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Iap Presentation-1

The document outlines the Intelligent Advisory Portfolios (IAP) offered by SEBI Registered Investment Advisors, featuring automated advice and 24/7 portfolio monitoring. It highlights various investment strategies and frameworks from renowned RIAs, including Renaissance Smart Tech, Vivekam Financial Services, and Narnolia Investment Advisors, focusing on quality growth and risk management. The content is strictly for internal circulation and emphasizes the importance of disciplined investment approaches across different market sectors.

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HARSHAD BAJPAI
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0% found this document useful (0 votes)
62 views48 pages

Iap Presentation-1

The document outlines the Intelligent Advisory Portfolios (IAP) offered by SEBI Registered Investment Advisors, featuring automated advice and 24/7 portfolio monitoring. It highlights various investment strategies and frameworks from renowned RIAs, including Renaissance Smart Tech, Vivekam Financial Services, and Narnolia Investment Advisors, focusing on quality growth and risk management. The content is strictly for internal circulation and emphasizes the importance of disciplined investment approaches across different market sectors.

Uploaded by

HARSHAD BAJPAI
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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New Age of Investment Products vetted by MOFSL framework for Distribution

This is strictly for internal circulation only and should not be redistributed
About IAP

Intelligent Advisory Portfolios (IAP) are third party products which are
offered by
SEBI Registered Investment Advisors(RIA).

This is strictly for internal circulation only and should not be redistributed
About IAP

• Pre-packaged equity portfolios offered by Registered Investment Advisors


(RIA)

• Range of Product offering to suit all customer profile.

• 100% Automated advice by RIAs & Online Investment process.

• 24X7 portfolio monitoring basis product Rules

• Real time portfolio tracking for clients

This is strictly for internal circulation only and should not be redistributed
RENOWNED RIAs

NARNOLIA ABAKKUS ASSET RENAISSANCE SMART


INVESTMENT MANAGER LLP TECH PVT. LTD.
ADVISORS PVT LTD.

VIVEKAM FINANCIAL
SERVICES PVT LTD.
This is strictly for internal circulation only and should not be redistributed
NS MID &
ZODIAC
SMALLCAP

PRIME NS 5Tx5T

ABAKKUS
NS INDUSRTY
SMART
CHAMP
FLEXICAP

ALPHA
BLUECHIP

This is strictly for internal circulation only and should not be redistributed
Renaissance Smart Tech Private Limited
Pankaj is the Director of Renaissance Smart Tech Pvt. Ltd. He
has over 25 years of experience in Fund Management and has
several accolades to his credit. He was awarded as Best Fund
Manager Runner up Award for Axis Midcap Fund by Outlook
Money in 2014. The fund delivered a CAGR return of 24%
(2011-2015) significantly outperforming the benchmark and
was a top decile fund for 2012 & 2013. It was ranked the No 1
performing fund in India across all funds in 2014 on 3 year
basis.

He was also recognized by Outlook Money as a Leading Fund Manager with 5


years of track record of consistent performance in the year 2015. Pankaj was
associated with Axis Mutual Fund as the Chief Investment Officer (CIO)
managing over $2bn in Indian Equities
This is strictly for internal circulation only and should not be redistributed
FUNDAMENTAL RESEARCH

ALPHA BLUECHIP
AGGRESSIVE

Investment Advisory Service offered by : Renaissance Smart Tech Private Limited:


Registration No : INA000016436
BASL Membership ID.: 1494 CIN: U67200MH2020PTC338091
This is strictly for internal circulation only and should not be redistributed
Identify “Business Leaders”

Companies with Duopoly Selection of companies Leader in Emerging


1 2 3
Markets and Expanding with robust growth Industry
Portfolio

Superior Management or
4 5 Strategy Change
Economic Value

This is strictly for internal circulation only and should not be redistributed
Alpha Bluechip: Investment Process & Portfolio
construct

UNIVERSE PROCESS STRATGEY: SQGARP

Defined investment
Portfolio Construction based on best ideas on • Sustainable & Quality Growth
universe to include + bottoms up basis + • Sustainable Competitive Edge
companies with good
• Reasonable Price
quality businesses, strong
Zero tolerance to minimize • Bottom up stock picking
track record and
Price/Volatility/Liquidity & Quality risk
corporate governance

Focused on investing into Quality business that can deliver sustainable high growth over medium
term to long term.

