Aerem Acture Media
Approach Note
Confidential

The most valuable thing Aerem owns is not being said out loud

AJ
LinkedIn Thought Leadership for Mr. Anand Jain
Founder & CEO, Aerem Group

India has thousands of people posting about solar. It has almost nobody credibly explaining why the capital does not reach the rooftop. That gap is the whole opportunity, and Anand Sir is one of very few people in the country entitled to fill it.

20+ years
Economics, banking, solar
Yale SOM
MBA, Finance & Strategy
Both ends
Utility scale and rooftop
NetZero
India's only solar NBFC
2,000+
EPCs, MSMEs, households
Prepared for
Aerem Group
Founder's Office
Prepared by
Acture Media LLP
Mumbai | Delhi | Dubai
Scope
LinkedIn Thought Leadership
Monthly retainer
Status
Strategic direction
Content begins on confirmation
Aerem  /  LinkedIn Thought LeadershipApproach Note

Before the content, the position

A founder's LinkedIn either compounds or it leaks. There is no neutral setting. Six months of well-written posts with no position produces a well-liked account and nothing else.

So the first question is not how often to post. It is what Anand Sir is going to be known for: narrowly enough that the market can repeat it, and true enough that he can defend it in a room full of EPCs or in front of his board.

This note sets out why the timing is unusually good, the territory we would claim, the five pillars that fill it, what the posts would actually sound like, how we protect his voice from sounding agency-written, and how little of his month it takes. It is a thinking document, not a content calendar.

The real risk in this category

It is not that the writing will be bad. Most agency LinkedIn writing is perfectly competent. The risk is that it will be anonymous: correct, polished and indistinguishable from any other clean energy executive in India.

Founders feel this immediately, which is why most ghostwriting retainers quietly die around month four. The founder stops approving posts because he does not recognise himself in them.

Everything in this note is built to solve that one problem first. Volume is the easy part.

Timing02

The next twelve months are the ones that matter

A founder position is cheapest to build when there is news to carry it, and most expensive to build once somebody else already owns the argument. Both conditions are live right now.

There is fuel on the ground

A fresh funding round and institutional backing give a founder roughly two quarters of natural news, credibility and attention. That is the cheapest window there will ever be to convert capital into public authority, and it does not stay open.

The category is being funded fast

Capital is moving into solar and climate lending in India at speed, which means several founders are about to start talking at once. The argument about how solar actually gets financed is still unclaimed. In twelve months it will not be.

The audience is all in one place

EPC owners, MSME promoters, bankers, investors, policy people and senior hires are all reachable on a single platform. There is no other channel where one voice reaches every constituency Aerem depends on.

Founder authority is a compounding asset. The cost of starting it goes up every quarter you wait.

Why this is a now decision, not a next-year decision
The asset03

The career is already the argument. It has just never been written down

Most solar founders in India arrive from engineering or from sales. Anand Sir arrived from economics and capital markets, spent years building at utility scale, then deliberately turned to the smallest end of the market. That path is the credibility.

EconomicsDelhi School of Economics, then Yale School of Management, MBA in Finance and StrategyHe reads energy as an economist, not as an installer.
CapitalEarly analyst and economist roles, then investment banking at BarclaysHe knows how money actually gets priced and allocated.
AdvisoryAssociate Director at KPMGHe has sat on the side that writes the models everyone else quotes.
Utility scaleKiran Energy, Fenice Energy, then Head of Development for India at SkyPower GlobalYears spent building the big end. He has seen exactly what it cannot reach.
DistributedFounded Aerem. Built NetZero Finance, India's only RBI-licensed solar-focused NBFC, alongside SunStore and AeROCHe did not join the rooftop story. He financed it into existence.

Very few people in Indian clean energy have stood at both ends of the same market. Fewer still have gone on to build the credit infrastructure underneath it. That combination lets Anand Sir say things that would sound like an opinion from anyone else and sound like evidence from him.

It is also the reason this cannot be outsourced to generic content. The whole value sits in what only he has seen.

What this permits him to do

  • Argue about capital rather than panels, and be believed
  • Criticise the industry from inside it
  • Speak for EPCs and installers, who have almost no public voice
  • Translate policy into what it does to a promoter's cash flow
  • Be wrong in public occasionally, which is what makes the rest credible
The territory04

One idea, defended for twelve months

A thought leadership position is not a list of topics. It is one argument, repeated from enough angles that the market begins attributing it to a person.

The position we would build

India does not have a solar adoption problem. It has a solar underwriting problem.

Panels got cheap. Policy arrived. Technology stopped being the constraint years ago. What did not change is that the businesses which need rooftop solar most are exactly the ones no lender has ever known how to price. Anand Sir can make that case from the only seat in India that proves it, and he can make it without ever sounding like a pitch, because the argument is about the market rather than about Aerem.

