• A structured approach to managing investments based on defined financial objectives. • Involves asset allocation, diversification, and periodic review. • Managed in accordance with applicable SEBI regulations and agreed mandate.

• Discretionary — Investment decisions taken by the portfolio manager as per agreed mandate. • Non-Discretionary — Transactions executed after client approval. • Non-Discretionary with Inputs — Inputs provided; execution remains with the investor. (Services offered strictly as per applicable regulatory registration.)

Portfolios may include allocations across: • Equity instruments • Debt instruments • Other permissible securities Allocation is determined based on the agreed strategy and regulatory framework.

Clients receive periodic disclosures including: • Portfolio holdings • Transaction statements • Valuation reports • Fee and expense details Reporting is provided in accordance with SEBI requirements.

• Investors with defined investment objectives • Individuals seeking structured oversight of investments • Those requiring coordination across asset classes • Investors preferring documented investment processes

⬇️ Follow the flow 1️⃣ Do you have defined investment objectives? • Multiple requirements across time horizons • Purpose structured oversight 2️⃣ Do you prefer a documented investment framework? • Clear mandate and allocation strategy • Periodic reporting and monitoring 3️⃣ How involved would you like to be? • Prefer professional oversight within an agreed mandate • Prefer review and approval before transactions • Prefer inputs while retaining execution control → Different service structures may be considered Portfolio Management Services are subject to market risks. Please read all related documents carefully before investing. No assurance or guarantee of returns is provided. Services are offered in accordance with applicable SEBI regulations. 4️⃣ Do you seek coordinated allocation across asset classes? • Equity exposure • Debt allocation • Other permissible instruments 5️⃣ Is suitability and risk assessment important to you? • Risk profiling • Time horizon consideration • Regulatory-compliant documentation

Built for structure, guidance, and disciplined participation : • Structured allocation aligned to defined investment objectives • Risk profiling before portfolio design • Diversification across permissible asset classes • Periodic review and documented reporting • Process-led approach rather than ad-hoc decisions Best suited for: Investment aligned to individual purpose long-term approach, structured investment oversight, disciplined wealth participation

Designed for balance, monitoring, and mandate-based allocation : • Allocation aligned to requirements of cash flows and time horizon • Risk-aware structuring within agreed mandate • Ongoing monitoring and re-balancing • Transparency in holdings and reporting • Coordination across asset categories as permitted Best suited for: Capital oversight, income structuring (subject to mandate), long-term overall investment coordination

A structured framework for multi-asset class oversight : • Mandate-based allocation across asset classes • Portfolio monitoring under regulatory framework • Coordination of liquidity and long-term requirements • Diversification to manage concentration exposure • Documentation and periodic reporting as per SEBI norms Best suited for: Complex financial structures, Investment aligned as per individual requirements, structured portfolio oversight

• Objective Alignment — Investments structured around defined objectives. • Risk Consideration — Portfolio designed based on risk profile and time horizon. • Diversification — Allocation across permissible asset classes to manage exposure. • Discipline & Process — Decisions guided by framework, not short-term movements. • Review & Monitoring — Periodic portfolio evaluation as per mandate. Portfolio Management Services are subject to market risks. Please read all related documents carefully before investing. Past performance is not indicative of future results. No assurance or guarantee of returns is provided.