Company ProfileCentrum Wealth Xanara Advisors

Founded in 1976 and incorporate in 1977

Founded in October 2012

Total Employees 356 Working Area Dubai and in process of License firm Mauritius (Singapore)

Chairman: Chandir GidwaniM.D : P. R. Kalyanaraman

CEO : Joyti KeshvanCRO: Hari Keshvan

Mr. Gidwani is the Founder of Centrum Capital Ltd. He is a member of various Industry associations such as FICCI, CII, etc. and is also on the board of many leading companies.

Chandir Gidwan

i (Chairma

n)

Mr. Bahl has more than 20 years of experience in banking and financial services. Previously, he was Regional Head of Distribution, HSBC Middle East and North Africa (MENA) and was also Managing Director and Head - Retail Bank, HSBC India. 

Rajnish Bahl

PRODUCTS

• Accounts & Deposits

• Loans• Cards• Demat• Investments• Insurance• Forex• Premium Banking• Private Banking

• Home Loans• Personal Vehicle

Loans• Commercial Vehicle

Loans• Business &

Corporate Loans• Construction

Equipment Loans• Rural Loans &

Microfinance

VERTICAL/REGIONAL HEAD

North HeadAmit Rathi Tejinder Bhatia

M.D

E.D

Zonal Head (SVP)

Team Leader

RM/SM

Market Information

The Group plans to raise capital to the tune of Rs. 500 crores

Expansion in India and Overseas on the retail financial services front

In Process of getting License from Mauritius

Aditya Birla MoneyMart

Aditya Birla Money Mart Aditya Birla Money Mart Limited  is a wholly-owned subsidiary of Aditya Birla Nuvo.

In February 2010, the company has been renamed as Aditya Birla Money Mart Limited (ABMML), reflecting the ownership of the parent group.

Aditya Birla Money Mart Limited is a wealth management and distribution player, offering third party products with a distribution network of about 1000 own and franchisee branches catering to customer base , in excess of 4 lakhs.

The company caters to the corporate and institutional wealth management segment, the B2C segment and channel business.

With a direct presence through its own branches (47) and additional reach through its network of business associates (7,800) across more than 100 centers, ABMML has a trusted investor base of over 325,000.

Source : Secondary

Top managementMr. Sudhakar

RamasubramanianMD & CEO

• Holds a Management Degree from the IIM, Ahmadabad and is also a CA.

• In ABG, he started his career in the Equity Brokerage arm and has been with the group for over 18 years in various businesses.

Mr. Girish Venkat

HEAD (Wealth)

• Girish brings with him 14 years of rich experience in Financial Services.

• He was Regional Head - Gujarat at ICICI Bank Limited before working for ABM

Mr. Mohit Saxena

VP

• He came onboard in Oct. 2008 and brings with him a rich experience of over 15 years in Financial Services.

• At Aditya Birla Money, he is responsible for Wealth Management clients and segment

Source : Secondary

National Head

Zonal Head

Regional Head

Regional Managers

Area Managers

RM/Sr. RM

Management trainee

Internal Hierarchy

Source : Primary

Turnover (crore)

• 2014 - 20.42• 2013 - 19.74

Profits/loss(crore)

• 2014 – (1.03)• 2013 – (3.87)

EMPLOYEES 15000 committed employees

Employees and turnover

(Quarterly) Source : Secondary

Products Mutual funds PMS Direct Equity Alternate asset products

Gold

Real estate IPO Life insuranceStructured Products

fixed deposits

Source: secondary

Market InformationThere is an addition in the number of

branches and investor base of the company.

In 2011, Allahabad Bank and Aditya Birla Money enter into a strategic tie-up.

In 2009, Aditya Birla Money collaborates with IHO to launch new health card.

Source: primary and secondary

Damac PropertiesA private residential, leisure and commercial developer, established in

Dubai in 2002.

History

DAMAC Properties completed its first building, Marina Terrace, in the heart of Dubai Marina

in 2006.

