Edelweiss Online

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Edelweiss Group An overview

Edelweiss Online An overview

Edelweiss Online


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The Edelweiss Brand

An Overview


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Edelweiss Overview

Structure Integrated Investment Banking Company

People 1500 strong team withhighly experienced and stable seniormanagement team

Brand Well respected brand with strong position in relevant market segments


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Investment Banking

Completed over 120 transactions over multi-advisory platformsCY 2007 - Ranked #1 in Bloomberg (mid-cap PE) and FY 2008 Prime Database

(mid-market IPOs)

Outlook NDTV Award for Best Merchant Banker of the Year 2008

Broking- Institutional

Amongst Top 5 Institutional Brokerage firm

Amongst Top 3 Derivatives Desk

Unique alternative and quantitative research insights

Lending

Front runners among IPO financiers within one year of launch

Lending against liquid collateral of capital markets instruments

Broking- HNI services

Landmark tie-up with PSU Bank Union Bank of India and Bank of Rajasthan to engage HNI clients withinnovative and customised investment solutions

Debt Syndication DeskIn the first full year of operations of Debt Syndication Desk

Ranked #1 as per Prime Database in Short Term Debt Placement for CY08

Ranked #9 by Bloomberg and Thomson Reuters in Indian Domestic Bonds Market League Table for CY08

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Edelweiss Businesses


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Edelweiss Pioneer and Lead

Ranked #1

Bloomberg League

Tables

Mid-Cap PrivateEquity Transactions1

CY 2007

Ranked #1

Prime Database

League Tables

Mid Market IPOs2

FY 2008


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Edelweiss Online

An Overview


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Does your

Relationship

Manager not find

enough time for

you?

Wished to have

an investment

plan based on

your needs?

Dont find time

to trade during

market hours?

Do you find

expert advice

too expensive to

afford?


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Empower your trades

Place your own trade calls and execute them

Access to a pool of information and research reports at your fingertips

Technical tools to help you evaluate and plan your investments

Comprehensive analysis of your investment objectives

24x7 access to your personalized portfolio with multiple asset classes

Customer Friendly Site

Uncluttered information and easy site navigation

Single Destination for all financial avenues like Equity, Derivates, MFs and others

Interactive Customer Services page to address every doubt and query

Online platform coupled with offline services

www.edelweiss.in - Experience the next level of online trading


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Key take away

The percentage of Registered Accountswhich use the Online Platform hasincreased from 28% in 2007 to 46% in2008

(All numbers in Lakhs)

Source: NSE Fact Sheet 07/08

NSDL Website

Growth of Online Trading in India

Nov 07 Nov 08

RegisteredAccounts (NSDL)

80 96

Online Users 22 44


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Website Layout

www.edelweiss.inwww.edelweiss.in

TradeTrade

EquityEquity

F&OF&O

FundsTransferFundsTransfer

My EdelweissMy Edelweiss

My PortfolioMy Portfolio

My ResearchMy Research

My StrategyMy Strategy

Research &Strategy

Research &Strategy

MarketsMarkets

ResearchResearch

StrategyStrategy

Data ToolsData Tools


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Equity and F&O

Place multiple orders at once in ourBasket Order

Xpress trading terminal at your desk

Square off of positions with a click

Place After market orders to execute itnext day

Set alerts on indices or stocks of yourchoice

Funds Transfer

Get instant pay-in and pay-outsusing our Online Funds Transferplatform

Instant limits given on fundstransfer

Check the status of your transfer

Browser based platform with a clutter-free interface. Easy and user-friendly access to the trading portal.

Trading becomes as simple as internet surfing.

Trade


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Trade

Simple and easy order placing through BUY?SELL page

Auto suggest option for all the stocks and F&O

Same codes for both BSE/NSE stocks

Simple and easy order placing through BUY / SELL page

Auto suggest option for all the stocks and F&O

Same codes for both BSE/NSE stocks


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Trade: Xpress

Trading terminal at your desktop through XPRESS

Create a watch list as per your choice of stocks and place a quick order from screen

Multiple orders can be placed through Basket Order option

Alerts on the stocks and indices can be set to get SMS/email as your requirement

Trading terminal at your desktop through XPRESS

Create a watch list as per your choice of stocks and place a quick order from screen

Multiple orders can be placed through Basket Order option

Alerts on the stocks and indices can be set to get SMS/email as your requirement


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Funds Transfer

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Transfer funds between your savings account and trading account.

Avail a pay-in and pay-out option where you can transfer funds from and toyour trading account.

Tie ups with HDFC Bank, ICICI Bank and Axis Bank wherein you can easilytransfer funds from any of these banks.


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Stocks

Mutual Funds

Other Assets

Track and monitor all your investments through real-time price updates.Keep a watch on your investments at every stage and also view the historical

record of your holdings.

Customized to suit your needs.

Get Research and Strategies relevant to your holdings and interests.

Derivatives

Fixed Deposit

Cash

My Edelweiss


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My Portfolio

My portfolio pics to be included

Customer can create multiple portfolios and watch daily status of each component

Automatic updates of assets in the portfolio traded through Edelweiss

Cash flows in a particular period and performance reports can be viewed


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Research & Strategies

Navigation to stock/sector/index snapshot just by a click

Pre/Mid/Post market session news feeds to keep you updated on the market

Movements of all the stocks within a sector can viewed


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Edelweiss ResearchTeam

A Team of sectoral analysts covering about 250 companies on a regular basis.

Various top-down and bottom-up approaches to find stocks that best suityour investment patterns.

Regular Uploads of latest reports available on the site.

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Data Tools

The data tools section allows the user to use various analytical tools to gain complete insight

on his selection. These tools can be used for both, stocks and MF schemes.


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Customer Service

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A one point section for the customer where you can visit incase of any query that you haveregarding your account details or any corrections that need to be made.


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How are we different from our Competitors

Easy trading, lower margins and increased limits

Auto suggest for selection of stock, simple and common codes for NSE & BSE stocks

Fungible limits between equity and FNO, limits without selling stocks i.e. through collateral

Xpress - Broking terminal experience

Lower margins for Intraday stock future and options, appropriate margin calls for containing risk

Set alerts on stocks and indices , Place After Market Orders, Basket orders

Portfolio doctor

Portfolio evaluation & analysis on various parameters like sectoral concentration, volatility

Restructuring recommendations to enhance portfolio performance

Appropriate switch strategies to ensure balanced Portfolio

Updates on Portfolio at regular intervals

Model portfolio based on your risk and investment profile and preferences

Data Tools

Zero in on stocks/MF's to meet your criteria in a jiffy by using "STOCK/MF SCREENER" whichhas

70 different parameters to choose from Compare performance of stocks/MF's based on peer and sectoral performance over any period of

time

Technical charting based on graphical description, stock movements, and allows analyticalinterpretations using SMA, EMA, RSI MACD etc


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How to get started?

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Log on to www.edelweiss.in

Visit the Online Registrationsection

Fill in a quick form and leaveinformation for us to get intouch with you at a favorabletime for you


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Thank YouFor more information log on to www.edelweiss.in

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Edelweiss Online

Documents