ReligareMacquariePrivateWealth

Knowledge In Action

Religare Macquarie Private Wealth’s (RMPW) value proposition, at

its core, is an advisory-led approach. And one of the key strengths is

its research-backed, best-of-breed investment solutions, provided

through an open architecture platform. We challenge the norms, and

our fundamentals are based on knowledge and understanding that

Indian investors are more sophisticated and have complex needs. Our

‘Knowledge in Action’ mantra ensures we leverage expert knowledge

in order to make sound investment decisions, based on not just the

prevailing conditions, but on dynamic conditions too. In other words,

our ability to think on our feet, ensures our approach is proactive and

holistic. This is possible because we have brought together highly

skilled experts and strong stakeholders - Religare Enterprises Ltd. and

Macquarie Group. We provide a paradigm shift for our customers and

aim to become the industry leader in Wealth Management.

Anton Chekhov - Russian storywriter, playwright and physician

“Knowledge is of no use unless you can put it into practice.”

Our Knowledge In Action mantra breaks down the world of investment complexities into a world of opportunities

Religare Macquarie Private Wealth (RMPW) is a joint venture of

two strong financial institutions-Religare and Macquarie. Religare is

synonymous with incisive business acumen and strategic initiatives.

While Macquarie has a fine heritage of product innovation and

investment finesse; Macquarie, brings its integrated business model

based on decades of expertise, while Religare carries its established

client base, distribution network and local market insights. When the

two combine, what emerges are innovative solutions and a disciplined

approach towards managing, preserving and building the wealth of the

Indian HNIs.

Religare is a leading emerging-markets financial services group, with a

presence across Asia, Africa, Middle East, Europe and the Americas. In

India, Religare’s largest market, the group offers a wide array of products

and services, including securities broking, insurance, asset management,

lending solutions, investment banking and wealth management. With

10,000 plus employees across multiple geographies, Religare serves over

a million clients, including corporates and institutions, high net worth

families and individuals, and retail investors.

Macquarie Group is a diversified international provider of banking,

financial, advisory and investment services, headquartered in Sydney-

Australia. Macquarie has grown substantially, since its establishment

in Australia in 1969, and has reported successive years of record profits

and growth since 1992. Since then, it has evolved from an Australian

institution to a truly global institution. In Australia and New Zealand,

Macquarie is a market leader in investment and financial services. In

Asia, Macquarie offers a full range of investment, financial market and

advisory products and services. In Europe, the Middle East, Africa and

the Americas, Macquarie focuses on niche opportunities to deliver value

to clients.

Offering value through our Client Servicing Model:To meet the customised needs of our clients, RMPW

provides a dedicated team of wealth experts, headed by

a highly experienced Wealth Advisor.

Wealth Advisor (WA):Your primary point of contact will be your RMPW Wealth Advisor. The

WA is responsible for personalising our scientific approach to wealth

management, in a way that meets your investment goals and matches

your investment solutions to your risk appetite.

Investment Advisor:You will have access to an Investment Advisor who will help you

preserve, grow and manage your wealth. He/she will assist the WA in

providing you with holistic solutions through our advisory process, and

will review your Investment Portfolio, strategically and proactively.

Service Manager:The Service Manager will provide you with all other support and will help

answer any service queries, to ensure your experience with RMPW is

unique and rewarding.

At Religare Macquarie,we offer value through ourunique Client Servicing Model

Stephen Covey - American Author and Professor

“When someone seeks your advice, he is seeking your perspective on life, your sense of balance, your understanding of how the various parts and principles apply and relate to each other. He is seeking your assurance, judgement, discernment, comprehension, your gestalt or oneness, and sense of integrated wholeness”.

We understand Advice

At RMPW, we keep an alert eye on individual portfolios, our ears to the

ground for anything that has potential and think on our feet to extract

the best out of dynamic conditions. Backed by our methodical processes

and disciplined approach, we make a conscious effort to look at the

world from your point of view, to understand your needs and to put your

interests first.

An advisory platform based on a holistic and dynamic perspective

Advisory model:We adopt a unique model for advisory.

The PGA (Protection, Growth and Aspiration) model allocates

your wealth into three distinct categories, depending on your

personal financial risk profile:

•Protection - investments that carry the least risk to capital and are

very liquid

•Growth - investments that are actively managed and aimed to

outperform benchmarks for those asset classes

•Aspiration - high-risk, high-return investments, where capital may be

at risk. However, the potential return can be quite high.

Product selection:Selecting the right product is the key to building a good portfolio. Our

product selection process:

•aimstodeliverbestofbreedproductsineachcategory

•isthoroughlyresearchedagainstourstrictcriteria

•ensuresthateachproductisapprovedbyourInvestmentCommittee

before it is offered to you

Our unique advisory philosophy

Technology is a vital enabler in every stage of the investment process.

We have invested in state-of-the-art technology to bring speed,

simplicity and efficiency to our operations and to provide you with

anytime - anywhere, access to your investments. You can view your

current holdings and transactions processed on all investments,

including Mutual Funds, Portfolio Management Service, Global

Investment Service, Venture Capital Funds, Structured Products and

Fixed Income. You also have online access to research reports and other

periodic publications by our research team. Customer confidentiality and

privacy is of utmost importance to us and we manage our systems to

ensure that important client information remains secure and available,

only to those who are designated access to or service your account.

Technology that helps you leverage our knowledge

Disclaimer:This document is prepared by Religare Macquarie Wealth Management Limited (RMWML). RMWML provides its wealth management services under the brand name Religare Macquarie Private Wealth (RMPW). RMWML is registered with third party service providers and Issuers for distribution of products and services. For any further information on services provided by RMWML kindly visit our website www.religaremacquarie.com.

All content/information present here is the exclusive property of RMWML. The content/information contained here is correct at the time of publishing. No material from here may be copied, modified, reproduced, republished, uploaded, transmitted, posted or distributed in any form without prior written permission from RMWML. Unauthorised use of the content/information appearing here may violate applicable laws and policies, and could result in criminal or civil penalties.

CORPORATE OFFICE: 4th Floor, “Sunteck Centre”, 37-40, Subhash Road, Vile Parle (East), Mumbai - 400 057. Telephone: +91 42184500 Fax: 022 - 42184555

REGISTERED OFFICE: 1st Floor, GYS Saket; D-3 Saket District Centre, New Delhi - 110 017 Telephone: +91 11 39125000 Fax: +91 11 39126575

BRANCH OFFICES: MUMBAI: 4th Floor, “Sunteck Centre”, 37-40, Subhash Road, Vile Parle (East), Mumbai - 400 057. Telephone: 022 - 42184500 Fax: 022 - 42184555

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CHENNAI “The Oval”, 5th floor, Office # 10 & 12, Venkatnarayanan Road, T. Nagar, Chennai - 600017 Telephone: +91 44 45962600 Fax: +91 44 45962629

DELHI 1st Floor, GYS Saket; D-3 Saket District Centre, New Delhi - 110 017 Telephone: +91 11 39125000 Fax: +91 11 39126575

GOA Shop No.1 and 2, Vasant Arcade, Comba, Madgaon, Goa - 403601 Telephone: +91 832 2705088

VISAKHAPATNAM Unit No. 3&4, The Land Mark Building, Waltair Uplands, Travellers Bunglow Road, Visakhapatnam – 530003.

BHUBANESWAR 24 Janpath, Bapuji Nagar, Bhubaneswar, Orissa – 751009 Telephone: +91 674 2374500

To know more, do get in touch with your Wealth Advisor or SMS us at 58888. Alternatively, you can mail us at active@religaremacquarie.com or call us on our Toll Free number 1800 102 6898.