In 2011 it announced the launch of DAMAC Maison and DAMAC Residences in the Kingdom

of Saudi Arabia.

In 2013 it announced partnership with luxury global brand FENDI and Paramount Hotels &

Resorts to develop DAMAC Towers in Dubai. 

 In May 2013, DAMAC Properties introduced the 42 million square foot ‘AKOYA by in Dubai

and announced a comprehensive strategic plan to expand its operations to Iraq.

Source: secondary

Hussain Sajwani Chairman

• He is the founder and Chairman of DAMAC Properties.

• An Economics graduate from the University of Washington, he started his career as a Contract Manager in ADNOC

• After a short period, he established his own business and in 1982 he started his own catering venture. 

Ziad El ChaarMD

• Ziad El Chaar, graduated from the American University of Beirut with a degree in Masters of Business Administration.

• His career started with the largest private company where he held several positions under business development.

Adil TaqiCFO

• He heads up the Business Development Team, managing all of DAMAC Properties’ real estate investments.

• Prior to joining DAMAC Properties in 2007, he held various senior management roles in Omani banks and financial institutions.

Management Team

Source: secondary

Market Information

• On 4 November 2013, DAMAC Properties announced it planned to raise around $500

million from a sale of global depository receipts on the London Stock Exchange

• DAMAC reported a first-half profit of $332 million in 2013, a 57% increase on

calendar 2012.

• Currently there are 1001-5000 employees

Source: secondary

HDFC Bank

&

L&T Capital

Company ProfileS.No Basis HDFC L & T Capital(subsidiary)

1. Incorporation August 1994 1938 by -Danish engineers, Henning Holck-Larsen & Soren Kristian Toubro

2. Mkt. Capitalization 1,60,997.76 crore 1,61,579.34 crore

3. Headquarter Mumbai Mumbai

4. Merger and acquisitions

Merger- the times bank ltd.Acquisition-The centurion bank of Punjab.

Merger- L&T Infotech with L&T Integrated Engineering Services. Fidelity MF and L&T MF Acquisition-Audco India Ltd., Yes bank

5. Working Area Indian financial services company

 Indian multinational conglomerate

6. Turnover Rs 49,055.2 crores 56,598.92 CR

7. Profits Rs 8,478.38 crores5,493.13 CR

Top managementHDFC

BANK

L&T

CAPITALL&T Capital :- Primary source

of data

PRODUCTS

HDF

C BANK

•Accounts & Deposits•Loans•Cards•Demat•Investments•Insurance•Forex•Premium Banking•Private Banking

L&T

CAPITAL

•Equities/Debts

•Tactical Investments/Trading

•Alternative Investment Family Office Services

•Credit Solutions/Financings

•Wealth Transmission/Protection

•Specialized Services

•Ancillary Services

HIERARCHYMgt.

Trainee

Classic

E1

Asst.

Mgr.

Preferre

d

E2

Deputy mgr.

Preferre

d

E3

Mgr.

Imperia

E4

Sr. Mgr.

Imperia

D1

AVP

Head

RM/BM

D2

DVP

D3

VP

National Head

Zonal HeadRegional

HeadRegional Mgr.

Asst. Mgr.Relationship

Mgr./ Sr. Mgr. Mgt. Trainee

MARKET INFORMATIONFIPB to take final call on HDFC Bank's FDI proposal: Finance Ministry

Deepak Parekh favours online approval to tackle 'speed money' menace

Expand branch network by 10 %

Building strong retail customer base

Copy of credit profile

Planning to open new branches

Hire new employees

Plans to raise Rs 6,000 cr

Naik divides L&T to rule the future

bags Rs 2,442 cr order from BSNL

AMW Motors ties up with L&T Finance for vehicle loans

L&T Shipbuilding near Chennai delivers first vessel

YES Bank, L&T Finance Holdings' deal

L&T Finance's share offer subscribed 3.2 times

1.

2. 3

.4.5.6

.7.

1.

2. 3.4.5.6

.7.

THANK

YOU