Investment Advisory & Wealth Management

1. Investment Advisory & Wealth Management

2. Sampriti.. Meaning Sampriti is a Sanskrit word meaning contentment and delight.. Our Endeavour The endeavour of this organization is to ensure that all those who interact and work with our firm experience satisfaction, contentment and even delight with us. Mission Maximize Wealth creation by maximizing returns while managing risk. SAMPRITI CAPITAL

3. Profile.. • Founder - Sandeep J Shah. He has  been working in equity capital markets  since 1984 with .. • Kotak Securities, SG Asia Securities, • Head – Asian & European Equity Sales- Edelweiss Capital, • Head – Asia Sales at Religare Securities, • Head – Equity sales at IL&FS Investsmart • Part of the senior management of  the Institutional Broking business of these companies • In Asia Money Poll for Best Salesperson for India voted in No.3 and No.7 positions on different occasions. • Awarded IndiraSuper Achiever Award for the year 2005 in Financial Services SAMPRITI CAPITAL

4. The Approach.. • Since 1994 and more so, since founding Sampriti have worked on using a mix of Fundamental, Technical and Sentiment Indicators to time the market and identify investment oppurtunities. • The approach is largely macro and fundamental, in terms of first forming a likely market scenario and then identify sectors and stock that would perform in that environment. • In large caps the approach has been largely contrarian to buy on weakness or bad news and in midcaps to identify multi baggers. SAMPRITI CAPITAL

5. Track Record.. Since September 2008 when restarted appearing in the media( for which there is documented video footage), perhaps nobody else has identified most of the market turning points ..Unprecedented.. Identified almost all the turning points in the market since he started re-appearing in the media including • the September 2008 high which happened post his reappearance on the electronic media, • the October, November and even the December 2008 Low, the December 08 rally, • the February 09 top, March 09 bottom and the big rally pre Elections ! • The July 09 bottom , November 09 bottom, The January 10 correction, • April 10 top and subsequent sell off, May 10 bottom. Forecast that Auto stocks would lead the new Bull Market way back in March 09 ! Bullish on commodity stocks and various stocks/sectors way before the rest of the market turned bullish on them in March 09.Bearish on telecom stocks even in Nov 08. Bearish on commodity stocks in April10 which declined twice as much as the market in May 10. In mid-May  advocated focussing on mid-caps, in the last 9 months though the market is up 15%, select midcaps are up 100-400%. Gave a bullish call on Dollar Index in October at 74 levels touched 88 levels. ..And many more.. SAMPRITI CAPITAL

7. Through the Century ..Stocks have outperformed SAMPRITI CAPITAL

8. Long Term View – Indian Equities • Long term Structural Bull Market began in 2003-04 from 3000 levels. • Last 10 years with a Sensex of 50,000 or more. SAMPRITI CAPITAL

9. USA INDIA The Longer Term View.. Source: Bloomberg

10. India & China.. SAMPRITI CAPITAL

11. Projected Growth Rates.. SAMPRITI CAPITAL

12. DII’s Outnumber FII’s .. SAMPRITI CAPITAL

13. Equities % very low.. SAMPRITI CAPITAL

14. Fourth Largest Mkt. Cap in Asia SAMPRITI CAPITAL

15. INVESTMENT THEMES (subject to constant review) SAMPRITI CAPITAL

16. AGRI-Spending on Rural Employment SAMPRITI CAPITAL

17. Support Prices for Crops SAMPRITI CAPITAL

18. High Domestic Savings SAMPRITI CAPITAL

19. Banking - Credit as a % of GDP SAMPRITI CAPITAL

20. Auto - Low Penetration SAMPRITI CAPITAL

21. Capital goods..late cyclical

22. Demographics SAMPRITI CAPITAL

23. Over the next 4 years .. SAMPRITI CAPITAL

24. Investment Style Fundamentals, Technical & Market Psychology • Trading portfolio • Fundamentally sound stocks, use derivatives. Use Nifty to hedge. Focus on absolute returns. Leverage Correct Market Views. • Investment portfolio • Beaten down blue chips, High growth stocks, Potential Multi baggers, Contrarian perspective. Magic of compounding. Cash calls to maximize returns. SAMPRITI CAPITAL

25. Dynamic Opportunities Portfolio • Take  advantage of Market volatility • Long term secular market  and stock movements, • Medium/short term market/scrip movements. • The Portfolio aims to make money regardless of whether the market trends up or down • Therefore the portfolio will be positioned as per the opportunity offered by the market which is itself, dynamic. SAMPRITI CAPITAL

26. Portfolio Strategy • Focus on absolute returns. • Identifying  opportunities for the portfolio where the underlying value is significantly different than the market price…could be long or short opportunities. • Buy/Sell ideas are held with short, medium or long-term perspective depending on the opportunity and market movements. • Market opportunities tend to vary sometimes the opportunity is shorter term and sometimes it’s a bigger opportunity but more often than not markets tend to correct significantly in most 12 months time frames so the Portfolio will strive to make the most of these opportunities to sell High and Buy low. • Investment will be largely spread over large and mid cap stocks where the underlying value is significantly different than the market price. • Hedging portfolio  with derivative instruments to ensure portfolio is protected in case of market corrections.. to minimize downside and taking aggressive cash calls including up to 100% of the portfolio.    Clients of Sampriti have last 3 years generated 100%+ returns. SAMPRITI CAPITAL

27. Client Portfolio Returns SAMPRITI CAPITAL

28. SAMPRITI CAPITAL

29. Other Products.. • Complete Financial Planning & Wealth Management • Structured Products - Capital guaranteed - Capital plus Min. Returns • Mutual Funds - Debt & Equity • Fixed Deposits • Bonds • Debentures SAMPRITI CAPITAL

30. THANK YOU! Email: info@sampriti.in You tube Channel – www.youtube.com/user/Sampriticapitalvideo