Corporate Profile 12-07-19 - Pantomath Grouphe has been associated with reputed firms such as Kotak,...

Investment Banking • Corporate Advisory • M&A • Valuations • Asset Management • Stock Broking & DP • NBFC

CORPORATE PROFILE

“PROGRESS WITH VALUES”

Our Name, Logo And Motto

At Pantomath Advisory Services Group,

our motto is to share out-of box and innovative

ideas and execute them with excellent expertise and

the only criterion for us is stakeholder satisfaction.

Towards our quest for excellence, we wish to build a

knowledge and content based organization servicing

to varied sections of society.

Our logo containing our name, Pantomath, along with

sun-rays inside the initial letter ‘P’, vision along the

letter ‘O’ and progressive arrow towards the top-end

signify our goals and approach towards

comprehensiveness, clear vision with energy,

brightness and progressiveness.

Our name and logo are a metaphor for the level of

expertise and professionalism our team shares with

our clients and stakeholders.


Progress with Values :

Our Symbol demonstrates our desire to achieve

inclusive growth keeping our value system in mind.

To be a leading organization

providing comprehensive

advisory services in

corporate affairs, finance

and business solutions to

varying sections of society

including SMEs and large

corporate enterprises.

To share out-of-box and innovative ideas and execute them with excellent expertise for optimum customer satisfaction.

Mission


About Us

Mr. Lunawat is currently Director of Association Member of Investment Bankers of

India (“AIBI”) and represents on various expert groups / Committees formed by SEBI,

Stock Exchangs & trade bodies/chambers.

CA Madhu Lunawat has also had stints with leading organisations, viz., Infosys,

ASREC and Edelweiss. Ms. Lunawat served as CFO of Edelweiss ARC immediately

before joining the Board of Pantomath Capital.

We are a team of professionals led by the Group Founder,

Mr. Mahavir Lunawat, who is a CFA Level II (AIMR,US), ICFAI FCS and

PGDSL, and who has had stints with top notch conglomerates viz. ITC Ltd., RIL,

and PwC. With over 15 years of vast exposure, Mr. Lunawat handled IPOs, mergers,

demergers and advised on various mega corporate restructuring projects.

Mr. Ambareesh Baliga has over 35 years of experince in Wealth Management,

Fund Management, Corporate Advisory, Retail Finance & Stock Broking. In the past

he has been associated with reputed firms such as Kotak, Karvy, Way2Wealth &,

Edelweiss. Mr. Baliga is acknowledged for his acumen and deep understanding of

the capital market.

Mr. Krishan Kumar Jalan, IAS (Retd.), has over 35 years of experience and has

served at various senior positions with distinction. Mr. Jalan, retired as Principal

Secretary, Govt. of India, Ministry of Micro, Small and Medium Enterprises. Before

that Mr. Jalan held various positions such as Central Provident Fund Commissioner,

Additional Chief Secretary to the Government of Haryana, Administrative Secretary of

departments of Public Works & Architecture, Town and Country Planning, Urban Estate,

Urban Local Bodies and Irrigation. Also, Mr. Jalan has worked in Govt. of India as Director

and Joint Secretary in the Ministry of Textiles and Secretary General of the Apparel Export

Promotion Council and was instrumental in construction of Apparel Mart at Gurgaon.


Founders

Mr. Mahavir Lunawat

Ms. Madhu Lunawat

Independent Director

Mr. Ambareesh Baliga

Mr. Krishan Kumar Jalan

Mr. Mahavir Toshniwal

Mr. Varinder Bansal

Mr. Vijay Bhutada

Mr. Mahavir Toshniwal is CA and CS by qualification and has more than 25 years

of experience in Stock Broking and Depository Participant. Mr.Toshniwal has worked

with organizations like Choice International & Nirmal Bang Securities. He last served

as Group Company Secretary with Choice International Limited (listed company).

Mr. Varinder Bansal has over 12 years of work experience in equity research. He

holds a degree in MSc Finance and MBA, Finance. Prior joining Pantomath, he was

Corporate Editor & Head of Research at CNBC TV 18.

Mr. Vijay Bhutada is CA by qualification and has vast experience in tax and

regulatory aspects of transaction advisory. Mr. Bhutada had worked with

organizations like RSM & Co and PwC. He last served as Director - M&A Tax with PwC.

