Singularity AMC

Preferred provider of capital and differentiated Capital Market Access for Growth Assets in India

[Singularity AMC @SingularityAMC]

Excited to host Mr. Jasbir Singh, Mr. Albert Son, and Mr. Manish Sharma at #SingularitySummit2026 for a conversation on ‘Beyond The Build: Moving Up The Electronics Value Chain.’

[Singularity AMC @SingularityAMC]

Excited to host Mr. Amitabh Kant, Mr. Rajiv Memani, and Mr. Mohandas Pai at #SingularitySummit2026 for a conversation on ‘Bharat 2031’: Opportunities and Challenges.

[Singularity AMC @SingularityAMC]

Excited to host Mr. Manoj Mittal at #SingularitySummit2026 for a conversation on ‘Defining DFIs: Financing Strategic Autonomy’

[Singularity AMC @SingularityAMC]

Excited to host Mr. Pankaj Saran, Mr. Amit Kalyani, Mr. Apurva Chandra at #SingularitySummit2026 for a conversation on ‘Coming of Age: India’s Defence Ecosystem.’

[Singularity AMC @SingularityAMC]

Looking forward to hosting Mr. Raamdeo Agrawal at #SingularitySummit2026 for a conversation on 'Long Term Compounding: Wealth Creation in India.'

[Singularity AMC @SingularityAMC]

Glad to welcome Mr. Nirmal Minda to #SingularitySummit2026 for a discussion on ‘From Early Days to Global Scale: The Making of Uno Minda.’

[Singularity AMC @SingularityAMC]

Looking forward to hosting Mr. B. Prabhakaran at #SingularitySummit2026 for a conversation on ‘From Dust, To Value: Building a World Class Mining Institution.'

[Singularity AMC @SingularityAMC]

Looking forward to hosting Mr. S. Krishnan at #SingularitySummit2026 for a conversation on ‘The $500B Bet: India’s Blueprint to Electronics Leadership.’

[Singularity AMC @SingularityAMC]

Delighted to welcome Mr. Rajeev Kannan, Mr. Jaideep Hansraj and Mr. Karan Bhagat to #SingularitySummit2026 for a discussion on ‘Lost and Found: Lessons in Wealth Creation and Destruction.’

[Singularity AMC @SingularityAMC]

Delighted to welcome Mr. Abhishek Singh, Mr. Abhinav Sinha and Mr. Anand Deshpande to #SingularitySummit2026 for a discussion on ‘Beyond the Hype: Bharat’s AI and Data Centre Stack.’

[Singularity AMC @SingularityAMC]

Glad to welcome Mr. Parth Jindal to #SingularitySummit2026 for a discussion on ‘Turnaround to Takeoff: Continuing the JSW Legacy.’

[Singularity AMC @SingularityAMC]

Looking forward to hosting Mr. Kazuo Tadanobu at #SingularitySummit2026 for a conversation on ‘Reshaping the Global Battery Supply Chain: The Panasonic Story.’

[Singularity AMC @SingularityAMC]

Delighted to welcome Mr. Anil Rai Gupta and Mr. Jalaj Dani to #SingularitySummit2026 for a discussion on ‘Built to Last: India’s Most Resilient Building Materials Franchises.’

[Singularity AMC @SingularityAMC]

Excited to host Mr. Karan Adani at #SingularitySummit2026 for a conversation on ‘Powering India’s Infrastructure at Scale.’

[Sonia Shenoy @_soniashenoy]

What is the investment opportunity in defence stocks over the next few years given global scenario?

The Defence opportunity is large and non-negotiable says Yash Kela of Singularity AMC

India is now the worlds 4th largest defence spender , behind US, China and Russia

Indias defence production today is about Rs 1.5 lakh crore annually, and importantly private sector is 1/3rd of that production.

Defence is no longer a PSU driven story in India 
Indias total defence budget is 7.85 lakh crore of which 2.19 lakh crore is capex

the capex share is rising towards 33% which matters becase capex is where new platform and new tech procurement happens 
defence exports are the second engine. Exports were 22000cr in FY24 with the government target to take this to 50000cr by FY29

Yash Kela is the founder and CIO of Singularity AMC , a 1 bln$ AUM growth equity platform that is deploying capital across three strategies - private growth equity , strategic autonomy and private investments in public equities.

We did a deep dive into 4 sectors in which India has a right to win and is building strategic autonomy
strategic autonomy in these sectors helps India reduce risk, expand profit pools and create export competitiveness

-Defence 
-Electric buses
-Solar battery 
-Electronics

here is a small glimpse of our conversation on defence and the opportunity that lies ahead with @SingularityAMC

Full Pod out on The Money Mindset ✨

[Sonia Shenoy @_soniashenoy]

Today I sat down with Yash Kela , Founder and CIO of Singularity AMC.

This is part of our series introducing the young generation of investors and wealth builders in India that have so much to offer , a fresh perspective , deep research and are building for new India.

Yash Kela is building Singularity AMC which today manages over 1 bln$ of investments in public and private markets.

We did a deep dive into one theme :

Strategic Autonomy of India covering 4 areas where India has manufacturing prowess and a right to win.
- defence
-electric buses
- electronics
-solar batteries

The episode was a masterclass on how India is building strategic autonomy in critical sectors which will help India reduce risk , expand profit pools and create export competitiveness in this volatile global set up.

Full episode coming soon ✨

@SingularityAMC

[Singularity AMC @SingularityAMC]

Most consumer brands look big. Very few throw off real profits.

The full episode is now live on Singularity AMC’s YouTube channel: a candid roundtable on what actually changes at scale: margins, distribution power, and the offline reality.

Watch here: https://t.co/Oa8ExOwnfq

[Singularity AMC @SingularityAMC]

Electronics manufacturing is becoming a strategic lever for India.

Here, Manish Sharma shares an operator’s view from scaling Panasonic India: building globally competitive manufacturing and increasing domestic value alongside global integration.

LINK: https://t.co/g4dwVUgnjE

[Singularity AMC @SingularityAMC]

Sanjay Nayak’s journey building Tejas Networks offers a rare operator lens as electronics becomes central to India’s strategic autonomy.

Catch his insights on product-first, tech-led manufacturing in the latest podcast from Singularity One.

Watch here: https://t.co/nyS1JVArji

[Singularity AMC @SingularityAMC]

Electronics Manufacturing in India is a frontline #StrategicAutonomy story and a ₹50,000 Cr profit pool that could scale to ₹2,00,000 Cr.

New Singularity One episode is now live with Manish Sharma, Sanjay Nayak, Yash Kela & Nishchal Mittal.

Watch: https://t.co/YjkSWssdIT