Interview Questions and Answers – Tata AMC at GIFT City

1. Global Positioning vs Competitors

- Mr. Abhinav Sharma

Several AMCs are opening branches in GIFT City. What will make Tata AMC’s international strategy unique, and how do you plan to differentiate the Tata India Dynamic Equity Fund from similar offerings launched here?

Followup: Can you give an example of a specific feature or investor segment you are targeting that others might have overlooked?

Tata AMC’s international strategy at GIFT City is built on three pillars: accessibility, innovation, and transparency. Historically, most products here were aimed at only HNIs, with minimum investments of USD 150,000 or more. We set out to change that perception.

After extensive engagement with stakeholders, we launched the Tata India Dynamic Equity Fund with a low entry point of just USD 500. This makes India's growth story accessible to a much wider base of global and NRI investors. Investors can purchase in USD, receive USD NAVs, and redeem at NAV with no entry or exit load at the GIFT City fund level.

• Transparency: A capped all-inclusive expense ratio, so investors pay exactly what they agree to, with no hidden charges.

• Liquidity: Daily NAVs, purchases, and redemptions across both underlying and GIFT City funds.

• Ease of access: Eligibility for global individuals, entities, NRIs, and OCIs from FATF-compliant jurisdictions, with simplified onboarding and no PAN or Indian tax return requirements for NRIs.

2. Building Trust with Global Investors