Welcome to
Solventis Global Advisors

Investment Philosophy

Solventis Global Advisors - AIF Philosophy

Our Approach

Step-wise Investment Process

Origination

Beyond intermediary deals, the fund proactively sources exclusive opportunities early to minimize competition.

01
Evaluation

The fund rigorously assesses opportunities, analyzing financial, operational, and market factors to ensure optimal investment decisions.

02
Capital Market Considerations

The fund plans portfolio exits via public markets, analyzing macro and capital market risks to ensure timely exit viability.

03
Investment Thesis and In-principle Decision

We develop and assess investment theses before advancing to due diligence and deal negotiations.

04
Detailed Due Diligence

Comprehensive due diligence – financial, tax, legal, and commercial – is conducted with expert assistance.

05
Negotiation of Investment Terms

Agreements are structured to secure shareholder rights and strategic oversight, ensuring investment protection.

06
Performance Monitoring

Post-investment, we actively monitor portfolio performance and market conditions to optimize exit strategies.

07
Value Addition

The investment manager collaborates with select companies to set strategic goals and enhance performance.

08
Exit Management

The fund plans public market exits while also seeking institutional buyers for higher-value block trades. If IPOs are delayed, private market exits are strategically executed.

09

Our Strategy

The Fund strategy** seeks to generate long term capital appreciation by investing in

Investment Process

The Fund strategy** seeks to generate long term capital appreciation by investing in

INTERNAL ANALYSIS

Financial Screeners

We use financial screeners to identify companies with strong profitability, growth potential, and competitive valuations.

Governance Checks

Our research team conducts corporate governance checks to ensure good management and alignment with shareholder interests.

Risk - Reward Profile

We evaluate the risk-reward profile of potential investments, including stress testing for resilience to adverse conditions.

Debate Stock Pitches

Our analysts prepare detailed stock pitches, which are systematically debated by the investment team before making decisions.

EXTERNAL ANALYSIS

Industry Conferences

We attend industry conferences and meet analysts to stay ahead of market trends and network with experts.

Company Management Meetings

We regularly meet with company management to assess their strategies and ensure they align with investor interests.

Company Insights Research

Our team visits companies and their suppliers to gain insights into operations and competitive positioning.

Industry Expert's Consultation

We consult with industry peers and experts to stay informed and identify new opportunities.

Fund Organization Structure

Solventis Global Advisors - Fund Organization Structure

Sponsor
Solventis Global Advisors Private Limited
Registered/Communication Address:
Office No. 1005, the Millennium, Near Nanamava Circle,
150 Ring Road, Rajkot – 360005, Gujarat, India

Registrar and Transfer Agent, Custodian
Orbis Trusteeship Services Private Limited
Address: 4A, Ocus Technopolis, Sector 54, Golf Club Road,
Gurgaon, Haryana -122002.

Investment Manager
Solventis Global Advisors Private Limited
Registered/Communication Address:
Office No. 1005, the Millennium, Near Nanamava Circle,
150 Ring Road, Rajkot – 360005, Gujarat, India

Auditor
Mukesh M. Gangar & Co.
Registered and Communication Address:
F-15/16, Dadar Manish Market, Senapati Bapat Marg,
Dadar (W), Mumbai – 400028

Trustee
Orbis Trusteeship Services Private Limited
Registered and Communication Address :
4A, Ocus Technopolis, Sector 54, Golf Club Road,
Gurugram, Haryana – 122002

Merchant Banker
Religo Capital Advisors Private Limited
Registered and Communication Address:
901, Shivarth- The Ace, Sindhu Bhavan Road, Sindhu Bhavan,
Bodakdev, Ahmedabad, Gujarat, India, 380054

Advisor
Mukesh M. Gangar & Co.
Registered and Communication Address:
F-15/16, Dadar Manish Market, Senapati Bapat Marg,
Dadar (W), Mumbai – 400028

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Systematic
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Objective
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Liquidity
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Value
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Ethical
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Navigated
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Trust & Transperency
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Investments
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Solutions & Services

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Office Address

1005, The Millenium, 150 Feet Ring Road, Nr. Nana Mava Circle, Rajkot — 360005

info@solventisga.com

Phone : +91 96247 56568