Slide 1

The foundation of Satvik Group was laid by CEO, Mr. Amol Dhake in January 2004
with the entrance in Batteries and Inverter segment. Mr. Amol Dhake being an
investor in Stock market from last 10 years, was always fascinated towards
financial services sector and with the vision of benefitting others with his
knowledge & nack in Economics he transformed his dream into reality in
December 2005 by entering into financial services field. The group today is well
diversified in different sectors like Financial Services, Batteries & Inverters, Dairy
& Farming.

Slide 3

Broking

The process of investing in the share market, either individually or through a broker is known as
stock broking, in simple terms. This is primarily done by opening a Demat account. If done
through a broker, he opens an account, helping you to operate through online stock broking
facility. Going ahead the broker suggests investment ideas and strategies suiting individual
requirements and based on his objective of investment. Tenure of investment, the selected financial
instruments and their respective companies, the schemes, the risk taking ability, the sum available
for investment, all are considered while forming investment choices. After the amount is invested,
the broker tracks and monitors the investments, changes or reinvests depending on the performance
and generates reports for them. This entire process is known as stock broking.
Satvik offers Broking services to Retail Investors, High Net worth Individuals,
Corporates and Institutional clients through its Sub- Broker ship registered with BSE
(Bombay Stock Exchange), NSE (National Stock Exchange), MCX (Multi Commodity
Exchange), NCDEX (National Commodities & Derivative Exchange) and Forex (Foreign
Exchange).

Satvik has an independent research team to identify, study and cherry pick
tomorrow’s multibaggers. It believes in following the fundamental Research and
keeping a long-term association with the clientele benefiting their monetary values.

Structural products on indices and specified stock and hedging strategies are also
advised to clients depending upon risk and reward appetite. Whether you are a new
investor or a seasoned one, we have the resources and advice you would need to
make smart, well-researched investments and help you grow your Net worth.ing.

2. Depository services
Satvik Financial Services Pvt. Ltd. is registered with NSDL (National Securities
Depository Services Ltd.) and CDSL (Central Depository Services (I) Ltd.) through
Ventura Securities Ltd. www.ventura1.com and K.R.Choksey Shares & Securities Pvt.
Ltd. www.krchoksey.com respectively. With this service you can avail:

Transfer of shares and settlements

Dematerialisation of shares : You can convert your physical shares to electronic

form by opening an account called “Beneficiary Account” and can avail this facility
through DRF (dematerialization request form

Rematerialisation : you can convert your electronic form shares back to physical
form

3.Mutual Fund

Deriving handsome returns by investing in equity or debt markets, one must have
basic understanding of how these functions and good knowledge of value investing.
Beyond that, it requires continuous tracking of stocks or debt market instruments and
need to pursue knowledge about Global and Domestic Markets, Company
Fundamentals, Financial Results, Future prospects and so on. In case of debt, one
must be aware of latest trends in inflation and interest rates that too in domestic and
International markets.

There is a investor segment that feels that this is a intimidating task for them and
especially those who doesn’t want to cope with the tremendous volatility that prevails
in equity markets have simplest alternative to invest in equity and debt through
Mutual Funds.

A mutual fund is a vehicle through which an investor can indirectly invest in equities
or the debt instruments. It holds the contributions of a large number of investors and
the common pool of funds so collected is invested by professional managers in
equities and/or debt instruments in accordance with the predefined objectives of the
mutual fund.

At Satvik, our Advisory desks actively interact with clients to assess their investment
objective and offer the minimum risk and maximum benefit fund according to the
requirement. Fitting everyone’s pocket and suiting everyone’s needs, we offer one-
time, systematic investment plan (SIP) and tax-benefit schemes. With a centric
approach to offer various schemes and funds, we have tie-ups with almost all Asset
Management Companies (AMC’s). As Advisory team, we adopt a strong research
driven recommendation model to help you choose the best funds based on qualitative
and quantitative parameters.

