cd equisearch corporate profile
TRANSCRIPT
Equisearch Pvt. Ltd.
Corporate Presentation
CD Group
CD Equisearch was incepted in 1972 by the group Chairman, Mr. Chandravadan Desai with single stock exchange membership of CSE
Soon in the 80’s, CD group became the single largest institutional broker in East India
CD group became the largest player in Contango (Badla) Official Financing in Kolkata with a market share of around 60%
CD group started its NBFC in the year 1985
Corporate Presentation
CD Equisearch
History of CD Group
CD EQUISEARCH PVT LTD
CD Equifinance, the flag ship company of CD group has ICRA A1 NBFC certification
All CD group companies are completely debt free
CD is specially known for its MID-CAP research where a large number of MID CAP stocks recommended by CD in past 10 – 15 years have become Multi Baggers, helping its clientele & Business Partners in wealth creation.
Corporate Presentation
CD Equisearch
History of CD Group
CD EQUISEARCH PVT LTD
CD Equisearch is managed by professionals who have years of experience in
Financial Services industry – Mr. Chandravadan Desai – Chairman
Mr. Pranay Desai – Director
Mr. Jayesh Vora – CFO
CD Equisearch
Management
Corporate PresentationCD EQUISEARCH PVT LTD
CD Equisearch
Guiding Principle- The 3C”s
At CD Equisearch, the selection and recommendations of wealth creating opportunities are primarily based on the 3C Principle’s:
Conservation of capital
Consistent growth in value of investment over a period of time
Continual cash inflow through handsome dividends
Corporate PresentationCD EQUISEARCH PVT LTD
CD Equisearch
CD Equisearch Pvt LtdCapital Market ServicesInstitutional Equity Services
Retail Financial ProductsPrivate & Premier Client Group Services
CD Commosearch Pvt LtdCommodity Broking Services
MCX and NCDEX Exchanges
CD Equifinance Pvt LtdLoan Against Shares (LAS), Loan Against Property (LAP)
CD Equiholding Pvt LtdDistribution of Third Party Financial Products
CD Research Pvt LtdPortfolio Management Services (PMS) (under finalization)
Corporate Presentation
CD Group Companies
CD EQUISEARCH PVT LTD
CD Equisearch
Services Provided
Corporate Presentation
Private Wealth Management
Institutional Equities
Private & Premier Client Group
Retail Client Group
Loan Against Shares / Property
Financial Planning Group
NRI Services
Portfolio Management Services (under finalization)
Spot Exchange
CD EQUISEARCH PVT LTD
Our Product Portfolio
Corporate Presentation
CD Equisearch
Bonds
Equities
Distribution of Life Insurance
Commodities
Distribution of Mutual Funds
Online Broking LAS (Through our NBFC –
CD Equifinance)
DP Services IPO/FPO Funding
Structured
Products
PMS
Debt Products
Currency Derivatives
Tax Saving Instruments NSEL ( E Gold & E Silver)
CD EQUISEARCH PVT LTD
Elite Group of Clients
and many more…
CD Equisearch
Corporate PresentationCD EQUISEARCH PVT LTD
Current PresenceCD Equisearch
9
Regional Offices
Opening Shortly at :
* Pune
4000 + Franchisees and
Growing
Corporate Presentation
* Mumbai * Delhi * Kolkata*Hyderabad * Chennai *Vijayawada *Jaipur *Ahmadabad* Banglore
CD EQUISEARCH PVT LTD
Setting up Regional Offices/Branch Offices in 25 Metros/ Tier II cities in next 2 years
Expansion at 1000+ locations through 5000+ Sub Brokers in the next 24 months
Expansion Plans
To be amongst the top 3 broking house in India by 2015
CD Equisearch
Corporate PresentationCD EQUISEARCH PVT LTD
CD Equisearch
Research Support
CD Equisearch is known for its knack to pick stocks which are multi baggers
CD group has a Dedicated team of Fundamental Research Analyst–with excellent success rate
CD Group caters to Fundamental Research, Technical Report, Commodity Research ,Currency and Derivative Research
Corporate PresentationCD EQUISEARCH PVT LTD
Technology
CD has made considerable investments in technology to ensure seamless transactions and ease of operations
CD Intra – In-house portal, provides access to all the clients transactions to the end clients and intermediaries
Disaster Management: In case of online platform and / or regional offices becoming non-functional due to some unforeseen or uncontrollable natural or artificial factors, Disaster Risk Management (DRM) architecture in place
We have independent standby Servers for Applications and Web Servers like production with identical configuration for back up
Corporate Presentation
CD Equisearch
CD EQUISEARCH PVT LTD
Thank You
Corporate PresentationCD EQUISEARCH PVT LTD