ASSET BACKED

INVESTMENT
OPPORTUNITY
VERTEX SERIES A
Growth Plus Investment Plan

India’s Fast Growing New Age Fractional Realty Investment Platform

Overview & Benefits

Growth Plus:
A short-term investment product suitable for investors looking
for generating income from assets with a minimum fixed yield
and a guaranteed exit.

 Structure Debenture with REAL Asset Security

 3% Coupon Paid Quarterly

 17%* IRR returns over a 3 year term

For one-to-one discussions for identified investors only

 Reputed Trustee and an asset security

 Financial markets Transparency

India’s Fast Growing New Age Fractional Realty Investment Platform 2

Fund flow structure

Investor 1

Investment Investment
Investor 2
Structured Project Entity
Returns, Debenture Returns,
Redemption Redemption Proceeds
 Asset Security
Investor x
 Independent Trustee

For one-to-one discussions for identified investors only

 Uploaded to MCA

India’s Fast Growing New Age Fractional Realty Investment Platform 3

Cashflow illustration (in lakhs)

Q0 Q1 Q2 Q3 Q4 Q5 Q6 Q7 Q8 Q9 Q10 Q11 Q12

Principal - 10 10

Coupon @3% every quarter 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3

Fixed Redemption 1.515

Net Cash Flow -10 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 11.815

IRR 17%

For one-to-one discussions for identified investors only

 Assumption of redemption at the end of full tenure : 36 months

 The above cash flow is only an illustration and the calculation is considered for 3 months for calculation purposes.
The actual payment and date of payment may vary as per the terms agreed upon

India’s Fast Growing New Age Fractional Realty Investment Platform 4

Next Steps

Expression of interest along with submitting

 Email with investment details to

invest@assetmonk.io

 Identity/ KYC details

 Signed Term-sheet

 Payment/ Wire Transfer

 Complete Documentation

For one-to-one discussions for identified investors only

 Online Dashboard

India’s Fast Growing New Age Fractional Realty Investment Platform 5

Additional
Information

For one-to-one discussions for identified investors only

India’s Fast Growing New Age Fractional Realty Investment Platform
Asset Snapshot
Location Hyderabad

Asset Type Mixed (Residential, Commercial)

Planned Usage Retail, compact housing, hospitality

Total Property Area 32 acres

Issuing Company Incor Infrastructure Private Limited

Structure Growth Plus (Secured Debenture)

Yield [INR returns] 3% Paid Quarterly

For one-to-one discussions for identified investors only

Expected IRR 17%

Series opportunity size 5 Crores

Max Holding period 3 years

India’s Fast Growing New Age Fractional Realty Investment Platform 7

Developer Legacy

HABITAT (Real Estate) HEALTHCARE (Hospitals) HOSPITALITY & OTHERS

 7+ Mn Sft ongoing & developed by Incor
 Gated Communities/Residential/Commercial
 Hyderabad, Bangalore, Chennai, Rajahmundry
 Multi Specialty & Super Specialty Hospitals  Co-Living and Senior living spaces
under the brand “OMNI” – Boston Living
 Hyderabad, Bangalore, Chennai (3000 beds)
 Praan (CSR initiative)

For one-to-one discussions for identified investors only

India’s Fast Growing New Age Fractional Realty Investment Platform 8
Risk Analysis

 Proven track record of multiple projects with a few Mn sq. foot

Execution Risk  Good market reputation of the group for on time delivery
 First phase of project under construction at good pace

 Detailed legal, technical and regulatory due diligence undertaken by independent third-party consultants with reports
Title Risk
 Land acquired from a corporate group with clear title

Regulatory Risk  The security is provided in a project which is already RERA approved leaving it risk free

 Strong deterrents through the effective use of security mechanisms

Financial Risk
 Appointment of independent reputed trustee for investor protection

 Well defined exit mechanism

For one-to-one discussions for identified investors only

Exit Risk
 No market risk for exit as it is a fixed return exit product

 Higher value collateral to safeguard against worst case scenario

Investment Risk
 Transparent dashboard with live updates and an asset manager

India’s Fast Growing New Age Fractional Realty Investment Platform 9

About
Assetmonk

For one-to-one discussions for identified investors only

India’s Fast Growing New Age Fractional Realty Investment Platform
The Assetmonk Platform
Investor First! Everything else shall follow.

