1. The Caretaker of your WEALTH!! Shri Rama Investment Advisory & Support Services Shri Rama Investment Advisory & Support Services 1

2. Agenda Shri Rama Investment Advisory & Support Services 2

4. Provider of Holistic Wealth Management solutions to HNIs & NRIs

5. Personalized services with ultimate aim of Wealth Creation for our clients

6. Integrity & Trust - our Buzzwords!!

7. Wide gamut of Investment related services under one roof

8. Personalized services with utmost care….Investment Doctors!!

9. Caters to more than 60 clients : AUA of Rs 350 MillionShri Rama Investment Advisory & Support Services 3

10. Shri Rama’s Pyramid of Investing Shri Rama Investment Advisory & Support Services 4

11. Services Shri Rama Investment Advisory & Support Services 5

13. Risk profiling & Asset Allocation

14. Regular Monitoring, Dynamic Reviews & Periodical Updates

15. Stringent Risk ManagementShri Rama Investment Advisory & Support Services 6

17. Offering equity, debt, balanced and ELSS investment advisory services

18. Active monitoring of MF investments – Enabling Higher Yields

19. Periodical Review & Updates of MF portfoliosNot just a Distributor of MF products, but a CARETAKER!!

21. Expert in-house portfolio construction and restructuring team

22. Dynamic and Periodical Reviews of Portfolios

23. Generation of periodical reports

24. Superior Executional Capabilities & Strong Back office Support Consistently generating alpha returns over a period of 10 years

26. Tie up with leading Brokerage Houses in providing trading and depository services

27. IPO Advisory

28. Equity Advisory

29. Advice/Assistance in selection of shares

30. Execution of orders through online terminals

31. Close monitoring and churning of such investments on a discretionary basis in line with sectoral and scrip specific shiftsShri Rama Investment Advisory & Support Services 9

33. Helps in diversifying the asset base of the clients and reap the benefits of asset diversification through commodities trading

34. Offering Real Estate Investment Services through tie-ups with realty funds of leading AMCsShri Rama Investment Advisory & Support Services 10

36. Expert Insurance Advisory Services

37. Preparation of Capital Gains statements for taxation purpose

38. Strong Back Office Support in generation of review reportsShri Rama Investment Advisory & Support Services 11

40. Subash R, VP: IIM B Graduate: Experience in Commodities and Currency trading in global markets. His core expertise includes financial planning and portfolio management.

41. Ably assisted by a team of highly efficient dealers with a combined equity and derivative trading experience of more than 50 yearsShri Rama Investment Advisory & Support Services 12

42. Contact Registered Office: Shri Rama Investment Advisory & Support Services 15, Sixth Street, Nandanam Extension, Chennai 600035. India. Ph: 91-044-24335067/24321387/42066755(Fax) Email: contact@shriramawealth.com Shri Rama Investment Advisory & Support Services 13