Dilse Omni Talks — Omnichannel Podcast by Saurabh Agrawal

Talks with Saurabh Agrawal

Dilse Omni Talks — Omnichannel Podcast by Saurabh Agrawal

Talks with Saurabh Agrawal

Ankur Khaitan, Principal at Fireside Ventures

Ankur Khaitan, Principal at Fireside Ventures

Ankur Khaitan, Principal at Fireside Ventures

Ankur Khaitan is a Principal at Fireside Ventures, the Bengaluru-based early-stage fund focused exclusively on consumer brands, where he leads consumer health investing. Fireside's portfolio includes boAt, Mamaearth, Yoga Bar, Bombay Shaving Company, Vahdam Teas, Slurrp Farm, Neeman's, SuperBottoms, and Gynoveda , a roster that represents some of the most successful consumer brand exits and growth stories in recent Indian startup history.

dilse omni talks fireside ventures investments
dilse omni talks fireside ventures investments


He also hosts Whose Brand Is It Anyway, Fireside's own founder conversation series , a podcast that puts him on both sides of the microphone and gives him a distinctive view of what founders think versus what investors observe.

dilse omni talks 4 stages of brand investments

Ankur is one of the clearer voices on a question that matters enormously right now: in a $1 trillion Indian retail market projected to reach $2 trillion by 2030, which consumer brands will actually capture meaningful share, and why?

Background & Journey

Ankur has over 15 years of experience investing in and scaling consumer brands, with a focus on value creation through brand building and digital strategy. Before Fireside, he was part of the consumer markets leadership team at KPMG, working closely with CXOs across consumer tech, CPG, fashion, and consumer healthcare on accelerated growth programmes for promoter-driven and PE-backed companies. He holds a PGDBM from MDI Gurgaon and a BE from MVIT Bangalore, and is a CFA Level 3 candidate.

 

 On Dilse Omni Talks

Ankur Khaitan recently appeared on Dilse Omni Talks with host Saurabh Agrawal, where the conversation explored “What venture investors in consumer brands actually look for, and what separates the brands that last from the ones that burn out.”

dilse omni talks fireside ventures investments with saurabh and ankur khaitan
dilse omni talks fireside ventures investments with saurabh and ankur khaitan

3 Key Takeaways from the Episode

 

●      The winners will not be the ones spending most on Meta. Ankur makes the case that distribution discipline and repeat purchase behaviour matter far more than acquisition firepower. Brands that build loyal customers cheaply compound. Brands that buy growth at any cost run out of room.

●      Consumer health is a distinct investing thesis. It behaves very differently from beauty or food , with longer trust cycles, different retention dynamics, and a customer who is making decisions about their body, not just their taste. Understanding that distinction changes how you evaluate the opportunity.

●      Responsible brand building is becoming a commercial advantage. Fireside's "Value of Good" framework is less about ESG optics and more about what actually makes brands durable. Brands that stand for something real , in sourcing, in community, in transparency , tend to build the kind of customer loyalty that paid media cannot replicate.

dilse omni talks fireside ventures investments with saurabh and ankur khaitan
dilse omni talks fireside ventures investments with saurabh and ankur khaitan

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