FY25 Q1

NUVAMA WEALTH MANAGEMENT

We are one of the leading wealth manager in non-banking space

WEALTH ASSET CAPITAL

MANAGEMENT MANAGEMENT MARKETS

₹ 2,47,835 Cr of Client Assets ₹ 6,967 Cr of AUM ₹ 91,156 Cr AUC & CUC

Amongst top 2 Focused & high Leading institutional

independent wealth performing alternatives practice with deep
management firms asset management biz coverage

All numbers for Q4FY25

NUVAMA WEALTH MANAGEMENT
The journey from investment banking to comprehensive wealth management firm

Investment Banking
+ Comprehensive
Investment Banking Institutional Equities Wealth Management
Investment + + Firm
Banking Institutional Equities Wealth Management

(1996-2000) (2000-2005) (2005-2021) (2021 onwards)

SUPPORTED BY STRONG PEDIGREE

PAG
EFSL
14%

Shareholders
PAG
of EFSL 30% 56%

One of the largest Asia-based

alternative investment managers

Total investment by PAG in ~300 investment

Founded 2002 USD 50 Bn AUM
India worth USD 550 Mn professionals
NUVAMA WEALTH
STRONG CUSTOMER BASE STRONG PARENTAGE
1.1 Mn+ Customers PAG and Edelweiss
BROAD RANGE
OF PRODUCTS
across asset classes

SUPERIOR CUSTOMER PROVEN AND

EXPERIENCE EXPERIENCED
Enabled by Technology MANAGEMENT
and Digitization
MEET OUR LEADERS

ASHISIH KEHAIR RAHUL JAIN

MD & CEO, PRESIDENT & HEAD,

NUVAMA GROUP NUVAMA WEALTH
OUR VALUE PROPOSITION
1

1 2 3
MULTI-PRODUCT UNBIASED HYBRID
OFFERINGS SOLUTIONS ECOSYSTEM

Comprehensive suite Aligning investment Leveraging the power

of wealth creation solutions to your portfolio of human expertise
products. through portfolio review and technological
and asset allocation. innovation.
UNBIASED SOLUTIONS
 UNBIASED & CUSTOMIZED SOLUTIONS
Its all about you and your needs!

Need based Risk Asset Effective Solution

Assessment Allocation Reducing Cost
Current portfolio
based Tax Efficient
MULTI PRODUCT
OFFERINGS
 FIXED INCOME MANAGED PORTFOLIO INSURANCE
NCDs (Primary, Secondary), Alternative Investment Funds (AIFs), Life, Health, General
Corporate Bonds, Corporate FDs, RBI Bonds, Portfolio Management Services (PMS),
54EC Bonds, Sovereign Gold Bonds, InvITs, REITs, MFs, ETFs
Structured Products (Equity, Index)

EQUITY DERIVATIVES SPECIAL OPPORTUNITIES

Cash, F&O, Margin Trading^, Futures & Options, Currency, Unlisted securities
Infinity Sub-fee Commodities

CREDIT
ESOP, IPO, Home Loan, LRD
 STRUCTURED PRODUCTS

Also known as Market Linked Debentures, their payoff is subject to the movement of an
underlying security or an index, such as the 10-Yr G-Sec Yield or the Nifty50

Benefits

Suitable for investors with Principal protection feature Helps in portfolio

low, medium, and high risk allows participation in equity diversification both on the
markets with peace of mind equity and fixed income side

Source: Product note as shared by the manufacturer

 SP PERFORMANCE

Year 2008 ~ ` 23,640^ Cr. ~ ` 7,300^ Cr. ~ ` 16,340^ Cr.

