Invest in the India growth story. Purpose-built for NRIs and OCIs.

A fundamental equity portfolio built around India's biggest opportunities. For NRIs and OCIs.

Surge NRI is a fundamental portfolio across market caps, anchored in companies that benefit from India's most durable structural shifts. It is managed with discipline, prudent risk management, and a long-term lens. Stocks are held directly in your demat account, giving NRIs and OCIs a clean, tax-efficient route into Indian equities without the complications of a pooled vehicle.

• Investing in Mega Trends

  We look beyond sectors to the forces reshaping India over decades. Financialization, import substitution, energy transition, domestic consumption. These are the tailwinds we invest inside of.

• Strong Risk Management

  Hard position limits, governance screens, and quarterly thesis reviews keep the portfolio honest. We exit when the story breaks, not after it shows up in the headlines.

• Decadal Growth Potential

  We look for businesses at a genuine inflection point. Large markets ahead of them, strong execution behind them, and earnings trajectories that most investors haven't fully priced in yet.

• Special Situations

  Some of the sharpest opportunities come from corporate actions where the market is slow to react. Demergers, spin-offs, restructurings. We keep a dedicated sleeve ready for exactly these moments.

How Surge NRI Helps

Unwavering Focus, Airtight Strategy

Five structural themes, each a multi-year tailwind. Every stock in the portfolio earns its place within one of them.

• Domestic Consumption

  Rising incomes are reshaping how India spends, across categories that barely existed a decade ago. We own companies capturing that demand shift before it is fully reflected in valuations.

• Logistics & Infrastrucutre

  Moving goods efficiently inside India still costs more than it should. The companies solving that, across roads, rail, ports and cold chains, unlock value across every sector that depends on them.

• Import Substitution

  Defence, chemicals, electronics. India is steadily building domestic capacity to replace critical imports. We invest in businesses leading that shift, before it is fully priced in by the market.

• Financialization

  Insurance is underpenetrated. Formal credit has barely scratched the surface. Savings are just beginning to move from gold and real estate into financial assets. This shift is still in its early chapters.

• Energy Independence

  India imports nearly 90% of its crude oil, a vulnerability the country is actively working to reduce. We back companies in renewables and clean energy infrastructure making that transition real.