Sundaram BNP Paribas Portfolio Management Services

- An Overview

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Portfolio Management Services at Sundaram BNP Paribas Asset Management Company

Sundaram BNP Paribas Asset Management Co.,

Sundaram BNP ParibasMutual Fund

Sundaram BNP Paribas Portfolio Management Services

PMS offering comes from a house whichhas outstanding track record in the

investment management

SEBI licensedinvestment vehicle

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Evolution and growth of the PMS business at Sundaram BNP Paribas AMC

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PMS at Sundaram BNP Paribas commenced in 2007.

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PMS vehicle activated to cater the offshore investments.

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Turbulent markets in 2008 and early 2009 kept us away from domestic business.

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Started focusing on domestic business from April’09.

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Assets under management: Rs

174.44 Crores.

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Clients under management: 48*Aum

as of 30 Sep 2010

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Economy: India Vs World

External Economic

environment

External Economic

environment

Domesticeconomic

environment

Domesticeconomic

environment

PoliticalScenario

PoliticalScenario

Key driversKey drivers

Positive

Neutral to positiveNegative to neutral

Clear political mandate paves way for growth focus

Global recovery is slow and painful.

Strong and vibrant domestic story

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Indian business and the economy –

On a strong footing…

Source: IIFL

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Indian equity valuations: Far from the peak though not cheaper…

Source: IIFL

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Indian Economy and Equities –

Ideal blend in the longer runIndia’s economic growth coupled with the

equity performance growth have beenoutstanding when compared with

the peer group. Growth projections evenmore outstanding over the next several

decades.

Source: Credit Suisse

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Why Portfolio Management Services?

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PMS –

Huge business opportunityIndian HNWI population has grown at a breakneck speed in the recent times and recorded the highest growth in the world in 2007.

Markets in 2008/09 taught us they are no longer on a secular uptrend; equities are getting tougher and unpredictable which warrant specialized services.

Investment management is getting more and more macro driven, specialized vehicle like PMS can help investors manage such dynamics.

Financial services in India has witnessed major changes in terms of the scope of innovative products, which needs specialized platform like the PMS.

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Indian HNI wealth –

Robust growth compared to global peers

Source: Cap gemini

–

Merrill Lynch World wealth report

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Global trend in wealth/adult

Wealth/adult over time in India

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PMS –

No longer just an investment symbol, but also a lifestyle symbol

Emergence of the Indianeconomy and the percolationof the growth benefits led to

creation of a huge HNI population, for who PMS is not just an

investment symbol, but also an lifestyle symbol.

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PMS platform has its own advantages…

Need basedapproach

Need basedapproach

CustomizationCustomization

“Cash” factor“Cash” factor

Flexible platform to spot

opportunities

Flexible platform to spot

opportunities

Winners rotate In markets

Winners rotate In markets

Unpredictable Financial markets

Unpredictable Financial markets

Why PMS?Why PMS? Ideal platform to spotever changing winners

PMS vehicle offers a flexible platform inin a dynamic world

For large investorsPMS offers customization

Flexibility to be in cash, a huge opportunity in

times of needs.

Offer solutions based onthe needs

Flexibility to be spot themesin the early stages of the life

cycle (PSU)

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Key differentiator - “Cash calls” , a cutting edge advantage through PMS

Cash calls, a clear investment tool in PMS.

Simply put, the fund manager has the discretion of either investing fully or partially in the markets at any given point of time giving him a flexibility to be 0% -

100% either in cash or in stocks.

Very effective tool in the following scenarios:

1. When valuations turn unattractive.

2. When markets are extremely volatile.

3. When profit booking deems fit.Cash calls were effectively employed by our team during the global crisis and in particular during the last quarter of 2008 when the portfolios were moved to cash thereby protecting the downside risks for the investors.

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Fund Management in PMS

Fund management in PMS

Discretionary -Choice, timing andexecution of ideas

with PMS.

Advisory –Choice, timing and execution of ideas

with investor.

What we offer the individualclients…

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Why Sundaram BNP Paribas PMS? Robust Investment Process

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DisclaimerGeneral Disclaimer: This document is issued by Sundaram BNP Paribas Asset Management, Portfolio Manager registered with the Securities and Exchange Board of India in India. This document is produced for information purposes only. It does not constitute

a prospectus or offer document or an offer or solicitation to buy any securities or other investment. Information and opinion contained in this document are published for the assistance of the recipient only; they are not

to be relied upon as authoritative or taken as a substitution for exercise of judgment by any recipient. They are subject to change without any notice and not intended to provide the sole basis of any evaluation of the instrument discussed or offer to buy. It is neither a solicitation to sell nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or be taken as investment advice. The information and opinions contained in this communication

have been obtained from sources that Sundaram BNP Paribas Asset Management believes to be reliable; no representation or warranty, express or implied, is made that such information is accurate or complete and it should not be relied upon as such. Sundaram BNP Paribas Asset Management neither guarantees its accuracy and/or completeness nor does it guarantee to update the information from time to time. This communication is for private circulation only and for the exclusive and confidential use of the intended recipient(s) only. Any other distribution, use or reproduction of this communication in its entirety or any

part thereof is unauthorized and strictly prohibited. By accepting this document you agree to be bound by the foregoing limitations. This communication is for general information only without regard to specific objectives, financial situations and needs of any particular person who may receive it and Sundaram BNP Paribas Asset Management is not soliciting any action based on this document. Sundaram BNP Paribas Asset Management in the discharge of its functions, may use any of the data presented in this document for its decision-making purpose and is not bound to disclose the same. Copies of the Disclosure Document may be obtained from the offices of Sundaram BNP Paribas AMC Ltd. and its authorized distributors or downloaded from www.sundarambnpparibas.in.

For details about the Portfolio Management Services and performance, please refer the Disclosure Document available online and at the offices of the AMC.