1. Jimmy A Patel - 043312 CA Business Achiever - Financial Services Chief Executive Officer – Quantum Asset Management Co. Pvt. Ltd.

2. Turnover (Sales) of the Company in Rupees: Rs. 250 Crore Turnover (Sales) of the Company in Rupees: Rs. 250 Crore Net worth of the Company: Rs. 22 Crore Net worth of the Company: Rs. 22 Crore Market Capitalization of the Organization: Market Capitalization of the Organization: Note: Please give details of the company where the person is located. For CA Business Achiever or CFO where person is handling multiple companies within a group, please give composite details of all companies under the domain of nominee. Details of Individual companies may be given separately. The applicants of CA Professional Achiever should give details only of the company where they are working.

3. KEY ROLE IN THE ORGANIZATION Current Role : At Quantum Mutual Fund, Mr. Patel has spent the last few quarters putting together the infrastructure, appointing key team members, strengthening the sales team, implement processes, systems and control procedures for the efficient functioning of the Fund. He has currently initiated the process of setting up Indias first completely paperless Invest Online module; the direct retail distribution network; opening of branch offices Pan India; using technology optimally for improved customer servicing. Key forte: Current Role : At Quantum Mutual Fund, Mr. Patel has spent the last few quarters putting together the infrastructure, appointing key team members, strengthening the sales team, implement processes, systems and control procedures for the efficient functioning of the Fund. He has currently initiated the process of setting up Indias first completely paperless Invest Online module; the direct retail distribution network; opening of branch offices Pan India; using technology optimally for improved customer servicing. Key forte: Mr. Patels has an extensive background in organization development and his forte lies in the following roles: Mr. Patels has an extensive background in organization development and his forte lies in the following roles: Conceptualization, formulating, creating and managing start-ups Conceptualization, formulating, creating and managing start-ups Goal definition and solution identification Goal definition and solution identification Strategic planning and tactical implementation, problem solving Strategic planning and tactical implementation, problem solving Integration of new technology in a legacy environment Integration of new technology in a legacy environment Work flow automation – systems and processes Work flow automation – systems and processes

4. MAJOR ACHIEVEMENTS –Launched a Mutual Fund Portal for paperless transactions. Daily dividend facility (including daily re-investment) for Liquid Funds Daily dividend facility (including daily re-investment) for Liquid Funds High Value Redemptions including the Cheque across counter facility High Value Redemptions including the Cheque across counter facility Concept of Asset Allocation Concept of Asset Allocation Trigger options in various schemes Trigger options in various schemes

5. MAJOR ACHIEVEMENTS Joint holdings in ratios Joint holdings in ratios Multiple nomination (primary & contingent nominees in ratios) Multiple nomination (primary & contingent nominees in ratios) Quantum Nominated for the Quality award ceremony held in Geneva, Quantum also recognized as an emerging Power Brand in the guide released by Planman Consulting Quantum Nominated for the Quality award ceremony held in Geneva, Quantum also recognized as an emerging Power Brand in the guide released by Planman Consulting Concept of Value averaging for mutual funds Concept of Value averaging for mutual funds Right of accumulation and letter of intent Right of accumulation and letter of intent Innovative and informative account statements Innovative and informative account statements