Kriis Portfolio PMS

The four core investment principles at KRIIS are deeply embedded in its culture and guide every investment decision:

1. SIMPLICITY Investing in simple businesses with sustainable long-term growth potential that generate positive free cash flows and scalable opportunities.

2. COMPETITIVE MOAT Identifying companies with durable competitive advantages such as strong brands, distribution networks, economies of scale, cost advantages or intellectual property.

3. MARGIN OF SAFETY Maintaining valuation discipline by factoring in growth and quality. Staying cautious during market euphoria and deploying capital during periods of distress.

4. CORPORATE GOVERNANCE Investing in businesses led by ethical, competent and transparent management teams with strong integrity and long-term vision.

Additional guiding principles include: • Integrity and transparency as foundational values • Performance-driven fee structure (no fixed management fee; 12.5% performance fee) • Proprietary KRIIS Investment Model for high-conviction stock selection • Long-term wealth creation with stability and growth • Personalized service aligned to client risk profile and goals • Financial freedom inspired by the teachings of Chanakya