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Perception Transformation

Corporate Presentation

http://sgapl.net/


SGA provides consultancy solutions for credible Indian growth

companies seeking to correct a mismatch between their

fundamentals and their perception


http://sgapl.net/


About Us

We are a value-driven and values-led investor relations consultancy

The firm provides an effective complement of investor relations, strategic-cum-corporate financial advisory as well as potential listing services

The firm is driven by a team of experienced professionals with proven credentials

With a keen emphasis on relations, SGA aspires to become the most preferred partner for organisations looking to create sustainable value

http://sgapl.net/


Successful IR Approach

3600 Value Creation Plan

Analyse sector and company

Assess Market Views on Sector &

Company

Identify & Define key levers for

Value creation

Implemented by-function

Internal Plan

Devise multi-tiered global

strategy

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Our Core Capabilities

360° Value Creation Plan

In-dept Analysis

Unique Insights

Global Perspective

GLOCAL Relationship

Network

Track Record

SGA's idea of forging relationships revolves around the idea of aligning of corporate goals to create long-term sustainable value

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Procedural Commitment Interfaces on behalf of clients helping liberate management time

Available 24x7, making it possible for its client, analysts as well as investors to solve issues in minutes, even with just a phone call

Creates structured communication methodologies for its clients, resulting in coherence and consistency

Helps in positioning a company distinctively in the minds of the investor community

Keeps investors and analysts updated on quarterly corporate performances and provides explanations for deviations, if any

Makes SGA a Trusted consultancy and advisory Partner

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Our Practices

Strategic Advisory

Investor Relations

Potential Listing

Corporate Finance Advisory4

3

2

1

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Investor Relations Building the “Investment Idea”

Marketing idea through Research Coverage

Investor Base Expansion

Perception Management

Communication & Messaging including PR strategy

Value Unlocking

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Strategic Advisory As-is of Company versus sector leaders

Review of Business Plans

Identification of key gaps and opportunities

Conversion of goals in measurable objectives

Formulation of strategic roadmaps

Value Creation

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Corporate Finance Advisory Capital structure philosophy

Raising Funds – Across the Globe

– Debt Markets

– Equity Markets

Evaluating M&A / Investment Opportunities

– Identify opportunities in Global and domestic market

– In-depth analysis of synergies with target Company

– Financing and closure

Value Enhancements

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Potential Listing Corporate strategy review

360 degree engagement on process

Building the ‘fact-book’

Communication and positioning strategy

Enterprise Valuation Analysis

Making the company ‘capital market ready’

Successful Listing - Value Unlocking

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Leadership TeamChartered accountant by profession, Mr. Shah has more than 30 years of cumulative experience across suchdiverse functions like corporate finance, capital markets, investor relations, business strategy and planning.

He Founded Strategic Growth Advisors in year 2010, prior to that he was :

Head – Corporate Finance and Investor Relationships, Suzlon Energy Limited

Professional relationship spanning longer than a decade

Equity capital markets: private equity, IPO, GDR

Managing global investor relations

Part of the Global M&A Transactions and Group Finance Strategy

Debt syndication from domestic and international banks

Executive Vice President at a Private Equity Firm

A firm closely associated with Hirco /Hiranandani Group on Investments

Advisory and Strategic fundraising

Vice President at a Leading Stock Broking Company

Involved in business development and planning and bank financing

Vice President at a NBFC

Fundraising, leasing, hire purchase financing, working capital financing, merchant banking,diversification in the realm of wind power generation and stock broking

Managed legal and regulatory matters, credit ratings, among others

Samir Shah

Founder & CEO

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Leadership TeamPayal has more than 10 years of experience in the realms of corporate finance, capital markets, businessresearch and investor relations. She has a Baccalaureate in Management; she has passed the CFA – Level IIexamination. Payal has been associated with SGA since inception. She is a member of the Leadership Teamand has played a pivotal role in developing business and managing key client relationships.

Prior to joining SGA in 2010:

Assistant Vice President – B&K Securities

• A part of the Institutional Equities Team

• Worked closely with leading Institutional Investors in India and abroad

Senior Associate – Research, Morgan Stanley

• Worked with the top-ranking European banking research team over the five years

• Added value by analysing underlying strengths of financial institutions

• Contributed to flagship publications of Morgan Stanley - Structured Credit Insights, Bank Capital A-Z

Executive – Corporate Finance, Yash Birla Group

• Part of the Group Strategy Team - Analyzed proposals for new lines of business

• Review plans of all Group Companies

• Solely managed the fixed income deposit scheme of Birla Power Solutions Limited

Payal Dave

Chief Operating

Officer

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Leadership TeamJigar is an MBA with over eight years of experience in the areas of investor relations and corporate finance.He joined SGA in December 2011 and currently manages client relationships.

