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Fullerton Securities Presentation : 2009-11Fullerton Securities Presentation : 2009-11



Introduction of company

� Fullerton Securities & Wealth Advisors Limited is a

company registered under Indian Company Law,

incorporated on 8th February 2008. It offers world-

class f inancial planning and a wide range of wealthmanagement products to mass affluent and affluent

customer segments. Fullerton Securities & Wealth

Advisors Limited provides a complete range of

f inancial products and services that include equitybroking (internet based online trading as well as

offline trading), f inancial planning, insurance,

investment products, equity research and more.

FFH



Fullerton Financial Holdings Profile

Fullerton Financial Holdings (FFH) invests in financial

institutions in emerging markets, bringing an operational

perspective to all investment decisions. Where appropriate, we

supervise and influence our banks to achieve the right risk-

reward balance and create shareholder value. We seek to createshareholder value by differentiating through great people and

disciplined development and execution of unique business

models.

Currently has 16 financial institutions across 9 countries in itsportfolio, including greenf ield business entities such as Fullerton

India Credit Corporation (India) and Dunia Finance (UAE)

FFH



Key Milestones for FFH

16 financial institutions in 9 countries.

Total headcount in FFH now 104, and close to 65,000 employees in our investee institutions

Market value of investments of approx ~US $40 billion

Incorporation

Jan 2003

Indonesia, Jun 2003

India, Dec 2003

Pakistan, Feb

2005

South Korea,Mar 2004

Malaysia,Mar 2005

China, Jan 2005

China, Aug 2005

Dec 2005

Dec 2007

China, Dec 2005

Dec 2003

Mar 2006

India, Apr 2009

UAE, Sep 2008India, FICC

Renamed to Fullerton

Financial April 07

FFH



Mission

Pillars

Vision

Values

Enabling Success, Enriching Lives

Unique

value

Proposition

Financial

model

Business

model

Critical

path

People

Empower-

ment

Execution

Discipline

Right PeopleOrganizational

Alignment

Execution

DisciplineProcesses

Caring ; Honesty ; Passion to Excel ; Team Work ; Disciplined Professionalism

To create superior

long-term shareholder value in

financial sectors across Emerging Markets� Organic Growth

� Acquire and Transform

� Improve Productivity

� Optimize Capital

� Risk-Reward Balance

Fullerton Securities vision is to createvalue through focus & discipline

FS Vision



Fullerton Platinum

Annual Fee Rs. 3,999

Personal Accident Cover Rs. 200 K

Home Content Insurance Rs. 100 K

Critical Illness Cover Rs. 200 K

C omplimentary Broking account

with trading privileges free

brokerage for turnover up to of

Rs. 10,00,000

Lifestyle Benefits worth Rs. 54,500

Talw alk ars Domi nos

Apollo C linic JBL S ystems

Kaya Skin C linic Antaeus Rent-a-C ar

Forest Essentials Antonio Bernini Watches

Rosebys Bed Linen Sarover Hotels

IFB Ferns n Petals

Sat ya P aul P ark er P ens

Panchkula Golf C lub Sangini Diamonds

Fullerton Gold

Annual Fee Rs. 2,799



Critical Illness Cover Rs. 100 K




Rs. 750,000


Talw al kars Dom inos

Apollo C linic C hoice Hotels

Antaeus Rent-a-C arPierre C ardin Watches

Fila Shoes C arrera Watches

Sangini Diamonds VLCC

Forest Essentials Parker Pens

Ferns n Petals JBLSystems

Welhome

Fullerton Silver

Annual Fee Rs. 999






Rs. 500,000


Dominos

C hoice Hotels

Apollo C linic

FILA Shoes

Welhome

Weekender

Antaeus Rent-a-C ar

Fullerton Select

Annual Fee Rs. 299

Personal Accident Cover Rs. 50,000

No equity broking account. Pricing by

product


Dominos

Reliance Tends

Apollo C linic

Weekender

Products with advantage

Fullerton

Advantage



Introduction of Topic Marketing & Wealth

Management Product

Introduction of Topic Marketing & Wealth

Management Product



Marketing Major Funcation Zone

The success of a business depends largely on

the effectiveness with which its marketing

strategies are formulated and implemented.

FULLERTON SECURITIES offer pure services,

which are intangibles, therefore marketing of

services differ from marketing of goods of

tangible products.

FFH



Marketing Mix

The marketing strategy by FULLERTON

SECURITIES we will have to go Four Ps of

service marketing mix.

. PRODUCT

. PRICING

. PROMOTION

. PLACE

FFH



Wealth management Products

� Insurance

�Mutual Fund

� Financial Planning

� Equity

� Mutual Fund SIP

FFH



RESEARCH METHODOLOGY

Data Collection:

� Primary Data:

A comprehensive questionnaire has beendesigned for the purpose of the study and the

respondents were interviewed to collect

feedback on the subject. It is the main source

for the primary data.

FFH



� Secondary Data:

The Secondary Data was

collected from

books

and journals relevant to the subject and also from the Internet. This was mainly to get anunderstanding of the operational side of themarket.

� Sample Size:The method of Random Sampling was followedfor the purpose of Data collection and a sampleof 100 interviewed.

Questionnaire was randomly circulated and therespondents were interviewed for their thoughts on the subject matter.

FFH



AWARENESS OF MUTUAL FUNDS &

EQ UITY MARKET

FFH



PREFERENCE OF AN INDIVIDUAL FOR

INVESTMENT

FFH



Finding & Suggestion

� The awareness level about stock market is low which needs to be improved to attract people towards investing in stockmarket.

� Fullerton as Brand is well perceived by the people and this should be utilized by FullertonWealthManagement forpenetrating the untapped market.

� It is knowledge level of people, which is influencing their

perceptions about the equities market. Increasedawareness will enable changes in perceptions and alsoincrease the investments inMutual Funds.

FFH



� More important than getting new customers is to retain existingcustomers as a satisf ied customer will get new customers and this

can be achi

eved byi

ncreasi

ng the awareness

levels

of people.

� The least preferred option is EquityMarket as people have low levelof knowledge and consider it risky. On the other hand, majority of the common mass rate the services of Fullerton as best, so this would help in convincing the customers.

� The people who have never invested in Equity &Mutual Funds alsohad a good opinion about it. The only thing was that theirknowledge level was low for trading and they wanted safety fortheir investments.

� More than any thing else, it is safety that concerns the customers most about the share market. This aspect must be targeted whileapproaching the new customers.

FFH



Conclusion

� The perceptions of people about share markets are very strong. But they can be influenced , if notcompletely changed.

�

The reason

isthat the people prefer

stay

ing awayfrom the markets is lack of conf idence about

their own understanding of the market and thevery nature of the market.

� Fullerton Securities is currently one of thef inancial investment company in the country andits strategies to penetrate further into the marketwill certainly take it way ahead of its competitors.

FFH



THANK YOU

FFH

deepak sarda

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