Right Horizons Financial Services Pvt. Ltd. Company Profile. Right Horizons Financial Services (P) Ltd. All rights reserved.

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1 Right Horizons Financial Services Pvt. Ltd. Company Profile

2 Agenda Company profile Why Investment and tax planning Why Right Horizons?

3 Executive summary Right Horizons is a Taxation and Investment advisory firm having a unique Corporate Help Desk model for the benefit of their employees We offer various levels of partnership with corporates intended on assisting employees on their Taxation and Personal Financial Planning We propose to start with educative presentations on tax planning and investments. As a policy, we do not capture any specific company products We can mutually strengthen the relationship with help desks, tax filing, updating of intranet and providing a one stop shop for any tax and investment queries Right Horizons can also help in advising on a tax efficient salary structure

4 Company Profile

5 About Us Investment advisory and wealth management company Work towards understanding financial goals of customers, helping them attain their goals Providing end to end service across Taxation, Financial Planning and Tracking of investments. Working across various spectrum of financial instruments Branches in Bangalore, Hyderabad and Chennai Corporate Help desks provided to companies across these locations 70 Employees to service around 500 Wealth customers. Have 350 Cr of AUM, 100 Cr in Real Estate Funds in the last 2 years

6 Mr. Anil Rego Founder & CEO Management Profile Chartered Financial Analyst & holds an MBA with specialization in Finance from ICFAI Worked in the Business Planning and Mergers & Acquisitions functions with the finance department of Wipro Tech for 7 years Has been on many a panel at various seminars on related financial areas He has delivered guest lectures at premier Business-Schools IIMB, IIPM, ITM, ICFAI and Union Bank are few on Wealth management He was invited as an expert on Radio City and was covered in columns of leading papers like The Times of India and online interview on Rediff.com and Hindu for young investor advice. He writes columns/articles in publications like Times Of India, Financial Chronicle, Money control, MyIris, Sakshi (Local news paper in Hyderabad) and Udayvani (Local in Karnataka), etc Regularly appears in NDTV Profit, ET Now, UTV Bloomberg, CNBC etc as a panel expert on Markets and Mutual funds

7 Right Horizons -Services Investment Banking & Consulting Real Estate Individual's Financial Planning Portfolio Advisory Corporate Services

8 Right Horizons Milestones Started Wealth Management Services Right Horizons Inception Opened Hyderabad and Chennai Branches Company Incorporation; Enhanced Service Range to High Net Worth Individuals Inception of Real Estate and Direct Equity Verticals; Launched own real estate RH fund called RHIOP*; Launch of Investment banking services (Corporate Transactions) * Right Horizons India Opportunity Fund 8 Launch of Partner Model ; Focused Corporate Services Vertical Started distribution of overseas structured products. Started Private placement and Private Wealth

9 Generic Product line Insurance Mutual Fund Bond/ Debt ICICI Pru HDFC Std LIC MetLife SBI Life Axa Bharti Aviva Reliance HDFC Fidelity Templeton ABN Sundaram Principal SBI Nirman PPF Govt Bonds Note : We have tie up with all Insurance and Mutual Funds Vendors

10 Structured Products PMS Real Estate Gold ELD* ELD* ICICI Pru Motilal RH PL ING PMS IL&FS HDFC Developers BCIL Wood Stock Mining Funds DSPML AIG Birla ICICI HDFC *Equity Linked Debentures

11 Shankar Jaganathan Right Horizons Board Consults for select companies in the area of corporate finance and business strategy and is a visiting faculty in Corporate Finance in IISc & Union Bank Staff Training College Author of book Corporate Disclosures- The Origin of Financial and Business Reporting AD Previously Worked with Wipro for 18 year between ; Last position - Corporate Treasurer from heading Investor Relations, Treasury operations and Accounting for Wipro Limited Wipro Limited was listed in the New York Stock Exchange From 2003 to 2006, headed the Technology Initiatives and Academic and Pedagogy function in Azim Premji Foundation

