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Sector Thesis·4 min read·Week 22

Why D2C Finance Platforms Must Own Supply First

D2C personal finance in India faces a chicken-and-egg problem. Platforms betting on demand-first growth will fail. Supply-side dominance—financial advisors, product creators, data—must come first. The India Stack window closes faster than most think.

ByAmit Tyagi·Fitoor Capital
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Amit Tyagi

Founder, AletheiaAI & GP, Fitoor Capital

Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.

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#d2c-finance#platform-aggregators#india-stack#supply-side-strategy

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Why D2C Finance Platforms Must Own Supply First · Aletheia Insights