Research & Investment
The Delhi Research Group is a financial research and investment firm committed to research rigor, disciplined capital allocation, and sectoral depth—particularly in the healthcare and health technology domains.
Our work combines deep research with active investment. We investigate markets, develop high-conviction theses, and allocate capital with care—placing a deliberate emphasis on transformative healthcare solutions, medical technologies, and long-term shifts in health systems and access.
Our Philosophy
We believe that the best investment decisions are built on independent thought, analytical integrity, and the courage to act on conviction. In a world dominated by noise, we aim to offer clarity—anchored in long-form analysis and supported by direct financial exposure.
Where most research stops, our investment process begins. When we publish an idea, it often reflects a position we have taken—or intend to take—with our own capital.
How We Work
Our scope spans both public and private markets, with a focus on:
Healthcare and health tech innovations
Global macroeconomic shifts relevant to capital allocation
Sector-specific equity opportunities
Emerging startup ecosystems aligned with real-world impact
Every thesis is developed with first-principles thinking and a commitment to transparency. We do not publish casually; we publish when we believe the work—and the idea—matters.