‘IT’S NOT HOW MUCH YOUMAKE, IT’S HOW MUCH YOU

SAVE & INVEST.’

on BuildingSuperior Investment

Strategies

to theirfamily and friends

on Overall Experience

with the company

thatFinancial Plans Execution

is in line with their Goal Setting

93% 100% 97% 98%of clients rated us

Very goodof clients

referred us

of our clients rated us

Very goodof clients agreed

Our biggest treasure is our satised clientEvery year we invite our clients to provide us their valuable feedback on the quality and effectiveness

of the services and products provided by Mudra Portfolio Managers.Below mentioned results are from the latest Feedback activity conducted.

A Single Relationship Manager assigned to every client to address all queries.

Team comprising of experts from the eld of Taxation, Real Estate, Loans, Wealth Management, Legal & Customer Service.

Provides you online access and year round support at every step of your nancial journey.

Servicing and catering to clients across 11 countries.

One Point Contact Team of Experts

Clients across the GlobeAlways at your service

INTRODUCTION Mudra Portfolio Managers is a registered nancial services distribution company headquartered in Mumbai, offering comprehensive nancial solutions and transaction expertise covering.

Portfolio Advisory Services

Wealth management

Loans for individuals & corporates

Taxation advisory & Tax ling services

Real estate & Property ManagementServices

We’ve built a team of individuals with credentials and a lot of experience in their eld of expertise.

This transforms to bring unique expertise, a personalized approach and collaborative spirit to the table.

We look forward to clients who intent to have a long term relationship with us.

Mudra Portfolio Manager is more than just a nancial planning rm. Our proven approach to money management is enhanced by sophisticated planning to

deliver greater tax efciency and adjusted risk- returns covering all asset classes

The team consists of Chartered Accountants, Ex-bankers, CFAs, CFPs, & MBAs. Their backgrounds in banking, portfolio management, nancial planning, Taxation & Tax planning and Real-estate are

unsurpassed in the marketplace.

WEALTH MANAGEMENTInvesting in today's market is potentially more rewarding and denitely more challenging than ever before. Expert advice on investment, nancial planning and tax issues is crucial to protecting and maximizing personal wealth.

Getting the right MIX of skills to deliver great portfolio advisory and wealth management services requires years of experience and specialized knowledge. AT Mudra, we offer just the same...

Our philosophy is that each client requires a nancial portfolio to match varied risk appetite and it takes an expert understanding of the nancial markets to design a portfolio that achieves the client's desired goals.

With Wealth Planning and succession planning structured around our client's need, our aim is to secure & grow their nancial assets for the present, and also for the future.

Your portfolio will be monitored by a dedicated investment adviser who will suggest our best ideas in order to keep it aligned to your decided

Planning & Investment Management

MUDRA INVESTMENT STRATEGIES

ONLINE ACCESS DEDICATED RM MOBILE ACCESS

Objective

ShortTerm

Mediumterm

LongTerm

TAXEfficientReturns

Products

Key Features

TAX ADVISORY SERVICESInvesting in today's market is potentially more rewarding and denitely more challenging than ever before. Expert advice on investment, nancial planning and tax issues is crucial to protecting and maximizing personal wealth.

Getting the right MIX of skills to deliver great portfolio advisory and wealth management services requires years of experience and specialized knowledge. AT Mudra, we offer just the same...

Our philosophy is that each client requires a nancial portfolio to match varied risk appetite and it takes an expert understanding of the nancial markets to design a portfolio that achieves the client's desired goals.

Income Tax AdvisoryIncome Tax FilingIncome Tax Planning NRI Tax Advisory

INCOME TAX PLANNING

INCOME TAX ADVISORY

INCOME TAX FILING

NRI TAX ADVISORY

TAX ADVISORY

One of the most important steps that you could take towards tax savings and nancial management is Tax Planning.

Our in-house team of tax experts provide End to Solutions for all Tax ling requirements:

There's more to Income Tax beyond Tax planning & Tax Filing. We offer personal taxation consultancy on tax situations which require guidance and consultation.

