E S T WO A dvis or s

ESTWO Advisors an emerging global advisory firm for all the investment needs of its shareholders and
 investors not limited to HNI, UHNI, institutional, family office, SWF and pension funds.

OUR Though we have started small our vision is to create a global footprint catering to clients / Investors
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MISSION worldwide and optimize competitiveness by levering our international network, resources and assets
&
VISION

Client
Integrity &
VALUES Oriented Team Work Ownership
Transparency
Approach
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 
    
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 

Technology Enabled
Forward Looking Growth Value – oriented team Experienced Team Unique Strategy
Investments

Huge opportunity for ESTWO’s shareholders and investors to participate in upcoming global market with cheap valuations
across asset classes, driven by fiscal & monetary stimulus provided by developed and emerging countries to stabilize the
economy post Covid-19 pandemic.

 

‘One-stop-shop’ for global investments within a strong regulatory framework

Advisory Private Equity
Wealth &
Asset Management

• Tech & E-commerce (250 Mn USD) • Discretionary Portfolio Management

• Financial Advisory (Fintech, Edutch, Wealthtech,Proptech etc) • Tokenized REITs
(CapitalRaising /Restructuring / M&A)
• Super Opportunities (250 Mn USD) • Third Party Products
(Media Entertainment, Healthcare, • External Asset Management (EAM) p
• Project Financing
Agri , Sports &Gaming)
• Debt & Equity

 

• Rich 25+ years experience in banking & financial services COMBINED TEAM EXPERIENCE
Worked Globally: Asia, Europe & Middle East.
• Held senior management role at Al Masah Capital, • USD 3 Billion+ worth of assets
National Bank of Fujairah, ABN AMRO, Standard managed
Chartered, Citi & others • 100 years + of combined experience
• Bachelor of commerce, Member of The Institute of Cost & • 125 + transactions closed.
SAIKAT KUMAR Management Accountants of India, Certified • Covered six global cities across the
PRINCIPAL ADVISOR
Management Accountant(USA) Doctorate in Business world
Administration (WU- USA)
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January 2023 96, Plumstead High Street, London, UK

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E S T WO A dvis or s
KEY PRODUCT / SERVICES UPDATES
1.  
Active Mandates External Asset Management
• 14 active buy and sell side mandates across different • Bespoke Asset Management and high quality of strategic
industries advise with stability & flexibility versus traditional advisors
• Total deal size value is more than USD 300 million • Wider range of diversification opportunities including
alternate investments, lending solutions & provide solutions
across various custodian banks, asset managers & securities
• Independent EAMs collectively manages in Asian Markets:
2017-$91.5B, 2022-$150B plus

2.   

• Led by an experienced team, ESTWO is planning to launch unique investment platforms in areas of Disruptive Technology and
Growth Opportunities
  
• Platform to invest in tech enabled Disruptive innovation technologies
Finance, Insurance, Digital Banking, to be worth $200 trillion + by
Block Chain, Web3 , Metaverse, AI, 2030, what does this mean?
Robotics , and Regulatory companies Cathie Wood's Ark Invest claims
that disruptive innovation
• High Expected return (usually above 2.5x) technologies will grow from $14
trillion in 2020 to $210 trillion by
• Quick turnaround (exit around 5 yrs) 2030

• Expected soft launch Oct end 2023 2016 2017 2018 2019

• 5 deals already in place Transaction # Median EV/S Median EV/EBITDA

  

• One of its kind platform to invest in unique opportunities available at attractive valuations due
to post pandemic situation with a potential to optimize returns in the next 5 to 6 years
• We in general avoid opportunities if potential market size is less than 1 Bn USD
• We never take all three risks together – Geographic, Industry, Operational
• Initial set of sectors (not limited to)
- Media & Entertainment – OTT,VOD, Content , Music labels , Web Series, Regional
TV Channel
- Healthcare – Niches, Pharmaceuticals, Mental Health Services , Medical Clinics,
Biotechnology , Hospital Network
- Sports & Gaming – Console Gaming , PC Gaming ,Publisher / Developer Companies,
Fitness via Sports, Gaming Leagues Mobile Gaming
- Other Opportunities – Agri Business ( Food Park ), Education, Industrials, Distressed
3.      
• ESTWO is planning to formally launch a REIT by 2024
 
• REIT - A unique investment platform with a mix of technology and real estate
• One of its kinds REIT with investment opportunity across
geographies .
• The asset classes will include income generating discounted assets such
as Residential Building, Grade A Commercial Building, Warehouse and
Logistics assets, Student Accomodation etc
• The primary investment will be in the opportunistic market which offers
healthy dividend yields (~7%) compared to the global average yield of
5.5%
DISCLAIMER: The information contained in this document is confidential and proprietary to Estwo Advisors LLP(ESTWO) and has been prepared by ESTWO exclusively for the benefit and it’s internal use &
counterparty/s to whom it is not to be (i) copied, photocopied, or duplicated in any form by any means or (ii) distributed, directly or indirectly, to any other party without the written consent of to ESTWO. .
It has been prepared for discussion and information purposes only. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations or needs
of individual counterparties. Before acting on any advice or recommendation in this material the Counterparty should consider whether it is suitable for their particular circumstances and if necessary, seek
professional advice ESTWO by making this presentation available does not provide investment, legal, tax, financial, accounting or any other advice to the Counterparty or any other parties. ESTWO is not
acting as an advisor or fiduciary in any respect in connection with providing this information, and no information or material contained herein is to be relied upon for the purpose of making or communicat-
ing investment or other decisions nor construed as either projections or predictions

January 2023 96, Plumstead High Street, London, UK 2