Connecting Global Investors to India's Equity Growth Story

Message From Our Co-Founder, Rohan Verma

In our way of life, human nature can be both simple and complex; the complexities in life are creations of the human mind. We wish to keep things simple in the way we invest, and we always remain mindful of the words of the legendary investor Mr. Warren Buffett: “Be fearful when others are greedy, and greedy when others are fearful.” “Risk comes from not knowing what you are doing.” “Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1.”

Our core values have been shaped by our learnings and include capital preservation, focus, and investments driven by value rather than blind pursuit. Our guiding principle is to bring investment ideas to our audience that are aligned with these core values. We are committed to building long-term relationships with our investors.

Capabilities

FORBES EMF’s knowledge base spans more than 60 years of history and continues to evolve as we steadily grow our team, expand our business scope, and enrich our product offerings. Mr. Rohan Verma brings over 20 years of experience in investments and financial services, having managed more than USD 1.2 billion in investments, including independently overseeing over USD 170 million in Middle East and North Africa (MENA) strategies. Our core team offers investment expertise across a wide range of asset classes, including private equity, listed equities, pre-IPO (PIPE), IPO participation, venture investments, real estate, convertibles, short-duration bonds, and more—enabling us to effectively manage and scale diversified investment portfolios.

Our team has worked in leading global financial centres, including Switzerland, the United Kingdom, Singapore, Dubai, and India. This international experience deepens our understanding of global investors and allows us to deliver comprehensive, tailored investment solutions. We are committed to offering global-standard investment opportunities for investors seeking exposure to India.

We leverage our network across a broad range of market participants and intermediaries in the Indian capital markets, giving us ongoing access to diverse investment opportunities. By understanding our investors’ objectives and investment philosophy, we are able to recommend ideas aligned with their appetite.

FORBES EMF investment capabilities infographic

Vision

At FORBES EMF, our vision is to be the catalyst that bridges global financial companies with burgeoning opportunities in emerging economies.

Our fund offers a single-point dollar access to India for investors, providing seamless entry into the Indian capital markets. We aim to cater to global mid-size investors, including single and multi-family offices.

We at FORBES EMF consider ourselves a platform provider, channelizing investments to India. We try to understand the specific needs of investors and scout for opportunities suitable for them.

Our strategic approach helps clients achieve the potential to outperform market indices without the need to reinvent any research or structural infrastructure.

With our bespoke solutions, we would like to become the preferred partner for mid-tier investors looking to invest in India.

We would like to be known for our INTELLIGENCE, INTEGRITY & INTENT, as we believe in smart investing focused on growth and value creation over a period of time.