80-point checklist, thorough legal Tracking dashboard, no-post

Due Diligence and tenant due diligence, risk Convenience investment hassle, expert
mitigation framework assistance till exit

High-quality assets, institutional- Complete responsibility of asset

Asset
Accessibility grade deals, custom solutions for
Management management on Assetmonk for
individual financial goals all investments

For one-to-one discussions for identified investors only

All investments are asset-backed, Exceptional returns directly to
Security thoroughly vetted and safely Returns your bank account and tax-
structured efficient structures

India’s Fast Growing New Age Fractional Realty Investment Platform 11

Investor Benefits

Efficient online help desk and Investor dashboard for

investor relations teams for real-time asset performance
all-round support tracking

Annual third party

Secure document
valuation and
storage with encryption
property visits

For one-to-one discussions for identified investors only

Regular asset Dedicated asset manager
updates and throughout the lifecycle,
cashflow statements from investment to exit

India’s Fast Growing New Age Fractional Realty Investment Platform 12

Asset Lifecycle

Asset Scouting Due Diligence Asset Listing Purchase Asset Exit Deal
Management

Assetmonk Third Party Assetmonk Pooling Vehicle Assetmonk Assetmonk

High quality Due-diligence for Asset sale during
promising valuation, legal and favourable market.
Asset
assets and title by reputed 3rd Property bought Investors get sale
Assets opened management
opportunities party partners for proceeds
up for and yield
filtered out among investors on full
Investor friendly subscription distribution Use of tech stack
tons of leads subscription
deal terms worked by the firm for all stake holders
out with owners or including investors,
developers partners, backend
players

For one-to-one discussions for identified investors only

India’s Fast Growing New Age Fractional Realty Investment Platform 13
Due Diligence Processes

Legal Due Diligence Tenant Due Diligence Investment Structure

 Title Clearance Report  Lease Deed  Regulatory Compliances

 Occupation Certificate  Lease Office Verification  Tax Efficiency

 Property Tax Receipts  Timely Rental Payments  Risk Mitigation

 Sale Deed  Timely Maintenance Payments  Streamlined Processes

 Sanction Plan  Technical Verification  Smooth Entry & Exit

For one-to-one discussions for identified investors only

 Encumbrance Certificate

India’s Fast Growing New Age Fractional Realty Investment Platform 14

Disclaimer
An investor’s performance and the value of their properties are subject to general economic conditions and
risks associated with our real estate assets.
• Downturns in international, national, regional and local economic conditions (particularly
increases in unemployment);
• The attractiveness of the properties acquired to potential tenants and competition from
other properties;
• Increases in the supply of or decreases in the demand for similar or competing properties
in our target markets;
• Bankruptcies, financial difficulties or lease defaults by tenants;
• Changes in interest rates, availability and terms of debt financing;
• Changes in operating costs, maintenance, compliance/ regulatory costs and expenses;
• Tenant turnover;
• The illiquidity of real estate investments generally;
• Residents’ perceptions of the safety, convenience and attractiveness of our properties and
the neighbourhoods
• Civil unrest, acts of God, including earthquakes, floods and other natural disasters etc
• Rent control or rent stabilization or other housing laws, which could prevent us from rais-
ing rents;
India’s Fast Growing New Age Fractional Realty Investment Platform
• Assetmonk is not a registered legal, investment or tax adviser and
is a website that publishes vetted out investment opportunities in
different areas of Commercial real estate, along with useful mate-
rial related to the asset.
• All investments, including real estate, is speculative in nature and
involves substantial risk of loss. We encourage our investors to
invest carefully. Don’t enter any investment without fully
understanding the worst-case scenarios of that investment.
• Users/investors are advised to take up their own sources of due
diligence and invest based on their inferences and discretion. The
information provided is based on available sources of information,
to be used for informational purposes only, and can be rechecked
by the users at their own way. We also encourage investors to get
For one-to-one discussions for identified investors only
personal advice from your professional investment advisor and to
make independent investigations before acting on information
that we publish.
• Assetmonk is just a facilitator, and is not liable to any losses/ risks
arising out of the investment. We do not in any way warrant or
guarantee the success of any action you take in reliance on our
statements or recommendations.
15
 Thank you

For one-to-one discussions for identified investors only

India’s Fast Growing New Age Fractional Realty Investment Platform