Edelweiss started Gross Issuances Live AUM Principal paid back
MLD Issuances on or before time

` 600 Cr. 12,500+ Clients ~ ` 3,500^ Cr. ~11.42%^IRR

Avg. Debt IRR - 9.50%

Largest single client. Served since inception Returns generated for Avg. IRR Across Equity
Since inception our clients MLD variants*

^ Values since inception as on Mar, 2023. Back-testing/past performance is not an indication of future returns
Source: Product note as shared by the manufacturer
 EQUITY LINKED
Product Name Nifty AWE 42M Twin win Nifty Leap Beta Leap AWE+ - PP Leap AWE+ - NPP Leap - Binary Leap AWE 2.25 year

Maturity 42 Months 27 Months

Min Invst Value 1 lakh

0-6.99%
of LEAPmovement =
0%

At 7% and upto 14.99%

= 30%

At 15% and above =

63%

5.6x of LEAP
165% of 6.6x of LEAP
performance till 10% 30% absolute return
underlying LEAP index performance till 10%.
Absolute return of Nifty performance or And 56% coupon If LEAP Abs if underlying gives
performance on the And 66% coupon
IRR 50% if Nifty goes up 6% IRR whichever is if LEAP performance is performance 5% with principal
upside. Downside if LEAP performance is
by 10% higher more than 10%. protection at
equivalent more than 10%. 1x
Principal Protection downside
to LEAP Index downside below
on downside. 0% to -25%: Principal
entry level.
Protection

-25.01%: coupon = -
30% (1.2x of downside)

beyond -25% at 0.93x

of fall

Type Unlisted

Principal protection is to the extent of the Face Value of the underlying investment in Market Linked Debenture (MLD) and subject to the credit risk of the Issuer.
Realised return on investment may differ depending on the investment timing, due to the difference in purchase value and face value of the security on the date
of investment; Return is subject to the credit Risk of the Issuer. * Participation is basis face value. Please refer to specific products for all disclaimer.

NWIL is a only acting as a distributor of Structured products

 AIF
Alternative Investment Funds are privately pooled investment vehicles that can
tap opportunities in the public and private markets. These are among new-age
investment products and are highly popular with high-net-worth investors.

Benefits

Access to investment Low correlation Reduces Drawdown

opportunities beyond to traditional portfolio mechanism
traditional asset classes investment volatility and makes it light
like private credit, real estate, products helps in portfolio on the wallet
infrastructure, etc. diversification
among others

Source: Product note as shared by the manufacturer

 AIF OFFERINGS
Listed Equity Unlisted - Early Stage

Nuvama Dynamic Growth Equity

(EDGE) Fund Physis Capital (IPV) - Cat II

Alchemy Leaders of Tomorrow Fund

Debt Unlisted - Mid & Late Stage

Lighthouse Canton VDF Edelweiss Discovery Fund - I

Credit Structured Portfolio Bharat Value Fund (IIOF) Cat II Fund

Fund (C-SIP) Elev8 Capital Fund I

Real Estate FoF - Private Equity

Rental Yield Plus Oister India Pinnacle Fund

AIF CATEGORY II

Credit Structured Portfolio

Physis Capital Edelweiss Discovery Fund - I Bharat Value Fund
Fund (C-SIP)

Category Category II Category II Category II Category II

Edelweiss Asset Management Pantomath Capital

Issuer Inflection Point Ventures (IPV) Edelweiss Alternates
Limited Management Private Limited

Private Debt - Performing

Asset Class Private Equity - Early Stage Private Equity - Mid Stage Private Equity - Late stage
Credit

Investing in early and growth Mid-stage private equity with Superior risk adjusted returns
Mid-market pre-IPO
stage start-ups with focus on new economy and long term appreciation
opportunities which targets the
Universe/ Strategy preference towards sectors business such as consumer through investment into the
companies that can be IPO
that will benefit from domestic themes and tech-enabled B2B securities of the companies/
ready in 2-3 years time.
consumption growth. services. entities in need of credit.

