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WHY EQUITY MATH.. ? WHAT IT BRINGS TO THE TABLE.. ?
1) Framework for building conviction on the Portfolio Manager (PM)before selecting one2) Shortlisted one PM for each category – large, mid, multi andthematic, using scuttlebutt approach3) Special focus on NRIs and regular travel to those geographies forin-person meetings

SinglePoint ofContact

Monitoring&Reporting

Timing
Follow-on
BuyingNo ExtraFees

4) Cost neutral to our Clients / Investors5) Perform on-demand CRM

6) In day-to-day touch with all PMs we represent
7) Help clients time the market, especially during down market to holdon and do follow-on buying
8) Periodic review of Portfolio for those clients who prefer a hands-onapproach9) All the above functions performed by seasoned professionals atEquity MathEquity Math - SEBI-registered PMS Distributor

2WHO IS SPEARHEADING EQUITY MATH.. ?
1) Shshank is a graduate from Narsee Monjee College, Mumbai andpost-graduate from NMIMS, Mumbai.
2) He is well networked across market intermediaries and has 14 yearsof exposure to Indian equities, starting as research analyst tomoving into sales and CRMa) c.3 years work experience as a Sales and CRM director with asebi-registered PM (Care Portfolio Managers)b) c.7 years work experience in managing broking relationships withfocus on delivery based investment and tradingc) c.4 years work experience in research support to proprietary
trading and investment desks
3) Current clientele consists primarily of individuals (resident andNRIs) and a few corporates4) Focused on distant gratification -- no upfront fees, no set-up nor
consultation fees

Shshank Mehta, Founder, Equity Math

Equity Math - SEBI-registered PMS Distributor

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THERE IS NO DO-IT-YOURSELF(DIY) IN STOCK MARKET

See video (23 sec) toknow our take on thisAPPOINT A SEBI-REGISTERED
PM AND FOCUS ON YOUR OWN
BUSINESS & PROFESSION..

Equity Math - SEBI-registered PMS Distributor

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HOW HAVE WE SHORTLISTED PMs WE REPRESENT.. ?

Single-line ofbusiness>20 years of
exposure toIndianequities

Founder isthe Chief
Investment
Officer (CIO)

Equity Math - SEBI-registered PMS Distributor

5WE SHORTLISTED 1 PM IN EACH CATEGORYLARGE-CAP

MULTI-CAP

MID-CAP

THEMATIC
Equity Math - SEBI-registered PMS Distributor

64 EXCEPTIONAL CRAFTSMEN.. -- 1 PM IN EACH CATEGORY

Rajesh Kothari

Most diversified PMS in India (48-50stocks). Invests in leaders of oligopolies,
provided their annual profits are >₹100
cr. PM has 26 years exposure to Indian
Equities.

Concentrated portfolio (10-12 stocks)
today’s mid-caps tomorrow’s large-caps.
Invests in company managements fortheir vision and execution ability. PM has
32 years exposure to Indian Equities.
Miten Mehta

Ravi Dharamshi

Hemant Patel

Equity Math - SEBI-registered PMS Distributor

Concentrated cap agnostic portfolio (8-12stocks). Invests in companies about tochange scale, provided their annual profits
are >₹100 cr. PM has 21 years exposure toIndian Equities.

B2C consumption portfolio (16-18 stocks).
Invests in B2C companies into 3 baskets –consumer staples, consumer discretionary
and branded businesses. PM has 21 years
exposure to Indian Equities.

7THERE IS NO BUY AND FORGETIN THIS NEO-WORLD..
See video (26 sec)
to know our take on thisTHERE IS, RATHER AN APPOINT
AND FORGET..

