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FINANCIAL
ADVISORY COMPANY THAT IS TAILORED TO YOUR UNIQUE NEEDS AND FINANCIAL GOALS!


WELCOME TO
PREI MANAGEMENT LIMITED.


FINANCIAL
ADVISORY COMPANY THAT IS TAILORED TO YOUR UNIQUE NEEDS AND FINANCIAL GOALS!


WELCOME TO
PREI MANAGEMENT LIMITED.



About 2024


PREI MANAGEMENT LIMITED

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ABOUT US

PREI MANAGEMENT LIMITED is a world-leading capital investment management
company. PREI Capital Company is based in the United States and faces the world.
It focuses on investment services for capital appreciation of mutual funds,
trust funds, financial institutions and high-net-worth individuals. Our goal is
to create long-term value for investors through sound investment strategies.

As a leading global capital investment management firm, our annual CEO Summit is
one of our key planning efforts to this end. Each year, we host the annual PREI
MANAGEMENT LIMITED CEO Summit and bring together corporate participants to
facilitate one-on-one meetings with PREI MANAGEMENT LIMITED portfolio company
CEOs to drive commercial, technology and strategic partnerships that drive
progress in our investments At achievement.

PREI MANAGEMENT LIMITED is an innovator and a market leader in developing
investment strategies. Create long-term value for investors through robust
investment strategies that smooth the wealth creation process by providing the
best risk-reward ratio. Through innovation, we can always push the limits and
create the best service for our customers. We are determined to become the
world's most professional financial investment management service provider and
contribute to the development of the global financial market.

Leveraging our deep investment experience and learnings, we now specialize in
venture capital investments in financial services and capital markets in India.
We continually provide insights and strive to help our portfolio companies
realize their full potential, leveraging deep and broad relationships to
accelerate portfolio company success. . Investing in people and win-win
cooperation is our investment philosophy.

The company is licensed and regulated by the U.S. Securities and Exchange
Commission, is an approved intermediary for Foreign Portfolio Investment (FPI)
by the Securities Commission of India, and is authorized and regulated by SEBI.


WHY US?

PREI Capital focuses on providing wealth management services to mutual funds,
trust funds, financial institutions, high net worth families and corporations.
To ensure one's future well-being, it must be planned. When it comes to
succession planning or protecting your assets from the unexpected, it’s never
too early to start. Whether you are establishing a trust for long-term family
succession purposes, as a profit-sharing plan for employees, or to protect your
loved ones, PREI can serve as your trustee and partner.

1. Strong financial strength and resource integration capabilities can obtain
more financing, better meet the needs of a large number of customers, and build
an efficient financial service system.

2. The company has a complete training and career development mechanism
platform, through which employees can learn various financial knowledge and
skills and obtain more formal career development.

3. The company is based in the United States and has developed into India,
Singapore, Japan, and New Zealand, and has achieved excellent results.

4. Professional research team and intuitive trading strategies

5. Strong partners of DII\FII




KEY THEMES

Whether it's service commitments or pricing structures, everything our customers
see is transparent. Our clients' interests always come first, and because with
this in mind we believe we can build relationships based on trust.We know that
our customers want more than just a service provider, they want to work with a
partner who is as committed to long-term success as they are.

Transform ideas into solutions that add value from the customer's perspective.
We know that through innovation, we can always push the limits and create the
best service for our customers.


INVESTMENT PHILOSOPHY?

Hold long-term positions and short-term advantages while staying true to our
investment philosophy. Its goal is to become an innovative investment manager in
the field of alternative investments for institutional investors, family
offices, high net worth individuals and foreign portfolio investors by providing
the best risk-reward ratio, thereby smoothing the wealth creation process.




OUR SERVICES

PREI MANAGEMENT LIMITED is authorised by the DFSA to carry on the Financial
Services specified below:

PARTNER PROGRAM

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PARTNER PROGRAM

Join us and achieve financial freedom together is our only goal. We will add
flying wings to your career and be the manager of your assets.

We give it our all. This is our only focus. We are fully committed to our
collective success.

WHAT WE DO

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WHAT WE DO

We offer diversified active investing strategies across four pillars: equities,
fixed income, multi-asset and private markets. Our expertise spans developed and
emerging markets, as well as public and private markets. We offer single country
and global strategies as well as thematic and sectoral portfolios. As a pioneer
in sustainable investing for over a decade, we develop specialist products and
conduct specialized research.

WE PROVIDE SOLUTIONS TO OUR CUSTOMERS

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WE PROVIDE SOLUTIONS TO OUR CUSTOMERS

Our clients often seek to add value to their assets or wish to preserve wealth
for their family. They need the investment alpha we seek to generate. They also
require us to think long term. This means delivering a range of expertise and
capabilities across and within asset classes, and increasingly means putting
sustainability at the forefront of what we do.