Vinay Bansal, Ankur Mittal, Madhu Lunawat & Nishad

Fund Manager Ashish Agarwal Abhinav Jain
Mitesh shah & Vinod Bansal Khanolkar

Source: Product note as shared by the manufacturer

AIF CATEGORY II & III

Nuvama Dynamic Growth Equity

Lighthouse Canton Venture Debt Fund Rental Yield Plus
(EDGE) Fund

Category Category II Category II Category III

LC (Lighthouse Canton) Investment

Issuer Edelweiss Alternates Nuvama Asset Management
Advisors LLP

Asset Class Private Debt - Venture Debt Real Estate - Commercial Equity (Listed)

Provides debt financing to growth stage Focused on creating a REITable portfolio

Long - short strategy to generate
Universe/ Strategy VC-backed companies that are of high-quality, operating and pre-
consistent long-term returns across
operationally profitable or nearing leased commercial office assets with
market cycles.
profitability with an equity upside. predictable long-term cash flows.

Fund Manager Sanket Sinha & Ankit Agrawal Subahoo Chordia Ajay Vora & Nikhil Ranka

Source: Product note as shared by the manufacturer

 PMS
Portfolio Management Service (PMS) is expert-led investing. Customized portfolios are crafted by
professionals from the field of finance to meet the unique investment requirements of
high-net-worth individuals (HNIs). It allows them to expand their investment options beyond
conventional wealth creation methods, giving their portfolio a distinct advantage.

Benefits
Stocks/funds/asset class Active Continuous Transparent
hand-picked by experts Management Monitoring Reporting

Source: Product note as shared by the manufacturer

 PMS OFFERINGS
Small & Mid cap Multicap Quality Debt

NEXT ValueQuest - POISE Nuvama Absolute

Return Strategy
Nafa SmallCap Unifi Blended Rangoli (NARS)

Nafa Emerging Bluechip Abakkus Emerging Opp Accumulator- FD Beater &

Approach Consistent Cashflow

Alchemy High Growth

Select Stock

Bouyant PMS

Thematic Large cap Portfolio Solutioning

Carnelian Shift Strategy Alchemy Smart Accumulator-

Alpha 250 Balanced &
Nafa Clean Tech Growth
 NEXT PMS ACCUMULATOR PMS
Mid & Small Cap Portfolio

PMS
Nuvama Equities Expansion Target Multi-asset class approach to
Small and mid cap focused equities generate optimum risk adjusted
portfolio accelerating to returns through prudent asset
the NEXT level of growth allocation and deployment approach

OFFERINGS
NUVAMA ABSOLUTE VALUEQUEST POISE
RETURN STRATEGY
(NARS)

A debt multiplier offering Faster Cap x High capital efficiency

predictable yields x Low friction growth x Q.GARP = All
Employing simple LOW-RISK + weather ALPHA “across market
LOW-EXPOSURE strategies cycles”
across asset classes

ALCHEMY SMART ALPHA 250

High-Risk High Return oriented strategy which

aims at generating long term consistent alpha
by majorly investing in large and mid-cap
companies using objective, back tested and
data driven approach.

Portfolio as on 28 Mar 23. Model Portfolio is indicative and actual client portfolios might vary depending on timing of investment and other factors From 1-April-2023:
PMS cannot show model portfolio return. MF Portfolio is as of 28 Feb 23. Model Portfolio data is as on 31 Mar 23.
Exposure stated above is by taking the weighted average of all underlying scheme’s holdings at a portfolio level

Note: NWIL is a only acting as a distributor of PMS products

 LIFE INSURANCE
A crucial aspect of wealth management is managing health and life risks. We are corporate agents
to some of the leading life insurance companies, offering products of all types: traditional,
market-linked, and pure protection.