12 Right Horizons Board Dr Deenaz Damania Owner/Director, Synergy Consultants, a Consumer Behavior, Research and Brand Consultancy Director: Mag Engineering, Vertebrand Management Consulting Previously Director, Research & Training, McCann-Erickson Malaysia Head, Qualitative Research, Gallup MBA Consultant, UNICEF PN Karanth Consultant mainly to Japanese companies like Mitsubishi, J-Power, etc Founder & Hon Secretary of the Indo Japanese Chamber of Commerce and Industry (IJCCI) Previously Former Founder & CEO of Eximsoft, Software Product and Development Company with employee upto 300 Consultant to Westinghouse Electric Corporation (US) DuPont in the desalination technology Toshiba, in the Automation Space Japan

13 Right Horizons Board Rachna Rego Masters in Computer Applications 14 years experience in leading IT Companies including Wipro and Infosys between In her last role, she was handling the delivery of integration product practice across multiple accounts. She brings rich experience in handling the large teams, pre sales and quality/process Has been a visiting faculty in Business Schools in the areas of Information Technology and Human Behaviors Last 4 years have been working in Right Horizons on Research, financial planning, Training, Compliance, Quality, Process and IT implementations Core team member for the corporate relations ship which include training sessions /seminars

14 Management Team Sunil Ottur: Sr.VP, Heading Real Estate and Partner Channel He is the driving force of Right Horizons and takes charge of our Real Estate and Partner Channel Vertical. He took up this new challenge after leading the sales team of Right Horizons for 3 years. With 14 years of experience in leading consumer durable and Financial Services Companies, his leadership is invaluable. Prior to joining Right Horizons, Sunil has worked with HDFC Standard Life & VIP Industries Ltd. Anand Ram: VP, Regional Head for Karnataka and Tamil Nadu He is dynamic and focused; and comes with a nothing is impossible attitude. He brings with him a superior understanding of the financial world from his ten years of experience. He has worked with several verticals in ICICI, including RAPG (Retail Asset Product Group) & Life Insurance (ICICI Prudential) Manoj Singh: AGM, Heading Private Wealth Management Vertical and Institutional Sales His expertise in Corporate and Private Wealth at a young age, makes him to drive 2 verticals simultaneously where he manages corporate and private wealth customers. He has five years of experience in wealth management and private banking across brands like Deutsche Bank and AUM Capital before joining us. Vinayak K, AVP Fund manager :Over 12 years of investment research experience in diverse asset classes including commodities, equities and fixed income. Highlights include leading a large team of fixed income analyst for Fidelity in India to provide research support to the US bond desk; working with a US based hedge fund manager on US centric long-short fund and starting a career with Crisil Research as a commodity analyst.

15 Management Team Kupendra V : AGM, His pleasing personality & interpersonal skills are his best assets, He has close to 10 years of work experience with Asset Management company s. His last assignment was with Kotak AMC as Regional Manager handling rest of Karnataka. He is the new entrant to Right Horizons management team, In his current role he will be spearheading our thrust in expanding the partner channel & corporate business in Karnataka. Naresh Kumar K: General Manager- Young, focus and clarity in thought of Naresh Kumar brings to Right Horizons a new dimension as he leads the Hyderabad Branch. His career with six years of exposure in the Financial Services from Life & Non-Life Insurance to Personal Wealth Management. I have removed these adjectives to make it consistent with others Narasimha Kumar M.O.V: General Manager His single focus, understanding of people and the market makes him a winner in all fields he works. He likes to take up new challenges and create history. He has been showing exponential growth every year, and was the recipient of several awards for his consistent performance. He served ICICI Prudential Life for six years where he won many top performance awards.

16 RH in the NEWS

17 Featured in almost all leading dailies.

18 Why Investment & Tax Planning

19 Our Services for Corporate Employees Help Desk Tax Planning and filing Tax planning thru out the year Tax filing free for single form 16 Assisting in optimization of taxes Day to day queries/ assistance One stop shop for all financial services Guiding employees on investments Intranet and Mail queries Educative on taxes and investments FAQs Answering all mail queries Training and presentation Induction training on tax planning Quarterly or regular interval presentation on financial themes

20 Next Step & Tax planning Process Confirmation by Corporate Mailers to Employees, Plan schedules Presentations & helpdesk Continuous Support/ Updates/ query handling Follow up one on one meetings with employees Analysis of Employee feedback

