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SGA as a Preferred Research Vendor
SG Analytics is a KPO providing end-to-end customized research to global clients across US, Europe and Middle East. Our 2 delivery centres: Pune (known as ‘Oxford of the East’ and Hyderabad provide the required contingency and business continuity planning (BCP) to our clients.
SG Analytics diverse research platform encompassing multiple asset classes provides scalable and cost effective research to our clients
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SGA is unique in the industry for its combined offering of the following three propositions
Delivery team with relevant prior experience in financial
services and research in different geographies
Sector specialists and desktop publishers augment research
done by analysts
Delivery offices in Pune and Hyderabad, which have lower
cost of living compared to Delhi, Mumbai or Bangalore
Pune, a university town provides abundant supply of
trained manpower
Ability to conduct both secondary and primary research in multiple European and Asian
languages, such as French, German, Spanish, Portuguese,
Arabic, Japanese, Korean, Mandarin, and Cantonese
+ +
Ranked 3rd among “Leading Providers of Knowledge Process Outsourcing Services Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing
Ranked as one of the top 50 best managed services companies in the world by DataMonitor (ranked 20th, top 1 percentile amongst 2,751 companies) in 2010
Recognition by Clients
What Sets SGA Apart…
Robust Delivery Model Cost Leadership Multi Lingual Capabilities
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Presence across the entire research and analysis value chain
Data cleaning and aggregation Primary and secondary research
News runs Profiles
Spreading historical financials Newsletters
Information memorandums
Equity, credit & sector research
Complex financial modeling & forecasting
Valuation & investment recommendation
Synergy analysis for M&A transactions
LBO, DCF & Merger Modeling
Quantitative research & advanced statistical modeling
Trading strategies based on qualitative & quantitative research
Asset allocation strategies
High-frequency trading & tick data analysis
Identifying M&A opportunities
Live support on pitches & deals
Ide
as
An
alys
is
Re
sear
ch
One Stop Shop for All Research and Analysis Services
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SGA: Client Segments and Services
Research &
Analytics
Equity Research Fixed Income Research Financial Modeling Investment Banking Private Company Valuations
(409A/PPA) ESOP Valuation
Industry Reports Investment Memorandums Pitch Book & Marketing Collaterals Media Monitors & Newsletters Company Screening & Profiling Business Feasibility Studies Private Equity Fund Valuations
Client Segments Hedge Funds, Private Equity Firms, Buy-Side Firms, Sell-Side Firms, Investment Banks, Large Corporations, Pension Funds
Primary Research (CATI , CAWI and Phone to Web)
Focus on B2B studies for Qualitative and Quantitative Interviews
Questionnaire Designing Survey Programming Deliverables in SPSS and/or Excel formats Live Barging & Online Reporting Tools Data Services and List Management
Client Segments Market Research Firms, Consulting Firms, Large Corporations
Editorial Support Services Desktop Publishing and Typesetting Layout Designing Multilingual Desktop Publishing Sales and Marketing Flyers Factsheets Consultant Database Updates
Client Segments Buy-Side Firms, Sell-Side Firms, Strategic Advisory Firms, Asset Management Firms, PR Firms, Private Equity Firms, Investment Banks
Data Aggregation, Cleansing and Segmentation
Big Data Analytics, Profiling & MIS Reporting
Tick Data Management & Analytics High Frequency Strategy Analytics Trading Algorithm Development and
Maintenance Financial Markets Analytics
Client Segments Large Corporations, Asset Management Firms, Insurance Companies, Commercial Banks, Mortgage Banks, Hedge Funds
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SGA Talent Development: Multi Dimensional Approach
Dimensions Key Attributes
Ownership & Responsibility Ownership, Accountability, Self-management, Decision-making and Adapting to Change
Technical Skills Domain Expertise and Application of Knowledge
Work management Scope of Work, Process Planning and Meeting Deadlines
Client & People Management
Client Communication and Management, People Communication and Management and Right Protocol (e-mail and verbal)
Responsibility Focuses on attitude
Work Management Focuses on project
planning, monitoring and review
Client & People Management
Focuses on interpersonal and social skills
Technical Skills Focuses on the tools and
techniques for work execution
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Our Presence: Multiple Geographies
ASIA
Delivery Centre Delivery Centre
A-3, 6th floor, E-space IT Park, Office No. 401, Nagar Road, Near Inorbit Mall, 4th Floor,Shangrila Plaza, Pune- 411014, Road No. 2, Maharashtra, India. Banjara Hills, Hyderabad – 500 033, Andhra Pradesh, India.