CA Yogesh Jain

Senior Vice President

Business Development

CA Arvind Chaudhary

Principal

Transaction Advisory

CS Rajat Baid Deputy Vice President


Ms. Radha Sajnani

Head

Corporate Communications

Senior Team


Managing Partners

Team Strength Of 100+

CFA Saahil Kinkhabwala

Deputy Vice President


CA Rohit Kacholia

Principal

Transaction Advisory

Our Strengths

Dedicated Team of Professionals Top

Management with Diverse Knowledge

Base

Speedy Execution

with Quality Contents

Out-of-box Solutions Suiting

to Dynamic Environment

One stop solutions

to Business Needs



Our Corporate Arms

Investment

Banking

Stock Broking

& DP

Corporate

Advisory

Asset

Management

NBFC

Finance

• Private Equity

• IPOs (Initial Public Offerings)

• QIP / FPOs

• Rights Issue

Valuations

• FEMA Valuation

• Business Valuation

• Share Valuation

• ESOP Valuation

• Fairness Opinion

Corporate Actions

• Buy Backs

• Bonus Issue

• Open Offer

• Delisting

Investment Banking

SEBI Registered

Category- I

Merchant

Banker

BSE & NSE

Empanelled

Valuer


Our Select Clients


Providing

Expert

Advisory

Services and

Supporting

Top Notch

Companies

• Mergers, Demergers

• Pre-IPO restructuring

• Knowledge Warehousing

• Board Governance

Corporate Restructuring

• Deal structuring (domestic & cross border)

• Due diligence

• Structuring and advisory services in

bankruptcy cases

• Inbound and outbound investment structuring

• Statutory Compliances & Secretarial Support Services

• Litigation Assistance (NCLT/ Court)

• Governance Audit

• Compliance Health Check

• Buy side tax due diligence

Corporate Law Advisory & Risk Management

• Concurrent Audit of R&T Transactions

Corporate Management & Strategies

• Business Planning & Strategy

• Succession Planning

Corporate Advisory Services



Our Select Clients

PortfolioManagement

Services

Pantomath

Emerging

Giants PMS

AlternativeInvestment

Fund

India Inflection

Opportunity Fund

SME Growth Fund

To other

PMSs &

AIFs

InvestmentAdvisory Services

Asset Management Division


Our firm belief is that research-

based long term investing

will unleash the true value.

Our research mantra of 3 Ps -

Promoter, Product and Price -

is the foundation of our

investment philosophy

PRODUCT

Has substantial competitive advantages over others and has the ability to sustainand protect the same over years to come.

PROMOTER

Has Passion for its products, focus on the business and conduct’s the business with Unquestionable Integrity.

PRICE

We don’t want to buy the highest quality business. Its all about finding good businesses and paying a lot less for it.



Structured Finance

RBI Registered NBFC

Providing Tailormade Finance solutions

Project Finance

SMElending

Loan AgainstProperty

Loan Against Shares

Short Term Unsecured

Loans

Disclaimer : The company is having a valid certificate of registration dated July 16, 2018 issued by the Reserve Bank of India under Section 45 IA of the Reserve Bank of India Act, 1934. However, the RBI does not accept any responsibility or guarantee about the present position as to the financial soundness of the company or for the correctness of any of the statements or representations made or opinions expressed by the company and for repayment of deposits / discharge of liabilities by the company.


Broking & Market Making

• Equity• Equity Derivatives• Currency Derivatives• IPOs, Offer for Sale, etc• Market Making – SME Segment

Depository Participant

• DEMAT Accounts• De-materialization of Shares• Re-materialization of Shares• Pledge• Unpledge

Registered DepositoryParticipant

Registered StockBroker with BSE & NSE

Market Maker for SME Stocks onBSE & NSE

Stock Broking & DP Services

RE-CAP: A weekly mailer

encapsulating Capital Market News

SME Corner on CNBC Awaz

Precursor: Analysed updates on Corporate Laws

SME Blogetin: Series of knowledge

sharing Blog Bulletins

Pantomath

Newsletters

Dictums:

Judicial Pronouncement

Simplified


New India Conclave a unique initiative organized by Pantomath Group, towards Investor Awareness wherein market veterans share investment lessons

PANTOMATH MOBILE TRADING APP

Convenient trade at Fingertips with

Thought Leadership Initiatives

Thought Leadership Initiatives

Pantomath Investor Awareness and CSR Foundation is a non for profit organization eligible u/s 80G of the IT Act

Pantomath Foundation

Launch of Index that captures movement of 30 Pantomath 'SMEX-30'

SME stocks, in the hands of Shri Rajeev Kumar Agarwal, Whole Time

Member, SEBI on the occasion of listing of 50th Company on BSE SME

Exchange, in presence of Shri S. V. Murali Dhar Rao, ED, SEBI and

Shri Ashish Chauhan, MD & CEO, BSE Ltd.

• Database of 100/150 Listed

SMEs - Capturing the progress

made, important trends and

record made on this platform.

• Research publication -

Coffee Table book on “Growing

SMEs, Growing Maharashtra” in

collaboration with Government

of Maharashtra

• A unique book published by

Pantomath Investor Awareness

and CSR Foundation on SME

Capital Markets.