PROACTIVE ALLOCATION AND RISK MANAGEMENT

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PROACTIVE ALLOCATION AND RISK MANAGEMENT

private market

Private equity, a century-old enterprise, welcomes the bright future for your
success

Quantitative and Factor Investing

The secondary market seeks the optimal investment strategy for you and achieves
the fastest wealth appreciation in the market. We have extensive experience in
wealth management, from trusts and estate planning to family governance and
succession. We also operate the underlying business on behalf of private clients
within their structures. This requires combining a "corporate style" service
with a clear focus and personal interaction that underpins our traditional
private client relationships. It is these qualities that help us continue to
nurture and build long-term relationships. Our private clients range from
individual entrepreneurs to extended families earning and retaining wealth
across generations.

SUSTAINABLE DEVELOPMENT

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SUSTAINABLE DEVELOPMENT

Partner program, learn to invest, stand on the shoulders of giants, and lead the
market. Yesterday’s Trailblazer, Today’s Frontier Investors Building a
successful private investment portfolio requires a deep understanding of asset
classes, strategies and geographies. We are a leader in private markets
investments and are often the first port of call for emerging managers that have
spun out of larger companies.

While private investing has consistently been proven to deliver portfolio
performance for investors through meaningful allocations, returns vary widely
between the best investments and others.

That’s why we continually invest in the resources, experience and infrastructure
to source, evaluate and secure high-credibility private investments around the
world.


SENIOR MANAGEMENT

MUKESH AGARWAL

Senior Partner, PREI Principal Analyst, Chartered Financial Analyst (CFA),
Certified Financial Planner
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SANTHOSH G

Marketing and Client Relations Manager
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MR. SURESH BOHRA

Chief Information Officer
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MR. P SURANA

Investment Advisor
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MR. NEERAJ BHATIA

Investment Advisor
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MR. NIRBHAY MISHRA

Risk Manager
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MR. RAKESH GUPTA

Chief Financial Officer
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MR. RAKESH K BORAR

Investment Advisor
Read More

MR. MUSHAID HUSSIAN

Investment Advisor
Read More

MUKESH AGARWAL

Senior Partner, PREI Principal Analyst, Chartered Financial Analyst (CFA),
Certified Financial Planner, MBA from Harvard Business School, Advanced Project
Management Degree from Stanford University, Systemic Wealth Creation Evangelist
in Financial Services and Wealth Management With more than 25 years of
experience, he has worked as a securities analyst at Deutsche Bank Securities
and Morgan Stanley. In 2012, he correctly predicted that India was at the
beginning of a structural bull market. He focused on Indian, Japanese and US
stock markets and has helped 200 Multiple families, young entrepreneurs and
high-performing professionals achieve financial freedom and build sustainable
wealth.

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SANTHOSH G

Senior Partner, MBA from Harvard Business School and BA with Honors in
Mathematics from St. Stephen's College, Delhi. He has served as a strategic
advisor to a number of investment banks and is a leader in the private equity
field. He has more than 10 years of investment management consulting experience
and has provided services to various industries. Provides advisory services to
private equity clients and investors, working with private equity clients on a
wide range of topics, including commercial due diligence, fund strategy and
operational improvements. In private equity, he focuses on the technology,
internet, consumer and healthcare industries.

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MR. SURESH BOHRA

Mr. Suresh Bohra has over 25 years of work experience in the Indian Capital
Market and Financial Services sector. He is the Founder of BETA STOCK BROKERS. a
Broking and investment banking and distress asset management services company.
He is also promoter director of BLACK FOX FINANCIAL PVT. LTD. CREST COMTRADE PVT
LTD, BLUE BLOOD VENTURES PVT LTD. He is also professional Director in MEDIA
MATRIX WORLD LTD. Some of the other companies he has been associated at senior
positions include INDCAP FINANCIAL LIMITED, GDB SHARE & STOCK BROKING SERVICES
LTD, R.K. GLOBAL SHARES AND SECURITIES LTD., where he has managed corporate
fund, built and ran successful lines of businesses including advisory
,brokerage, project management, private equity, merchant banking and investment
banking activities. He was also played very active role in acquiring NPA assets
from Banks and Financial Institutions.

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MR. P SURANA

Mr. Pushpendra Surana is a member of Institute of Chartered Accountants of India
and a practicing Chartered Accountant having experience of more than 11 years in
the area of Audit, Finance and Corporate Advisory matters. His has also
Certified Public Accountant form Australia. He has handled various types of
Audit and Consultancy work of international and domestic clients having interest
in Real Estate, International Trading (specifically CIS countries), Government/
Public Sector Undertakings etc. Apart from audit he also has good experience
indirect taxation work. He has been part of various committees' setup by
Ministry of Finance and Ministry of Corporate Affairs of India. He has played an
instrumental role in making the XBRL reporting mandatory in India while he was a
committee member of Ministry of Corporate Affairs's committee on digitization of
balance sheet in India. He was involved in diagnostic review and overhauling of
Internal Control System maintained at skill development organization of role in
making the XBRL reporting mandatory in India. He was involved in diagnostic
review and overhauling of Internal Control System maintained at skill
development organization of Ministry of Urban Development.

