The first Annual Investor Meet of the JM Financial India Fund II was hosted on December 9, 2019, at the InterContinental Hotel on Marine Drive in Mumbai. We were delighted by the enthusiastic participation of our investors, as well as the management teams of our portfolio companies, who got the opportunity to interact with each other directly. The event began with an overview presentation of the Fund by Mr. Darius Pandole, MD & CEO – PE and Equity AIFs. This was followed by short presentations made by the management teams of each of the portfolio companies, along with active Q&A sessions with all the attendees. The final session was led by Mr. Vishal Kampani, MD of the JM Financial Group, who addressed the gathering, and spoke about his vision for JM Financial’s private equity business and answered questions about the economy. The event culminated with dinner and cocktails against the serene backdrop of ‘the Queen’s Necklace’, which gave all the attendees, including JM Financial’s senior management, portfolio companies, business associates and friends of the Fund, an opportunity to mingle with each other.

JM Financial India Fund II hosted its second Annual Investor Meet on January 28, 2021. In light of the restrictions due to the COVID-19 pandemic, this was an online event conducted via a Zoom conference call. The private equity team, along with our investors, management teams of our portfolio companies, and various business associates tuned in to attend the event.

The meeting commenced at 4 PM with a welcome note followed by an overview presentation by Mr. Darius Pandole – MD & CEO, PE and Equity AIFs at JM Financial, covering a brief background of the JM Financial Private Equity platform and a detailed review of our current fund – JM Financial India Fund II. During his presentation, Mr. Pandole also provided a brief overview of the proposed PE Fund III.

This was followed by a series of presentations made by the management teams of our six portfolio companies, addressing key operational and financial updates for the year gone by, as well as strategies for future growth. Investors were especially interested in knowing how the on-going COVID-19 pandemic has impacted business, and the steps taken by our portfolio companies to mitigate the impact, and participated in Q&A sessions following every presentation.

Mr. Vishal Kampani – MD, JM Financial Group, also attended the event and addressed the gathering where he talked about the current economic landscape in India and his outlook for the future, and answered questions from the attendees.

The event drew to a close at 7 PM as scheduled.

JM Financial India Fund II hosted its third Annual Investor Meet on February 3, 2022. In light of the restrictions due to the ongoing COVID-19 pandemic, this was an online event conducted via a Zoom conference call. The private equity team, along with our investors, management teams of our portfolio companies, and various business associates tuned in to attend the event.

The meeting commenced at 3 PM with a welcome note followed by an overview presentation by Mr. Darius Pandole – MD & CEO, PE and Equity AIFs at JM Financial, covering a brief background of the JM Financial Private Equity platform and a detailed review of our current fund – JM Financial India Fund II. During his presentation, Mr. Pandole also provided a brief overview of the newly launched JM Financial India Growth Fund III.

This was followed by a series of presentations made by the management teams of our portfolio companies, addressing key operational and financial updates for the year gone by, as well as strategies for future growth. Investors were especially interested in knowing how our portfolio companies are preparing themselves for the next phase of growth as we emerge out of the COVID pandemic, and participated in Q&A sessions following every presentation.

Mr. Vishal Kampani – Non-Executive Vice Chairman, JM Financial Limited, also attended the event and addressed the gathering where he talked about the current economic landscape in India and his outlook for the future, and answered questions from the attendees.

The event drew to a close at 7 PM as scheduled.

The fourth Annual Investor Meet of JM Financial India Fund II was hosted on March 1, 2023, at the InterContinental Hotel on Marine Drive in Mumbai. We were delighted to host the event physically after three years, and were pleased to see many of our investors, as well as the management teams of our portfolio companies, participate enthusiastically in the event.

The meeting commenced at 3 pm with a welcome note followed by an interaction with Mr. Vishal Kampani – Non-Executive Vice Chairman, JM Financial Limited, who addressed the gathering, talked about the current economic landscape in India and his outlook for the future, and answered questions from the attendees. This was followed by an overview presentation by Mr. Darius Pandole – MD & CEO, PE and Equity AIFs at JM Financial, covering a brief background of the JM Financial Private Equity platform and a detailed review of our JM Financial India Fund II. During his presentation, Mr. Pandole also provided an update on our latest fund, JM Financial India Growth Fund III.

The Investor Meet continued with a series of presentations made by the management teams of our portfolio companies, including a Consumer Panel discussion with Vendiman, Isthara and Walko Foods, and a Fireside Chat with Spandana Sphoorty. The management teams of our portfolio companies apprised the gathering of the key operational and financial updates for the year gone by, as well as strategies for future growth. Investors were especially interested in knowing how our portfolio companies are preparing themselves for the next phase of growth, and participated in the Q&A sessions following every presentation.

The event drew to a close at 7 PM as scheduled, followed by cocktails and dinner where the attendees got to interact with each other more casually.

We are pleased to report the successful convening of the fifth Annual Investor Meet of JM Financial Private Equity, held on March 7, 2024 at the St. Regis Hotel in Mumbai. This year marked a milestone as we welcomed investors from both Fund II and Fund III together for the first time. The event saw robust participation from our investors and management teams of our portfolio companies, underscoring the strength and dynamism of our expanding community.

The event commenced at 3 pm with a welcome address by Mr. Darius Pandole – MD & CEO, PE and Equity AIFs at JM Financial, followed by an overview presentation, covering a brief background of the JM Financial Private Equity platform and a detailed review of our two funds – JM Financial India Fund II and JM Financial India Growth Fund III.

The Investor Meet continued with a series of presentations made by the management teams of our portfolio companies, including a Consumer Panel discussion with Vendiman, Isthara, Walko Foods, and BRFL Textiles. The management teams of our portfolio companies apprised the gathering of the key operational and financial updates for the year gone by, as well as future strategies. Investors demonstrated a keen interest in understanding how our portfolio companies are gearing up for their next growth phase, and actively engaged in Q&A sessions following each presentation.

In today’s investment landscape, ESG considerations are becoming increasingly important to ensure sustainable growth and long-term value creating. This year, we also introduced a session on our ESG initiatives, reflecting our commitment to integrating these principles in our investment and portfolio management strategies.

The formal event concluded with an interactive session with members of our Investment Committee, who imparted their experience and addressed queries across a broad spectrum of topics.

The event drew to a close around 7:30 PM as scheduled, followed by cocktails and dinner where the attendees got to interact with each other more casually.