A Private Investment Partnership · New Delhi
Time, patiently compounded.
Aadriv Global invests its own capital in Indian listed companies — a concentrated portfolio, held for years, built on primary-source research.
How we invest
Concentration
A small number of businesses we understand deeply, sized with conviction. Diversification protects against ignorance; we would rather do the work.
Primary sources
Annual reports, exchange filings, earnings calls — read in full, in the original. Opinions are formed from documents, not headlines.
Governance first
We study how management treats minority shareholders before we study the numbers. Character compounds too — in both directions.
The story
From the factory floor to the market.
Aadriv was built by an operator — two decades of manufacturing came before the first share was bought. That changes how we read a business.
Writing
Notes from the desk.
Occasional essays on businesses, markets, and the discipline of long-term ownership.