Not a shark in suit,not a corporate wolf.

In business all you need to be,is a human being with INSIGHT.

-Sadhguru, Isha Foundation

WhoareWE?

Regulated by SEBI, Lakewater is a India based Portfolio Management Services (PMS) firm banking on India’s growth trajectory.

It has been less than a year since our inception, and Lakewater has already been among Topmost Performers for it’s expertise in equity research and portfolio building capabilities.

“EXPERT”in

EQUITIES

It is with our waterborne transparency and spontaneity, that we develop and manage ideal

Portfolios for our “Ultra-HNI” clientele and enhance their investment and wealth creation possibilities with

dexterously researched equity updates.

We impart clarity to your fiscal tomorrows.

We are LAKEWATER.

WhyINDIA?

TOP 10 The World’s Biggest Economies for 2019 and 2020

2.5%

14.2

5.2

2.9

2.9

2.9

2.1

2.0

1.8

4.2

21.5

6.3%

1.1%

1.8%

1.4%

1.7%

1.1%

2.3%

2.0%

7.4%

1.7%

15.6

5.4

4.4

3.1

3.3

3.1

2.2

2.2

1.8

22.3

6.1%

0.6%

1.6%

1.5%

1.6%

1.0%

2.5%

1.6%

7.4%

USA 1

Japan 3

China 2

Germany 4

UK 5

India 6

France 7

Italy 8

Brazil 9

Canada 102019E2020E

Real GDP variation in % | GDP Growth Nominal GDP in USD Trillion

Source : FocusEconomics

“We are proud of 3 Ds:Democracy, Demographic Dividend and Demand”- Narendra Modi (Prime Minister of India)

DemocracyWorld’s largest democracy with independent institutional framework. Last election was won by majority, by a ruling party shows fiscally responsible regime at the helm – depicts investment stability.

Demographic DividendYouth energy and highest contributors in global workforce. It is youngest economy with nearly 2/3rd of population under 35 years of age.

DemandWorld’s fastest growing economy, surpassing China, in the period 2014-2019. Consistently clocked nominal GDP growth rate of 13% over 20 years (till 2018).

Auent

Aspirer

Bottom of

the Pyramid

India 1

~110 ~1,000 ~8,800

India 2

~140 ~300 ~3,000

India 3

~1,136 ~1,200 ~1,300

Pop. (mn)Seg. GDP ($ Bn)Per Cap. Inc. ($)

Pop. (mn)Seg. GDP ($ Bn)Per Cap. Inc. ($)

Pop. (mn)Seg. GDP ($ Bn)Per Cap. Inc. ($)

Source : Howmuch.net, Visual Capitalist, ADB, Maddison, CGI, UNDP, Goldman Sachs

WhyEQUITY?

Large Investment Universe

India has 5,000 listed companies - second only to US. This indicates an unmapped possibility for investors to recreate wealth. We plan to contribute to this radical financial shift.

Corporate Tax Return

Slashing of corporate tax, from an inflated 35% (inclusive of surcharges

would lead companies towards more profitable performances.

Make in India

One of the flagship programs till date that has been transforming India into a ‘manufacturing hub’ with an exponentially improvised GDP and portraying India as a top investment destination globally.

Multiple Returns

An investment made over a well-studied equity share cangenerate multiple times more returns than safe havens.

Rewarding “Buy and Hold” Strategy

Indian stock market return graph is more optimistic as compared to other nations. Here a portfolio oriented around quality and growth may mal-perform in short tenure, but trend says, it does usually outperform over longer durations.

Source : Yahoo Finance

Ignoring investment in equity is to ignore growth opportunity and being happy

with the low safe-hvaven returns.

Choice is YOURS.

WhyUS?

Source : SEBI www.sebi.gov.inSecurities and Exchange Board of India Portfolio Managers Monthly

( As on 30th November 2020 )

AMC Strategy 3 Months 6 Months

LAKEWATER Lakewater 30.1% 25.8% 62.2%TATA PMSASKAditya Birla CapitalMotilal OswalAxisSBI MFSundaram AlternatesAlchemyAnand RathiMarcellusNippon IndiaAsit C MehtaKotakKotakPrabhudas LiladharEdelweissAmbit Investment AdvNIFTYBSE 500

Emerging OpportunitiesGrowthCore Equity PortfolioBOPBrand EquityGrowth with ValuesPACEAscentPortfolio PlusConsistent CompoundersETPACE MulticapSSV Series 1Focus Top 12Multi StrategyFocused SmallcapCo�ee CanLargecapMulticap

17.0%15.4%15.0%14.0%13.4%13.3%12.4%12.1%12.1%12.0%12.0%11.5%10.0%9.8%9.0%8.6%6.2%11.4%11.7%

16.4%15.0%14.5%18.7%18.2%14.3%16.8%16.0%19.5%20.4%17.8%5.7%11.4%7.5%9.4%13.9%13.4%13.9%14.1%

34.5%31.1%25.5%36.5%40.1%43.0%46.6%31.3%37.4%32.7%35.9%53.0%35.9%19.7%24.5%41.1%18.5%35.4%36.9%

1 Month

Performance is what Lakewater promises and delivers

Report, June-Nov 2020Performance of Portfolio managers as on month end in % (On time weighted basis for all clients)

CoverageMedia

Source : Moneycontrol Source : The Economic Times

CoreVALUES

ETHICAL work-process: The all-time priority

When the choice is for direction, Lakewater Advisors crew believes the direction of ethics is the only way.

