REL Corp Presentation

download REL Corp Presentation

of 29

Transcript of REL Corp Presentation

  • 8/14/2019 REL Corp Presentation

    1/29

    Religare Enterprises Limited

    - An Overview -

  • 8/14/2019 REL Corp Presentation

    2/29

    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

  • 8/14/2019 REL Corp Presentation

    3/29

    Financial Services

    Overview

  • 8/14/2019 REL Corp Presentation

    4/29

    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

  • 8/14/2019 REL Corp Presentation

    5/29

    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

  • 8/14/2019 REL Corp Presentation

    6/29

    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.

  • 8/14/2019 REL Corp Presentation

    7/29

    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

  • 8/14/2019 REL Corp Presentation

    8/29

    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

  • 8/14/2019 REL Corp Presentation

    9/29

    REL & its Subsidiaries

    Structurally, all businesses are operated through various

    subsidiaries of the holding company, Religare Enterprises

    Limited

  • 8/14/2019 REL Corp Presentation

    10/29

    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

  • 8/14/2019 REL Corp Presentation

    11/29

    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)

  • 8/14/2019 REL Corp Presentation

    12/29

    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

  • 8/14/2019 REL Corp Presentation

    13/29

    Global Network

    With acquisition of Hichens, Harrison & Co, Londons oldest broking & investment firm,

  • 8/14/2019 REL Corp Presentation

    14/29

    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

  • 8/14/2019 REL Corp Presentation

    15/29

    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%

  • 8/14/2019 REL Corp Presentation

    16/29

    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

  • 8/14/2019 REL Corp Presentation

    17/29

    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)

  • 8/14/2019 REL Corp Presentation

    18/29

    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

    http://www.religareonline.com/http://www.religareonline.com/
  • 8/14/2019 REL Corp Presentation

    19/29

    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

  • 8/14/2019 REL Corp Presentation

    20/29

    Our Joint Ventures

  • 8/14/2019 REL Corp Presentation

    21/29

    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)

  • 8/14/2019 REL Corp Presentation

    22/29

  • 8/14/2019 REL Corp Presentation

    23/29

    Religare Research

  • 8/14/2019 REL Corp Presentation

    24/29

    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

  • 8/14/2019 REL Corp Presentation

    25/29

    The Religare Edge

  • 8/14/2019 REL Corp Presentation

    26/29

    The Religare Edge

    Diverse Offerings

    Dynamic Management Team

    State-of-the-art technology

    Vast Distribution and Reach

    Robust Brand Recognition

    Synergistic Partnerships

    Innovative Initiatives

  • 8/14/2019 REL Corp Presentation

    27/29

    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

  • 8/14/2019 REL Corp Presentation

    28/29

    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

  • 8/14/2019 REL Corp Presentation

    29/29

    Thank You