The Thematic Opportunities Portfolio (TOP) is a theme-based investment approach that seeks to benefit from investing in the “best-in-class” companies in the sectors selected based on the investment themes that we believe will play out in India over the next several years.
The portfolio is constructed on the foundation of two Investment Themes:
Medium Term Investment Theme, which we expect will play out over the next 3-5 years.
Long Term Investment Theme, which we expect will last for at least a decade, if not longer.
Medium Term Investment Theme, which we expect will play out over the next 3-5 years.
Long Term Investment Theme, which we expect will last for at least a decade, if not longer.
The investment are based on:
Currently the following trends have good visibility and tailwinds of government focus and policy actions:
Strong manufacturing companies, aided by the PLI schemes and the potential of sourcing manufactured products from India as an alternate source of supply for the world markets.
Development of physical infrastructure in India.
Continued consumerism in India, reflected in customers constantly striving to upgrade their quality of life by buying better products and services, driven primarily by increased per capita purchasing power and a willingness to spend.
For more information, you may email us at pmsassist@buglerock.asia or
All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.
The information provided on this platform is for informational purposes only and does not constitute investment advice, an offer, or solicitation to buy or sell any financial instruments. Asset management services involve risks, including potential loss of capital. Investors are advised to carefully assess their financial objectives, risk tolerance, and consult with a professional advisor before making investment decisions. Past performance is not indicative of future results. BugleRock Capital and its affiliates disclaim any liability for any direct or indirect loss arising from the use of this information.
(Registered Office)
Prestige Takt, 1st Floor,
No. 23, Kasturba Road Cross,
Bengaluru - 560 001
No. 802, 8th Floor,
South Annexe Tower 2,
One World Center,
Senapati Bapat Marg,
Lower Parel,
Mumbai - 400 013
Regus Business Center,
SL Jubilee, 3rd Floor,
Road No. 36,
Plot No. 1202 & 1215A,
Jubilee Hills,
Hyderabad - 500 033
Awfis Rajkamal Pinnacle,
Old No. 145, New 2, 7th Floor,
Nungambakkam High Road,
Nungambakkam,
Chennai - 600 034
1 Pickering Street,
#08, Great Eastern Centre,
Singapore - 048 659
Copyright © 2025 | All Rights Reserved. BugleRock Capital Private Limited