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Here are 10 business models positioned to dominate. 1️⃣ Digital Public Infrastructure (DPI)-Powered Fintech Built on UPI, Aadhaar, ONDC rails. Low distribution cost. Massive data leverage. Explosive scale. Companies riding this layer like PhonePe and Paytm are examples of how financial services distribution is getting rewritten. 2️⃣ Premium Consumer Brands (India 2.0 Consumption) India is premiumising — beauty, food, fashion, wellness . 3️⃣ Manufacturing + China+1 Supply Chain Shift Electronics, defence, speciality chemicals, auto components. PLI incentives + geopolitics = multi-decade capex. ⸻ 4️⃣ Asset-Light Healthcare Platforms Diagnostics, day-care surgeries, digital health aggregation. 5️⃣ EV Ecosystem (Not Just EV Cars) Battery supply chain, charging infra, components. Global leaders like Tesla proved demand; India’s opportunity is ecosystem building. 6️⃣ Quick Commerce & Hyperlocal Logistics Speed is the new convenience moat. Platforms like Zepto are redefining urban distribution density. 7️⃣ SaaS for Global Markets (India’s Silent Giant) India builds. World pays. Companies like Zoho scaled globally without hype. 8️⃣ Financialisation of Savings Shift from gold/FDs to equities, SIPs, insurance, AMCs. Firms like HDFC AMC benefit from rising retail participation. ⸻ 9️⃣ Education + Upskilling Platforms AI, tech, professional courses, job-aligned programs. Edtech survivors like upGrad focus on outcome-linked models. 🔟 Green Energy + Decarbonisation Infra Solar, green hydrogen, grid modernisation.
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