INSURANCE INVESTMENT FINANCE

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1 INSURANCE INVESTMENT FINANCE b

2 About Us The key purpose of Bhangadiya Wealth is to fill families with happiness by creating sizeable wealth through different types of assets allocation planning, so that families can leverage money at the required time for fulfilling their different needs 75+ YEARS Cumulative Experience Awards Affiliations Satisfied Clients Vision To provide peace of mind through appropriate financial solutions Mission To empower individual investors and help them feel confident to take control of their financial lives Values Integrity- We prioritize our clients interest, meeting their expectations is our goal Expertise- Our motto is the pursuit of knowledge powered with technology, we strive to develop our expertise in order to deliver at expectations Customer Satisfaction- We treat all our associates including internal and external as partners. Their satisfaction is our ROI

3 Mahaveer Kumar Bhangadiya Founder & Promotor Bhangadiya Wealth About M. K. Bhangadiya is the Founder and Promoter of Bhangadiya Wealth Management, where he leads the group with his vision and 42+ years experience in the industry. Coming from a humble background, he completed his graduation in Science and then entered in the profession of insurance distribution. Since then as Career Agent of LIC, he has got numerous accolades to his credit. He achieved phenomenal business growth, year after year which earned him umpteen distinctions and laurels. Ranking as one of the best in Jaipur and at National Level for several years, he has helped over thousands of people to get benefits from insurance policies. His belief towards any situation is to Lead with an example. Tracking his success, he has always set new levels of performance and servicing standards for his peers. He has keen interest in the development of knowledge and skill and for that commitment he has widely travelled in India and outside for attending National and International level conferences, meets and training forums to study the international practices in life insurance products and their marketing. He has travelled to USA and many other Asian countries on multiple visits. Achievements Qualifying and Life member of Million Dollar Round Table, USA Life member of Chairman s Club, LIC Has been member of Corporate Club and Galaxy Club, LIC President of Jaipur Stock Exchange Ltd in year 2004 & 2005 Awarded by Rajasthan Chamber of Commerce & Industry for the praiseworthy work done in the life insurance industry Has been a Trainer, Speaker and Faculty at various National and International forums. Has been associated with pioneer institutions in Insurance Intermediary Training such as: Founder President, Indian Council of Life Insurance Professional (INCLIP) Bangalore Founder President,National School of Insurance Education & Research (NASIER), Bangalore Jeevan Vidya Trust (JVT), Mumbai/ Jaipur bhangadiya bhangadiya@hotmail.com

4 Arvind Bhangadiya Co-founder, Bhangadiya Wealth About Arvind Bhangadiya graduated from Rajasthan University. He possesses 30+ years of experience in insurance advisory services specially life, general and health insurance sectors. During his effortful Career, focus has always been on continuously acquiring subject knowledge, learning and innovative ways to deal with customer behavior or personalization technique. He is orchestrated with an aggressive selling approach with maintaining customer relationship as top priority while growing his business. His attention has always been on customer s need while seeking insurance advisory in terms of financial security and money for tomorrow with maximum RoI. He has travelled several times across the Globe to attend sectoral conferences, forums and symposiums with leading interactions at expert level and is committed to delivering excellence right from identifying client s financial requirements to delivering financial security and investment satisfaction. Arvind s success has been awarded and noted many a times by National and International Insurance bodies. Achievements Membership of Million Dollar Round Table, USA, a hallmark for any life insurance consultant AMSA Club membership from Apollo Munich Health Insurance Star Position awarded from United India Headed Zonal Club of Bajaj Allianz bhangadiya.37 arvindbhangadiya@yahoo.com

5 Abhishek Bhangadiya Co-founder Tavishi Associates LLP Symbiosis Institute Of International Buisiness MBA, Marketing/Finance University Of Rajasthan Bachelor Or Commerce Professional Experience Senior VP, Religare Capital Markets Limited VP, Pioneer Investcorp Limited VP, Ladder Corporate Advisory Pvt. Sr. Associate, Kotak Investment Banking About Abhishek, co-founder of investment banker. Tavishi Associates LLP, comes with over 15 years of experience as an During his stint as an investment banker, Abhishek developed and nurtured client relationships at sponsor level and advised his clients on market development, business and growth life-cycle, investor interactions, long-term shareholder value creation and investment related decisions. Abhishek has conducted various Road Shows across regions to help corporate raise growth capital from various financial institutions both Private and Public across transactions like IPO / QIP / Block Placements / M&A / Private Equity, Debt capital, Growth advisory. He has managed end-to-end deal execution life-cycle throughout the growth phase of prestigious corporate clients. Abhishek has worked with firms like Religare Capital Markets, Kotak Mahindra Bank, Pioneer Investcorp Limited, Ladderup Corporate Advisory Pvt. etc. Abhishek continues to work with various corporates to execute the growth plans in the advisor capacity. Achievements Managed $70 Mn qualified institutional placement for Sequent Negotiated. block deal for TCS, Maruti, TechMahindra etc. Refinanced $200 Mn of debt for Dilip Buildcon Raised $50 Mn of debt capital for Kohinoor Pulp & Paper Raised $60 Mn of refinancing and new capex loan for Mandhana Industries Successfully closed 100% sell out of Waaree Instrumentation Advised Being Human, leading apparel brand in raising $20 Mn growth capital $20 Mn private equity for Deepak Fasteners Involved in setting up a Realty Fund with target corpus of $200 Mn under Joint A from Middle East abhangadiya@yahoo.com