Why this and not "solar in general"

Solar in general is crowded, and crowded by people with better distribution. The financing of distributed solar is close to empty as a public conversation, it is where his authority is strongest, and it happens to be the exact conversation that reaches EPCs, MSME promoters, policy people and investors at the same time.

What it does commercially

It makes Anand Sir the person the industry quotes on solar finance. That pulls EPC partnerships, investor attention, media requests and panel invitations toward him instead of requiring outbound effort to chase them, and it positions Aerem by implication rather than by advertising.

Content pillars05

Five pillars that keep one argument fresh

Each month's 6 to 8 posts and one article are drawn across these, weighted toward whatever is live in the market that month.

01

The Capital Gap

Why finance, not technology, is the binding constraint on Indian rooftop solar. Collateral, tenure, risk pricing, and why banks structurally cannot serve this borrower.

ReachesInvestors, lenders, policy, journalists. The pillar that builds category authority.

02

The MSME Ledger

Rooftop solar as a line on a factory owner's P&L. Payback, working capital, tariff exposure, and what actually makes a promoter say yes or walk away.

ReachesMSME promoters and C&I decision makers. The pillar that generates inbound.

03

The Installer Economy

The EPCs and installers who actually build India's rooftop capacity. Their unit economics, their working capital squeeze, and why the country needs far more of them.

ReachesThe EPC network directly. The most under-served audience on LinkedIn and the one that will engage hardest.

04

Big Grid, Small Roof

What a decade in utility-scale development taught him about the limits of centralised solar, and why distributed generation is a different business rather than a smaller one.

ReachesIndustry peers and policy. The pillar only he can write.

05

Building Aerem

Operator and founder perspective. Building a regulated lender inside a startup, hiring, the thinking behind the group structure, and what he got wrong along the way.

ReachesInvestors, senior talent, the founder community. The pillar that makes him a person rather than a position.

Pillars one to four earn the audience. Pillar five is the reason they stay.

What it sounds like06

Three posts we would write in month one

Directional drafts, written to show angle and voice rather than to be published as they stand. Every figure would be replaced with Anand Sir's own numbers and cleared before anything goes live.

AJ
Anand Jain
Founder & CEO, Aerem Group
A rooftop system for a mid-sized factory costs roughly what the promoter paid for his last machine. He financed the machine in eleven days. The solar plant has been "under consideration" for two years.Nothing about that delay is technical. Panels are cheaper than they have ever been. The payback is shorter than almost any other capital expenditure on his floor. What is missing is a lender who knows how to price a borrower whose collateral is already pledged and whose repayment comes out of a saving rather than a revenue. We built an NBFC because that was the only way to find out what that underwriting actually looks like. Some of what we learned surprised us.
Pillar 01Text post
AJ
Anand Jain
Founder & CEO, Aerem Group
India will miss its rooftop solar target. Not because of panels, policy or demand. Because we do not have enough installers, and almost nobody is talking about it.Every serious conversation about rooftop capacity assumes the execution layer scales on its own. It does not. The EPC installing a plant in Bhiwandi or Coimbatore carries the equipment cost, waits on the customer, waits on the subsidy, and gets paid last. That is not a business you can scale by adding ambition to it. If we want the capacity, we have to fix the working capital of the people building it. Start there and the megawatts follow.
Pillar 03Text post
AJ
Anand Jain
Founder & CEO, Aerem Group
I spent years developing solar at hundreds of megawatts at a time. Then I watched one small manufacturer fail to get 100 kW onto his own roof, and realised the big end of the market had taught me almost nothing useful.Utility scale is a land, transmission and tariff problem. You solve it with balance sheet and patience. Distributed solar is a trust and credit problem. You solve it one promoter at a time, and the balance sheet that matters is his, not yours. I had assumed the second was a smaller version of the first. It is not the same business at all. That misreading is, I think, the single most expensive assumption in Indian clean energy.
Pillar 04Text post

The monthly article

One long-form piece per month, built to be linked to rather than scrolled past. It is the artefact that gets forwarded internally at a bank, cited by a journalist, and pulled up before a panel.

Month one candidate: a plain-English account of how a solar loan to an MSME is actually underwritten, and why the standard credit file gets that borrower wrong.

On the numbers in these drafts

The figures above are illustrative placeholders written to demonstrate structure. In practice every claim, cost and statistic in a published post comes from Anand Sir or from Aerem's own data, and anything touching NetZero Finance passes through your compliance review before publication, since a regulated lender's founder speaking publicly about credit carries obligations that ordinary founder content does not.

Voice07

How we make sure it sounds like him

This is the part most retainers skip, and it is the reason most of them fail.

Before writing anything, we build a voice guide from material that already exists in his own words: published interviews, podcast appearances, panel remarks, his current LinkedIn, and any internal notes or emails he is willing to share. We are not looking for topics there. We are looking for how he builds an argument, how long his sentences run, whether he reaches for a number or a story first, which words he uses constantly and which he never uses at all.

