religare corporate
TRANSCRIPT
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 1/32
Religare ± An Overview
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 2/32
Pharmaceuticals Health Care IT Financial
Group Overview
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 3/32
Pharmaceutical
s
Health Care
IT
Largest in India
Category leader in India and among Top 10 globallyManufacturing operations in 11 countriesProducts sold in over 125 countriesSales in excess of USD 1.3 billion
Second Largest in India
Second largest hospital chain in IndiaCurrently nearly 1800 beds across India; target of
6,000 hospital Beds by 2008Fastest growing network with 11 hospitals and 16heart command centre'sHealthcare, Telemedicine, Education & Research
Largest in South East Asia
South & South East Asias largest Pathology labs networkGlobal accreditations and ComplianceFirst in India to have two Clinical Reference Labs
A network of 19 laboratories and growing across India
600 Sample Collection Centers in 360 cities across the globeOver 4 million satisfied customers every year
Fortis Financial Services Limited specializes inEnterprise Solutions for BFSI Segment.Software Solutions Products and OffshoreDevelopment. (Indias largest Internet Trading Product)
KPO/BPO for BFSI Clients.Enterprise Management and Infrastructure Solutions
Key Group Essentials
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 4/32
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 5/32
Brand Essence & Identity
Latin word for
'to bind together
Customer Centric Ethical, Dedicated and Diligent Processes
Diligent and process driven partner in wealth creation
Rare four-leaf clover
Each leaf has a special meaning-Hope, Trust, Care & Good Fortune
Considered good fortune to find a four-leaf clover since there are aboutestimated 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 theReligare vision.
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 6/32
Vision and Mission
Vision
To build Religare as a globally trusted brand in the financialservices domain and present it as the µInvestment Gateway of India¶
MissionProviding financial care driven by the core values of diligenceand transparency.
Brand Essence
Religare is driven by ethical and dynamic processes for wealthcreation.
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 7/32
Brand Promise
´I am not an expert, neither Do I profess to be oneµ
´I will be your ethical, diligent and process driven partnerµ
´I will be on your side with my eyes and ears to the groundµ
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 8/32
Core Ethos and Philosophy
´Ethical, Dynamic, Process driven approach for Wealth
Creationµ
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 9/32
Ethical
IntegrityTransparent Honest,
Nothing hidden, Accessible
RigorThoroughnessMeticulousness
Maintaining integrityDisciple
YoungHungry, learning,
dynamic,Up-to-date
fresh
ProcessesMethods,
techniques
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 10/32
Religare Enterprises Ltd
Religare Enterprises Ltd is a Ranbaxy promoter group company
6 Regional offices
25 Zonal/sub regional Offices
Presence through more than 980 locations-PanIndia
Present across more than 320 Cities & Towns
Total group employees 5,500 plus
Client Interfaces through the Retail, Wealth andInstitutional spectrums
Among the largest Retail brokerage branchnetwork, going beyond Tier-I and Tier-II cities inIndia
Overseas presence with a representative officein London, with aggressive plans of straddlingother parts of the globe in this financial year
Northern Regional
Office
Gujarat Regional
Office
Eastern RegionalOffice
Mumbai RegionalOffice
Maharashtra Regional
Office
Southern Regional
Office
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 11/32
Religare
Securities Ltd
Religare
Enterprises Ltd
ReligareCommodities
Ltd
Religare
Insurance
Broking Ltd
Religare Venture
Capital Pvt Ltd
Religare Finvest
LtdReligare Wealth
Management
Services Ltd
Religare Capital
Markets Ltd
Religare Realty
Ltd
Religare Finance
Ltd
Corporate Structure
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 12/32
Service Offerings
Arts Initiative
InvestmentBanking
Wealth
Advisory
PersonalCredit
Insurance
Mutual Funds
Commodities
Equities
REL
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 13/32
Client Interface
Retail Spectrum Institutional Spectrum Wealth Spectrum
To cater to a large number of retail
clients by offering all products
under one roof through the Branch Network and Online mode
Equity and Commodity Trading
Personal Finance Services
Mutual Funds
Insurance
Savings Products
Personal Credit
Personal Loans
Loans against Shares
Online Investment
To Forge & build strong
relationships withCorporate
clients and Institutions
Institutional Broking
Investment Banking
Merchant Banking
Transaction Advisory
Corporate Finance
To provide customized wealth
advisory services to High Net
worth
(HNI) Individuals
Wealth Advisory Services
Portfolio Management
Services
International Advisory Fund
Management Service (AFMS)
Priority Equity Client Services
Arts Initiative
Business Structure
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 14/32
Retail Spectrum
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 15/32
