• Digital channel adoption: Around 98% of transactions at HDFC AMC and roughly 65% of new client acquisitions at Motilal Oswal are now conducted digitally, supported by India's digital public infrastructure.
• GIFT City expansion: AMCs are utilizing GIFT City platforms to launch global funds with retail ticket sizes as low as $5,000 (₹5 lakh), enabling geographical diversification while simultaneously facilitating inbound foreign capital flows.
• Corporate balance sheets: Indian corporate debt-to-equity levels are at historic lows, positioning companies to accelerate capital expenditure across high-growth areas such as defense, energy, precision engineering, and semiconductors.
• Fund size dynamics: Prateek Agrawal argued that smaller fund sizes offer better potential for alpha generation, whereas Navneet Munot pointed to multi-decade outperformance in funds exceeding ₹1 lakh crore in size relative to the expanding market.