Be selective in cyclical business

This is strictly for internal circulation only and should not be redistributed
Moderate Risk Equity Portfolio

Formidable
High Quality Strong Business
Competitive Edge
Growth Portfolio Moat

Focused Multi Cap Low Mortality


Portfolio of 20 - 25 Portfolio
Stocks

This is strictly for internal circulation only and should not be redistributed
ALPHA BLUECHIP: REBALANCE CRITERIA

• Long term growth becomes questionable


• Overexposure in a particular company/sector
• Structural change in the business model of the company
• Change in outlook on some sector/stocks

This is strictly for internal circulation only and should not be redistributed
Alpha Bluechip: Illustration
SECTOR DISTRIBUTION

Telecom Automobile

Pharma 7% 6% LARSEN
14% Banking APOLLO TUBRO
24% HOSPITALS ICICI
IT 4% BANK
5%
Entertainment 9% CUMMINS
12% HDFC
INDIA BHARTI SUN
BANK
7% 11% AIRTEL PHARMA
Consumer Capital Goods
Services 1 AXIS
BANK IDFC FIRST TCS
Consumer Construction
Durables
BANK

The securities quoted are for illustration only and are not recommendatory

This is strictly for internal circulation only and should not be redistributed
VIVEKAM FINANCIAL SERVICES
• Vivekam Financial Services Pvt Ltd was set
up in 2010 offers investment advisory
products for every type of investor.

• Serving 36,000+ clients directly and through


collaborations with brokerages

• Vivekam products are strictly rule based and


logic is driven by these triggers. Discipline is
key in investments.

This is strictly for internal circulation only and should not be redistributed
FUNDAMENTAL RESEARCH

PRIME
MODERATE

Investment Advisory Service offered by : Vivekam Financial Services Pvt Ltd.


Registration no: INA200000316,
This is strictly for internal circulation only and should not be redistributed
Investment framework

Track data across 30 Quantitative screeners


different sectors/sub- across various accounting,
sectors growth, valuation & return
ratio parameters

Detailed balance sheet, Real time news, trackers of


Income-statement, companies, earnings and
Cash flow statement & other market participants
Con-call analysis

This is strictly for internal circulation only and should not be redistributed
PRIME : A unique Combination

Tactical Picks
Long Term compounders
Stocks which can become relevant
Stocks which have a proven track record + based on any triggers including a
of profits over 3-5 years, meaningful
change in government policy,
growth triggers & beaten down stocks
with favorable risk reward
industry consolidation and company
specific opportunities

Time Horizon: 12-18 months Time Horizon: 3-6 months

This is strictly for internal circulation only and should not be redistributed
Rebalancing Criteria
• Investment thesis is no longer valid due to
● Entry of a large competitor into the sector
● Change in company's capital allocation policy
● Entry into an unrelated industry
● Major management overhaul

• Substantially better risk/reward opportunity based on growth prospects ,


capital allocation policies or any alternate sector with tailwinds

• When the initial hypothesis, with which RIA had bought the stock, has run its
due course

• Fall in stock price since included (with RIA Overlay).

This is strictly for internal circulation only and should not be redistributed
PRIME : Illustration
SECTOR DISTRIBUTION

Construction - DLF
AUTO
Real Estate Diversified Archean
AXLES
Banking 5% 12% Engineering - Chemical
20% 7% Construction Industries
6% Fertilizers
HCL
11% NTPC TECH IDFC FIRST MEDANTA
11% BANK
Automobiles
6% 7%
10% 5% Finance
STATE BANK
BIRLA OF
Hospital & Healthcare Services
CORP INDIA
Power ROUTE
IT
Generation/Distribution Hotel, Resort & Restaurants MOBILE

The securities quoted are exemplary and are not recommendatory

This is strictly for internal circulation only and should not be redistributed
FUNDAMENTALS SCREENING COMBINED WITH QUANT MODEL

MODERATE

Investment Advisory Service offered by : Vivekam Financial Services Pvt Ltd.


