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Process over prediction.

LD VENTURES
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THE FIRM

India, understood deeply.

LD Ventures is a private investment office focused on India. We allocate across the country's public and private equities, derivatives and commodities, and its real estate and infrastructure — markets we know intimately and back with conviction for the long term.

In the public markets, we run proprietary, systematic strategies — disciplined and data-driven, each engineered to perform on its own terms. Alongside, we back fundamentally strong businesses where conviction and patience compound, and allocate to long-duration real assets held for capital protection and durable yield.

WHAT SETS US APART

Stewards of capital, across decades.

Three decades in India's financial and real-estate markets have taught us where enduring value is built — and where it is quietly lost. Our edge is not a single model or trade, but deep, first-hand expertise across the Indian ecosystem, paired with a process designed to protect capital before it ever reaches for return.

We invest alongside long-term growth, not quarter-by-quarter performance. The pressure to post short-term numbers is precisely what drives many managers into the permanent loss of capital. We act as stewards and guardians of the capital in our care — accountable for both its preservation and its compounding across generations.

// EXPERIENCE
3 DECADES
First-hand Indian market expertise.
// COVERAGE
3 VERTICALS
Public · Private · Real assets.
// MANDATE
3 MANDATES
Prepare · Position · Protect.
We would rather be reliably disciplined than occasionally brilliant. Process compounds; prediction does not.
WHAT WE BELIEVE

A discipline, not a series of bets.

[01]

Process over prediction.

Our edge is a systematic, data-driven and rule-based process — evidence decides, not opinion — built to outlast any single employee, manager or allocator.

[02]

Built to survive the storm.

We hedge the tails, protect the downside, and diversify across uncorrelated risks — favouring asymmetric positions that lose little and gain much, so capital endures the storms we cannot predict.

[03]

Aligned by design.

We invest our capital alongside the entrepreneurs and partners we back — exposed to the same risks and rewards.

[04]

Time is our edge.

Our mandate spans decades and generations, not quarters — long enough for capital to truly compound.

01 / PUBLIC MARKETS

Public Markets

A proprietary, systematic programme across public markets — multi-asset and diversified over many low-correlated strategies, each engineered to perform on its own terms, independent of one another and of the market.

Systematic equityTrend followingMerger arbitrageTail-riskCommodities
Process — Data → Research → Validation → Construction → Execution → Management
02 / PRIVATE MARKETS

Private Markets

Capital placed directly alongside exceptional founders and enterprises, in India and globally — backing the businesses whose trajectories will define the next era of growth.

Growth & venture equityActive partnershipLong-duration capital
Process — Sourcing → Diligence → Structuring → Partnership → Realisation
03 / REAL ASSETS

Real Estate & Infrastructure

Real assets across India, in partnership with the country's leading developers — institutional-grade holdings owned for income, quality and the long term.

CommercialInfrastructureResidentialDeveloper partnerships
Process — Origination → Underwriting → Structuring → Asset Management → Realisation
STRATEGIES

One discipline, three verticals.

01 → 03
TEAM

The people behind the process.

OPERATOR · 001

Het Shah

Portfolio Manager

Portfolio manager specialising in systematic, quantitative strategies — algorithmic and factor-based equity (market-neutral, long-short, long-only), derivatives, and automated execution, with a focus on portfolio optimisation and risk. Experienced across hedge funds, proprietary desks and family offices, now building institutional-grade, multi-strategy investing — trend-following, systematic macro, tail-risk hedging and factor models — for India's markets.

→ LINKEDIN

RESEARCH

Notes from the process.

Occasional notes on markets and method. Considered, not constant.

// LOG EMPTY — Our perspectives on markets and method will be published here in time.
CONTACT

Start a conversation.

We deploy our capital into exceptional businesses and funds. If you are a founder building something ambitious — or a fund seeking an aligned, long-term partner — tell us what you are building, and we will be in touch if it is right for us.