1

Celebrate life with Purnartha Your Trusted Investment Advisor

2

Asian Paints

HUL

ITC

HDFC

Bajaj Auto

Confidential

Long term investing – key for wealth generation

“I never attempt to make money on the stock market. I buy on the

assumption that they could close the market the next day and not

reopen it for five years” …Warren Buffet

And being lazy!!

Investing in good

companies

Proven formula

for success

† Have growth aspirations

† Middle class values

(e.g. very little or no debt)

† Owners have skin in the

game

3

Investing in a universe consisting of non-cyclical companies

Identifying good companies – Purnartha investment

philosophy

– Which are likely to grow at 1.5x to 3x volume growth

consistently across all cycles (on a conservative side,

India’s real GDP to grow at 5%)

– Having a reasonably large owner holding (i.e. owners have

skin in the game)

– Having low drawdowns and faster recovery

– Which are debt free/ have a very low debt (growth

funded by clients rather than debt)

Confidential

4

Generated 57.80% CAGR since 1st April 2009

Confidential

Purnartha portfolio*

NIFTY

* - Audited report available on request

5

Maintain your quality of life and let our research experts

crunch the numbers

Confidential

Research team of 13 Analysts

5 Chartered accountants with experience in markets

3 on ground team meeting company management, suppliers, clients, distributors to provide inputs to

analysis & model

5 analysts

– Whose areas of work include: Financial modeling, fundamental analysis, technical analysis,

industry research, management interaction

– Whose work experience includes: Morgan Stanley on the proprietary desk, Emerging Market

analyst in a MNC

Investment Manager – Rahul Rathi

Rahul has been responsible for delivering investment performance at Purnartha. The sustained

performance is due to Rahul’s experience and investment in people, processes and data which he has built

from ground up. Rahul’s experience in investments comes from working closely with large successful hedge

funds in US & Europe , managing his own factory and family business.

Rahul is an undergraduate in engineering from University of Pune and has a Masters in Business

Administration from Carnegie Mellon University (USA)

Performance product for tracking

Large database to evaluate regimes

Analytics team to look at market structures

6

Purnartha – your trusted investment advisor

Confidential

Independent, unbiased advice

Research Capability

Investment philosophy

Communication platform

Wealth Creation

7

SEBI registered, independent investment advisor. Providing

equity research, asset analytics services to institutional &

geographically diverse clients since 2002

SEBI registered. Independent, unbiased advice

Confidential

8 Confidential

Plans offered

Plans 1 2 3 4 5 6

Initial Fee (% of AUM)

2.50% 2.00% 1.75% 1.50% 1.00% 0.60%

Hurdle Rate (Annual)

25% 15% 12% 10% 6.33% 0%

Profit sharing % above hurdle rate

20%

† Flexible plans with a trade off between initial fees & profit sharing above

hurdle rate

Client on-boarding and communication

Client sign up

Investment objectives

Risk profile

Return expectations

Re-structuring current

portfolio/

Building a new portfolio

Purnartha recommends asset allocation

& holdings based on

market outlook and risk profile

Follow ups and periodic

communication

Periodic portfolio

review meetings

Portfolio re-balancing

Latest updates and insights

Event based

BUY/ SELL actions

Communication via

phone/ e-mail

Daily

communication

Morning call

Portfolio

performance

9

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