rel corp presentation
TRANSCRIPT
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Religare Enterprises Limited
- An Overview -
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Group Structure
Super Religare Laboratories Limited
(formerly SRL Ranbaxy)Religare Wellness Limited
(formerly Fortis Healthworld)
Religare Technova Limited
Fortis Healthcare Limited
Religare Voyages Limited
Healthcare
Religare Enterprises Limited
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Financial Services
Overview
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Financial Services Group Overview
Life Insurance business
(Aegon as a partner)
Asset Management business
(Aegon as a partner)
Indias First SEBI approved Film Fund
(Vistaar as a partner)
Private Wealth business
(Macquarie, Australian Financial Services Major as a partner)
Religare Enterprises Limited
Our Joint Ventures
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About Religare Enterprises Limited (REL)
One of the leading integrated financial services groups of India
Diverse range of offerings
Client base of more than 500,000 and growing, across the retail,wealth and Institutional spectrums
Pan India and global footprint
Width and depth of management leading a formidable employeebase
Best-in-class Research
Sweetly placed to spot new opportunities and power ahead
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Brand Essence & Identity
Latin word for
'to bind together
Core Brand Essence - DILIGENCE
Rare four-leaf clover harbinger of good fortune
Each leaf has a special meaning- Hope, Trust, Care & Good Fortune
Considered good fortune to find a four-leaf clover since there are about
estimated 10,000 three-leaf clovers for every one four-leaf clover found.
Hope-Trust-Care-Good Fortune, all elements perfectly combine in the
emblematic and rare, four-leaf clover to visually symbolize the values
that bind together and form the core of the Religare vision.
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Ethical
Integrity
Transparent
Honest
Nothing hidden
Accessible
Rigor
Thoroughness
Meticulousness
Maintaining integrity
Discipline
Young
Hungry, Learning
Dynamic
Up-to-date
Fresh
ProcessesMethods, Techniques
Brand Attributes & Characteristics
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REL Vision and Mission
Vision
Mission
Brand
Essence
To build Religare as a globally trusted brand
in the financial services domain and present
it as the Investment Gateway of India.
Providing financial care driven by the
core values of diligence and transparency.
Core brand essence is Diligence and
Religare is driven by ethical and dynamic
processes for wealth creation.
We believe that in 5 years approximately
10% of global investment would be
allocated to India. We would like Religare
to be reflective of the India Investment
story within and outside of India and
emerge as a top of the mind recall brand.
___________________________________________________________
We believe that Diligence is imperative
for incorporating best practices around
advisory, quality and efficiency in the
financial services segment.
__________________________________________________________
Financial services businesses depend on
the trust of customers, which builds over
a period of time through ethical business
practices adopted by the organization
along with the dynamism of the business
processes and models that need to
continuously keep evolving and changing
in fast changing market scenarios.
REL Religare Enterprises Limited
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REL & its Subsidiaries
Structurally, all businesses are operated through various
subsidiaries of the holding company, Religare Enterprises
Limited
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Religare
Commodities
Religare
Finvest
Religare
Securities
Religare
Insurance
Broking
Equity Broking Online Investment Portal Portfolio Management
Services Depository Services
Commodity Broking
Lending & Distribution
business Proposed Custodial
business
Life & Non Life Insurance Reinsurance
REL Group Structure
Religare
Capital
Markets
Religare ArtsInitiative
Investment Banking Proposed Institutional
Broking
Business of Art Gallery launched Arts i
Religare
Realty In house Real Estate
Management Company
Religare
Venture
Capital
Private Equity and
Investment Manager
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Client Interface
Retail Spectrum Institutional Spectrum Wealth Spectrum
Positioning
Leverage reach and offer integrated product and service portfolioLeverage relationship with growing SME segment spread across IndiaTo be a client centric wealth management advisory firm for the high net worth individua
Products and Services
Equity Trading Commodity Trading Online Investment portal Personal Financial Services
- Investment Solutions- Insurance- Loans
Consumer Finance Insurance Solutions
- Life Insurance- Non-Life Insurance
Institutional Broking Investment Banking Insurance Advisory
Portfolio Management Services Premier Client Group Services Arts Initiative International Advisory Fund Management Service (AFMS)
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Diversified Integrated Financial Services Platform
Depository Services
Retail Broking Retail Broking
Institutional Broking Institutional Broking
Investment Banking
Insurance Broking
Wealth Management
Asset Management
Life Insurance
Arts Initiative
Depository Services
Online Trading
Lending Business
Distribution Business
FY 2002 FY 2008
Retail Broking
Institutional Broking
Depository Services
Lending Business
FY 2006
PMS PMS
Recent growth and establishedbusinesses testimony of Religares
commitment towards becoming the
Investment Gateway of India
Diversified product portfolio with
individually focused management
teams to create optimum balance
and results
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Global Network
With acquisition of Hichens, Harrison & Co, Londons oldest broking & investment firm,
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Pan India Footprint
465
1550
330
979
110
459
2000
1500
1000
500
-
2005-06 2006-07 2007-08
Pan India Presence Expanding
Locations cities
30%
24%13%
12%
12%
9%
NorthSouth
East
Maharashtra
Gujrat
Mumbai
Geographical Distribution
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REL Group Employees REL Group Employee Distribution
Employee Overview
1,625
4,372
8753
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
2005-06 2006-07 2007-08
Does not include approximately 1000 feet on street engaged on third party rolls.