EUROPE
Limmatquai 80 90-92 St.John Street,
8001 Zurich, London, EC1M 4EH, Switzerland. United Kingdom.
UNITED STATES
48 Wall Street, 11th Floor, New York, N.Y. 10005.
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Sushant Gupta
Founder & CEO
B Tech IIT Delhi, INSEAD MBA
Description
Sushant has worked with companies such as Siemens, Schlumberger and Monitor in India, UK, Norway and Middle East. Since 1999, he has developed a successful track record as an entrepreneur in UK and India in the Information and IT sector. His diverse industry experience gives him the expertise to lead the growth of SG Analytics. Sushant is also an investor in Aavishkaar a pioneering rural venture capital group and board member of Sampark, an NGO focused in helping poor women.
Ahmed Hakki
Vice President, Business Development
Masters Law, University of Zürich, INSEAD MBA
Description
Ahmed leads Business Development at SG Analytics. Ahmed has more than 16 years of experience in global Investment Banks like Nomura Securities, Societe Generale and UBS covering Equity Sales, Asset Management and Private Banking. His strong domain knowledge of the financial services industry and relationship management skills are extremely useful in developing new client relationships and providing existing clients an empathetic interface.
Mahesh Joshi, CFA
Vice President, Research
BE, VJTI, JBIMS MBA, CFA 2006
Description
Mahesh leads multiple research projects in both Equity and Credit Research at SG Analytics. Mahesh has experience of more than 15 years and has lived and worked in India and the US. He has worked in multiple roles as a Buy Side Analyst & Fund manager with UTI Mutual Fund, Sell side equity analyst with HDFC Securities, Credit Analyst with CARE Ratings and Head of Research supporting a UK based Independent Research Provider.
SGA is a management-owned company, which gives it financial and operational stability with a vision for the future
Actively Involved Leadership: With Ownership in the Firm
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SGA’s workflow model facilitates smooth delivery and high quality output
Workflow Model Built on Robust Quality Process and Communication
Client
Project receipt
Client Communication
Project Delivery
Client Communication
Requirement and objective capture
Efficient and appropriate staffing
Execution with regular iterative checks and strict quality control
processes
Delivery in appropriate
format and form
Confirmation of client satisfaction
or action on client feedback
Learning absorption
Storage of reusable
information research in the
internal knowledge management
system
Client Account Manager & AVP Delivery Team & PM SGA
Quality Control QC* QC
1 2 3
Sr. Analyst/ Analyst
Project Manager
AVP
Client eye and sanity check
Completeness and Accuracy
check
Self QC
*includes editorial check in case of word/PPT doc
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More than 15 years of international experience working in Europe, US, India or Middle East
Direct experience of Equity & Credit Research, Asset Management, Investment Banking, Commercial Banking, Structured Finance, Private Banking or
Consulting
Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.
VP’s
More than 10 years of international experience working in Europe, US, India or Middle East
Direct experience of Research and Analysis covering different Markets & Asset Classes
Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.
Associate VP’s
5 plus years of working experience in the Financial Services Industry
Direct experience of Research and Analysis covering different Markets & Asset Classes
Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or India often with engineering degrees from institutes such
as IIT
Senior Analysts
3-5 years experience in Research & Analysis
Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis often with engineering degrees from institutes such as IIT
Analysts
Highly Qualified and Experienced Delivery Team
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SG Analytics is ISO/IEC 27001:2005 certified for its information security management systems
SG Analytics understands the sensitive nature of financial data and has established controls and processes within the firm to protect and secure the
interests of its clients.
Firm
Confidentiality - Each employee has to sign a confidentiality agreement with SGA
Non compete - Each employee has to sign a non compete agreement with SGA for a duration of 3-6 months depending on the seniority of the person
Client specific - Clients can also request key personnel working on their projects to sign a separate confidentiality and a non compete agreement
Physical access - Secured access areas
Logical access - Password protected work stations, restricted access to server work areas
Internet - Firewall protected and regular internet usage monitoring
Email – SGA employees have restricted access to emails. No personal emails can be accessed within the business facility.
Checks and Controls
Conducted by BSI and by clients
Audits
SGA Emphasis on Information Security and Data Confidentiality
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Ahmed Hakki, Vice President
+41 79 576 15 86
Simran Wadhwa, Senior Manager
+91 985 0248 555
Disclaimer:
No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical, photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’ databases. For detailed sourcing information contact SG Analytics.
Key Contacts