JM Financial Private Equity (“JMFPE”) is a sector agnostic PE platform with a strong focus on investments in sectors such as financial services, consumer, manufacturing, technology and others (logistics, healthcare, agri-allied sectors, etc). Investments are primarily made in early-to-growth stage businesses that demonstrate the ability to successfully execute the business model. JMFPE intends to create a risk-balanced investment portfolio within the above-mentioned focus areas. The objective of JMFPE is to achieve superior risk-adjusted returns, by investing growth capital primarily in small to mid-market Indian companies. JMFPE makes such investments through equity and / or equity-related instruments and other securities, in primarily unlisted companies for a minority stakes. JMFPE may also invest a portion of its capital in listed Indian companies.

JMFPE’s investment strategy can be summarized as below:

  • Intends to invest in early to growth stage companies that are looking to efficiently disrupt legacy business models, and / or provide superior products / services to its customers
  • Looks to invest in business models which are proven, scalable, economically viable, and operate in large, underserved markets
  • Looks to invest in companies that will be the beneficiary of the move from the unorganized to the organized sector on account of changing consumer preferences
  • Will evaluate key financial and operating metrics to understand the potential growth of the business, and its ability to generate high returns over a determined period
  • Seeks to partner with ethical, professional and competent entrepreneurs that have relevant expertise and best-in-class execution skills
  • Seeks to add value to investee companies in specific areas, and regularly engage with entrepreneurs to create long term value and realize investment gains

JM Financial India Fund, launched in 2006, was a growth-focused private equity fund which made 13 investments across sectors including consumer services, financial services, infrastructure services, manufacturing, education and outsourcing services. It has exited all 13 investments.

EXITED INVESTMENTS

Launched in 2021-22, JM Financial India Growth Fund III is a sector agnostic fund with a strong focus on investments in sectors such as financial services, consumer, manufacturing, technology and others (logistics, healthcare, agri-allied sectors, etc). Investments will primarily be made in early to growth stage businesses that have demonstrated the ability to successfully execute the business model. It has made five investments so far.

CURRENT INVESTMENTS