From CEO’s desk Nov 2022

Dear friends and well-wishers of Kampani Capital,

As we move into the last months of this year with the Christmas and New Year festivities upon us, there is a clear sign of economic optimism in the air across the country. Infact there was near unanimity in this view in all the meetings that I did earlier in the month in London across Fund Managers, Family Offices, HNIs and partner firms alike . The last few months have seen a number of large Indian firms buying out local assets which is ample evidence of the faith that they have in the Indian economy for the next 5 years atleast. These transactions have ranged from sectors as varied as cement to financial services to bottled water. Merger & Acquisition (M&A) activity in India touched an all-time high of $148 billion in the first nine months of 2022. It was 58.2 per cent higher than in 2021, according to a recent report in the press.

We are also seeing increased traction on the fund raising side in the SME deal space which is our core target segment.There is tremendous optimism in the private investments space where investors that were earlier more keen on the public markets side are now moving towards the private side albeit in tickets of less than 10 Mio $.We are strongly placed to take advantage of this trend as we grow our team over the next few months.We have recently appointed a senior consultant to head our Product capabilities and have also hired 2 young and dynamic interns for research and client experience management. We intend to hire 2 more full time team members in the next quarter as we continue to Build in India – for the World. Sowmya and I look forward to meeting some of you in our next roadshow planned for Dubai in the 2nd week of December.

Yours truly

Amar Kampani

CEO and Founder,

Kampani Capital (a division of Anak Consulting LLP)

26th November 2022