RH PMS: Crafting Diversified Investment Solutions

2. RH Bouquet Investment Options Bound by common Philosophy. Unrestricted by Approach or Style • What Binds our products • Investment & Research Philosophy • Investment Process & Risk Management • Investment Governance • What Distinguishes of our Products • Investment Approach • Investment Style • Portfolio Construct

3. Binding Thread Across PortfoliosPhilosophy, Processes & Governance

4. Bound By Philosophy, Process & Governance Investment & Research Philosophy Our Mantra Conviction Buying – Disciplined Tracking – Preserving Profits Our Research Philosophy • What Kind of Business We like • High Quality Business run by Ethical Management that show sustainable growth promise • Predictable Cash Flow & ability to retain pricing power • Available at fair valuation with clearly identifiable incremental growth catalyst

5. Bound By Philosophy, Process & Governance Investment Process & Risk Management A highly iterative and robust investment process which takes into account qualitative & quantitative with robust overlay of forensics & risk management practices.

6. Bound By Philosophy, Process & Governance Stock Selection Framework Strict Adherence to Stock Selection Process

7. Bound By Philosophy, Process & Governance Investment Governance Robust Governance & Monitoring process backed by technology and supported by external experts

9. Differentiated by Style, Approach & Portfolio Construct Choice of Distinct PortfoliosWhile Governed & bound by common Investment philosophy & process the portfolio managers have freedom to differentiate their portfolio by following distinct approach & style in portfolio construction

10. Differentiated by Style, Approach & Portfolio Construct

12. Why RH PMS Unique Choices & Competent Performance • Unique Model of Core + Curate • Core – Discretionary equity and multi asset portfolios managed by In-house team lead by our CIO • Curate - Researched & Selected offering of specialized and differentiated portfolio strategies by niche & competent managers • Choice of strategies • Choices based on Market Cap preference • Choice Based on Themes & Multi Asset Modelling • Choices Based on Investment Style • Performance Track-Record • Long term Track record • Outperforming Benchmarks Consistently • Focus on Risk Adjusted Returns

13. Why RH PMS Team Competencies & Client Focus • Team • Competency – Team with varied experience in equity, private equity, hedge fund and wealth management Industry • Strength – 2 Fund Managers + 2 Analysts team headed b pedigreed CIO • Client Focus • Complete Transparency • Competitive Fees, Charges • Customised Solutions • Portfolio Construction • Pricing Choices & Flexibility • Governance Focus • Risk Management • Process Orientation

15. RH PMS – A Snapshot Inception Date Other relevant Dates Strategies Available Clients On Board AUM

16. RH PMS – Team

17. RH Group Profile Who we are? Right Horizons Financial Services Private Ltd is the apex holding company of the Right Horizons Group; one of India’s prominent and respected Investment Advisory & Wealth Management Companies. A first generation entrepreneur, Mr. Anil Rego, founded it in the year 2003. Over a period of time the group has expanded its core Investment Advisory Practice and diversified into complementary business services of Portfolio Management Services (PMS) and Insurance Broking with multiple licenses across various business verticals. The Right Horizons group has been able to create a niche positioning for itself by following a Financial Planning led Wealth Advisory Model. The backbone of the PMS business is its strong fund management and equity research teams, which aim to deliver the best risk adjusted performance. The investment advisory business is supported by an analyst team, which executes both planning and tracking services for clients. For us, clearly, one size does not fit all as we strive to provide a customized solution to address the needs of our clients on an end-to-end basis. Our support teams and strong technology platform help us deliver the best service levels to our clients. The Group currently advises and manages approximately 1200 Cr of client assets across its Business Verticals.

18. RH Group Profile

19. Investment Structure &Charges Service Partners • Fund Accounting – IL&FS • Custody –IL&FS • Trades – Philip Capital Charges • Fund Management Fees (FMC) • Performance Fee – If Applicable • Statutory Charges – Brokerage & DP Charges • Other - Custody & Fund Accounting Fees • Other – Applicable Entry & Exit Load

21. Key features & Characteristics – Nifty Plus Portfolio Manager: MrAchin Bhardwaj Portfolio Category: Equity

22. Portfolio Details – Nifty Plus

23. Performance – Nifty Plus

24. Risk & Performance Ratios – Nifty Plus

25. Key Features & Characteristics – MultiCap Portfolio Manager: MrAchin Bhardwaj Portfolio Category: Equity

26. Portfolio Details – Multicap

27. Performance – Multicap

28. Risk & Performance Ratios – Flexi Cap

29. Key Features & Characteristics – Super Value Portfolio Manager: Mr Gaurav Aggarwal Portfolio Category: Equity

30. Portfolio Details – Super Value

31. Performance – Super Value

32. Risk & Performance Ratios – Super Value

33. Key Features & Characteristics – Under-Served Portfolio Manager: MrPiyush Sharma Portfolio Category: Equity

34. Portfolio Details – Under-Served

35. Performance India Underserved Portfolio

36. Risk & Performance Ratios – India Underserved Portfolio