with a private equity mindset, seeking long-term value realization.
The "Applied Innovation" Filter
Unlike traditional firms that rely solely on financial analysts, Singularity utilizes a "Think Tank" approach. They rely on:
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Domain Specialists over Generalists: The team consists of former entrepreneurs and industry practitioners who understand the operational "friction" of scaling a business.
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Separating Hype from Reality: They focus on "applied innovations"—technologies that are already creating actual cash flows in industry value chains—rather than speculative future tech.
Key Selection Criteria
When evaluating potential investments (like those in their Global Opportunities Equity Fund), the firm emphasizes:
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Founder Centrality: Backing "rebels and systems thinkers" who possess the agency to shatter industry conventions.
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Power-Law Reality: Recognizing that a small number of "outlier" companies define most of the market's value, they concentrate capital into high-conviction bets.
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Strategic Support: They offer more than just capital, providing "strategic throughput" including technology optimization, debt market access, and operational benchmarking.
Sector Focus
Singularity concentrates on sectors with structural tailwinds in the Indian market:
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Financial Services: Digital, scalable, and inclusive models.
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Consumer Brands: Next-generation brands catering to the rising Indian middle class.
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Industrial Modernization: Applying AI, robotics, and automation to legacy physical systems (factories, labs, and logistics).
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Yash Kela
Yash Kela, the Founder and Chief Investment Officer at Singularity, brings a deep passion and extensive experience in identifying growth capital opportunities, particularly as India transitions from a $4 trillion to a $10 trillion economy. He has been mentored by some of India’s top industrialists across various sectors, including financial services, retail, and FMCG.
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Madhu Kela
Madhu Kela is a prominent public market investor in India, having invested public funds for over three decades. Previously, he served as the Chief Investment Strategist at Reliance Capital, a leading asset management company in India, where he oversaw a flagship scheme that achieved a CAGR of 28%, significantly outperforming the S&P BSE 100 benchmark, which recorded a 15% CAGR, marking it as one of the most successful in India’s investment history.
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