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Page 1: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music
Page 2: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Capital Market Advisory for credible IndianGrowth companies seeking to correct a mismatch betweenTheir fundamentals and their perceptions

Value Driven – Value Led

Effective complement of IR, PR and AR

Enhances corporate governance through transparency And consistency in communication

Sustainable Value Creation

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Page 3: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Global Perspective

UniqueInsights

GLOCALRelationshipNetwork

In-depthAnalysis

TrackRecord

360° ValueCreation Plan

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Page 4: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Analyse Sector and Company

Devise Multi-tieredStrategy

Assess Market Viewson Sector & Company

ImplementInternal & External Plan

for Execution

ComprehensivePlanning &Execution

Identify & Define KeyLevers for Value creation

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Page 5: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

MARKET INTELLIGENCE

CUSTOMISEDSOLUTIONS

SYSTEMS &PROCESSES

CRISISMANAGEMENT

System and ProcessingFor tracking efforts LiveVarious softwares to trackAnd update documents

Customized plan based on Perception gapMapping the right audience for each clientAdvising on corporate Actions

Market News- Domestic and InternationalSocial media Tracking

Managing Rumours throughOfficial CommunicationsClear and Transparent Communication with allStakeholders

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Page 6: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Interface on behalf of clientshelping liberate management time

Available 24x7, making it possible for ClientsAs well as Market Participants to solve issues quickly

Structured communication methodologiesFor Clients, resulting in coherence and consistency

Positioning a company distinctively in theMind of the investor community

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Page 7: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Building the “Investment Idea”

Marketing Idea through Research Coverage

Investor Base Expansion

Perception Management

Communication & Messaging

IR - Value Unlocking5000+NETWORKconnections

100000+hours ofINTERACTIONS

PLANT andBRANCH VISITS

LARGE formatANALYST MEETS

Target Audience for Clients:FII,DII,PE ,INSURANCE FUNDS ,PMS, UNHI, HNIs and Family Offices

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Page 8: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Target Audience for Clients:

Key Financials, Mainlines, Regionals, Online and Electronic Media

Financial PR

Media Management

Digital Media Campaigns

Crisis Management

Reputation Management

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PR – Strategic Communication 50+MEDIAHOUSE CONNECT

250+COVERAGEGENERATED

TIER 1,2,3Cities &PANINDIA

Page 9: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Annual Report Designing

Integrated Reporting

Conceptualized in accordance to Clients Branding

Other Digital & Print ready Design Capabilities are:

Presentations

Year – end stationaries

Logo

Print / magazine Ads

Websites

Brochures

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AR - SGA Adsvita

Page 10: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

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Page 11: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Our Client Balkrishna Industries Ltd was awarded for Best Investor Meetings (Mid cap)

Mr. Shogun Jain Group Account Head andMs. Payal Dave Group COO of SGA receiving the award on behalf of the Client

Mr. Jimmy Oza, AVP receiving the awardalong with Ms. Payal Dave, Group COO of SGA and Mr. Jigar Kavaiya, Group Account Head

Our client, Music Broadcast Limited was Winner of Best Investor Meetings (Small Cap)

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2019: IR Magazine London

Awards & Accolades“Certificate of Excellence” was awarded to

AMBER INTERPRISES GREENLAM INDUSTRIES

HIKAL MINDA INDUSTRIES

NAVIN FLUORINE INTERNATIONAL

NOCIL

PARAG MILK FOODS PNB HOUSING FINANCE

Page 12: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Our Client Navin Fluorine International Ltd was awarded forBest Stand – Out Investor Relations Practices at IR SocietyAwards 2017, organized by Investor Relations Society ofIndia in association with BSE, KPMG India and Bloomberg onJune 02, 2017

Mr. Tushar Pradhan, CIO HSBC Asset Management, handedover the Award to Mr. Sitendu Nagchauduri, CFO NavinFluorine International and Ms. Payal Dave, Group COO of SGA

Mr. Samir Shah, MD of SGA receiving the awardFrom Mr. Anant Goenka, MD of Ceat Limited

Our client, Va Tech Wabag was Winner of “BestInvestor Communication Practice – Small Cap”for the year 2013-14

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Awards & Accolades

Page 13: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Awards & Accolades

Mr. Sudhir Arya,Executive Director (Finance)NTPC LimitedandMr. Sunil Kakar, CFO,IDFC Bank Limited

handed over the Award to

Mr. Samir Shah, Managing DirectorandMs. Payal Dave, Group COO of SGA

Awarded as Top IR Agency for Best Investor Communication Practice 2015

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Awards & Accolades

Page 14: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

GMM Pfaudler Ltd:Ranked 10th & Received Platinum Award in the Core Industry

Minda Industries Ltd:Ranked 14th & Received Platinum Award in the Core Industry

Quick Heal Technologies Ltd:Ranked 35th & Received Gold in the Core Industry

Our Award Winning Annual Reports

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Page 15: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

GTPL Hathway Ltd:Ranked 11th & Received Platinum Award in the Core Industry

Himadri Specialty Chemical Ltd:Ranked 24th & Received Gold Award in the Core Industry

Ice Make Refrigeration Ltd:Ranked 27th & Received Gold Award in the Core Industry

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Our Award Winning Annual Reports

Page 16: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

WE TRANSFORM PERCEPTION. WE CREATE VALUE.