Registration no: INA200000316
This is strictly for internal circulation only and should not be redistributed
Zodiac : Combination of Strong fundamental screening aided by
Quant Model

Research Sector Preference Financial Analysis Quantitative Trend


Fundamental + Sectors which can do + Growth In EPS, ROE & + ETP, Momentum &
Screening Model well or underperform other Parameters Volatity parameters

Core Fundamental screening combined with Quant Model for Decision making to avoid Human Bias

This is strictly for internal circulation only and should not be redistributed
Zodiac : Core Strategy & Risk Management

OBJECTIVE STRATEGY RISK MANAGEMENT

Strategy to Invest in best SECTOR : Max 25% , Max 3


+ opportunities with Dynamic + stocks, Min 5 sectors
Investing in Nifty50 method to Identify 12 stocks on
Companies daily basis. In case Nifty stock
doesn’t show opportunity, Money STOCKS : 8.33% per stock , Equal
will be Invested in Nifty Bees. Weightage

This is strictly for internal circulation only and should not be redistributed
Zodiac : Active Management

Each Portfolio is actively monitored & rebalanced

When Potential If Stock is excluded Nifty Bees will be Stock Price corrects
upside in stock is from Nifty Index switched when a new by more than RIAs
achieved Stock opportunity with tolerance levels
potential is identified

This is strictly for internal circulation only and should not be redistributed
ZODIAC : Illustration
SECTOR DISTRIBUTION

Automobile
Pharmaceutical
Banking & Finance AXIS
s 8%
8% BANK
33% ICICI BANK
17% TATA
MOTORS
IT ITC
17% 17% HDFC
BANK
HCL TECH

FMCG Nifty Bees


SUN
PHARMA

The securities quoted are exemplary and are not recommendatory

This is strictly for internal circulation only and should not be redistributed
About The Founder
• Former CIO Equities of
Reliance Nippon Life Asset
Management (now Nippon
Life India Asset Management
overseeing ~USD 11 billion of
equity assets

• First Indian to be appointed on


the Global Board of CFA
institute, USA (2013-2019)

• Ex-Honorary Chairman of Investment Committee of CFA Institute


(2018-2019)

• Currently appointed on the IFRS Capital Markets Advisory


Committee (CMAC) and the only member from India to be
appointed for the same (2020-2023)

• Rated as among the best fund managers (Rated best Fund Manager
by Outlook Business in 2016 & 2017 over 10-year time frame)

• CA & CFA Charter Holder


This is strictly for internal circulation only and should not be redistributed
FUNDAMENTAL RESEARCH

ABAKKUS FLEXI CAP


AGGRESSIVE

Investment Advisory Service offered by: Abakkus Investment Advisors (a division of Abakkus Asset
Manager LLP) providing Investment Advisory Services under the brand Abakkus Smart:
Registration No : INA000015729.
This is strictly for internal circulation only and should not be redistributed
Abakkus Smart Flexi Cap : Core Strategy & Risk
Management

OBJECTIVE STRATEGY RISK MANAGEMENT

Benchmark agnostic diversified Diversified Portfolio of up to 25


Investment universe
predominantly within + portfolio, Fundamental based ideas + companies with Risk management
picked via a bottom up approach, (Single stock exposure ideally less
Top 250 companies
Select exposure in smaller companies than 10%) and max sector exposure
with focus on alpha
to generate additional alpha, at 30%
generation along with
Differentiated portfolio adhering to
stability and liquidity
“MEETS” framework

Investments in securities market are subject to market risks. Read all the related documents carefully before investing

This is strictly for internal circulation only and should not be redistributed
Abakkus Smart Flexi Cap : MEETS FRAMEWORK