This is another specialized area .Mudra provides advisory and compliance services covering the entire gamut of Taxation law applicable to Non-Residents.

Comprehensive analysis of income and expenses

Assistance by a Personal Tax Professional

One on one calls/meeting to discuss matters

Get a "Tax Report Card” handcrafted specically to you

Creation of Income Tax Login

Tracking Income Tax Refund

Filing of Income Tax Return

Computation of Income prepared by a Chartered AccountantManagement of tax records

TDS calculations & payments

Capital Gains related advisory

Tax Notications

Representation before the Tax authorities

Advisory on any aspect related to Income Tax

NRI Tax Planning Services

NRI Tax Advisory Services

NRI Tax Filing Services

LOAN SOLUTIONSEveryone wants their loan experience to be simple, straight forward and effortless. That is why our focus has been on establishing an elite team of Accredited Professionals to meet your borrowing needs.

Our team of seasoned professionals brings a wealth of diverse experience to meet the needs of borrowers across the nancial spectrum.

At Mudra we act as an intermediary between you and the best lenders in India to secure the most competitive rates with the most favorable terms.

We will work with you from the moment we rst meet through to the disbursement of your loan and beyond.

We take understanding of your unique loan requirements. We offer cost saving opportunities, specialized knowledge, objective advice and superior customer service.

Regardless of whether it's a new purchase, a Balance transfer, debt consolidation or the renance of an existing property/loan, we are with you every step of the way.

ONE STOP SHOPATTRACTIVE INTEREST

RATES

PERSONALISED LOANCOUNSELLING

BALANCE TRANSFER

TIMELY REVIEW OF LOAN PORTFOLIO

With accreditation with over 18 bank and NBFCs, we can guide you

through the maze and help you to nd a loan that's right for you

Due to our tie-ups with various nancial organizations and in-depth understanding of

the market we ensure that you end up getting best of the Interest rates being offered.

The rst touch of Mudra Portfolio Managers personalized service begins as soon as

a customer approaches us, and over time it progresses into

a long and meaningful relationship.

Involves the process of transferring your existing Loan account to another bank

or Financial Institution if a nancial institution offering a lower rate of

interest and better services.

Do you know: a reduction of even 1% on your ROI, on 1crore loan tenure 20 years, will result in saving around Rs.11, 00,000 (Eleven Lakhs) for you.

We provide to valued clients personalized reviews on an annual basis and they are kept up-to-date with relevant industry information on a quarterly basis. This comes as a good help in scenarios where

interest rates uctuate and could result in good savings.

LOAN SOLUTIONScommercialHOME

REAL ESTATEWe, at Mudra Portfolio Managers, understand what it means for you to own your dream property.

The real estate market is ooded with projects & Brokers. However we have created a special place for us by being professional, process driven and truthful to the client.

We make buying selling & renting a structured experience.

We realize that you go through a fair share of anxiety during this entire process, which is precisely why we are there to guide and assist you at every step of your home buying/real estate investment process

Whether you are purchasing your dream home, preparing to sell your home, or building an investment property portfolio, our dedicated professionals can expertly guide you through the process.

We understand the importance of customer's satisfaction, and we do everything we can to ensure it.

We are your real estate and management team, one you can depend on.

“We only deal with Premium Developers.”“We are authorised channel partners of all major developers.”

“We nearly track more than 1000 odd projects, under-construction & Constructed.”

RESIDENTIAL COMMERCIAL

RENTALLEGAL & TAX

DUE DILIGENCE

We deal in Sale & Purchase of both “Under-construction” & “Constructed” Properties. We make your property transaction experience a quality & structured one.

Our specialized commercial property division provides assistance in Buying & selling across various Commercial Properties specially ofces.

We help you nd your dream home/ ofce with Minimum number of visits. We also help owners to nd the right tenant as per their requirements.We deal in both Commercial and Residential properties.

