Dear friends and well-wishers of Kampani Capital,
We finally come close to the end of a very exciting Financial Year 2026 – a year which saw traditional business models being questioned and change becoming the only thing constant in most of our lives .Over the last few weeks, there has been a raging debate on the impact of AI on the Indian IT services ecosystem (worth a whooping USD 300BN!) in the last year and seasoned businessmen/Tech Gurus seem to be having diametrically opposite views on job losses as an impact of AI (which in itself may not be a bad thing in today’s linear world).While the jury is still out on which side will win this debate, time can only tell how it will pan out.My sense is that there will be very few sectors that will come out unscathed from this AI revolution. It does not matter if you are based in Bangalore or Brussels, whether you are 7 or 70 – the elephant in the room is here!
Moving away from the tech world, I was heartened to do a short business visit to Chiplun – an emerging, off-the-radar town in Western Maharashtra and yet again, amazed at the depth and width of the Indian Economy. While the city itself is still growing in terms of corporate infrastructure, there is enormous opportunity there across tourism, agriculture, civic infrastructure and ancillary services given the proximity to the Konkan Coast and shorter access via road to Mumbai as compared to Goa or Kerala. During my interactions with family offices and asset allocators there, it was clear that there is a high level of awareness of alternate assets in these towns as well, which bodes well for the diversification of the Asset Allocator bucket in the near future.
Sowmya also had a very interesting and fruitful trip across Spain and Switzerland earlier this month and interest there in Indian Assets – listed as well as unlisted including Real Estate continues to grow. This is true even in non-financial hubs like Madrid and Barcelona. We hope to build on this with some of our fund manager friends as well as founders as we together move ahead in their fund-raising journeys. We are also happy to announce an on-the-ground partnership in Amsterdam, which will further consolidate our access to asset allocators across mainland Europe (in line with the Mother-of-All Trade Deals with EU earlier in the month!).
Before we end, Sowmya, Mohit and I thank all our clients, friends, well -wishers and partners who took time out to meet us over the last few months. We look forward to seeing some of you during our Bangalore and Coimbatore roadshows as well as some networking events on the golf course.
Till we meet next time, stay colourful… Happy Holi!!
Amar
Amar Kampani
CEO and Founder,
Kampani Capital (a Division of Anak Consulting LLP)
27th Feb 2026