This is strictly for internal circulation only and should not be redistributed
Abakkus Smart Flexi Cap : : Illustration
SECTOR DISTRIBUTION
LARSEN
Materials &
TUBRO
19%
Financials
Industrials 16%
27% JINDAL SUN POLYCAB
STAINLESS PHARMA INDIA
9% LTD
10% 7%
2% 3% 4% 4% Health Care
CUMMINS
Cash and
INDIA
Information
Equivalent Technology
Consumer Energy Comsumer Communication
Discretionary Staples Services

The securities quoted are for illustration only and are not recommendatory.
The current universe may or may not be a part of the future universe and may or may not be a part of all client portfolios.

This is strictly for internal circulation only and should not be redistributed
NARNOLIA INVESTMENT ADVISORS
• India’s Oldest Investment Advisory Product Manufacturer with a track
record of 18 yrs. of Research & 12 yrs. of Real-Time Performance.
• Under the leadership of Mr.Shailendra Kumar, Narnolia has been
recognized as the ‘2nd Largest RIA of the Country
• Industry Leading Performance: 4 Star Rating, Rank 2 by CRISIL for 2020-21
& Best PMS on 5 year Performance across all Categories: Rank 2 from IIM -
Ahmedabad.

This is strictly for internal circulation only and should not be redistributed
NS Mid & Small cap AGGRESSIVE

NS 5Tx5T AGGRESSIVE

NS Industry Champ CONSERVATIVE

Bottom up stock research with M5 Framework

Investment Advisory Service offered by Narnolia Investment Advisors Pvt Ltd.


Registration No : INA300005439
This is strictly for internal circulation only and should not be redistributed
Good Business : Growth in value & principle of Linearity

Trading & Events

Valuation
Momentum

QARP GARP

Mean Reversion

Growth

Business Opportunity

Growth in Value - ❖ Mid Improvement Phase to Mid Story Zone


Quality Our Investing Style phase favors ‘Growth In Value’ Style of
Management & Div. Investing.
❖ 2021 to 2024 should favor this style similar
This is strictly for internal circulation only and should not be to 2014 -2016.
redistributed
Investment Decisions : M5 Research framework that
connects macro seamlessly with Micro
Multiples
M5 Valuation Envelope Equation

Modeled Headline Financial Numbers


M4 PL. BS, CF, Schedule

Business & Financial Moat


M3 Sources of earnings quality

M2 Management Strategy
Finance, HR, Product, Pricing, Supply Chain

M1 Market
Addressable Market & it’s changing dynamics

This is strictly for internal circulation only and should not be redistributed
4 Pillars of Risk Management framework
01 STOCK LIMIT
Limits on Maximum weightage on single stock 02 SECTOR LIMIT
Limits on Maximum weightage on single sector

FUNDAMENTAL QUADRANT – Q G V
03 STOCK REVIEW
04

All kinds of market move in alternate swings – Whether Bull, Bear or Attribute Quadrant 1 Quadrant 2 Quadrant 3 Quadrant 4
Sideways
Quality Low Average Good Very Good
If any of portfolio stocks underperforms for two consecutive swings Growth Poor Average Good Very Good
and exhibits higher volatility, that stock gets market for SELL
Valuation 1st Quartile 2nd Quartile 3rd Quartile 4th Quartile

All kinds of market move in alternate swings - whether Bull, Bear or Sideways

This is strictly for internal circulation only and should not be redistributed
NS MID & SMALLCAP

OBJECTIVE STRATEGY PROCESS : Fundamental Bottom -


Up Research
Investing in smaller Active investing in Small Cap investment
but Budding + universe by identifying companies with + Information mining, financial
companies of India modeling, investment thesis, active
improving fundamentals. Tactical weight
allocation under the sub-classes to achieve & rigorous tracking for changes in
earnings & quality outlook.
positive return along with managing the risk.

Most of the multi bagger stock today were small cap few years back. Over the last 2 years, small cap
stocks have seen sharp fall owing to credit squeeze, demand slowdown and over ownership during
2017. Small cap theme portfolio is not meant as core portfolio for an investor but some tactical
allocation by investors in small cap theme can be highly valuable. Small Cap Companies have potential to
perform well in cycles.