Our team is qualied to provide legal due diligence related to a property. Also we are capable of handling taxation matters pertaining to a real estate transaction.This saves client from getting into the wrong property and from the repercussions of neglecting the tax angle of the transaction.

PROPERTY MANAGEMENT SERVICES

As tempting as it could be to own a property in India the brunt of efciently managing it may hold you back. Well, not anymore.

We at Mudra Portfolio Managers provide Property Management Services which are meant for people owning properties, single or multiple, and want an efcient management of the same.

Recognizing that your property is, rst and foremost a signicant asset, thereby through our proven reputation for raising standards we add strength to each asset owner.

Through our holistic services and our vast experience and domain expertise we through an in-house team ensure that your properties are well maintained and occupied, in turn maximizing your returns.

Our expert team works hard to keep your property occupied with less or no vacant or drop out periods.

Same is by our lettings team for various checks and balances on tenant quality and proling etc.

Hence our Property Management Services bring its know-how and experience to your property, giving you the peace of mind that comes with knowing your investment is in good hands.

365

PROPERTY MANAGEMENT SERVICES

Dedicated Relationship

Manager

Tenant Search &Move in/out

management

Tenant’s KYCverication

Assistance forAgreement Registration

Periodic InspectionInterior & Vastu

Consulting

Tenant Search Property Management

Property Marketing

Tenant Visits

Tenant Finalization

Legal Documentation

Furnishing Assistance

Handing Over & Rent collection

Periodic & Exit inspections

Dedicated Relationship Manager

365

PROPERTY MANAGEMENT SERVICES

Dedicated Relationship

Manager

Tenant Search &Move in/out

management

Tenant’s KYCverication

Assistance forAgreement Registration

Periodic InspectionInterior & Vastu

Consulting

Tenant Search Property Management

Property Marketing

Tenant Visits

Tenant Finalization

Legal Documentation

Furnishing Assistance

Handing Over & Rent collection

Periodic & Exit inspections

Dedicated Relationship Manager

Honesty - Integrity :

Integrity means distinguishing right from wrong and doing the right thing. We represent our capabilities honestly. We value integrity and honesty in everything we do; each and every day. We only make promises we can keep. We are dedicated to maintaining the highest standards of integrity and professionalism in our relationships.

Clients Come First:

We measure our success by our clients' success. We make all our resources available to our clients and commit ourselves wholeheartedly to their success. We seek to identify our clients' real needs, not just deliver good work.

Protection – Safety:

We help to limit risk for our clients, providing the best possible solutions to protect their assets.

Transparency – Responsibility:

As an advisory rm, it is our mission to know and understand our client's nancial situation and provide only the highest quality information and services to help our client reach his/her goals. We value the condentiality and privacy of the information clients entrust to us.

Service – Commitment -Consistency:

We strive to provide world class service. We listen and respond to our clients and seek to exceed their expectations each and every day.

Teamwork – Partnership:

We work as a team towards one commonality; our client's goals. We treat each other with respect and communicate openly. We take a long-term view in our relationships. We strive to build bonds founded on respect, care, honesty & mutual support. We aspire to a lifelong bond with those who have association with Mudra.

What's truly important to us as an organization?

The following list of core values reects what is truly important to us as an organization. These are not values that change from time to time, situation to situation or person to person, but rather they are the underpinning of our company culture.

Disclaimer : The contents and information contained in this brochure are intended for general marketing purposes only and should not be relied upon by any person as being complete or accurate. No employees, agents or other representative of Mudra Portfolio Managers to any person. Mudra Portfolio Managers, its

employees, agents and other representatives will not accept any liability suffered or incurred by any person arising out of or in connection with any reliance on the content of or information contained in this brouchure.This limitations applies to all loss or damage or any kind. Including but not limited to, compensatory, direct,

indirect or consequential damage, loss of income or prot, loss of or damage to property and claims by third party.

A rewarding partnership awaits you.

For more information contact us at :

+91 22 4022 8395 info@mudraportfolio.comwww.mudraportfoliomanagers.com

www.mudrataxling.com