1) Long term investing – key for wealth generation 2) SEBI registered. Independent, unbiased advice 3) Purnartha investment philosophy to generate long term wealth 4) Generated 63.29% CAGR since 1st April 2009 5) Key strength & differentiator - Equity Research Capabilities 6) Purnartha – your trusted investment advisor 7) Flexible plans with a trade off between initial fees & profit sharing above hurdle rate 8) Seamless Client on-boarding and communication For more information, please call our toll free number 1800-266-0161 or e-mail us at support@purnartha.com

1. 1
Celebrate life with Purnartha Your Trusted Partner in Wealth Creation

2. 2
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. 3
Investing in a universe consisting of non-cyclical 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)
–Which are debt free/ have a very low debt (growth funded by clients rather than debt)
–Having low drawdowns and faster recovery
Confidential

4. 4
Generated 63.29% CAGR since 1st April 2009
Confidential
Purnartha portfolio*
NIFTY
* - Audited report available on request, ** - YTD (from April 2014)
FY
(Starting from
01-Apr-2009) Q1 Q2 Q3 Q4
Annual
Growth
2009 - 10 51.32 12.15 5.66 34.88 141.83
2010 - 11 2.57 24.73 (5.37) (6.21) 13.54
2011 - 12 7.28 (1.44) (2.98) 8.05 10.84
2012 - 13 7.97 22.33 16.81 (2.76) 50.03
2013 - 14 6.10 6.71 32.13 39.85 109.30
2014 - 15 22.00 23.33 50.46**
Macro Index (days) 184/ 1370
End NAV 1,437.94
Beta 0.35
CAGR 63.29%
Max. Draw dow n 19.95%
Recovery (days) 323
Annualized Volatility 18.82%
Key Statistics
FY
(Starting from
01-Apr-2009) Q1 Q2 Q3 Q4
Annual
Growth
2009 - 10 42.04 18.48 2.30 0.92 73.76
2010 - 11 1.21 13.50 1.73 (4.90) 11.14
2011 - 12 (3.19) (12.47) (6.45) 14.52 (9.23)
2012 - 13 (0.31) 8.04 3.54 (3.77) 7.31
2013 - 14 2.81 (1.83) 9.92 6.35 17.98
2014 - 15 13.53 4.64 18.80**
Macro Index (days) 73/ 1370
End NAV 263.65
Beta 1.00
CAGR 19.52%
Max. Draw dow n 28.01%
Recovery (days) 470
Annualized Volatility 20.26%
Key Statistics
Last 1 year return: From 01-Oct-2013 to 30-Sep-2014, returns of Purnartha
portfolio are 178.03% v/s 38.87% of NIFTY

5. 5
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Our Research Team
Chartered accountants with experience in markets
On ground team meeting company management, suppliers, clients, distributors to provide inputs to analysis & model
Analysts
–Whose areas of work include: Financial modeling, fundamental analysis, industry research, management interaction
–Whose work experience includes: Morgan Stanley on the proprietary desk, Emerging Market analyst in a MNC
Domain/ sector experts
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
Key strength & differentiator - Equity Research Capabilities

6. 6
Purnartha – your trusted investment advisor
Confidential
Wealth Creation
Independent, unbiased advice
Research capability
Investment philosophy
Communication platform

7. 7
SEBI registered, independent investment advisor. Providing equity research, asset analytics services to institutional and geographically diverse clients since 2002
SEBI registered. Independent, unbiased advice
Confidential

8. Confidential
Plans offered
Plan 1
Plan 2
Plan 3
Plan 4
Plan 5
Plan 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%
20%
20%
20%
20%
20%
†Flexible plans with a trade off between initial fees & profit sharing above hurdle rate
* All plans subject to a minimum subscription fee
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9. 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
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Confidential

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www.purnartha.com
For more information, please call our toll free number 1800-266-0161 or e-mail us at support@purnartha.com