This is strictly for internal circulation only and should not be redistributed
NS MID & SMALLCAP : Key Features
o Investment in high risk but high gain
Mid & Small Cap stocks are usually high risk high gain opportunities

o Cap Risk:
The model portfolio carries cap risk as it is exposed primarily to the small capitalization stocks.

o Benchmarking:
The model portfolio will be benchmarked against the Nifty Mid & Small Cap 400 Index.

o The portfolio:
The portfolio will consist of 20 -30 stocks.

o Growth in Value Framework


Companies that have improving/higher Risk reward ratio are favored.

o Bottom Up Analysis: A rigorous bottom up research of business financials and management strategies
is carried out for all portfolio companies.
This is strictly for internal circulation only and should not be redistributed
NS MID & SMALLCAP : Illustration
NS Mid and Small Cap Portfolio
NH Consumers 7%

CUMMINSIND Industrial 6%

IDFCFIRSTB Financials 6%

ACE Industrial 5%
PORTFOLIO ATTRIBUTES
ZYDUSWELL Consumers 5%
No of Stocks 25
SSWL Consumers 5% % Assets in top 10 holdings 52%
% Assets in Next 5 holdings 19%
CYIENT Global 5%

VRLLOG Industrial 5%

CANBK Financials 5%

BALKRISIND Consumers 4%

This is strictly for internal circulation only


The securities quoted are exemplary and are not recommendatory
and should not be redistributed
NS 5Tx5T

OBJECTIVE STRATEGY PROCESS : Fundamental Bottom -


Up Research
.
The portfolio provides + This strategy focuses on themes that + Information mining, financial
a unique theme-based should form part of India’s next growth modeling, investment thesis, active
investing opportunity engine. The portfolio comprises stocks
& rigorous tracking for changes in
in the Indian market from 5(4-6) different themes.
earnings & quality outlook.

As India approaches to become $5trillion economy by GDP, the total Market Cap of Indian companies will
also set to increase by 11-12% CAGR. Some of the market cap gains will come from new listings but a
large part of the gains will come from select themes

This is strictly for internal circulation only and should not be redistributed
NS 5Tx5T: Key Features
o Investment in Themes:
Based on Macro View and Risk Rewards availability among various themes

o Cap Risk:
The universe consists of stocks from all three cap: large, mid and small

o Benchmarking:
The model portfolio will be benchmarked against the Nifty 500

o The portfolio:
The portfolio will consist of 15 -20 stocks.

o Growth in Value Framework


Companies that have improving/higher Risk reward ratio are favored.

o Bottom Up Analysis: A rigorous bottom up research of business financials and management strategies
is carried out for all portfolio companies.
This is strictly for internal circulation only and should not be redistributed
NS 5Tx5T : Illustration
NS 5Tx5T Portfolio
STOCK Themes WEIGHT

ICICIBANK Financials 12%

SBIN Financials 11%

TCS Global 9%
PORTFOLIO ATTRIBUTES
LT Industrial 7%
No of Stocks 17
DMART Consumers 7% % Assets in top 10 holdings 76%
% Assets in Next 5 holdings 18%
NH Consumers 7%

ACE Industrial 7%

HDFCBANK Financials 7%

BRITANNIA Consumers 5%

CUMMINSIND Industrial 5%
This is strictly for internal circulation only
The securities quoted are exemplary and are not recommendatory and should not be redistributed
NS INDUSTRY CHAMP

OBJECTIVE STRATEGY PROCESS : Fundamental Bottom -


Up Research
Investing in companies Identify companies which are
that are top-3 players of + leaders of their respective industry + Information mining, financial modeling,
their respective industry investment thesis, active & rigorous
& are showing Growth in value
characteristics with expected tracking for changes in earnings &
quality outlook.
higher return ratio

Companies with a track record of industry outperformance, effective leadership


and efficient management usually find themselves as the industry leaders. In an uncertain
economic environment these are the preferred companies to Invest as these companies are run
by proven management and leadership team than can navigate difficult times.

