At the heart of innovation lies informed decision-making.
As CIO, our focus is aligning technology with business growth for lasting impact.
When we talk about sunrise sectors, very few offer the scale, inevitability, and structural strength that renewable energy does today. What was once seen as a niche alternative is now at the center of the world’s energy transition. For India, this is not just about clean energy — it is about energy independence, economic resilience, and global leadership.
The numbers speak for themselves. India has committed to achieving 500 GW of renewable capacity by 2030, and we are already one of the lowest-cost producers of solar power in the world. Policy frameworks are aligning — from production-linked incentives for solar manufacturing to ambitious targets for green hydrogen. Corporates, too, are not waiting for mandates; many of them are voluntarily shifting their energy mix to green power because it simply makes business sense.
Long-term government push, tariff reforms, and incentives.
Solar and wind energy are now cheaper than coal in many cases.
Net-zero targets are creating sustainable demand pipelines.
Global funds and institutions are consistently allocating to clean energy.
But the real question is: how do we invest in this opportunity with discipline? Every sunrise sector attracts hype. Many companies will promise growth, but only a few will deliver sustainable margins, scale, and return on capital. At Shaan Patel Asset Management, we combine fundamental research with our quant-driven approach to cut through the noise. Our philosophy is simple — catching the future leaders today, but only when the math, balance sheet, and execution quality support the story.
In my view, renewable energy is not just an investment opportunity — it is a decade-long compounding story. It combines inevitability with scalability, two rare ingredients in markets. For investors who can identify the right businesses early, this sector offers not just returns, but participation in shaping India’s growth journey.
The energy of tomorrow will be clean, affordable, and sustainable. And for us, the conviction is clear: invest where the future is inevitable, but let the numbers decide where capital flows.
— Shaan Patel, CIO
Shaan Patel Asset Management
This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation to invest. Investments in Alternative Investment Funds are subject to market risks and may not be suitable for all investors. Please consult your financial advisor before investing.
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