India Market Research
Indian listed companies, industry trends, and the long-term structural opportunities behind them.
The Story
A long apprenticeship with the market.
Vikram Malhotra was born in Delhi, India, in November 1975. He completed his undergraduate education in economics at the University of Delhi before moving to the United States to pursue graduate study — an MBA in Finance from Columbia Business School, where he trained in modern portfolio theory, securities analysis, corporate finance, and risk management.
He holds the Chartered Financial Analyst designation and completed an executive investment program at Harvard Business School. Today he lives in Mumbai with his wife and daughter, travelling regularly between India's major financial and commercial cities — Delhi, Bengaluru, and beyond — and working fluently in English and his native Hindi.
In 2005 he began his Wall Street career at a large hedge fund — deliberately from the ground up, as a research analyst. He worked through complete market cycles, including the 2008 financial crisis, an experience that permanently shaped his view of risk. By the end of that period he was responsible for research coverage of the technology and consumer sectors.
Since 2019, he has worked independently, back in India. His research now centers on the country's capital markets — economic growth, consumer upgrade, financial services, technology, healthcare, and quality manufacturing — and he advises a small circle of experienced investors who value long-term wealth growth and disciplined risk control.
— V. Malhotra
