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RELAX

ENJOY

NOEXTRAFEESSHIFT THE BURDEN
OF MANAGING YOURPORTFOLIO OF LISTEDEQUITIES TO US.

Important Note: For the endclient, whether he goes to the
PM directly or via Equity Maththe PMS fees remain the same.

OUR THOUGHT PROCESS..
Clients / investors are currently appointing
Portfolio Manager (PM) by brand, word ofmouth or past performance. There is little
focus on building conviction on the PM. This isneeded for (a) longevity in the tenure of clientPM relationship; and (b) follow-on buying.
Equity Math has designed a framework wherefocus is on building conviction on the PM as aprecedent to appointing him to take buy andsell decisions. So clients / investors don't lose
2-3 years in judging the PM for every action
he takes -- rather they do follow-on buying (atthe direction of the PM) and hold on.
Eventually, this thought process of convictionbased PM appointment will lead to alphageneration.
Shshank Mehta, Founder, Equity Math
Equity Math - SEBI-registered PMS Distributor

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WHAT DOES EQUITY MATH BRING TO THE TABLE.. ?
1) Framework for building conviction on thePortfolio Manager (PM) before selecting one2) Shortlisted one PM for each category – large,
mid, multi and thematic, using scuttlebutt
approach3) Special focus on NRIs and regular travel tothose geographies for in-person meetings4) Cost neutral to our Clients / Investors

NOEXTRAFEES

5) Perform on-demand CRM
6) In day-to-day touch with all PMs we represent
7) Help clients time the market, especiallyduring down market to hold on and do followon buying

Important Note: For the endclient, whether he goes to thePM directly or via Equity Maththe PMS fees remain the same.

8) Periodic review of Portfolio for those clients
who prefer a hands-on approach
Equity Math - SEBI-registered PMS Distributor

3WE WILL BE WITH YOU THROUGHT THE JOURNEY..

We will be withyou to help
select a PM
using Equity
Math’sframework

Sales

Post appointment
we will domonitoring andreporting ofholdings acrossPMs

We also point atbuying
opportunities indown market (onlyat the direction ofthe PM)

We recommend
profit skimming
based on client
goals -- to bewithdrawn or reinvested

CRM post-Sales

Important Note: There is no upfront commission on Sales. Our gratification depends
on longevity of client-PM relationship and performance of the portfolio. Therefore, ourfocus is more on CRM post-sales.
Equity Math - SEBI-registered PMS Distributor

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HOW CLIENTS APPOINT PORTFOLIO MANGER TODAY..

PastPerformance

Brand

Word ofMouth

Equity Math - SEBI-registered PMS Distributor

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EQUITY MATH’S FRAMEWORK HELPS CLIENTS SELECTTHE RIGHT PORTFOLIO MANAGERCONVICTIONDIMENSIONS YOU NEEDTO KNOW BEFOREAPPOINTING APORTFOLIO MANAGER..

RESONANCEDISCOVER YOUROWN TRAITS ANDTEMEPERAMENT AS
AN INVESTOR

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Equity Math - SEBI-registered PMS Distributor

6CONVICTION ⨠ FOLLOW-ON BUYING, ALPHA GENERATIONRESONANCE ⨠ LONGEVITY OF CLIENT-PM RELATIONSHIPWITHOUT A SEBIREGISTERED PMAPPOINT A PM
USING EQUITYMATH FRAMEWORK

Equity Math - SEBI-registered PMS Distributor

7THERE IS NO
DIYTHERE IS NO
BUY ANDFORGETWEALTHCREATION

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Scan QR code to see video

Scan QR code to see video

Equity Math - SEBI-registered PMS Distributor

8HOW HAVE WE SHORTLISTED PMs WE REPRESENT.. ?

Single-line ofbusiness>20 years ofexposure toIndian equities

Founder should
be Chief
Investment
Officer (CIO)

Equity Math - SEBI-registered PMS Distributor

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WE HAVE SHORTLISTED 1 PM IN EACH CATEGORYLARGE-CAP

MULTI-CAP

Top 100 companies when you
rank all listed equities indescending order of their market
cap

Any company but usually top 500
companies when you list all listedequities in descending order of
their market capMID-CAP

THEMATIC

Companies rankings 101 to 250
in terms of market capitalization
are known as mid-cap
companies.

Stocks tied to a theme, more
broad-based than sectoral,
companies and sectors united byan idea

Equity Math - SEBI-registered PMS Distributor

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

Rajesh Kothari

Miten Mehta

Most diversified PMS inIndia (48-50 stocks).
Invests in leaders ofoligopolies, provided theirannual profits are >₹100 cr.
PM has 26 years exposure
to Indian Equities.

Concentrated portfolio (1014 stocks) that are today’s
mid-caps; tomorrow’s
large-caps. Focus is oncompany managements
for their vision andexecution ability. PM has
32 years exposure to
Indian Equities.

Ravi Dharamshi

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

Hemant PatelB2C consumption portfolio(16-18 stocks). Invests in B2C
companies into 3 baskets –consumer staples, consumer
discretionary and brandedbusinesses. PM has 21 years
exposure to Indian Equities.

Equity Math - SEBI-registered PMS Distributor

11THE SAFEST PMS IN INDIA, WITH THE HIGHEST RISKADJUSTED RETURNS
Rajesh KothariDimensions to be considered:
1) 26 years of exposure to India equities
2) Risk management – primary focus3) 48-50 stock portfolio
4) Focus on risk-adjusted returns5) Minimum 60% exposure to large Cap
6) Invest only in Leaders in Oligopolies, provided
annual profit is >₹100 cr
7) Portfolio skewed towards Growth stocks

Equity Math - SEBI-registered PMS Distributor

12CONCENTRATED PORTFOLIO, 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 andexpertise of a major investment house3) 10-14 stock portfolio4) Flexi cap with a skew towards mid and large cap5) Co. management’s execution ability is key6) Bridge gap between investment objective and risk
profile via custom portfolios

Equity Math - SEBI-registered PMS Distributor

13CONCENTRATED PORTFOLIO, CAP AGNOSTIC, COS.
ABOUT TO CHANGE SCALERavi Dharamshi

Dimensions to be considered:
1) 21 years of exposure to India equities
2) Mentored by Rakesh Jhunjhunwala3) 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
scale7) Annual profit of Cos, should be > ₹100 crEquity Math - SEBI-registered PMS Distributor

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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 consumertech3) Focus sub-sectors within the consumption theme
4) Invest only in B2C cos. from a list super 70 basedon proprietary research5) The only PMS in India focused solely on B2C
consumption businesses

Equity Math - SEBI-registered PMS Distributor

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Equity Math - SEBI-registered PMS Distributor

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to see video

Equity Math - SEBI-registered PMS Distributor

19WHO IS SPEARHEADING EQUITY MATH.. ?
1) Shshank is a graduate from Narsee Monjee
College, Mumbai and post-graduate fromNMIMS, Mumbai.
2) He is well networked across market
intermediaries and has 14 years of exposure toIndian equities, starting as research analyst tomoving into sales and CRMa) c.3 years as Sales and CRM lead with asebi-registered PM (Care PMS)b) c.7 years in stock broking with focus ondelivery based investment and tradingc) c.4 years in research support to proprietary
trading and investment desks
3) Current clientele consists primarily ofindividuals (resident and NRIs) and a few
corporates4) Aim for 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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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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