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MR. NEERAJ BHATIA

Mr. Neeraj Bhatia is a Science Graduate. His area of knowledge is Banking &
Finance. He is a Fellow of the Institute of Chartered Accountants of India. He
is also the member of European Corporate Governance Institute, Belgium and
member of Information Systems Audit and Control Association, USA. He is the
partner in M/s. Samsand & Associates, Chartered Accountants which handles
various audit of public sector undertaking, banks, financial institutions
including public limited companies. He has served Bank of India as Chartered
Accountant Director nominated by the Government of India, for a period of 3
years from 17.10.2011 to 16.10.2014.He is elected as Shareholder Director of the
Bank for a term of 3 years w.e.f. 25.10.2014. He is member of the Investment
Committee in BETA STOCK BROKERS.

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MR. NIRBHAY MISHRA

Mr. Nirbhay Mishra is currently Director Finance for Vehere. Nirbhaya has a rich
blend of experience of over 18 years in the areas of corporate advisory, cross
border transactions and resource raising. Prior to Vehere, Nirbhaya has been
associated with Pulsar Knowledge Centre (PKC), a 100% subsidiary of KIPCO group
of Kuwait. Nirbhaya was responsible for mobilizing Middle East investment into
India and helping Indian companies setting up their operation in Middle East.
Nirbhaya had been actively involved in the implementation of various projects
for several industries/companies. Nirbhaya has also worked with Indcap Financial
Services (P) Ltd., boutique Investment Banking Company as Vice President & NECO
Group of Industries. Nirbhaya received his Business Administration degree in
1997 & C.F.A degree 1996. He is member of the Investment Committee in BETA STOCK
BROKERS.

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MR. RAKESH GUPTA

Mr. Rakesh Gupta has over twenty years of experience in equity and allied risk
management products. He is currently the Partner in Das Gupta & Associates and
Managing Partner in STRG Associates and is a member of the Investment Committee
of BETA STOCK BROKERS. His professional career started with SMC Global
Securities Ltd. He worked there for 16 years in various capacities at a variety
of strategic and functional positions. His last assignment with SMC was as the
Executive Director. Thereafter he providing constancy services to various
Broking Houses in the area of Risk Management, Retail Distribution, Business
Development across various Retail Mortgages products. Throughout his career
spanning over 20 years, he has significantly contributed to mortgages and allied
risk management products. Mr. Gupta holds a Post Graduate Degree in Business
Management and is a Fellow of the Indian Institution of Chartered Accountants of
India.

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MR. RAKESH K BORAR

Mr. Rakesh K Borar is a Company Secretary, also holds a MBA degree from Cardiff
Business School, University of Wales. UK. in area of International and corporate
finance. He is currently Director of Alchemy Finance and worked for Schablona
India limited as Independent director, Thor Investment Partner as Portfolio
advisor, Inter Publicity (p) Ltd, DCM Financial Services, P.N. Vijay Financial
Services (p) Ltd. He has contributed various articles to Financial Express on
Economy, Industry and Investment Opportunities. Featured as guest speaker on
CNBC on numerous occasions. Also Featured on NDTV profit as a regular speaker on
weakly stock market shows.

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MR. MUSHAID HUSSIAN

Mr. Mushaid Hussian, Member of the Institute of Cost Accountants of India
(AICMA). He has to his credit a rich experience of around 22 years in the area
of implementing Hospital & Hotel Projects & Power and Infrastructure Projects.
He is engaged as a professional management consultant for various foreign
companies in the sector of infrastructure development and actively involved in
general trading in UAE. He has worked with Nodia Medicare Centre Limited, Wibro
Frozen Food Exports Pvt Ltd, Aljazirah Engineers & Consultants, Riyadh; ITDC,
Tbea Energy (India) PVT. LTD., Gurgaon (a wholly owned subsidiary of Tbea
Shenyang Transformer Group Co. Ltd., china) at senior managerial positions.He
was in-depth experience in starting startup ventures and have rich experience of
dealing with Banks for securing Bid Bonds, Performance Guarantees etc and other
related works i.e. responsible for all commercial activities of the Company and
advising on entry strategies into India, regulatory approvals with the Reserve
Bank of India (RBI), ministries / governmental bodies PSU's, drafting commercial
contracts, legal opinions on foreign exchange control regulations, FEMA, Income
Tax, Customs/Excise and Service tax, anti-trust/ competition laws,
confidentiality/trade secrets, restrictive covenants, Indo-China DTAA,
Assistance in due diligence, Labor & employment compliances, and Dispute
resolution.

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