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Research-led
Fundamental research sits at the centre of every decision. We write the thesis before we take the position, and we maintain it afterwards.
UAE-Regulated · Sharjah Free Zone
Where capital meets conviction.
An independent, research-led firm investing beyond borders. Long-horizon capital across India and developing markets, with risk managed from the first day of every mandate.
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Where our research focuses
Sector Research.
Open any sector below to read the framework we actually use: how the market is structured, how money is made, the diligence questions we ask, the KPIs we track, and the numbers that frame it.
Auto Ancillaries
Tractors
Machine Tools
Alcohol Beverages
Dairy
Food
Retail & Fashion
Footwear
Hospitality
Personal Care
Hospitals
Diagnostics
Pharma
Defence
Aerospace
Shipbuilding
Drones
CCTV
PEB
Ports
Railways
Power
Smart Meters
Data Centres
Cybersecurity
Legal Tech
Music
Co-working
Aviation
EV Batteries
Green Hydrogen
Recycling
The Firm at a Glance
Four things worth knowing first.
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Long-horizon
We look for durable businesses and structural opportunities, and hold them patiently. Short-term market noise is not an input to our process.
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Cross-border
Our work spans India and developing markets, read against the global forces moving capital, currencies, and industries.
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Risk-governed
Portfolio construction and risk sit inside the investment decision, not after it. Limits are set at the start of a mandate, not during a drawdown.
About Silvercoin
Built for the patient investor.
Silvercoin was built around a simple conviction: knowing is cheap, understanding is rare. Information has never been more abundant, and the work of asking the right question of the right business, at the right time, has never been scarcer.
The firm’s founding bench came out of the Indian buy-side, working across listed equities, pre-IPO transactions, and private equity. That desk taught us how to read a business past its filings, how to sit with a thesis long enough to test it properly, and how to walk away when the work does not support the price.
We apply that discipline now on our own terms, for a deliberately small number of clients who want a thoughtful partner rather than a product.
Learn more about SilvercoinFirm Details
Entity
FZC LLC
Licence
No. 4421996
Base
Sharjah, UAE
Focus
India & developing markets
Engagement
Mandate-based
What Guides Us
Three lenses we bring to every idea.
These are not house rules pinned to a wall. They are the questions we actually work through before capital is committed – and the ones we return to when a position stops behaving as we expected.
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Fundamental Research
Independent, bottom-up work on the business itself: what it earns, how durably, who runs it, and how they allocate capital. Written theses, scenario modelling, and honest maintenance when facts change.
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Megatrend Lens
Long-term forces read deliberately: demographics, digitisation, capital formation, the energy transition, consumption, and economic development. Structural change decides which businesses get a tailwind for a decade.
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Risk at the Centre
Position sizing, liquidity, downside scenarios, concentration, and governance are part of the investment decision itself – weighed as the thesis is written, not reviewed once it has gone wrong.
How these lenses are applied in sequence – the business, the people, then the price – is set out in our investment philosophy.
Governance & Reporting
Oversight you can inspect.
Institutional allocators are entitled to see how decisions are governed and how outcomes are reported, before they commit. All three are documented.
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Governance
Investment committee, risk committee, compliance and audit, and board oversight – four layers, with documented rationale behind decisions.
View governance02
Reporting
Quarterly performance against mandate objectives with attribution, risk and exposure updates, annual review meetings, and ad-hoc notes on material change.
View reporting03
Disclosures
Conflicts of interest, best execution, complaints handling, regulatory registrations, and risk disclosure.
View disclosuresStart a Conversation
Begin with a conversation, not a commitment.
The first discussion is exploratory, with no obligation on either side. We talk about your objectives, horizon, and constraints – and we will tell you plainly if we are not the right fit.