Formidable employee strength built in the last three years
RSL RCL RFL RWMSL REL RCML RIBL
100%
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New Initiatives & Alliances
An independent financial advisory platform
managed by women, for women
An alternative career path, keeping in mind the
needs, wants and desires of todays woman
An opportunity to strike a balance between
work and family life
Relationships with large private and public
sector banks
Offering online/offline equities and portfolio
management services to Banks customers
Some of the key strategic partnerships with:
IndusInd Bank, Tamilnad Mercantile Bank Ltd,
Corporation Bank, Bank of Rajasthan, etc
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Key Highlights
Religare Securities Limited (RSL)Religare Commodities Limited (RCL)
Religare Finvest Limited (RFL)
Religare Capital Markets Limited (RCML)
Religare Insurance Broking Limited (RIBL)
Religare Arts Initiative Limited (RAIL)
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Key Highlights - RSL | RCL | RFL
Religare Securities Limited
(RSL)
Member: National Stock Exchange &
Bombay Stock Exchange
Depository Participant : NSDL &
CDSL
SEBI Registered Portfolio Manager
Equity Broking
Offline Equity Trading
Online Trading through
www.religareonline.com
Received in-principle approval from
SEBI to be sponsor of Asset
Management joint venture with
Aegon
Received P1 Credit Rating from
CRISIL for its short term debt
issuance program
Religare Commodities Limited
(RCL)
Member: MCX, NCDEX & NMCE
Present in 529 locations all over
India, in addition to 50 Mandi
(Rural) locations
Launched Religare Newswire for
daily & Live updates on agri-
commodities directly from Mandi
locations to clients through our
website and other media
Corporate Desk is taking major
steps in getting industry to hedge
on Commodity Exchanges
Pioneered the concept of Spot
Futures Arbitrage
Acquired ISO 9001:2000
certification in April 2008
Religare Finvest Limited
(RFL) Non Banking Finance Company
registered with Reserve Bank of India
Member: CDSL India
ICRA rating of A1 upgraded to A1+ for
short term debt
Applied for Custodial license with SEBI
Separate Depository Participantmembership to facilitate custody of
securities to loan against share clients
Launched Religare Finmart - branded
chain of financial services stores across
the country
Finmart stores offer
investment products,
loans and
insurance solutions
Launching Consumer Finance Products:
Business Loans
Commercial Vehicle Financing
Loan Against Property
Construction Equipment
Personal Loans
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Key Highlights - RCML | RIBL | RAIL
Religare Capital Markets Limited
(RCML) RCML received its certificate for
commencement of business onMarch 14, 2007
RCML has received approval asCategory I Merchant Banker fromSEBI
RCML has acquired 200 years oldUK based brokerage firm Hichens,Harrison & Co. in May 2008
Institutional Brokerage to shift fromRSL to RCML. Membership fromBSE and NSE received
Empanelment with institutionsincluding top mutual funds, insurancecompanies, banks and FIIs
Religare Insurance Broking Limited
(RIBL) Composite Insurance Broker
approved by IRDA
Offers Life, Non-Life & Reinsurance
Insurance portfolio from more than3000 insurance products & plans
from over 30 companies (both inLife and Non-Life segment)
Launched Online sale of insuranceportal in May 2008
Setup dedicated teams focusing onSMEs at each branch
Increased focus on healthinsurance, package policies forshop keepers and SMEs
Religare Arts Initiative Limited
(RAIL) Business of Arts- Category First
360 degree platform for the business
of arts
Launched Art Fund Pratham in
November 2007 for Rs. 11.50 crores
Not just another art fund Holistic model well and truly
expressed in the identity- arts-i
1st Gallery/art destination open in
15,000 sq ft area in New Delhi
Galleries
Art store
Caf
Engendering an Arts Awareness
Program
Pioneer residency programs for
Artists
Provide Art Advisory and Value
Added Services like Collection
building, Valuation of artworks, Loan,etc
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Our Joint Ventures
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Key Highlights our joint ventures
Religare the largest
shareholder in the JV
Operations Commenced
Targeting to be one of the
strongest Life Insurance brands
with a strong retail network
Successfully beginning to build
the brand through the muchtalked about KILB campaign
Received SEBI approval
Targeted presence in 100 cities through
own branches in the first 3 years of
operation
Aims to put the AMC amongst the leading
AMCs from a retail reach perspective
Targeting retail MF investors, offshore
Institutional clients
AMC to act as sub-advisor for offshore
funds
November 2008, Religare announced the acquisition (subject
to regulatory approvals) of Lotus India Asset Management
Company (Lotus India AMC)
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Religare Research
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Research
Structured under the - Religare Hichens, Harrison - brand name
globally, our research
Covers 16 sectors and 153 companies
Extends to Economic research Result expectations Derivative strategies
IPO Research Mutual Fund Research Special reports like impact of credit policy, budget, etc
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The Religare Edge
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The Religare Edge
Diverse Offerings
Dynamic Management Team
State-of-the-art technology
Vast Distribution and Reach
Robust Brand Recognition
Synergistic Partnerships
Innovative Initiatives
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The Success Mantras
Innovation
Rigor and Diligence
Ability to create and build synergistic partnerships in
order to grow and diversify
Build and nurture an unique value system
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Our Value ECO System
Diligence Innovation Positive Aggression Forward Thinking
External Brand
Values
Integrity
Client Commitment Bottom line focused Balanced empowerment Entrepreneurial spirit Teamwork
Internal Brand
Values
The CoreEssence
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Thank You