Righteousness through integrity and ethics has no alternative when it comes to building an image. And Lakewater Advisors is pledged to deal ethically with your finances, each time.

A better TOMORROW

Utopia is certainly not a possibility but attempting to assist the society towards cumulative growth is what Lakewater Advisors aim to do.

The benefits of wealth as a resource can be best felt only when shared. And thus, amidst our responsibility towards creating ideal PMS, we aim to contribute towards the financially and anatomically less-privileged individuals and cults of our society through our philanthropic services.

Corporate Spiritual Responsibility (CSpR)

The quality of your ‘Being’ will decide the quality ofyour ‘Doing’. Hence, of your living.

We focus on ‘Conscious Corporates’ and ‘EnlightenedEnterprises’ both as investment options and to run Lakewater ‘Profitably’, in real sense of the term.

OPTIMISM explains wealth creation better

At Lakewater Advisors, equity is not restricted to simply purchasing a stock, but it’s about getting an in-depth knowledge of the business, and understanding that market fluctuations are just diversities in the fiscal scenario that create opportunities for buying and selling.

We believe in optimally approaching the process by understanding and predicting human behavior instead of depending solely on ever changing market algorithms.

OurTEAM

Mr Pankaj Singhania Chartered Accountant, Cost Accountant and

a Former Civil Servant.

His vast experience in Capital & Financial Markets makes him see companies through a very close lens of statutory legislations and corporate governance norms. He has an intricate experience of policy making, and how policy changes impact corporates at a much deeper and latent level. His con-fluence of macro and micro vision, rich experience of more than 25 years and close encounters with corporate who’s who, has crystallized in the form of seasoned investment insights & strategies which surpass the market dynamics to

an entirely di�erent level.

“For us stock market is simply a platform where you can buy a piece of valuable businesses. Understanding business is more important to us than technical analysis and market algorithms. We focus more on people’s economic behaviour, changing social norms, their preferences than studying complex economic

charts. We Focus on Basics.”

Priyanka Sancheti Company Secretary & Compliance O�cer,

Member of the Institute of Company Secretaries of India.

She has a rich and varied experience of over 10 years in the field of corporate a�airs and finance. She is an expert in Financial laws, secretarial matters, corporate laws, RBI and SEBI related matters. Her presence ensures implementation of corporate governance norms and strict compliance of

code of conduct & ethics.

“Compliance is not a tick-box activity, we ought to witness our organization transcend rules and laws and infuse moral and

ethical practices into everyday action.”

Archana SinghaniaBachelor of Science in Information technology,

Certified Advisor from National Institute of Securities Management.

An expert in digital strategy and enhanced customer experience, she has a keen insight of the Indian capital markets with over 15 years of Investment experience. Her expertise in technical analysis, financial research and market forecasting have made her a reliable name in Investment

banking space.

“Listen Well. Be Real.”

PortfolioSTRUCTURE

Mode of PaymentBy Fund Transfer/Cheque and/or Stock Transfer

Investment Horizon and BenchmarkMedium to Long Term (3 years+)NIFTY 50 Index

Account Activation and Portfolio ValuationNext business day of Clearance of FundsClosing NSE market prices of the previous day

OperationInvestment managed on individual basisHDFC Bank: Our custodian for funds & securitiesHDFC Securities: Our empanelled trading member forbroking services

ReportingMonthly Performance StatementTransaction Holding & Corporate Action ReportsAnnual CA certified statement of accounts

100%Equities

AnnualFEE

PARTICULARSOPTION I OPTION IIFEE (%) FEE (%)

Fund Management Fee (% of AUM) 2

12

10

NIL

NIL

NIL

NIL

14

NIL

NIL

Hurdle Rate (Annual)

Profit Sharing (% Above Hurdle Rate)

Exit Fee

Set-up Fee

Fixed annual fee & profit sharing above hurdle rate

Taxes as applicable.High Water Mark principle will be followed.Fund Management fee will be charged quarterly on daily average AUMof the portfolio.

...

LAKEWATER ADVISORS PRIVATE LIMITED604 Martin Burn Business Park BP 3 033 4065 5021 info@lakewateradvisors.comSector V Salt Lake Kolkata 700091 www.lakewateradvisors.com

CIN No. U74999WB2019PTC229938 SEBI Registration No.: INP000006767