India, Oct. 6 -- India's next large business opportunity may not necessarily emerge from a category that does not exist today. It may come from solving, at scale, problems that millions of Indians already encounter every day.

The latest district-level estimates from the National Statistical Office offer a useful way to think about this. The top 50 districts account for nearly one-third of establishments, workers and gross value added in India's unincorporated non-agricultural economy. At the same time, 280 districts already have gross value added per worker above the national average.

The message is clear: India does not lack local enterprise. The bigger challenge is helping more of that activity become productive, scalable and connecte...