Rahul Bhartiya, Founder and Chief Executive Officer of Vedas Fund, used his appearance in the “In The Hubbis Hot Seat” session to outline the rationale behind launching an India-focused multi-manager strategy. Based in Mauritius and established in late 2023, the Vedas Opportunities Fund was initially conceived as a vehicle for Bhartiya’s own capital, but has since evolved into a broader product targeting international investors seeking differentiated access to Indian equities.
Bhartiya’s remarks reflected both a personal reconnection with the Indian market after more than two decades abroad and a structural thesis about capacity constraints, manager selection and the maturing institutional landscape within India. At a time when many global investors access the market through large exchange traded funds (ETFs) or sizeable regional mandates, he argued that a more agile, manager-driven approach may offer an alternative path to outperformance.