Prior to SGA :

Reliance Infrastructure – Manager Investor Relations

Formulation and Implementation of Investor Relations Plan

Responsible for Research Coverage by Leading Research Houses and Investor Interactions

Tracking and Analyzing Peer Groups of Various Industries Helped in Corporate Strategic Planning

Suzlon Energy – Assistant Manager Investor Relations

Part of the Global Investor Relations Management Team

One Point Contact for Sell Side Analysts

Preparation of Consolidated Financial Model, Investor Presentation and Communications

Seagal Financial Services – Financial Analyst

Analyzing Capital Market Data for Global Companies

Tracking and Analyzing Peer Group Performance of Global Companies

Jigar Kavaiya

Group Account Head

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Our Team

Sanjita Ghosh, Account Manager

Sanjita is a qualified CFA (USA) with more than six years of experience. She has been with SGA since 2013,servicing clients independently. Earlier, she has worked in Investor Relations, M&A & Corporate Financedepartment at Allcargo Logistics Limited. Over the years, she has built strong relationships with analysts

and investors as well as credit rating agencies.

Shogun Jain, Account Manager

Shogun has over seven years of experience in investor relations. During his involvement with an IRconsultancy firm, he has handled investor relations for client companies across various sectors. Prior tothat, he was handling investor relations for a real estate company. He brings with him an expertise ininvestor relations and strong relationships with sell-side analysts and domestic funds. He has a master’s

degree in commerce.

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Our Team

Neha Shroff, Business Analyst

Neha is a qualified MBA and CFA (USA) with three years experience. Prior to joining SGA in 2014 she waswith as a Research Associate at K R Choksey as Research Associate covering auto, auto ancillary and theFMCG sector.

Ruchi Rudra, Business Analyst

Ruchi is a qualified MMS (Finance) with over four years of experience. In her role with IR Consulting firm,she was handling Investor Relations Activities for the Client Companies in various sectors. Prior to that, shewas Equity Research in B&K Securities tracking FMCG Sector.

Shefali Dabral, Associate

Shefali is an MBA (Finance) with six years of experience. She has worked in Financial Service Company ofEssar Group in Corporate and Retail Credit research and analysis. Prior to that, she worked in CreditScoring team of Vodafone Ltd.

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Our Team

Kevin Shah, Associate

Kevin is CA Final Candidate. Prior to joining us, he has done his CA internship with S. R. Batliboi, an Indian memberfirm for Ernst & Young Global.

Sudeep Chatterjee, Associate

Sudeep is CA Final Candidate. Prior to joining SGA, he has had about four years of experience at an accountancyand audit firm.

Arpit Gandhi, AssociateArpit is an MBS from Cardiff, London and has over five years of experience. Prior to joining SGA, he ahs workedwith Valorem Advisors, Mumbai and TTT Money Corp London among others.

Dikshita Jain, Management TraineeDikshita is a PGDBM from Mumbai. She has been recruited from Campus this year.

Komal Mehta, Assistant Manager – Accounts & AdministrationKomal has a master’s degree in commerce with over four years of experience in accounting, and back officesupport. She has been with SGA for over three years handling back office operations and database management.

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Clients Across Sectors

Auto Ancillary E-Commerce

Logistics

Renewable Energy

Retail & Luxury

Media & Entertainment

Industrial

Chemicals

Infrastructure

Buildings Material

Pharmaceuticals

Textiles

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Advisory Services

Advisory ServicesGP and its Investment Strategy in

relation to Indian FCCBs

Executed

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Contact Us

Name Ms. Payal Dave – Chief Operating Officer

Email [email protected]

Phone +91 22 6114 6679 / +91 98199 16314

Company Strategic Growth Advisors Private LimitedCIN No. U74140MH2010PTC204285

402, Pressman House, Near Orchid Hotel,70A, Nehru Road, Vile Parle (East)Mumbai – 400 099

Website www.sgapl.net

http://sgapl.net/

mailto:[email protected]

http://www.sgapl.net/

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