Retail
Wide Reach Present through more than 980 locations
Across more than 320 Cities & Towns
More than 150% increase in penetration in 2006-07
Large Client Base 2.5 Lac + Clients
Growth of approximately 112% recorded in 9 months in 2006-
07
Market Share Equity Broking: 4% - 5% of the Market Turnover
Commodity Broking: Approx.1.5% of the Market Turnover
Online Investment: 8% of the Market Turnover
Almost 100% increase in Market Share since last fiscal
Dedicated Sales Force Equity and Commodity: 1600 plus
Online Investment: 1000 plus
PFS: 200 plus
Insurance: 150 plus
Personal Credit: 100 plus
More than 250% increase in retail sales work force over the
last financial year
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 16/32
Approx.150,000 Retail Equityclients, with growth rates of over 200%
Current market share 4% - 5%
Pan India footprint, one of thelargest in the category
International presence
Rising Equity Broking Turnover*
* Figures in Rs cr
Key Facts
Equity Broking
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
2004-05 2005-06 2006-07
Rising Client Base
Strong equity research credentials
Team of more than 20professionals
Around 90 man years of researchexperience
Diligent, ethical and variedresearch practices
Key Facts
0
50000
100000
150000
200000
250000
00000
200
-04 2004-05 2005-06 2006-07
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 17/32
Commodity Broking
Started operations in 2004
Member of MCX, NCDEX andNMCE
Presence through more than 900locations all over India, in addition toover 50 Mandi (Rural) locations, oneof the largest in the category
15,000 plus clients, with growthrates of over 400%
Key Facts
0
2000
4000
¡ 00 0
¢
00 0
10000
12000
14000
20 0£ - 04 2004 - 05 2005 - 0 ¡ 20 0 ¡ - 0 ¤
Rising Client Base ± Commodity Broking
* Figures in Rs cr
Rising Commodity Broking Turnover*
Current market share atapprox.1.5%
Over 40% growth in turnover YOY
Strong, credible research andanalytics with a dedicated team of 15 plus professionals
Key Facts
0
10000
¥
0000
¦
0000
40000
50000
§
0000
̈
0000
¥
004©
05¥
005©
0§
¥
00§ ©
0̈
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 18/32
Online Investment
Official Launch of E-trading in August2006
Aggressive growth over the last fewmonths
Current market share of around 8% *
Rising Number of Online ClientsKey Facts
* Of total internet trading volumes of NSE, per the last published figures
** Figures in Rs cr
Recently launched a revamped, unique
360 degree customer centric onlinetrading portal www.religareonline.com
Launch of ³Trade Rewards´ uniquereward points system, a first in thecategory
Host of other revolutionary features-0% brokerage, Interest on cash margin
etc.
Key Facts
Rising Turnover**0 5000 10000 15000 20000 25000 30000 35000
Aug-06
Sep-06
Oct-06
Nov-06
Dec-06
Jan-07
Feb-07
Mar-07
0
50
100
150
20 0
250
30 0
350
40 0
450
Aug-
06
Sep-
06
Oct-
06
Nov-
06
Dec-
06
Jan-
07
Feb-
07
M ar-
07
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 19/32
Personal Credit
Official Launch of Personal Loans in August 2006
Total number clients till date are morethan 800
Personal Loans - Key Facts Personal Loans - Scheme Wise Size**
Current Book Size Rs 650 cr
Presence through all Religarelocations in India
Total number of clients till date approx.15,000
Loans Against Shares - Key FactsLAS - Current and Projected Book Size**
*Projected Figures
**Figures in Rs cr
0
2
4
6
8
10
12
14
16
18
business+ Celebr ation +
0
200
400
600
800
1000
1200
1400
2006-07 2007-08*
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 20/32
Personal Finance Services
This group caters to the financialneeds of individuals by advising themon various financial plans
Financial planning for retail investmentis not widespread in India
PFS was started to target the rapidly
expanding middle net worth individuals(MNI¶s) in India
Rapid rollout of offerings, such asmutual funds, life and generalinsurance, fixed income, small savingsinstruments, capital bonds and equityIPOs
Expert group of Religare¶s PFSadvisors provide high qualitycustomized solutions
Dedicated Team of more than 200advisors
Key Facts
0
000
0000
00020000
2 000
0000
Insurance IPO MF's
Product ±Wise Clients
Rising MF Collections for both Debt & Equity*
* Cumulative Figures in Rs cr
0
1000
2000
3000
4000
5000
6000
7000
Apr-06 May-06 Jun-06 Jul -06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06 Jan-07 Feb-07 Mar-07
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 21/32
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 22/32
Institutional Broking
With a nationwide reach this arm of RELcaters to domestic mutual funds,insurance companies, banks and FII¶s
Led by a dedicated team of over 30highly qualified professionals, based inMumbai
Fundamental support of a strongresearch team of 15 plus
Dealing capabilities on the NSE, BSEand in the cash and derivatives segment
As of now, operations are Mumbaicentric with a dedicated front enddelivery and sales team
Representations in Internationallocations as well
Institution-wise Breakup of ClientsKey Facts
In-depth, detailed and insightful coverage of more than
60 stocks across 10 sectors
FMCG
Hotels
Media
Pharma
Auto
Cement
Steel pipes
Logistics
Telecom
Media
Construction.* Present in London
0
5
10
15
20
25
30