Benefits

Assured consistent Creating a legacy for future Secure interest rate with the
long-term income generations guaranteed return feature

Option of life cover for the Tax savings u/s 80C and returns u/s 10(10D) will be
entire policy term tax-free subject to conditions.*

*Income from insurance policies (other than ULIP) having a premium or aggregate of premium above Rs 5,00,000 in a year will be taxable.
There will be no-tax exemption for the ULIPs policy(s) bought on or after 1st February 2021 if during the whole tenor the amount of premium paid for the ULIP
exceeds ₹ 2.5 lakhs in any year.
Source: Product note as shared by the manufacturer.
LIFE INSURANCE
HYBRID ECOSYSTEM
SERVICING MADE EASY
Leveraging the power of human and technology

1,100+ Trained 25,000+ Trusted 65+ Branches Smart & Intuitive

Advisors at your Partnerships for wider reach platforms
service
NUVAMA MARKETS
Formerly Edelweiss Mobile Trader

4.1 Rating#
Downloads: 2.1+ Mn#

*Source: Google Playstore ratings as on 14th May, 2024.

https://play.google.com/store/apps/details?id=com.msf.emt.mobile&hl=en-IN
*The securities are quoted as an example and not as a recommendation
 nuvamawealth.com Nuvama API Connect TX3
Formerly edelweiss.in

Window to market insights, statistics, Build, integrate and trade with our All that matters for your trading
recommendations and 360-degree comprehensive suite of RESTful journey is available in one
portfolio reports. APIs and mobile SDKs. ‘X’ceptional package.
DISCLAIMER:
Broking services offered by Nuvama Wealth and Investment Limited (NWIL), formerly known as Edelweiss Broking Limited, is a 100% subsidiary of Nuvama Wealth
Management Limited (formerly known as Edelweiss Securities Limited). Registered office of NWIL is at 201 to 203, Zodiac Plaza, Xavier College Road, Off C G Road,
Ahmedabad, Gujarat - 380009. Contact: (079) 40019900. Corporate Office address is Eight Floor 801 to 804, Inspire BKC G Block, BKC Main Road, Bandra Kurla
Complex, Bandra East, Mumbai-400051. It is a Member of National Stock Exchange of India Ltd (Member Code:13116), BSE Ltd (Member Code :3261),
Multi Commodity Exchange of India Limited (Member Code:56520), Metropolitan Stock Exchange (Member Code:86100) and National Commodity and Derivatives
Exchange Limited (Member Code:01279) and having SEBI registration no. INZ000005231. Depository Participant SEBI Registration No.: IN-DP-656-2021 with
NSDL having DP ID: IN302201 & IN303719 and with CDSL having DP ID: 12032300. Research services are offered by NWIL under SEBI Registration No. INH000011103.
Name of the Compliance officer: Mr. Srijith Menon, E-mail address: complianceofficer.nwil@nuvama.com.

The contents herein shall not be considered as an invitation or persuasion to trade or invest. NWIL and affiliates accept no liabilities for any loss or damage of any
kind arising out of any actions taken in reliance thereon. NWIL also acts in the capacity of distributor for Products such as AIF, PMS, OFS, Mutual Funds, IPOs and/or
NCD etc. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism. NWIL also
acts in the capacity of distributor of Edelweiss Mutual Fund and other AMCs under AMFI Registration Number - 70892 and in capacity of a Corporate Agent;
registered with IRDA having License number: CA0131. Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully
before investing. Investment in the securities involves risks. The user is required to undergo risk profiling before investing. Guided view is indicative in nature and is
based on the information provided by the user voluntarily. Past performance is not necessarily a guide to future performance.

Nuvama Wealth and Investment Limited (NWIL) acts in the capacity of distributor for Products such as OFS, Unlisted, Structured Products, Alternate Investments
(AIFs), Portfolio Management Services (PMS), ETF, InvITs, Insurance, Mutual Funds, Fixed Income - Bonds, RBI Bonds and NCD, 54EC etc. All disputes with respect to
the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.

^Margin Trading Facility is offered subject to the provisions of SEBI Circular CIR/MRD/DP/54/2017 dated June 13, 2017 and the terms and conditions mentioned in
rights and obligations issued by Nuvama Wealth and Investment Limited formerly known as Edelweiss Broking Limited

Investment in securities market are subject to market risks, read all the related documents carefully before investing.

To read full disclaimer, please visit: https://www.nuvamawealth.com/cas/disclaimer/disclaimer_nwil-generic.html

Updated May 24