Religare Corporate

8/9/2019 Religare Corporate

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Religare ± An Overview



Pharmaceuticals Health Care IT Financial

Group Overview



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





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.



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.



Brand Promise

Í am not an expert, neither Do I profess to be oneµ

Í will be your ethical, diligent and process driven partnerµ

Í will be on your side with my eyes and ears to the groundµ



Core Ethos and Philosophy

Éthical, Dynamic, Process driven approach for Wealth

Creationµ



Ethical

IntegrityTransparent Honest,

Nothing hidden, Accessible

RigorThoroughnessMeticulousness

Maintaining integrityDisciple

YoungHungry, learning,

dynamic,Up-to-date

fresh

ProcessesMethods,

techniques



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



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



Service Offerings

Arts Initiative

InvestmentBanking

Wealth

Advisory

PersonalCredit

Insurance

Mutual Funds

Commodities

Equities

REL



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



Retail Spectrum



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



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



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



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



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*



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





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



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



Wealth Spectrum



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



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 .



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



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


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


Mumbai


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



Way Forward







Thank You

Religare Corporate

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