AeroYant Global Ventures LLP

Focus Sectors

Four Sectors. One Integrated Thesis.

Each sector is selected for its exposure to durable, policy-supported global capital flows — and for the structural complementarity it brings to the overall portfolio.

01

Technology & Digital Infrastructure

Reshoring the Digital Supply Chain

Investment in and advisory support to enterprise software, SaaS, data centre and cloud infrastructure businesses, IT services platforms, and technology-enabled outsourcing operations.

The global reshoring and 'friend-shoring' of digital supply chains is creating a structural demand shift for technology assets in allied jurisdictions. We focus on businesses that benefit from this transition — particularly those with recurring revenue, defensible IP, and cross-border delivery capability.

Sub-sectors

  • Enterprise Software & SaaS
  • Data Centre & Cloud Infrastructure
  • IT Services Platforms
  • Technology-Enabled Outsourcing

Target Geographies

IndiaUnited StatesUnited KingdomUAE
02

Healthcare

Capturing Demand Growth Across Mature and High-Growth Markets

Investment in hospital and diagnostic chains, pharmaceutical and medical device manufacturing, healthtech platforms, and healthcare-adjacent real estate.

Healthcare demand is structurally non-cyclical and growing across both mature markets (US, UK) and high-growth markets (India, GCC). We target assets with scalable delivery models, regulatory moats, and exposure to both domestic consumption and medical tourism flows.

Sub-sectors

  • Hospital & Diagnostic Chains
  • Pharmaceutical & Medical Device Manufacturing
  • Healthtech Platforms
  • Healthcare-Adjacent Real Estate

Target Geographies

IndiaUnited StatesUnited KingdomUAE/GCC
03

Manufacturing & Semiconductors

Positioned for PLI and Chips Act Tailwinds

Investment in precision engineering, industrial component manufacturing, semiconductor ancillary services (ATMP/OSAT), specialty chemicals, and equipment supply.

India's Production Linked Incentive (PLI) scheme and semiconductor mission, combined with US and allied Chips Act-driven capacity expansion, are creating a once-in-a-generation opportunity in manufacturing and semiconductor ancillary industries. We focus on businesses positioned to capture these policy-driven capital flows.

Sub-sectors

  • Precision Engineering & Industrial Components
  • Semiconductor Ancillary (ATMP/OSAT)
  • Specialty Chemicals
  • Equipment Supply & Services

Target Geographies

IndiaUnited States
04

Real Estate

Gateway Cities. Income-Yielding Assets.

Acquisition, development, leasing, and repositioning of commercial, industrial/logistics, and data centre-linked real estate, plus selective mixed-use and residential development.

Real estate in our four target geographies provides both income yield and capital appreciation, with particular opportunity in industrial/logistics assets driven by e-commerce and supply chain reconfiguration, and in data centre-linked real estate driven by AI and cloud infrastructure demand.

Sub-sectors

  • Commercial & Office
  • Industrial & Logistics
  • Data Centre-Linked Real Estate
  • Mixed-Use & Residential Development

Target Geographies

IndiaUnited StatesUnited KingdomUAE