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COMPANY PROFILE

Gomtesh Consultant Private Limited is a Private incorporated on 28 December 2012. It is

classified as Non-govt company and is registered at Registrar of Companies, Gwalior. Its
authorized share capital is Rs. 100,000 and its paid-up capital is Rs. 100,000. It is involved in
Legal, accounting, book-keeping and auditing activities; tax consultancy; market research and
public opinion polling; business and management consultancy

Gomtesh Consultant Private Limited's Annual General Meeting (AGM) was last held on 30
September 2015 and as per records from Ministry of Corporate Affairs (MCA), its balance
sheet was last filed on 31 March 2015. Directors of Gomtesh Consultant Private Limited are
Samar Kanthali, Archit Jain, .

Gomtesh Consultant Private Limited's Corporate Identification Number is (CIN)

U74140MP2012PTC029812 and its registration number is 29812.Its Email address is
go4as400@gmail.com and its registered address is 204, SHREYAS DEEP APARTMENT, 4
SANGHI COLONY, OPP. AMALTAS HOTEL, A.B. ROAD, INDORE Indore MP 452001
IN

Wealth Managers was founded by Mr. Samar Kanthali and Mr. Archit Jain, acknowledged as
leading and respected investment professionals in Indore. Both of them have extensive
experience and in-depth knowledge of Indian securities markets. They have individually
worked as stock brokers for over 15 years. At Gomtesh are well equipped with a team of
dedicated financial professionals.

Vision Statement: Tangible progress and growth in our clients' wealth through long term,
conservative and responsible non-speculative investments to give financial security and peace
of mind.

Company’s Philosophy

 We assist the ambitious "FEW" to make the tangible progress in their wealth with an
enterprising mix of long term, conservative and responsible non speculative investments to
give nancial security and peace of mind.
 We are a competent team founded on fairness, dignity and respect for everyone. We enjoy the
pursuit of high quality, error free work.
 We actively partner with ethical associates having common objectives and values.
 Our Core Values and Practices

 To generate returns in a manner which would address short term and long terms objectives of
clients.
 To manage our clients' wealth by striking a balance between growth and safety of the
investments.

 Strong belief in achieving excellence not only in our processes but also our knowledge base
and skills.

 Total commitment to rational approach to investing with strong emphasis on values and ethics.

 Adherence to long term conservative approach by scrupulously avoiding speculation.

 Shared values of our team are fairness, dignity and respect for everyone.

 We strive to be one of the best in the domain of investment.

Client Focus

 “Investors First” Focus and commitment to helping clients pursue their financial goals

 Dedicated relationship professionals specialized by channel and client needs

 Dedicated support with a wide variety of business-building solutions and experts to help
our clients succeed

With an average asset base of over INR 14,635.39 crores, Gomtesh aims to serve investment
needs of individual investors, corporate and institutions through mutual funds and sub-advised
portfolios. Our product portfolio is managed by individually focused management teams to create
optimum balance and results. We are committed to providing financial care and top class service.
We subscribe to sustainable business models and processes that factor in the dynamism of the
business in fast changing market scenarios. Investors can expect best-in-class investment
products that will leverage on our expertise and global resources of Gomtesh.

Our equity investment philosophy is centered on generating capital appreciation for the investor.
The primary emphasis is on providing the investor with a degree of capital appreciation, superior
to that of the returns from the equity class as represented by a market index over the longer
term. Our core investment premise is that the equity markets are not completely efficient. A well-
organized and thorough research effort combined with a disciplined portfolio management
approach will enable out performance of the market index over time.

A key pillar of our disciplined approach is to stay true to the mandate of the specific fund as
specified in the offer document under all circumstances. This is key to generating superior
performance over time even though there could be times when staying true to the mandate may
result in short-term underperformance. Our investment philosophy is a matrix framework of
Company, Industry, Economic and Technical analysis. The equity team will provide many of the
inputs for this framework, but we will also use inputs from external sources as and when
required. This open framework is combined with an environment that encourages regular and
constant debate; which we believe leads to superior decision making.

Stock categorization system

The objective of our stock categorization system is to enable us to identify stocks that are likely
to be the best investments from within our universe. Each category of stock has a description
of fundamental attributes that we expect the company to possess. The categorizations are as
follows:

Growth Financial
Stock Descriptions Company
Prospects Parameter
Category (eg.) Attribute (eg.)
(eg.) (eg.)

Star Young High growth Entrepreneur Operating

companies vision, scalability Leverage

Leader Established In line or Track record of Industry

companies better than leadership, leading
industry globally margin / ROE
competitive
 Warrior Young / Better than Unique Margin &
established industry proposition and / ROE
companies or right place, expansion
right time

Diamond Company with Low growth Management Value of

valuable assets intent to unlock asset /
value business

Frog Prince Company in a Back to Intrinsic strengths P2P, ROE

turnaround growth in core business expansion
situation

Shotgun Opportunistic Positive Corporate event, Event

investment surprise restructuring, visibility
earnings news

Commodities Call on the cycle Positive Integration, cost Profit

is paramount efficiency, leverage
globally
competitive

The philosophy for managing fixed income portfolios revolves around optimizing risk adjusted
returns for the investor by investing in high quality credit assets, managing interest rate risk
and minimizing liquidity risk.

Our fixed income investment philosophy is based on a top down research oriented model with
focus on economic data analysis. We strive to generate optimized risk adjusted returns by
providing for safety of capital, liquidity of funds and investment income for the investors. The
portfolios are actively managed for both the interest rate risk, credit and liquidity risk. The
interest rate risk is managed across duration buckets and portfolio composition is managed
through active asset allocation across credits and the liquidity risk through a well-diversified
portfolio.

The investment team follows a disciplined research-oriented investment process to meet fund-
specific investment objectives on a long-term investment horizon. The fund manager strives
for outperforming the benchmark by selecting superior credits, based on the in-house analytical
credit research and interest rate direction calls without compromising on the liquidity risk.

The credit risk assessment constitutes an integral part of the investment process and is carried
out across sectors covering manufacturing, finance and services. By applying the credit model,
we determine and monitor the credit worthiness of an issuer and assess the credit exposure
limit. Our internal credit rating acts as a powerful risk containment tool that allow the fund
manager to narrow down select credits to match the credit strategies of individual funds.