That guide governs every draft. It is a working document, updated every month as he edits us.

The honest arc: in month one he will rewrite a fair amount. By month three he should be approving most posts with a light touch. If that is not happening by month three, the voice guide is wrong and we fix it rather than pushing more volume through a broken one.

What we will not do

"Humbled and honoured to announce"
Engagement pods or comment rings
Unedited AI-generated posts
Motivational content with no link to the business
Recycled listicles about leadership
Manufactured contrarianism written for reach
Anything he would not say on a panel or to his board
Claims about NetZero or Aerem that have not been cleared
Founder time08

Under 90 minutes of his month

The most common reason a founder retainer stalls is not disagreement. It is that the founder becomes the bottleneck. The operating rhythm is designed so that he never is.

45 min

One recorded conversation

A single monthly call where we mine rather than interview. Anand Sir talks about what is actually happening in the business and the market. We leave with the raw material for the entire month.

Ad hoc

Voice notes when something happens

A deal closes, a policy lands, a conversation annoys him. Thirty seconds on WhatsApp is enough for us to turn it into a post. No writing required from him, ever.

~30 min

One batched approval

The month's posts and article arrive as a single sheet, not as a trickle of individual requests. He approves, edits or kills in one pass. We handle scheduling, publishing and everything after.

Between those touchpoints the engagement layer runs without him: 15 to 20 considered comments a month placed on the industry conversations worth being seen in, and 15 to 20 responses managed on his own posts so that the people who show up get answered. Comments published in his name follow the same voice guide and the same approval standard as posts.

The first quarter09

What changes month by month

Month 01

Foundation

Brand discovery session, voice guide built, LinkedIn profile rebuilt end to end covering headline, About, experience, featured and banner direction, with keyword structuring for search. First 6 to 8 posts and the first article published. Engagement layer switched on.

Month 02

Rhythm

All five pillars in rotation. Creative direction begins: carousels, data cards and quote assets where a post earns them. First real read on which pillars are pulling the right audience rather than the biggest one.

Month 03

Compounding

Weighting shifts toward what worked. The position starts being reflected back by others in comments and shares. This is the month inbound usually begins, and where we would expect the first speaking or media approach to arrive unprompted.

What we would need from Aerem

  • A 45 minute discovery session with Anand Sir, recorded
  • Access to existing interviews, podcasts and panel recordings
  • Aerem brand assets and any founder photography
  • Approved, current business figures we are permitted to cite publicly
  • A named compliance contact for anything touching NetZero Finance
  • LinkedIn profile access, or a working approval and publishing route
  • A single point of contact in the founder's office for feedback

How we work

One strategist and one writer stay on the account throughout, so his voice is held by people who know it rather than passed around a pool. Everything for a month arrives as a single batched sheet, which is what keeps his approval time to one pass.

Monthly reporting covers what was published, how the profile grew, which themes performed and what we would change next month. It is written to be read in five minutes and to end with a recommendation rather than a dashboard.

6 to 8

Posts per month

Across five pillars

1

Long-form article

Built to be cited

30 to 40

Comments handled

Placed and managed

Measurement10

What we report, and what we actually watch

Both columns appear in the monthly report. Only one of them tells you whether the position is landing.

Reported, because it is expected

Impressions, follower growth, engagement rate, reach by post

Watched, because it is the point

Who is viewing the profile. EPC owners, MSME promoters, lenders, investors and policy people by title and company, not a headline number.

Reported

Likes and total reactions

Watched

Saves and shares. A share means somebody put their own name behind the argument, which is the only reaction that compounds.

Reported

Comment volume

Watched

Comment quality. Named people from the industry disagreeing in public is worth more than a hundred agreements.

Reported

Posting consistency against plan

Watched

Unprompted inbound. Connection requests from target titles, direct messages, speaking invitations, journalist approaches and partnership conversations that trace back to a post.

Reach is easy to buy and easy to fake. A founder position is proven when people who were never asked start repeating the argument, and when the right kind of stranger arrives in the inbox already agreeing with him.

The next step

Confirm the retainer and Anand Sir is live in 7 days.

We do not need a long runway. The strategy in this document is already done. What follows is only calibration and execution.

Days 1 to 2Discovery session with Anand Sir, recorded. Voice guide built from that plus his existing interviews and podcast appearances.
Days 3 to 4LinkedIn profile rebuilt end to end: headline, About, experience, featured and banner direction, keyword structured for search.
Days 5 to 6The full month's content sheet delivered in a single batch, including the first long-form article, for one pass of approval.
Day 7First post live. Engagement layer switched on. Total time asked of Anand Sir across the whole week is under 90 minutes.
Jay Bhanushali
jay@acturemedia.com
Phone
+91 8082233227
Acture Media LLP
www.acturemedia.com
Mumbai | Delhi | Dubai
Aerem Acture Media