Equity Math - SEBI-registered PMS Distributor

8THE SAFEST PMS IN INDIA, WITH THE HIGHEST RISK-ADJUSTEDRETURNS
Rajesh KothariDimensions to be considered:
1) 26 years of exposure to India equities
2) Risk management – primary focus
3) 45-48 stock portfolio
4) Focus on risk-adjusted returns5) Minimum 60% exposure to large Cap
6) Invest only in Leaders in Oligopolies, provided annualprofit is >₹100 cr
7) Portfolio skewed towards Growth stocks

Equity Math - SEBI-registered PMS Distributor

9CONCENTRATED APPROACH, ON TODAY’S MID-CAPTOMORROW’S LARGE-CAPS
Miten Mehta

Dimensions to be considered:
1) 32 years of exposure to India equities
2) Investment boutique with the scalability and expertise ofa major investment house (600 cos. under coverage)3) 10-14 stock portfolio
4) Focus on performance with lower drawdowns5) Flexi cap with a skew towards mid and large cap
6) Co. management’s execution ability is key7) Bridge gap between investment objective and risk
profile via custom portfolios

Equity Math - SEBI-registered PMS Distributor

10CONCENTRATED APPROACH, CAP AGNOSTIC, COS. ABOUTTO CHANGE SCALE
Ravi Dharamshi

Dimensions to be considered:
1) 21 years of exposure to India equities
2) Mentored by likes of Rakesh Jhunjhunwala sir3) 8-12 stock portfolio
4) Focus on absolute size of the opportunity
5) Exposure to small, mid and large Cap
6) Invest only when companies are about to change scale
7) Annual profit of Cos, should be > ₹100 cr
8) Portfolio skewed towards growth stocks

Equity Math - SEBI-registered PMS Distributor

11THE MOST RATIONALE WAY TO PARTICIPATE IN INDIA
CONSUMPTION STORYHemant Patel

Dimensions to be considered:
1) 21 years of exposure to India equities
2) 18-20 stock portfolio; 20% portfolio into consumer tech3) Focus sub-sectors within the consumption theme
4) Exposure to small, mid and large Cap
5) Invest only in consumption cos. from a list super 70
companies based on proprietary research6) The only PMS in India focused solely on B2C consumption
businesses

Equity Math - SEBI-registered PMS Distributor

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To See video click here

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To See video click here

Equity Math - SEBI-registered PMS Distributor

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Click here toview website

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To See video click here

Equity Math - SEBI-registered PMS Distributor

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WANT TO OWN THE RIGHT
BUSINESSES..

See video (30 sec) toknow our take on thisAPPOINTING A PM, WILL ONLY
IMPROVE THE ODDS..

Equity Math - SEBI-registered PMS Distributor

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ANNEXURE
Q 1: WHAT DIMENSIONS NEED TO BE CONSIDERED BEFOREAPPOINTING A PM.. ?
Q 2: WHAT AN INCOMING CLIENT/INVESTOR NEEDS TO KNOW AND
UNDERSTAND ABOUT HIMSELF.. ?
Q 3: HOW CLIENTS APPOINT PORTFOLIO MANGER TODAY.. ?
Q 4: WHY DO YOU NEED TO HAVE CONVICTION ON THE PM.. ?

Equity Math - SEBI-registered PMS Distributor

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Q 1: WHAT DIMENSIONS NEED TO BE CONSIDERED BEFOREAPPOINTING A PM.. ?

SHORT CLIPS ON
KNOW YOUR PM..

Equity Math - SEBI-registered PMS Distributor

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Q 2: WHAT AN INCOMING CLIENT/INVESTOR NEEDS TO KNOWAND UNDERSTAND ABOUT HIMSELF.. ?

SHORT CLIPS ON
KNOW YOURSELF AS
AN INVESTOR

Equity Math - SEBI-registered PMS Distributor

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Q 3: HOW CLIENTS APPOINT PORTFOLIO MANGER TODAY.. ?
Past
Performance

Brand

Word ofMouth
Equity Math - SEBI-registered PMS Distributor21

Q 4: WHY DO YOU NEED TO HAVE CONVICTION ON THE PM.. ?

2 reasons:(i) longevity in the relationship;(ii) follow-on buying..

Equity Math - SEBI-registered PMS Distributor

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WE ARE HAPPY TO CONNECT OVER A CALL OR MEET IN-PERSON..

Thank you!
Contact:+91 90 968 968 90+91 91 989 11 989

Office:c/o 301, Cello Triumph, I.B. Patel Road
Goregaon East, Mumbai 400064.
Website:https://equitymath.in/

Equity Math - SEBI-registered PMS Distributor

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CLICK HERETO SEE OURYOUTUBECHANNEL

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