21 Benefits to the Employer Higher Employee Satisfaction Provides differentiation to employer Vs other corporates Enabling a higher take home to the employee Enhancing employee productivity - Having a one stop shop on the campus would save the employee considerable time Reduced fees due to corporate relationship with a wider range of services and also by efficient use of technology Educate employees on a regular basis on Tax and Financial Aspects Through induction sessions and quarterly camps Providing options to the employees even though a single company eg Right Horizons has relationships with leading insurance companies, All Mutual Funds, Tax Filing Service and Wealth management etc. Providing content on Intranet and also Helpdesk services to enable lower queries to the HR and Finance Departments Act as extended arm of Finance / HR teams Helps employer provide non monetary Value Added Service to employees

22 Benefits to Employee Tax Planning One point contact for all the employee s needs Unbiased advise on any product multiple avenues and multiple options within each investment avenue Assist the employees to optimize their taxes Financial plan customized to the employee s needs Helps maximize returns, keeping in mind the risk appetite We save the employee s time by doing everything on campus Backed up with extensive research and background (CFAs/MBAs/CAs)

23 Why Right Horizons?

24 Sell Risk mgt. Planning Own Product ESOP SPOC Our USPs Wealth Advisory by MNC/Indian Bank Right Horizons Provides Having to work with multiple Wealth Managers and Advisors Is a one stop shop on all financial needs from tax planning to investments providing value and a structured oversight Biased/Minimal advice on my ESOPs In-depth Expertise / Advice on ESOPs to deliver best returns, alerts to sell Wealth Management advice only suggests their own products and does not have a complete range of avenues Minimal planning at the individual level, no customization Multiple avenues; Multiple options under each avenue providing range and reducing bias. Eg we provide the range of ICICI Bk, HDFC Bank, Templeton PMS all under one roof without bias Planning provides the foundation advice completely customized to each individual Advice without financial basis: not founded on Risk Management Advice based on what was easier to sell Managing Risk given primary importance help provide long term growth; multiple vendors help diversify e.g. spread across multiple PMS Advice based on market outlook; a unique derisked model

25 Dec 2003 May 2004 Dec 2005 June 2006 Sept 2007 Relationship footprint Value footprint Service footprint Case Study Leading IT Company Working on formal SLA based contract Service Line expanded by enhancing non monetary value added services Regular Updation of Intanet Conducting Induction training for new joinees laterals and campus recruits Created intranet on Taxes and Investment Started presentation in other divisions of the company Educative Presentation twice a year Help Desk expanded to alternate days at largest campus Expanded to multiple locations Internal id created for all investment queries thru mail Right Horizons Footprint Growth Tax Planning Camp with Help desk in 4 locations 25 presentations across branches

26 Few Statistics Handling multiple locations for corporates with employees ranging from small companies to 70,000 people At least two theme based presentations every month to different corporates along with Tax planning Conducted upto 25 sessions in 5 consecutive days ; physically addressing about 1500 employees across 3 cities Induction training : 2-3 Sessions per week across branches Handling daily help desks where employees are more 5000 Utilizing technology to give IT investment proofs within record time (with in Day) and giving ITR generation in 3 days Ability to handle 500 queries per day in peak season Proving telephonic Support round the year on 9*6 basis. Special team to handle onsite (NRI) and Senior management team On regular basis, we conduct surveys and do analysis - our survey has been published in leading new papers across India Having among the Best expertise in corporate help desks

27 Employee Quotes Assistance in declaration and tax planning was good This year, I had a hassle free tax filing through Right Horizons Keep up the good work The session was nice, more such events should be conducted It helped me in taking decision on tax saving Your recommendation with backed up analysis is great to decide investment plans

28 Warren Buffet said "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." Right Horizons Financial Services Pvt. Ltd Corporate Office #6, Arekere, Opp. British Biologicals Bannerghatta Road, Bangalore Tel: / No. 79, M.M Road, Frazer Town, Bangalore Contact No.: Old No 166, New No 14, First Floor, Eldams Road, Teynampet, Chennai Phone : / 18/ 19 # 201, 2nd Floor, Sufi Chambers, Road #1, Banjara Hills,Hyderabad. Phone: /57/56 rachna@righthorizons.com