This is strictly for internal circulation only and should not be redistributed
NS INDUSTRY CHAMP : Key Features
o Investment in the Industry Leaders
Investment in the industry leader ensures good governance and continuous innovation in the management

o Cap Risk:
The model portfolio will have exposure to leaders of the segment which comprise of mostly large cap stocks

o Benchmarking:
The model portfolio will be benchmarked against the Nifty Large & Mid 250

o The portfolio:
The portfolio will consist of 12-18 stocks.

o Growth in Value Framework


Companies that have improving/higher return ratio are favored.

o Bottom Up Analysis: A rigorous bottom up research of business financials and management strategies
is carried out for all portfolio companies.
This is strictly for internal circulation only and should not be redistributed
NS Industry champ :Illustration
NS INDUSTRY CHAMP PORTFOLIO

STOCK SECTOR WEIGHT

ICICIBANK Financials 12%

LT Industrial 9%

BHARTIARTL Industrial 9%
Portfolio Attributes
HDFCBANK Financials 8% No of Stocks 17
% Assets in top 10 holdings 77%
TCS Global 8%
% Assets in Next 5 holdings 19%
RELIANCE Industrial 7%

SBIN Financials 7%

DMART Consumers 6%

M&M Consumers 5%

MCDOWELL-N Consumers 4%
This is strictly for internal circulation only
The securities quoted are exemplary and are not recommendatory and should not be redistributed
Subscription Model, Fees & charges

Upfront Subscription
• Fees : 2% p.a (Chargeable Half yearly on AUA at 1% )
• Fees Abakkus : 2.5% p.a (Chargeable Half yearly at 1.25% for 6 months
on daily average AUA)
• Brokerage : 0.50%
• Breakage Fees : NIL
• Withdrawal : Full & Partial

This is strictly for internal circulation only and should not be redistributed
Investment Mode offered by RIAs

LUMP SUM
Option : One Time Investment
Min Amount : 1 lakh – 5 lakhs (Product chosen)
Top Up : Min Rs. 50000 & in multiples of Rs. 1000
Subscription mode : Upfront Subscription

SIP
Option : Systematic investment on Dates (1,8,18,22)
Min Amount : Rs.25000 ( Not Available for few products)
Top Up : Investment will be done in LUMP SUM MODE
Subscription mode : Upfront Subscription
This is strictly for internal circulation only and should not be redistributed
Products (Summary)
ABAKKUS SMART
PRODUCT NS 5Tx5T NS MID & SMALL CAP NS INDUSTRY CHAMPS PRIME ZODIAC ALPHA BLUECHIP
FLEXICAP

MIN INVESTMENT 5,000,00 5,00,000 2,50,000 2,50,000 1,00,000 2,50,000 2,50,000

TOP UP (Rs) 80,000 100000 50,000 50,000 50,000 1,00,000 1,00,000


SIP OPTION NO 25,000 25,000 25,000 NO NO NO
RISK CATEGORY Aggressive Conservative Moderate Aggressive

BENCHMARK Benchmark Agnostic NIFTY 500 NIFTY SMALLCAP 400 NIFTY LARGE MID 250 NIFTY 200 NIFTY 50 NIFTY 200

INVESTMENT
MULTICAP MULTICAP MID & SMALL CAP MULTICAP MULTICAP LARGECAP MULTICAP
UNIVERSE
STOCK SELECTION FUNDAMENTAL &
FUNDAMENTAL FUNDAMENTAL FUNDAMENTAL
METHODOLGY QUANTITATIVE

RENAISSANCE SMART
ABAKKUS ASSET
RIA NARNOLIA INVESTMENT ADVISORS PVT LTD. VIVEKAM FINANCIAL SERVICES PVT LTD. TECH PRIVATE
MANAGER LLP
LIMITED

