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UPSTART ADVISORS

UPSTART ADVISORS. INDIA 2004 . OUR VISION. ‘To grow without sacrifice of our values or our performance. To build and sustain our reputation as India’s finest wealth advisors.’. ORGANIZATION. Young: Launched in October, 1999 Team: Rich in experience

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UPSTART ADVISORS

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  1. UPSTART ADVISORS INDIA 2004

  2. OUR VISION ‘To grow without sacrifice of our values or our performance. To build and sustain our reputation as India’s finest wealth advisors.’

  3. ORGANIZATION • Young: Launched in October, 1999 • Team: Rich in experience Favourable and verifiable track record Mature Close knit • Evolution: Investment analysis to wealth management; wealth management’s extension to corporate advisory • Lean: 2 managers, supported by 3 staff and external service providers

  4. ORGANIZATION Managers Rahul C Mehta, CEO, Chartered Accountant & Cost Accountant • Successful and consistent participant of the capital markets from 1992; tracked over 600 companies across diverse industries • Responsible for evolution of organizations, as well as new businesses, with leadership and team-building skills • Visible and networked, with reputation and goodwill to match Pradeep H Nimani, Chartered Accountant • Wide and deep exposure to financial accountancy, taxation and audits • Observed and analyzed, at close quarters, the businesses of SMEs • Specializes in investigative audits and management information systems

  5. GOSPEL • Advisory fees • only source of income • no nexus / arrangement with any intermediary • Ensures • transparency • unbiased advice • single-minded prioritisation • Attention • confidentiality • limited clients; unlimited time

  6. APPROACH • Personalized • assessment and analysis of client temperament • determination of “true” investible surplus • evaluation of risk appetite • derivation of time horizon • shadow Confine: client comfort zone Our role: assist you in determining confine Our role: provide optimal solutions within confine

  7. APPROACH • Entirety • NET WORTH versus financial assets versus portfolio versus scrip • Advise on all assets, including the client’s business, which may be the most valuable asset • Corporate advisory to clients on their business • no conflict, as usually the business is private • strengths: research and analysis, over 10 years, of over 700 companies across diverse industries • strengths: knowledge of capital markets and intermediaries

  8. QUOTED EQUITY • Style: Cherry picking • Cherries: VisualSoft, Sierra Optima, Infosys Technologies, Saregama, Hindustan Lever, etc. • Time horizon: 3 to 5 years • Portfolio structure: Limited investees Significant stakes

  9. QUOTED EQUITY • Recognised software and media & entertainment as sunrise sectors in 1995, well ahead of the markets • Identified exceptional entrepreneurs and invested in their IPOs • Steered clear of the flotsam and cyclicals • Annualised returns of over 50% over the past 7 years Long-term approach has lowered risks and maximized returns

  10. PRIVATE EQUITY • Proven, but adaptive promoters, with fire in their belly • Businesses with large and established markets • Our skill-sets have aided conservative valuations • First outside investors • Disparate businesses, not limited to technology

  11. ROLE IN PRIVATE EQUITY We provide • STRATEGY support • Assistance in ACCOUNTING, AUDITING and other statutory compliances • Clients, alliance partners, etc. by use of our NETWORK • Insight in defining FUNDING needs and identifying means to raise them

  12. UPSTART ADVISORS 8 Reay House, 3rd floor BEST Marg Next to Taj Mahal Hotel Colaba Mumbai 400 001 India Phones: (91-22) 2204 2844 Fax: (91-22) 2204 2853 # 115 Email: rahul@upstartindia.com

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