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Page 17: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

A Chartered Accountant by profession, Mr shah has more than 30 years of Experience across diverse functions as corporate fina nce capital markets, investor relations, business strategy and planning.

SAMIR SHAHFounder & MD

He Founded Strategic Growth Advisors in year 2010, prior to that he was : Head – Corporate Finance and Investor Relationships, Suzlon Energy Limited

Professional relationship spanning longer than a decade

Managing global investor relations

Part of the Global M&A Transactions and Group Finance Strategy

Debt syndication from domestic and international banks

Executive Vice President at a Private Equity Firm

Vice President at a Leading Stock Broking Company

Vice President at a NBFC

Advisory and Strategic fundraising

Fundraising, leasing, hire purchase financing, working capital financing, merchant banking, diversification in the realm of w indpower generation and stock broking

Managed legal and regulatory matters, credit ratings, among others

A firm closely associated with Hirco / Hiranandani Group on Investments

Involved in business development and planning and bank financing

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Equity capital markets: private equity, IPO, GDR

Leadership Team

Page 18: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Payal has been associated with SGA since inception. Payal has more than 16 years of experience in the realms of corporate finance,capital markets, business research and investor relations. She has a Baccalaureate in Management. She holds the prestigiousInternational Certificate in IR Society of UK: she has passed the CFA level II examination.

As a Group COO, she is responsible for entire gamut of Investor Relations of all Clients in various Industry Segments like Ba nking,Manufacturing, Infrastructure, Logistics, Media & Entertainment etc.

PRIOR TO JOINING SGA IN 2010

PAYAL DAVEGroup COO

Has undergone training in Intensive Bank Analysis by Fitch Ratings

Contributed to flagship publications of Morgan Stanley - Structured Credit Insights, Bank Capital A-Z ( pens down analysis of various Banking Regulations on different tiers of Capital issued by Banks)

Assistant Vice President – B&K Securities

Senior Associate – Research, Morgan Stanley

Executive – Corporate Finance, Yash Birla Group

A part of the Institutional Equities Team

Worked closely with leading Institutional Investors in India and abroad

Part of the Group Strategy Team - Analyzed proposals for new lines of business

Review plans of all Group Companies

Worked with the top-ranking European banking research team over the five years

Added value by analysing underlying strengths of financial institutions

Solely managed the fixed income deposit scheme of Birla Power Solutions Limited.

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Leadership Team

Page 19: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Leadership Team

Kevin has more than 7 years experience.

He is focusing on developing the Public Relations Practice of the Company. He also overlooks Investor Relations & Annual Repo rtbusiness. He directly manages client relationships and is a part of Business Development team. He manages Client RelationsManagement (CRM) and controls, systems and processes.

He has passed Intermediate Chartered Accountancy exam.

PRIOR TO JOINING SGA IN 2014

KEVIN SHAHVice President

Worked on various Statutory Audits, Tax audits of Large MNC’s and Mid size Indian corporates

Key assignments included IFRS conversions

Was involved in Business Development as well

Interned with S.R. Batliboi & Co., an associate member firm of Ernst & Young LLP

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Page 20: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

WE TRANSFORM PERCEPTION. WE CREATE VALUE.

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Page 21: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

IR Practice

2011 and currently manages client relationships with a team of over 3 professionals.

PRIOR TO JOINING SGA IN 2011

JIGAR KAVAIYAGroup Account Head, IR Practice

Manager Investor Relations - Reliance Infrastructure

Assistant Manager Investor Relations - Suzlon Energy

Financial Analyst - Seagal Financial Services

Formulation and Implementation of Investor Relations Plan

Responsible for Research Coverage by Leading Research Houses and Investor Interactions

Tracking and Analyzing Peer Groups of Various Industries Helped in Corporate Strategic Planning

Part of the Global Investor Relations Management Team

One Point Contact for Sell Side Analysts

Preparation of Consolidated Financial Model, Investor Presentation and Communications

Analyzing Capital Market Data for Global Companies

Tracking and Analyzing Peer Group Performance of Global Companies

Jigar is an MBA with over 13 years of experience in the areas of investor relations and corporate finance. He has with SGA since

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Page 22: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

IR Practice

Shogun is a Masters in Commerce with over 12 years of experience in investor relations. He has been with SGA since 2014 andcurrently manages client relationships with a team of over 5 professionals.

