AND MORE VALUABLE Value Ideas Investment Services Pvt. Ltd. 502, A-Wing, Delphi, Hiranandani Business Park, Powai, Mumbai - 400 076, INDIA Contact person - Ms. Sheetal Shah, Business Manager Phone +91 9821464604 sheetal@smevalueadvisors.com Agenda 1. Vision and Mission 2. Minds at Work 3. Our Advisory Board 4. Core team a glimpse 5. Business solutions 6. Business solutions typical roadmap 7. Why should you choose us 8. Value proposition with us We add value to you at every stage Established Stage Growth Stage Nascent Stage Vision Contribute constructively towards development and growth of emerging corporates/SMEs and take at least 5 partner SMEs to $1 Bio valuation club in next 10 years. Mission Partner with emerging corporates/SMEs to make them better and more valuable through helping them improve internal and external value drivers Minds at work We are a team of similar minded, energetic, enthusiastic and value centered individuals. We all come from diverse academic and professional backgrounds with one thing common - value creation attitude. Our guides - Advisory Board Arvind P. Mathur, Chairman, Private Equity Pro Partners; around 35 years experience, which includes Head, capital markets at the Asian Development Bank (ADB) and senior capital market and advisory roles at Citibank and Standard Chartered Bank. V. Nagesh, Director, Ameya Retaility Pvt. Ltd.; around 20 years experience as an investor, business man and part of organizations like CRB Daewoo Securities Ltd., Goda and Company, Stock Holding Corporation of India. Chetan Parikh, director and co-founder, Jeetay Investments Private Limited; around 30 years experience as an investor both in public and private markets. Dr. Shirish Gupte, CEO and Managing Director, ICT-Kitara Capital Joint Venture, Oman; around 25 years experience in private equity capital raising, mergers and acquisitions, business development, technology sourcing and joint venture, financial and general business advisory and strategic planning. Core team a glimpse Manish Bansal, CEO, brings to team over 17 years of experience in diverse fields including listed and unlisted space investing, sales and business development, regulatory and business analysis. Sunil Gupta, Managing Director, brings to the team 35 years of SME business, legal, taxation and real estate experience. He is also an investor both in listed and unlisted space businesses. Dr. Anil Menon, Senior consultant, brings to the team more than fifteen years of experience in the field of Financial Services & Investment Banking. He is known for his skills on Financial Modeling, Business Valuation, Mergers and Acquisitions and issues in Family Managed Businesses (FMBs). To see detailed profile of core team and profile of other team members, kindly visit www.smevalueadvisors.com Pankaj Budhiraja, Director, brings to the team over 19 years of experience across Investment Banking, Retail/NRI Banking and Wealth Management. His focus, at present, is on Private Equity (PE) fund Raising and Mergers and Acquisitions (M&A). Business Solutions Business Solutions Fund Raising Credit Rating Growth and Scalability Mergers and Acquisitions Business Transformation Talent Improvement Legal and Compliance Organization Restructuring Risk Management Wealth Management Business Solutions Fund Raising Solutions Pitch book preparation Information Memorandum Preparation Business Valuation Debt Capital Raising from Banks Equity Capital Raising from Institutional Investors and HNIs Listing of companies on Stock Exchanges Research report preparation Credit Rating Solutions Facilitation of interface with rating agencies on sourcing credit rating Internal transformation of businesses for credit rating enhancement Growth and Scalability Solutions Design of Strategic Action Plan (SAP) on growth and scalability Execution of SAP with businesses Branding and Positioning strategies to reach out customers Monitoring and control of the delivery of SAP Mergers and Acquisitions Solutions Buying and Selling of businesses Joint Ventures facilitation Business Valuation Pitch book preparation Negotiation and closure on documentation End to end closure of M&A transactions Integration of acquired businesses Business Transformation Solutions Analysis of both qualitative and quantitative dimensions of businesses Design of Strategic Action Plan (SAP) for business transformation Execution of SAP with businesses Monitoring and control of the delivery of SAP Business Solutions Talent Improvement Solutions CEO/Top management coaching Development of leadership pipeline in businesses Custom designed training solutions for specific needs of businesses Legal and Compliance Solutions Preparation of checklist on legal and compliance issues Design system for execution and monitoring of legal and compliance checklist Legal and compliance outsourcing Organization Restructuring Solutions Establish credible advisory board Design organization structure Segregation of ownership and management Setting up Standard Operating Procedures for various functions. Design of Management Information System for efficient monitoring and control Separation strategy at ownership and management level Risk Management Solutions Identification of risks in businesses Design of Risk Management Policy Training of officials on Risk Management Risk Management Policy Execution Design MIS system for monitoring and control of risk management strategy Family Office Advisory Consolidation of family assets Management of family assets Wealth transfer to next generation Business Solutions Typical Roadmap Phase I Diagnosis of challenges Phase II Analysis, research and solution design (Strategic Action Plan) Phase III Execution of Strategic Action Plan Results Monitoring and control SME SME VALUE ADVISORS Collaborative efforts Why should you choose us? Relationship oriented approach (not transactional) Execution oriented approach (not advisory) Extensive product range value add at every stage of business Track record of value creation Majority of our payouts are success based Aligned interests Transparency and Honesty High integrity Balance Sheet availability Value Proposition with us.. Competence of team Regulatory Consulting Investing Banking Investment banking Organization development and design Information technology and systems Operations Branding and positioning Marketing and customer outreach Risk management Real estate Demonstrated track record Successfully delivered solutions across multiple domains of clients Educational infrastructure Real estate Logistics management Telecom infrastructure Banking and financial institutions Manufacturing Relationship base Established strong relationships with PE firms, VC firms, HNIs, Banks and Financial Institutions Stock Exchanges Rating Agencies Regulators Culture Entrepreneurial Forward looking Positive Constructive Intellectual Result oriented Thank you