THE NEWSLETTER / BY ARPIT AGARWALA

Fintech Horizon

Notes from my readings, and the frameworks I use to make sense of finance and technology.

Independent thinking. Published on Substack.

IDEAS WORTH A CLOSER LOOK

The reading desk

5 essays in this collection

Full articles open on Substack

THE LATEST ESSAY

~7 min read

The ₹691 Crore Beverage Company That Only Existed on Paper

How They Weaponize It | Part 1

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More from the archive

  1. ~9 min read

    The ₹1.8 Lakh Crore Lesson: How Byju's Built an Empire on Borrowed Time — and What Every Young Entrepreneur Must Learn From Its Ruin

    He put his logo on India's cricket jerseys. He raised $22 billion. Then he hid $533 million in a hedge fund headquartered inside an IHOP.

    Read on Substack
  2. ~12 min read

    How Redington (India) Ltd. Tried to Gift Away ₹610 Crores in Tax — And Why It Didn't Work

    The Setup: A Perfectly Legal-Looking Gift

    Read on Substack
  3. ~8 min read

    The ₹15 Lakh Crore Mirage: How Rajesh Exports Built a Trillion-Rupee Empire Out of Thin Air

    For CA and finance students — because the biggest frauds aren't in the numbers, they're in what's hidden between them.

    Read on Substack
  4. ~18 min read

    The Tata–Mistry Saga: When Corporate India Went to War With Itself

    The boardroom coup that shook India's most iconic conglomerate — and rewrote the rulebook on minority shareholder rights

    Read on Substack
There’s more beyond this reading desk.Explore the full archive