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7 Testimonials G N Bajpai (Bio) Former Chairman, SEBI & LIC of India I am indeed delighted that you have completed 42 years in your Endeavor to securing lives of hundreds and thousands of people. I am sure your services will continue to motivate your current and future customers to secure their lives and manage their wealth through your support Manish Makharia (linkedin) Managing Director of Brescon Special Situations Fund Ex- Head of Corporate Advisory Group, Kotak Mahindra Bank with Abhishek I always admire Abhishek, how professionally he has continued with his commitment to customer centricity, deeply understanding their needs, working to their convenience and financial advice with integrity Dr. K L Jain (Linkedin) Hony. Secretary General Rajasthan Chamber of Commerce & Industries I am happy & congratulate you on your 42 years service for securing lives and growing wealth of the clients. In the present era launching the fully integrated customer interface through Mobile App and Web for expanding the services to your customers is really the right step. Gautam Trivedi (Linkedin) Managing Partner - Nepean Capital LLP Ex. Colleague with Abhishek Abhishek researched the subject, investigated various potential solutions and came up with the best option. Once given a task, He is very much a team player and has the ability to build a strong organization. I found him to be a hard working, smart and a highly motivated individual. Anupam Kumar (Linkedin) Group Corporate Finance at RPG Group Ex. Colleague with Abhishek Abhishek s advice has always been thoughtful, clearly delivered and tailored to match my requirements, backed by wide market knowledge and thorough research. He comes across as confident, logical and always well-prepared.

8 Testimonials Vishal Tulsyan (Linkedin) MD and CEO at Motilal Oswal Private Equity I had the pleasure to work with Abhishek many times on various investment related transactions. I have found him to be a true professional with deep sense of economy, business cycle, capital markets and regulatory know how. He always keep the client interest in the forefront and is always ready for giving extended support beyond expectation. Kishore Singh Gehlot (Linkedin) Managing Director, KS Group of Companies The trust has increased significantly with time and your valuable advice time and again for our family as well as all my companies, employees and their families are secured and benefitted through your valuable advice. Needless to add that the portfolio is being managed by you in such a wonderful manner that I actually do not have to worry about anything at all. It is all so much systematic and well timed that everything seems so easy and comfortable. Pramod Kasat (Linkedin) Country Head - Investment Banking Advisory Services at IndusInd Bank Ex. Colleague with Abhishek Abhishek was my ex. Colleague, we worked closely on various projects for our clients together. Abhishek has deep understanding of business cycle, Public - Private Equity, Debt and Institutional Capital. He is highly professional, has good network among investor community and is ethically motivated. His ability to make personal relationship with clients is commendable. G G MUNDRA Chartered Accountant B.Khosla & Co. I personally know Mr. Mahaveer Bhangadiya for last several years. He provide his services in a very pleasant manner to everyone in his contact. His personality, friendly behavior, in-depth knowledge and detailed presentation about his subject is well appreciated.

9 Testimonials Suresh Sablawat (Linkedin) Founder - Readiprint Group of Companies Bhangadiya Wealth has continuously impressed me, my family & friends all these years with their knowledge, approach and prompt service. Happy to learn that they have now taken a quantum leap to help people by developing an App and the website which caters all the aspect of financial management need under a single umbrella. Their experience towards Insurance, Investment and Finance (specially Corporate Advisory) is great and one can have single window solution for all his / her needs in these areas. H M Dangayach Chairman - Dangayach Group of Companies "360 degree approach from team Bhangadiya has been professional, dedicated, ethical and responsive. The team has been successfully taking care of our family s personal finances along with our group s corporate finance. They helped us in implementing successful business strategies & growth plans. They understood our business thoroughly, helping us in making apt choices and examining the stand we can commit to. Our Business group along with my own family has always benefited by Bhangadiya s sincere financial advice throughout these years of our association Sanjeev Kalra (Linkedin) President and Managing Director - Deepak Fasteners Ltd. We have been very pleased with Abhishek s work quality, turn-around time and attention to detail. His strategy towards our M&A deals, network among investor community and raising multiple rounds of institutional equity was commendable. Additionally his approach towards developing growth strategy framework was exhaustive and highly thorough. We always get him on board an on-going basis to assist management in evaluating additional projects and investment opportunities. Raj Kumar (Linkedin) CEO - LIC Mutual Fund Asset Management Ltd The kind of professionalism you had displayed is still fresh in mind. Your commitment to providing financial security and helping customers in creating wealth has few parallels.

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11 Introduction Tavishi Associates (TA) LLP is a leading corporate financing firm, founded in year TA LLP s founding team possesses cumulatively over 25 years of rich experience in investment banking and corporate financing. The founding team includes professionals and executives having worked with top financial institutions like Kotak Mahindra Bank, Religare Capital Markets and other reputed institutions. The Promoters are seasoned with managing more than 30 closures of large domestic & cross border transactions across M&A, Public offerings, debt syndication, equity & structured financing, corporate restructuring. Our ability to think both from a business as well as an investor s viewpoint helps us find suitable solutions to the most difficult financing situations. TA LLP is partnered with reputed domestic and international financial institutions and banking organizations to serve robust financial solutions at individual and corporate level. Our strong domain knowledge and financial expertise, enable us to deliver finest investment banking solutions to clients across industries including, Healthcare, Consumer products, Engineering, Education, Real Estate, Financial Services, Hospitality and many more.

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13 Download Our App Bhangadiya House 2425, Ghee Walon Ka Rasta, Johari Bazar, Jaipur, Rajasthan Phone / / info@bhangadiyawealth.com