SPREADING AWARENESS THROUGH MEDIA


SMEX-3013-Dec-13 31-Mar-14 31-Mar-15 31-Mar-16 31-Mar-17 31-Mar-18 31-Mar-19

1000

800

600

400

200

0

CAGR 51%

Pantomath undertakes numerous joint initiatives with

Government, Regulators & Industry Bodies

With Shri Devendra

Fadnavis Hon’ble Chief

Minister of Maharashtra at th200 SME listing at

BSE

Discussion with

of Gujarat

Shri Vijay

Rupani,

Hon’ble Chief

Minister

Guwahati 2018

Shri Sarbananda

Sonowal Hon'ble

Chief Minister of

Assam and Shri

Vikram Limaye, MD

& CEO of NSE of India

Ltd. at SME Listing

Seminar on the aeiges

of Investor Fair,

st‘1 Mega Maharashtra Conclave on Start-Up & SME Capital Markets & Maharashtra Business Excellence Awards, 2016’ at Nagpur which was graced by Shri Nitin Gadkari Hon’ble Minister for Road Transport & Highways, Shipping and Water Resources, River Development & Ganga Rejuvenation in the Government of India.

Photo Gallery


Discussion on SME capital markets “Asian Business Leaders Conclave” at Malaysia

With Shri U. K. Sinha, Chairman SEBI, having

brief interaction on Start-ups and SME IPOs

With Shri S S Mudra, Hon’ble Deputy Governor, RBI at Skoch Summit

With Shri Subhash Desai Hon’ble Minister of Industries &

Mining and Shri Harshdeep Kamble, Development

Commissioner at Maharashtra State MSME Convention at

Nagpur organised in collaboration with Government of

Maharashtra


Pantomath has created many milestones and has to its credit

several awards & accolades Awards

4

Best Performing

Banker of theSME Merchant

year - 2018 Award

Pantomath received

prestigious NSE Market

thPantomath receiving 8 CMO

Asia Award for Emerging

Brands at Singapore

th8 CMO Asia AwardsEmerging Brands

Pantomath receiving the award for

Top Performing Merchant

Bankers on BSE in the presence

of Shri Ashish Chauhan, MD &

CEO (BSE)& Bollywood Actress

Ms. Richa Chadda

BSE Top performing Merchant Banker consistently for

3 years

Shri Suresh Prabhu,

Hon’ble Minister of Commerce &

Industry and Civil Aviation of India

and Shri Vikram Limaye, NSE

MD awarding Pantomath

Maximum Fund Raising in 2016 -

2017

Pantomath receiving SKOCH

Award in the hands of

Deputy Governor,

Shri S S Mudra, Hon’ble

Reserve Bank of India

Economy Skoch BSEAward - 2017

Best Merchant Banker

& Business Excellence

& Contribution to Indian

Pantomath receives prestigious

Skoch Special Award for SME

Enablement - Market &

Corporate Excellence

Skoch Special Award for SME Enablement -

Market - 2019

Corporate Excellence Award - Gold - 2019

Reaching Out UnresearchedFormalising Unorganised

Handholding Unprecedented

5 Years of

Reaching Out

Pantomath has been critically reaching out to businesses at remotest locations across the length and breath of India. The team travels to small towns and villages scanning through industrial clusters and identifying niche businesses.

40+

cities

100+ Sectors

5 Years of

Formalising Unorganised5 Years of

Handholding Unprecedented

Pantomath - India’s Leading Platform for Emerging Businesses and MSMEs

Pantomath solves the puzzle. Pantomath is determined to overcome challenges, create wider awareness and work towards formalisation of "unorganised".

Most of Indian Business are closely held family run outfits characterised by challenges like scattered operations, mulptiple entities involving cost inefficiencies, leakages, tax avoidance etc.

Global platforms

Corporate Restructuring

Internal Control & MIS

Business Strategies

Organic & inorganic growth

Peer benchmarking & recognition

Governancestandards and best practices

Product images are sourced from websites of Companies funded through Pantomath


Follow us on :

All data and information is provided for information purpose only and is not intended for factual use. It should not be considered and biding / statutory provisions.

Neither Pantomath nor any of its group companies, directors, or employees shall be liable for any of the data or content provided or any actions taken in reliance thereon.

Disclaimer:

Landline: (022) 61946700

Website: www.pantomathgroup.com

E-mail: [email protected]

Corporate Office:

Mumbai

406-408, Keshava Premises,

Bandra Kurla Complex,

Bandra East, Mumbai - 400 051

108, Madhwa Premises,



706-710, Balrama Premises,



Ahmedabad:thA-606, 6 Floor, Shapath Hexa, Nr Gujarat High

Court, Opp Kargil Petrol Pump, Sola,

Ahmedabad - 380060

Regional Offices:

Pune:st

B Wing Office No.7 & 8, 1 Floor,

Mittal Court, Rasta Peth, Pune - 411002

Surat:

225 Zenon, Khatodara wadi, Opp. Unique Hospital,

Surat - 395 001Associate Offices:

Chandigarh • Delhi • Jodhpur • Nagpur

@pantomath_groupPantomath Group pantomath_groupPantomath Advisory Group

Corporate Profile 12-07-19 - Pantomath Grouphe has been associated with reputed firms such as Kotak,...

Documents

Transcript of Corporate Profile 12-07-19 - Pantomath Grouphe has been associated with reputed firms such as Kotak,...