WHO/ WHAT/ WHY Omkara

•WHO OMKARA
•WHAT CAPITAL PVT
•WHY LTD

THE PROBLEM

ASK YOURSELF HONESTLY

Do you know WHY a stock is bought in your PMS/ MF or by yourself?
Why your funds need to be invested all at one go?
Why should you not have control your own demat & bank account?
Do you review your portfolio/ reason to buy the stock?
Does it pinch you when you realise that you pay unnecessary fees to distributors too?
Do you communicate with your fund manager on the reasoning to buy a stock?
Does it bother you that you cannot sell few underperforming stocks in PMS/MF?

A lot of us don’t even
know WHY we bought the
stock

And we don’t even know
whom to ask?

A lot of us buy a stock &
never try to understand the
business

Basic Rule of Investing Not Followed:
A person who understands the
business and invests, makes wealth!!

THE HONEST
SOLUTION:

IT’S POSSIBLE
TO CONTROL
YOUR OWN
MONEY

Equity research backend for serious investors.
Be in CONTROL of you OWN money with
yours Omkara.
Slowly, Steadily But Surely

“Why to buy” is more imp than “What to buy”

ONLY data backed actionable stock ideas with proven track
record of management
You don’t have to invest your money at one-go

With Omkara: We will advise not only when to buy, but also when to sell
You will have total control on your demat/bank account
YOU are in control We keep on tracking our ideas and update you regularly

We keep NO distributors, and nothing from your end goes to
the distributor
We communicate with our clients & are happy to answer all
queries w.r.t stocks
You are free to buy or not to buy. Or even exit stock if you wish.
The power is yours.

Omkara empowers you, to take
your own decisions, and earn
money on your own terms.

Research team with experience
of nearly 70 years & adding
more experienced members

OMKARA CAPITAL
FOUNDER & MD

OMKARA RESEARCH
TEAM

OMKARA RESEARCH
TEAM

OMKARA OPERATIONS
TEAM

MENTORS FOR OMKARA
EDUCATION INITIATIVE

SO WHAT WE
HAVE DONE
SINCE THE
LAUNCH IN
FEB?

Built a team of nearly 15
passionate members

Focused on building automized
database for research from Day
zero

TOOLS USED FOR RESEARCH & CLIENT
COMMUNICATION

ACE, Capitaline, Romulus, Proprietary Data Terminal used for
research
Separate data team set-up to focus on proprietary research
Implemented Zoho CRM to facilitate client communication &
onboarding
Implemented a virtual data room for clients to access our research at
ease – all at 1 place

Omkara Pathshala launched on YouTube with great
reviews & experienced guest list

https://www.youtube.com/c/OmkaraPathshala

Omkara Pathshala launched on YouTube with great
reviews & experienced guest list

https://www.youtube.com/c/OmkaraPathshala

We have earned trust from over
70 family offices/ HNIs who
take our elite service

We have also earned trust of over
430 retail investors who take our
research service

WAY
AHEAD?

Omkara Promise: We will never advise
on stocks which we are not
comfortable buying in our parents
account

Omkara will continue to invest
in people & technology

Omkara will think like an investor &
not like typical sell-side analyst who
only track few stocks for lifetime

Omkara will always be honest
to clients & not in any rat race.
Paisa zyada kamana hain, jaldi
nahin

Our Investment
Philosophy

Our beliefs & learnings

Rejection is more important than selection The agony & financial pain of a wrong investment can be far higher than the
joy of a successful one

Focus on doing less mistakes rather than thinking Some “hope trades” or “bade-investor-ne-liya trades” or “big turnaround
about returns, money will be made on its own
hoga” or “jaldi paisa banega trades” can take away all good things done in
your portfolio

Historical data is more important than only doing Focus on finding “good companies” backed with historical data (good
excel future projections
promoters, high return ratios, low debt, controlled working cap) rather than
just doing excel projections on a company with no sound history

Paisa jaldi kamana hain ya zyada - choice is yours Keep it simple and adhere to the process always. A lot of money gets lost in

being adventurous or buying things based on hearsay which gives faaltu ka
loss. Stop this asap – and u will be amazed at the results that follow

In Value-investing, you will always make money It is okay to be in companies where stocks don’t move daily, and/or are not
slowly and steadily, but surely discussed on TV/social media. Keep the faith on data.

Catching the Cycle

1996-2000 2003-2008 2009-2014 2015-2019 2021 onwards ??

▪ Technology ▪ Infrastructure ▪ Consumption ▪ Auto ▪ Clean Energy/
▪ Media ▪ Commodities ▪ Pharma ▪ Financials Renewables
▪ Real Estate ▪ FMCG
(NBFCs, ▪ Real Estate/ Home
HFCs) Building

▪ Manufacturing
▪ Cyclicals: Sugar
▪ Power/ Industrials
▪ Healthcare
▪ Sectors where no

supply seen in last 10
years - VALUE

If You Invested In A Good IT Company In 2000, There Were No Returns Made For Next 10-15 Years Due To Valuations.
Similarly, If You Invested In FMCG In 1995, There Were No Returns For Next 10 Years.
Good Company Is Not Always A Good Investment. Catching Trends Make Big Wealth.

Strictly Privileged & Confidential | For internal use and not for public circulation

Our Approach | 3P Investment Philosophy

P PROMOTER “We’ve never succeeded in making
good deals with bad people”
Has Passion for its products, Focus on the business and
conduct’s the business with Unquestionable Integrity - Warren Buffett
“In business, I look for economic
P PRODUCT castles protected by unbreachable
‘moats’”
Has substantial competitive advantages over others
and has the ability to sustain and protect the same - Warren Buffett
over years to come “Everything is AAA at the right price”

P PRICE - Howard Marks

We don't want to buy the highest quality business. Its all 34
about finding good businesses and paying a lot less
for it

Strictly Privileged & Confidential | For internal use and not for public circulation

Investment Process

Screener Shortlist Shortlist cos Go beyond the Portfolio
(to get list of Sectors for compulsory numbers Allocation

focus cos) checklist

✓ Co with history over 10 ✓ Sector growth > 8/10% ✓ Group Cos of promoters? ✓ Meeting management
years ✓ Pricing Power ✓ Related party transactions ✓ Visiting plants
✓ Equity Dilution? ✓ Analysts meet
✓ RoCE > 15% ✓ CFO/ EBIDTA vs peers? ✓ Conference Calls
✓ CFO> EBIDTA > 40-50% ✓ Working Capital days vs ✓ Meeting competitors
✓ D/E < 1/1.2x ✓ Internal Debates
✓ Promoter stake > 40% peers?
✓ Promoter Pledge Nil ✓ Number of CEOs changed
✓ M-cap > 500 crore
since inception?
and others via our forensic

checklist

Strictly Privileged & Confidential | For internal use and not for public circulation 35

What do we avoid? In Investing
Forecasting the markets
In Companies Investing based on technical analysis
Hot stocks or concept stocks Churning the portfolio
Businesses that we do not understand Following the herd
Expensive valuations
Promoters with corporate governance
issues
Leveraged companies / promoters

“If we avoid the losers, 36
The winners will take care of themselves” – Howard Marks

Strictly Privileged & Confidential | For internal use and not for public circulation

Reach us at
www.omkaracapital.in
[email protected]
022-4964-7167
+91-93211-50800
+91-93405-86068