2.5% p.a (Half yearly 2% P.A. (CHARGEABLE


SUBSCRIPTION MODE at 1.25% for 6 months 2% p.a (Half yearly at 1% for 6 months on daily average AUA) HALF YEARLY at 1%
on daily average AUA) ON AUA)

This is strictly for internal circulation only and should not be redistributed
IAP INFOHUB

IAP INFOHUB
ONE STOP SHOP
FOR ALL INFORMATION
This is strictly for internal circulation only and should not be redistributed
[email protected]
022 - 62379016

This is strictly for internal circulation only and should not be redistributed
Thank You
Motilal Oswal Financial Services Limited (MOFSL)* Member of NSE, BSE, MCX, NCDEX CIN No.: L67190MH2005PLC153397 Registered Office Address: Motilal Oswal
Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-71934263; Website www.motilaloswal.com. Correspondence
Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188 1000. Registration Nos.:
Motilal Oswal Financial Services Limited (MOFSL)*: INZ000158836. (BSE/NSE/MCX/NCDEX); CDSL and NSDL: IN-DP-16-2015; Research Analyst: INH000000412. AMFI:
ARN - 146822; Investment Adviser: INA000007100; Insurance Corporate Agent: CA0579. Motilal Oswal Asset Management Company Ltd. (MOAMC): PMS
(Registration No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOFSL. Motilal Oswal Wealth Management Ltd.
(MOWML): PMS (Registration No.: INP000004409) is offered through MOWML, which is a group company of MOFSL. • Motilal Oswal Financial Services Limited is a
distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance Products , Investment advisor and IPOs.etc • Real Estate is offered through Motilal Oswal
Real Estate Investment Advisors II Pvt. Ltd. which is a group company of MOFSL. • Private Equity is offered through Motilal Oswal Private Equity Investment Advisors
Pvt. Ltd which is a group company of MOFSL. • Research & Advisory services is backed by proper research. Please read the Risk Disclosure Document prescribed by
the Stock Exchanges carefully before investing. There is no assurance or guarantee of the returns. PMS is not offered in Commodity Derivatives segment. Details of
Compliance Officer: Name: Neeraj Agarwal, Email ID: [email protected], Contact No.:022-71881085. *MOSL has been amalgamated with Motilal Oswal Financial
Services Limited (MOFSL) w.e.f August 21, 2018 pursuant to order dated July 30, 2018 issued by Hon'ble National Company Law Tribunal, Mumbai Bench. The
securities quoted are exemplary and are not recommendatory. Brokerage will not exceed SEBI prescribed limit. Customer having any query/feedback/ clarification
may write to [email protected]. In case of grievances for Securities Broking write to [email protected], for DP to [email protected].
Investment in securities market are subject to market risks, read all the related documents carefully before investing
MOFSL is acting as distributor of Investment Advisory services for Vivekam financial services Pvt Ltd. Registration no: INA200000316, Narnolia Investment Advisors
Pvt Ltd Registration no : INA300005439, and Renaissance Smart Tech Private Limited: Registration No : INA000016436 Abakkus Investment Advisors (a division of
Abakkus Asset Manager LLP) providing Investment Advisory Services under the brand Abakkus Smart. Non-Individual Investment Adviser Registration no.
INA000015729; BASL Membership ID: BASL1093; LLP Identification Number: AAM-2364; Validity of Registration: – Feb 03, 2021 – Perpetual. Registered Office
Address: Abakkus Corporate Center, 6th Floor, Param House, Shanti Nagar, Near Grand Hyatt, Off Santacruz Chembur Link Road, Santacruz East, Mumbai – 400055,
+91 22 6884 6600": Registration No : INA000015729.

These are not exchange traded products. All disputes with respect to the distribution activity would not have access to Exchange Investor redressal forum or
Arbitration mechanism. All regulatory disclosure and disclosure document with respect to investment advisor (Abakkus Asset Manager LLP) are available at
https://abakkusinvest.com/regulatory-disclosure/ . Investments in securities market are subject to market risks.
Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary
or provide any assurance of returns to investors."
This is strictly for internal circulation only and should not be redistributed

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