Mission Statement

To foster sustainable economic growth and drive impactful investments in India by identifying and supporting innovative opportunities across sectors. Bharat@2047 Vision Trust is committed to empowering businesses, promoting financial inclusion, and contributing to the nation’s vision of becoming a global economic powerhouse by 2047.

Vision Statement

To be a leading force in transforming India into a thriving, equitable, and self-reliant economy by 2047. We aim to create long-term value for our stakeholders, champion innovation, and nurture an ecosystem of excellence in the Alternative Investment Fund (AIF) space, aligning with the nation’s centennial independence goals.

Investment Objective

The investment objective of the Fund is to generate returns for the Investors through price appreciation of stocks held over a period across economic and market cycles. The Fund shall invest in the sectors mentioned in the below table. The investments would be made in a diversified portfolio of equity and equity related securities in India, debt securities, derivatives, complex or structured products and other permissible securities/instruments both listed as well as unlisted securities in accordance with Applicable Laws to maximize the risk adjusted returns for the Contributors in the respective asset classes and potentially create wealth over the long-term.

The Fund is not proposing to engage in any lending activity. The Fund will also not invest in units of other Alternative Investment Funds. Further, the Fund shall not permit Encumbrances in form of Pledge etc. on fund assets for enabling portfolio companies to avail loans.

Category of Registration

Bharat@2047 Vision Trust is registered with SEBI as a Category III Alternative Investment Fund (AIF) under the SEBI (Alternative Investment Funds) Regulations, with the registration number IN/AIF3/24-25/1603