Rajeev Mantri of Navam Capital presented his in-depth investment thesis on Niyogin Fintech (India: 538772) at Asian Investing Summit 2019.
Thesis summary:
Niyogin Fintech is a digital-first, technology-driven non-banking finance company in India focused on servicing business customers in the micro-, small- and medium-scale enterprise (MSME) sector. This sector has traditionally been credit-deprived and on the fringes of the formal economy. Due to a range of structural changes sweeping India, MSMEs are formalizing, digitizing, and entering the organized economy. As an entrepreneurial, purpose-built venture geared to address the credit needs of this sector, Niyogin is well-placed to be a high-performing lender of choice to MSMEs. The founding team’s deep expertise in financial services and emerging markets as well as a stable shareholder base are among Niyogin’s key strengths. From a recent market capitalization of approximately USD 115 million, and in light of the large market opportunity in front of Niyogin, the business is on track to multiply earnings and increase value manifold in the years to come.
The full session is available exclusively to members of MOI Global.
Members, log in below to access the full session.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
About the instructor:
Rajeev Mantri is director of private investment firm GPSK Investment Group, and executive director of Navam Capital, an India-focused venture capital firm. Prior to founding Navam Capital, Rajeev worked as a venture capitalist at New York-based Lux Capital, focusing on investments in energy, water and nanomaterials. Rajeev has contributed columns and articles on technology, investing, venture capital and political economy to The Wall Street Journal, Mint, Financial Times, The New York Times, MIT Technology Review, BioSpectrum, Roubini Global Economics and others. In August 2010, Rajeev co-founded Vyome Biosciences, a biopharmaceuticals company, and served as Vyome’s president through the company’s formative years. Rajeev graduated with a BS in materials science and engineering from Northwestern University, and an MBA from Columbia Business School, specializing in private equity and value investing.
About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
More posts by MOI Global Editorial Team