Insurance
Can anybody predict in advance when an undesirable event may occur or how grave
the damage may be? We all know that death is a certainty and we have no hold over
it. But we can surely cover the risks surrounding us. Life insurance is protection
against financial loss resulting from death. Life insurance, simply put, is the cover for
the risks that we run during our lives. It protects us from the contingencies that could
affect us. Insurance is not only for your living life, it’s beyond life too. It’s all about
insuring the happiness and joy of a family against any adversity, because adversity
could strike anytime.
For a happy & cheerful life you need your most valuable possessions to be safe &
secure. General Insurance provides multitude of options to insure your health, home
and vehicle for which a person spends his most of the earnings. Before you buy
insurance, assess your risk, lower it where possible, and choose only those sections
that match your needs.So when invest so much on possessions, why not insure
it? Your possessions are certainly worth the price you pay for their security.
Nowadays with policies available to insure while travelling, office equipments
insurance, marine, sports etc. and with constraint of time, most people neglect the
necessity of taking one. And so we offer “Service at the door” for your comfort.

There are numerous insurance policies available and each insurance product is
different from the others having some unique attributes which are devised to meet
specific needs of different individuals. The needs vary according to the age and
requirements. We have Tie ups with almost all Private as well as Government, Life
and General Insurance companies to provide our clients with wide availability of
products with detailed comparison and help them identify the best suiting to their
requirements.

Real estate

“Real economic stimulus comes from real investment. Don't wait to buy real
estate, buy real estate and wait.”

Owning a home is a keystone of wealth; both financial affluence and emotional

security. Land is the only asset that can't be produced again. Anything permanently
affixed to the land, such as buildings, specifically property that is fixed in location is
Real estate. It is at the core of almost every business, and it's certainly at the core of
most people's wealth.

Nowadays, houses are counted as transitory asset. People buy house not only as their
living habitat but as an investment too. Buying land, property and to incur gains from
it in near and far future is becoming a favorable investment option among the
masses.

We reach to everyone’s dream of owning a home and generating income with

properties and land. Our offerings include land, farmhouses, plots, flats etc. And now
providing overseas real estate opportunities in Thailand, African countries, New
Zealand and Karna.

Real estate investment is a procedural process; make your move smart and diligent.

Advisory services

Product Composition: Term Insurance + ULIP’s

Life Insurance :
Life insurance is meant to offer financial protection to one’s dependants in the
unfortunate event of one’s death. It enables dependents to maintain their existing
lifestyle until they are in a position to set up an alternate income stream on their own.
The specific purpose of Life Insurance is to replace the economic loss resulting from a
person’s death, using money from a pool of funds to which many people contributed a
relatively small amount. Every individual should atleast have 20 times of his annual
income as life cover.

ULIP’s :
Unit linked insurance plan (ULIP) is life insurance solution that provides for the
benefits of risk protection and flexibility in investment. The investment is denoted as
units and is represented by the value that it has attained called as Net Asset Value
(NAV). The policy value at any time varies according to the value of the underlying
assets at the time. ULIP’s are well suited only for Long-term horizon.

Shield I :
Satvik Financial Services offers a unique Advisory service ‘Shield I’ to benefit our
clients. We, at Satvik help you choose the correct ULIP policy that suits your need
over a longer period of time coupled with the shield of life cover through Term
insurance.

Advantages :
1. We provide detailed analysis of all the similar products made available by different
companies in the market and then help you choose the one that’s suitable for you.
2. Constant Monitoring of ULIP’s as they are market linked products.
3. Suggest switching option in Funds as and when required depending on market
conditions.
4. Dedicated Relationship Managers to solve your queries.

Real Estate : A Land of Opprtunities

Products & Services: Real Estate Investment options + Advisory Services

Owning a home is a keystone of wealth; both financial affluence and emotional

security. Land is the only asset that can't be produced again. Anything permanently
affixed to the land, such as buildings, specifically property that is fixed in location is
Real estate. It is at the core of almost every business, and it's certainly at the core of
most people's wealth. Real estate as an asset class plays major role in creation of
wealth over a longer period of time.

At Satvik, We help clients think through the range of issues associated with their
needs and build detailed real estate strategies to complement their short and long-
term goals and objectives. We understand industry trends and business needs and
how to translate them into real estate assets and operations. We also understand our
clients’ challenges and deliver practical solutions.
Satvik in association with leading Real Estate players and Builders offers Plots, Flats,
Row houses, Farm houses and commercial properties.
Our Real Estate Advisory provides strategic consulting related to all aspects of Real
Estate investment options.

Identification of investment opportunities both domestically and globally

Detailed reports justifying investment opportunities
Advisory services for start-up and management of property
Asset management and development consultancy
Satvik analysis & Recommendations

We have designed 3 structured products that will create value for our esteemed
investors over a longer period of time.