JM Financial Private Equity (“JMFPE”) is a sector agnostic PE platform with a strong focus on investments in sectors such as financial services, consumer, manufacturing, technology and others (logistics, healthcare, agri-allied sectors, etc). Investments are primarily made in early-to-growth stage businesses that demonstrate the ability to successfully execute the business model. JMFPE intends to create a risk-balanced investment portfolio within the above-mentioned focus areas. The objective of JMFPE is to achieve superior risk-adjusted returns, by investing growth capital primarily in small to mid-market Indian companies. JMFPE makes such investments through equity and / or equity-related instruments and other securities, in primarily unlisted companies for a minority stakes. JMFPE may also invest a portion of its capital in listed Indian companies.

JMFPE’s investment strategy can be summarized as below:

• Intends to invest in early to growth stage companies that are looking to efficiently disrupt legacy business models, and / or provide superior products / services to its customers
• Looks to invest in business models which are proven, scalable, economically viable, and operate in large, underserved markets
• Looks to invest in companies that will be the beneficiary of the move from the unorganized to the organized sector on account of changing consumer preferences
• Will evaluate key financial and operating metrics to understand the potential growth of the business, and its ability to generate high returns over a determined period
• Seeks to partner with ethical, professional and competent entrepreneurs that have relevant expertise and best-in-class execution skills
• Seeks to add value to investee companies in specific areas, and regularly engage with entrepreneurs to create long term value and realize investment gains