1. Mehta Group 21 st Foundation day

2. THE TRAILER….

3. Market Performance – Jan to Dec 2014 The Trailer…. 38% Equity Return

4. Market Expectation –2015 to 2024E…. The show finally begin…. 35% CAGR Equity Return Jan 2015 Jan 2024 Nifty 8400

5. WHY INDIA POPULATION DEMOGRAPHY ASPIRATION TECHNOLOGY But WHY NOW We finally have the CATALYST !! Global fall in prices of Natural Resources India, The Rising Star

6. India’s Economic Transformation Indication of Real GDP growth bottoming out Domestic Institutional Investors (DII) & Foreign Institutional Investors (FII) flows on an upward trend ` Domestic Institutional Investors (DII) – USD BnForeign Institutional Investors (FII) – USD Bn Source: BoA Merrill Lynch Global Research, IMF forecasts* Total flows USD 107Bn FII USD61Bn DII USD 46Bn GDP Growth 201320142015E2016E United States 2.2 3.13.0 Euro Zone -0.40.81.11.7 Japan 1.50.91.10.8 China 7.77.37.16.9 Brazil 2.50.31.52.0 India4.75.46.46.6 Source: Economic times E paper Jan 2015

7. A new world order Asia to lead the Growth Engine, India will be the Driver 1. Real GDP Source: The Economist Intelligence Unit

8. India is delivering fastest billion dollar companies as compared to the rest of the world Countries200020102020EGrowth US8181265190050% Germany8612820056% Japan604853122544% China (Incd Hk)514652500438% India 19141750432% Source: Thomson One Banker, BCG Analysis Corporate India’s Landscape Changing Rapidly

9. Asset Classes: BANK DEPOSITS / FD’s REAL ESTATE COMMODITIES - (Gold/Silver etc) EQUITIES Country grows by X Equity markets grows by 3X -Liquidity -High Return -Least Expensive WHY EQUITIES

10. Msearch View: Equities are the Best Bet In the Long Term

11. Distribution of Household saving Distribution of Financial Saving Indian Household saving parked in Physical Assets & Bank Deposits Source: RBI Annual Report 2013 Source: China Household Finance Survey

12. WHY US Rewarding Relationship. 2 Decades of experience of promoters. Strong Emphasis to personalised service. Identification of Ideas at early stage & providing Multibagger ideas year on year. Focus on Small & Midsize companies to create multifold returns.

13. Multibagger VGuardPI IndustriesKewal Kiran Clothing Ltd Recommended at Rs 80 in 2010 CMP Rs 1000 Recommended at Rs 459 in 2011 FV Rs 5 CMP Rs 506 at FV Rs 1 Recommended at Rs 360 in 2010 CMP Rs 2000

14. Mehta Yearly Portfolio Performance 2014

15. Mehta Yearly Portfolio Performance 2014 Prices Updated as on 3 rd Feb 2015

16. Msearch Yearly Portfolio Investment Idea 2014-2015

17. Trading Stock / Investment Idea Sl NoNameIndustryCMP Market Cap Rs Cr Recommendation 1 Mold Teck PackagingContainers & Packaging237269Buy 2 Pennar IndustriesIron & Steel Products62756Accumulate 3 JBF IndustriesFibres & Plastics2591698Buy 4 Granules IndiaPharmaceuticals8321701Buy 5 Ashoka BuildconRoads & Highways1462314Buy 6 HSILSanitaryware products4102709Buy 7 Greaves CottonIndustrial Machinery1463588Buy 8 City Union BankBanks925541Accumulate 9 M&M FinancialFinance (including NBFCs)25114327Accumulate 10 Adani PowerPower Electric Utilities5114661Accumulate 11 HPCLRefineries/ Petro-Products62821270Buy 12 Tech MahindraIT Consulting & Software287869075Buy

18. PORTFOLIO MANAGEMENT SERVICES Managed by GIRIK CAPITAL PMS Performance Navigating Indian Equities- THE GIRIK WAY

19. Multicap Growth Equity Strategy Relative to Nifty - Return Performance

20. Deep Value Strategy Relative to Nifty - Return Performance

21. Thank You ! & Happy Investing ! Corporate Office: Mehta Group 612, Arun Chambers, Tardeo Road, Mumbai 400034 Tel: +91 22 40070100, Fax: +91 22 40070102 Email: info@mehtagroup.ininfo@mehtagroup.in Website: www.mehtagroup.inwww.mehtagroup.in Disclaimer: This presentation may contain confidential, proprietary or legally privileged information. It should not be used by any one who is not the original intended recipient. If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that Mehta Group. is unable to exercise control or ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledges that any views expressed in this messages are those of the individual sender and does not bind Mehta Group unless the sender does so expressly with due authority with Mehta Group. Neither Mehta Capital management Pvt. Ltd., nor its directors, employees, agents or representatives shall be liable for any damages whether direct or indirect, incidental, special or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information.