AU
Investor

Ajay Upadhyaya

Portfolio
₹850 Cr
Holdings
20
Recent moves
10
Style
Capex cycle playsCapital goods & infraConcentrated
About

Co-founded Edubrite Systems, a SaaS learning platform that LinkedIn acquired in 2022, then redeployed the proceeds into Indian equities. BITS Pilani and Jamnalal Bajaj alumnus. Grew his disclosed portfolio from ₹45 Cr (2015) to ₹850+ Cr (2025), heavily concentrated in capital goods, infrastructure, and electricals: Kirloskar Electric, DCX Systems. He spotted India's infrastructure capex cycle early and bet big. A founder who knows how to compound.

Holdings 20
Kirloskar Electric Company Limited
KECL4.52% stake
₹40 Cr
position
OnMobile Global Limited
ONMOBILE3.01% stake
₹18 Cr
position
Vascon Engineers Limited
VASCONEQ2.48% stake
₹18 Cr
position
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