PMS Insurance Co. FII's and DFI MF's Banks
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 23/32
Investment Banking Division covers threekey areas
± Merchant Banking
± Transaction Advisory Services
± Corporate Finance
Merchant Banking License received inDecember, 2006
Handling a wide plethora of over 40transactions in India
Already raised over Rs 830 cr with ananticipated growth of over 100%
Investment Banking
Key Facts
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 24/32
Wealth Spectrum
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 25/32
Wealth Advisory Services
Religare¶s third critical arm of WealthManagement focuses on providingcustomized solutions and advisoryservices to HNI¶s
Total relationships as on Feb 2007were 870, with strong anticipatedgrowth rates
Key Facts Total Assets Under Management in India*
* Figures in Rs mn
Rising Client Base
Supported by a dedicated team of highly qualified and reputed individuals
Currently operating out of 5 locations
Key Facts
0
200
400
600
800
1000
1200
1400
Jan-06
Feb-06
Mar-06
Apr-06
May-06
Jun-06
Jul-06
Aug-06
Sep-06
Oct-06
Nov-06
Dec-06
Jan-07
Feb-07
0
200
400
600
800
1000
1200
1400
1600
1800
J a n - 0 6
F e b - 0 6
M a r - 0 6
A p r - 0 6
M a y - 0 6
J u n - 0 6
J u l - 0 6
A u g - 0 6
S e p - 0 6
O c t - 0 6
N o v - 0 6
D e c - 0 6
J a n - 0 7
F e b - 0 7
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 26/32
The International µAdvisory Fund Management Service¶ provides advisory services to clients whowish to profit from trading in International (currently limited to US) financial instruments
Instruments available are US equities, Mutual funds and Debt, with funds being managed by theFund Management Team based out of Delhi.
Religare¶s International Equity portfolio has shown much higher returns than the DJIA and theNasdaq Composite Index
International Equity Partner - Wall street*E
Key Facts
International Equity Portfolio Performance
International AFMS
Return
Dow Jones Industrial Average .
NASD AQ Composite Index .
Religare International Equity Portfolio .
Currency ains - .
Total Return .
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 27/32
Caterpillar
Elephant
Panther
Tortoise
Portf olio Management Ser vices
Caterpillar
Elephant
Panther
Tortoise
Scheme-Wise AUM
Scheme-Wise Client Distribution
PMS provides customized portf olio ser vices with a high level of client interaction
Rigorous valuation disciplines have been put in place to minimize risk
Extremely experienced and well networ ked fund management team
Four key schemes ± Panther , Tortoise,Elephant and Caterpillar
Key Facts
Panther:Aggressive across sectors,High Risk- High Return Prof ile
Tortoise: Gradual Growth, with a cautious approach; Medium Risk andMedium Return
Elephant: Steady return over a longtime period; Low Risk Low Return
Caterpillar: Capital appreciation over a long period of time; High Risk- High Return Prof ile
Key Facts
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 28/32
Arts Initiative
Indian art Industry is currently valuedat $350 mn
Indian art industry is around 1% of theworld market
Art prices in India are escalating over 200% - 300% per annum
India is a nascent arts market that
offers huge gains for timely movers inthis segment
Key Facts Art - The New Asset Class
11.27.1240161155138112Gold
The outperforming of art with regard to all other investments isclear. The relative liquidity is the only
advantage the Equity markets have. Thus if an investor is willing to wait for a 30-36 month period, the
financial advantages are clear for all to see.
1.3
-2.9
15.8
42.6
Average
CAGR 1997-
June 2006
7.8
3.5
15.6
76.1
Average
CAGR
2000-05
109
77
334.4
2046
June-06
89786161Real Estate ±
Mumbai
63585053Real Estate ±
Bangalore
302.2212.3108.6127.7BSE Sensex-
close
22041257428130ET Art Index
2005200420022000
Index (1997 =100)
Comparative Indices: Indian Contemporary Art and other Investments
11.27.1240161155138112Gold
The outperforming of art with regard to all other investments isclear. The relative liquidity is the only
advantage the Equity markets have. Thus if an investor is willing to wait for a 30-36 month period, the
financial advantages are clear for all to see.
1.3
-2.9
15.8
42.6
Average
CAGR 1997-
June 2006
7.8
3.5
15.6
76.1
Average
CAGR
2000-05
109
77
334.4
2046
June-06
89786161Real Estate ±
Mumbai
63585053Real Estate ±
Bangalore
302.2212.3108.6127.7BSE Sensex-
close
22041257428130ET Art Index
2005200420022000
Index (1997 =100)
Comparative Indices: Indian Contemporary Art and other Investments
Art vs. Alternative Investments Kick start an Arts Fund
Provide infrastructure for Arts bypromoting fresh talent
Engender an Arts Awareness Program
Pioneer residency programs for Artistsall over the world
Create international quality Galleryspaces
Provide Art Advisory Services
Summary : To be an holistic, end toend player in Indian Contemporary Artand be seen as a corporate champion
for the cause of arts
Religare¶s Strategy
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 29/32
Way Forward
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 30/32
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 31/32
8/9/2019 Religare Corporate
http://slidepdf.com/reader/full/religare-corporate 32/32
Thank You