A Reliance Capital company Portfolio Management Services Scheme Details

confidential A Reliance Capital company 2 of 20 R GROWTH A Moderate fund with growth approach and investments predominantly in large-cap stocks. The objective is to ensure liquidity and lower impact cost leading to the construction of a relatively more stable portfolio. The portfolio management process will also focus on using cash as an investment tool and derivatives for protection of portfolio. Investment Objective – Generate capital appreciation in medium to long term through investments in equities and equity related instruments comprising predominantly large cap companies. This scheme will be benchmarked to the Nifty 50 stocks. Investment Strategy – The portfolio will have high quality stocks and overweight on large Cap stocks. However select mid cap stocks may also be considered for investment. The portfolio strives to insulate an investor from cyclical themes by investing in sectors offering secular growth outlook. Parameters Driving Investment Decision – The portfolio strives at all times to achieve an overall 70% allocation to large cap companies. Again the portfolio will limit the exposure to any sector to be less than 25% of the portfolio size and to any scrip to be less than 10%. No Lock-in Period, No Exit Load Maximise post tax returns by concentrating on long-term gains & low churning of portfolio Fixed and Performance based fee structure Funds managed on a Pool basis Custody & Fund Accounting to be done by Deutsche Bank Pricing Features Note: Custody, Service tax, Security transaction Tax & Other Statutory levies at actuals as applicable TypeProcessing UpfrontManagement FeePerformanceBrokerage Fixed Fee1.5 %3 % p.a.Nil0.15 % Performance Based Fee 1.5 % 1 % p.a. Returns Upto 8% - NIL 8%-15% - 10% >15% - 20% 0.15 %

confidential A Reliance Capital company 3 of 20 R VALUE A highly flexible investment option, which offers a diversified investment portfolio across both large-cap and mid-cap stocks. This option follows a moderately aggressive approach to portfolio construction. The portfolio management process will also focus on using cash as an investment tool and derivatives for protection of portfolio. Investment Objective – The objective of this scheme is wealth creation by delivering superior returns over long term (18 months) through investments in value & growth stocks. This will be benchmarked with BSE Investment Strategy – The portfolio will have high quality stocks and overweight on Mid-Cap stocks. The investments will be made for a medium to long term horizon. Early identification of stocks to ride through the entire investment cycle. Timing of investment is important to generate superior returns. Parameters Driving Investment Decision – Selection of stocks based on potential for value unlocking based on key events and strong growth potential, Scalable business potential, Beneficiary of favourable economic cycle and Large market / business opportunity Lock-in Period – 6 months, Exit Load if redeemed between 6-12 months – 2%, redeemed between months – 1% Maximise post tax returns by concentrating on long-term gains & low churning of portfolio Fixed and Performance based fee structure Funds managed on a Pool basis Custody & Fund Accounting to be done by Deutsche Bank Pricing Features Note: Custody, Service tax, Security transaction Tax & Other Statutory levies at actuals as applicable TypeProcessing UpfrontManagement FeePerformanceBrokerage Fixed Fee1.5 %3 % p.a.Nil0.15 % Performance Based Fee 1.5 % 1 % p.a. Returns Upto 8% - NIL 8%-15% - 10% >15% - 20% 0.15 %

confidential A Reliance Capital company 4 of 20 Investor Touch Points s- Performance Statement ( Monthly Basis) - Portfolio & Transaction Statement ( Quarterly) Courier-News letters informing you about fund manager’s portfolio strategy and the equity market outlook. This will also include International & Indian Market trends. - CA certified statement of investments ( Annual) Who can Invest in Reliance Money PMS Resident Indians only Partnership / Sole Proprietors Hindu undivided family Registered Charitable trust Companies

confidential A Reliance Capital company 5 of 20 Risk Disclosure and Disclaimer Investments In Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the scheme will be achieved. Investors in the PMS Product are not being offered any guaranteed/assured returns. Past performance does not indicate the future performance of the same scheme or any other future schemes of the Portfolio Manager. The name of the scheme do not in any manner indicates their prospects of return. The investment may not be suited to all the categories of investors. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should be reliable as such. Neither Reliance Money Ltd nor any person connected with it accepts any liability arising from the use of material. The recipient of the material should rely on their investigations and take their own professional advice. Opinions expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. Recipient should understand that the after mentioned statements/presentations cannot disclose all the risks and characteristics. The recipient is requested to take into consideration all the risk factors including their financial condition, suitability to risky return profile and the like and take professional advice before investing. As with any investment in securities, the value of portfolio under management may go up or down depending upon the various factors and forces affecting the capital market. Disclosure Document shall be obtained and read carefully before executing the PMS agreement and any time thereafter. Opinions expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. Prospective investors and others are cautioned that any forward – looking statements are not predictions and may be subject to change without notice. For tax consequences, each investor is advised to consult his / her own professional tax advisor. This presentation is not for public distribution and has furnished solely for information and must not be reproduced or redistributed to any other person. Persons into whose possession this document may come are required to observe these restrictions. No part of this material may be duplicated in any form and/or redistributed without prior written consent of Reliance Money Ltd. Distribution restrictions: This material should not be circulated in countries where restrictions exist on soliciting business from potential clients residing in such countries. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should be reliable as such. Neither Reliance Money Ltd nor any person connected with it accepts any liability arising from the use of material. The recipient of the material should rely on their investigations and take their own professional advice. Opinions expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should be reliable as such. Neither Reliance Money Ltd nor any person connected with it accepts any liability arising from the use of material. The recipient of the material should rely on their investigations and take their own professional advice.

A Reliance Capital company Thank you For any further clarifications: Visit us at OR us at OR Call a Relationship