PRIOR TO JOINING SGA IN 2014

SHOGUN JAINGroup Account Head, IR Practice

Associate, Investor Relations - Aarnine Financial Markets Advisory LLP

Associate, Investor Relations - Orbit Corporation Limited

Junior Associate - Edelweiss Securities Limited

Covering Petrochemical , Infrastructure & Real Estate companies

Responsible for Research Coverage by Leading Research Houses and Investor Interactions

Business Modelling, Analysis & preparation of collaterals

Handled Investor Relations for the Company

One Point Contact for Sell Side Analysts & Institutional Investors

Member of the team which handled the QIP fund raise

Member of the Institutional Equity Desk

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Page 23: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Group Account Head, IR Practice

IR Practice

She joined SGA in 2014 and handles Investor Relations Activities for the Client relationships in various sectors and manages a team of over 5 professionals.

PRIOR TO JOINING SGA IN 2014

NEHA SHROFFGroup Account Head, IR Practice

Research Analyst - K R Choksey

She has a strong understanding of the Indian Capital Market and has tracked Auto & Auto Ancillary and FMCG sectors

reports on the companies under her coverage

Neha is a qualified MBA and cleared CFA level III (USA) with 7 Years experience

She was responsible for research and has demonstrated her understanding of financial modelling and valuation through her

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Page 24: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Group Account Head, IR Practice

IR Practice

He has joined SGA in 2019.

PRIOR TO JOINING SGA IN 2019

Group Account Head, IR Practice

Account Manager - Citigate Dewe Rogerson, (CDR India)

Worked with IT, Real Estate, Consumer Electricals and Consumer (Beverages) and Financials Sector

Varun is a BA in Economics, MSc in Economics and International Financial Economics from University of Warwick – UK.

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VARUN DIVADKAR

Responsible for Research Coverage by Leading Research Houses

Business Modelling, Analysis & preparation of collaterals

Drafting of MD&A, Director's Report for Annual Report

Investor Interactions across HNI, PMS, DII & FIIs

He has over 9 years experience in Investor Relations Consulting with Citigate Dewe Rogerson (CDR India).

Page 25: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

AR Practice

Report Positioning and Communications.

He also has knowhow on interactive web solutions and digital marketing. This facilitates clients to get an extra edge to reach out totheir potential target audience.

PRIOR TO JOINING SGA

CHINTAN KOTAKCEO, Annual Reports Practice

Co-Founded Adsvita Communique in 2015

Business Analyst and Development Manager at one of the leading IT Company

Research Associate and Senior Research Consultant at two of the India’s leading AR agencies

To offer services like Designing and Printing Annual Report, Brochures, Presentations

Provided digital media advisory for web interactive solutions like website development, mobile applications and other richinteractive media

Headed the digital marketing team

Developed investor communication collaterals, with Annual Report as a core focus

Provided positioning strategies to the corporates through in-depth research and management interactions

Drafted communication story based on the inputs provided by the Management

Managed and co-ordinated with the creative team for end-to-end deliveries, ensuring smooth and timely execution

Chintan is a qualified MBA with specialization in finance and marketing. He has over 12 years of experience in the field of Annual

Also offers Digital Media marketing services including Branding & Digital Profiling

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Page 26: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

AR PracticeDebabrata possesses over 30 years of experience as a Graphic Designer and Production Manager.His innovative graphic artistrycombined with out-of-box design concepts and methodology allows him to deliver a perfect amalgamation between the content and creatives. He has successfully handled big ticket clients across varied industries and exhibits detailed production knowhow with the ability to excel in fast-paced and time-sensitive environment. He has successfully exhibited projects across range of communications Like annual reports, brochures, coffee table books, flyers ads, hoardings and many more projects across range of communications like Annual reports, brochures, coffee table books, flyers, ads hoardings and many more.

PRIOR TO JOINING SGA

DEBABRATA DUTTACOO, Annual Reports Practice

Co-Founded Adsvita Communique in 2015

Senior Graphic Designer and Production Manager at a leading PR Company

Senior Production Manager at two of the India’s leading AR agencies

System Operator and Graphic Designer at various designing agencies

To offer services like Designing and Printing Annual Report, Brochures, Presentations

Managed designing and production of various communication collaterals ranging from Annual reports, Presentation, Brochures,Packaging and Ads

Advisory for Fabrication and Printing processes

Led a team of production manager

Managed art-working and production process for annual reports and brochures

Assisted in designing and pre-printing process

DTP operations

Also offers Digital Media marketing services including Branding & Digital Profiling

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Page 27: Capital Market Advisory for credible Indian Growth ... · Mapping the right audience for each client Advising on corporate Actions Market News - Domestic and International ... Music

Contact Us

@@

Payal DaveGroup COO

Strategic Growth Advisors Private LimitedCIN No. U74140MH2010PTC204285

402, Pressman House,Near Orchid Hotel,70A, Nehru Road,Vile Parle (East ),Mumbai – 400099

Mobile: +91 98199 16314 Email: [email protected]: www.sgapl.net

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