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Insights — Blog

Investment memos & market notes.

AXIA 05 Aug 2025 Quick Commerce: The Race for Hyperlocal Dominance India's quick commerce sector is rapidly transforming urban retail by combining convenienc... Read more →
AXIA 14 Oct 2024 Trent: Redefining India's Fashion Retail Landscape Trent has built powerful retail brands through Westside and Zudio, delivering strong growt... Read more →
AXIA 20 Jul 2024 Coromandel: A Fertilizer Leader with Strong Competitive Moats Coromandel is India's leading phosphatic fertilizer company with a dominant presence in So... Read more →
AXIA 16 May 2024 Delhivery: Scaling India's Logistics Infrastructure Delhivery has built one of India's largest logistics and express parcel networks, supporte... Read more →
AXIA 21 Mar 2024 PB Fintech: Harnessing Scale and Network Effects PB Fintech operates India's leading digital insurance and consumer credit marketplaces thr... Read more →
AXIA 30 Oct 2023 Zomato: Building India's Consumer Delivery Ecosystem Zomato has emerged as a leading player in food delivery and quick commerce through its str... Read more →
Axia Asset Management

A specialist boutique focused on long-term, fundamentally-driven equity investing.

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Axia Asset Management Pvt. Ltd. — Category- III AIF. SEBI Registration No.: IN/AIF3/23-24/1299. Mr Kamlesh Ratadia (Portfolio Manager). Registered name and registration number disclosed as per SEBI circular HO/(79)2026-MIRSD-PODMMC.
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