An Insight. Corporate Presentation

Transcription

1 An Insight

2 MICRO Micro represents the minute and critical business requirements of our clients. SEC Sec represents security, an instrument of growth and managing risk Integrated Financial Solutions Provider 2

3 Content Our Vision 4 The Services 6 Core Values 15 Research 21 People Our Strength 26 Setup and Process 31 Our Clients 33 3

4 Our Vision To be a universally respected financial services organization by assisting to create and manage wealth through personal care, prudent approach and proactive conduct 4

6 The Services An Integrated Financial Services Group Investment Banking Brokerage (Equity, Commodities, Currency) including Depository services Financing & Investment Wealth Management PMS, Insurance Broking, Financial Planning & Distribution 6

7 The Services Investment Banking Corporate Advisory Financial & Corporate Restructuring Mergers & Acquisitions Corporate Re-positioning Strategy Corporate Taxation Strategic Management Services Merchant Banking Public Offering Private Equity Institutional Placement FCCBs and GDRs advisory Takeover & De-listing Corporate Finance Credit Appraisals Debt Syndication Interest Swaps Debt Swaps Strategies for Interest Cost Optimization Project Reports preparation 7

8 The Services Brokerage (Equity, Commodities, Currency) including Depository services Services Offerings Equity Commodities Currency Depository Services Services To Retail Institutional Corporates & HNIs Internet Broking 8

9 The Services Financing & Investment Loan Against Shares (LAS)) Strategic Investments 9

10 The Services Wealth Management PMS, Insurance Broking, Financial Planning & Distribution Services Offerings PMS Microsec Portfolio Management Services. Create Wealth-Deliver superior return on consistent basis PRP Web based application for Personal Resource Planning Club Kautilya A knowledge based channel partnership based family oriented financial planning Third Party Products Insurance - Life & Non-Life, Mutual Funds, Fixed Deposits, Bonds and Loans Services to Corporates HNIs Retail 10

11 The Services Web based Personal Resource Planning tool Microsec recognizes that with the spread of internet and mobile telephony and due to the technological evolution, it is paramount to provide online value added services and in this context, we have launched a web based Personal Resource Planning application on web to provide information management services of individuals, wherein an individual can update and plan his/her resources in terms of finance, accounting, personal details etc. It is basically an Information Management Service for individuals. Features Personal Financial Planning Personal Accounts Investment Watchlist and Portfolio Risk Planning Health and Fitness Reminders and Alerts Diary and Confession Family Tree Contact and Event Management 11

12 The Services Knowledge Centric financial planning division called Club Kautilya where the belief Prosperity is the outcome of Wisdom, portrays Kautilya s wisdom. Services Offerings Insurance Investments Loans Home, Car & Personal Taxation Advisory Legal Advisory Services to Government Employees Banks, PSUs, etc. Corporate Executives Self employed professionals like doctors, lawyers, chartered accountants, company secretaries, interior designers, etc. Self employed entrepreneurs of micro enterprises like shop owners, micro industries, micro service providers, etc. 12

13 The Services Channel Partnership Microsec Enterprise Microsec Network Services Individual Channel Partners A Network of Professional Firms like Chartered Accountants, Company Secretaries etc. 13

15 Core Values 15

16 Core Values Knowledge - The Seamless Pipeline Training, Seminars, Conference etc. Newspapers, Publications, Websites, Television etc. Business Circle Agencies like Crisil, ICRA, Bloomberg, Capitaline, Spider, Metastock & Advance Get Microsec Strong Research Team Knowledge Vertical Ministers Knowledge Circle Seminars, Conference, Discussion Publication of Microsec Website of Microsec Clients Execution Team Of Microsec Institutions Public at Large Regulatory Bodies Agencies Transaction with Knowledge 16

17 Core Values Commitment - Core of Transaction Delivery Clients Law of Land Commitment People Society Quality 17

18 Core Values Transparent Yet Confidential Line of Confidentiality Closure of the Transaction Execution process Terms of the Mandates Transparency 18

19 Core Values Partnership The base of Existence Shareholders Partnership Employees as Shareholders Capital Contributor as Shareholder Business Partnership Employees Clients Other service providers Partnership Result Partnership WIN WIN Transaction Value Partnership Knowledge Commitment Transparency Partnership 19

21 Research Fundamental Research Strong fundamental research team of 8 analysts led by a research head Research converge includes companies in IT,Telecom, Media and Education sectors, Banking and Financial sectors, Metal, Mineral and Mining sectors, Oil and Gas sectors, Energy and Power sectors, Realty, Infrastructure and Construction sectors RESEARCH WINGS Bottom up, Top down and Thematic approach to research ideas Technical & Derivative Research The Technical & Derivatives research team consists of 3 highly qualified and experienced senior analysts All the senior members of Microsec Research team are highly sought after by leading visual and print media The research team monitors stocks and commodities using the most sophisticated technical research tools and services traders by initiating Intra-day, BTST and Positional Calls and Derivative Strategies. The technical and derivatives research team strictly follows the adage trend is your friend and other structures of disciplined trading 21

22 Research Daily Report Covering market & event based fundamental calls Weekly Report Covering domestic & global market and fundamental strategy for the week ahead Monthly Reports Covering domestic & global market and strategy for the month ahead Event based Reports Fortnightly Banking Sector Report, Inflation Reports, IIP Reports, Auto, Cement, Metal and Telecom updates Reports, RBI Monitory Review Reports, Other Event update Reports REPORTS Technical and Derivative research Reports Daily, Weekly & Monthly Reports on technical and derivative guidance on markets and specific recommended stocks Quarterly Strategy Reports Covering India Investment Strategy Fundamental Coverage Reports Research Reports with long term targets one year and above Stock Hunt / Microsec Quicker Stock idea Reports on a periodical basis with short term targets (3-6 Months), Short Term (Microsec Quicker-1-3 weeks) 22

23 Research Performance Speaks Research We benchmark our research against market indices. The recommendations of our Fundamental Research Team have consistently outperformed the benchmark indices i.e. Nifty and CNX Midcap The intra-days calls initiated by Technical and Derivatives Research team have had a success rate of more than 75% Microsec Research benchmarks its performance and the same is updated on our website at Investment Banking The Public issues managed by Microsec since its inception have outperformed the benchmark SENSEX For the performance of Public Issues managed by Microsec, please refer to our website 23

25 People our Strength Young Promoters with strong educational background and significant experience Strong Key Management Team of 22 people More than 500 people with strong educational background & relevant experience More than 200 Channel Partners, a dedicated experienced team Key Managerial Personnel Banwari Lal Mittal is the Chairman and Managing Director and is also a Promoter of the Company. He is the founder of Microsec Group. He holds a bachelor s degree in commerce from Calcutta University. He is a fellow member of the Institute of Chartered Accountants of India, the Institute of Company Secretaries of India and the Institute of Costs and Works Accountants of India. He has 17 years of experience in different fields including investment banking, wealth management and corporate advisory. Banwari Lal Mittal has in the past worked with the M.P. Birla Group in a managerial position for about 8 years. Ravi Kant Sharma is co-founder of the Microsec Group and is associated with it since He holds a bachelor s degree in commerce from Calcutta University and is a fellow member of the Institute of Chartered Accountants of India. He has an experience of more than 12 years in wealth management and capital market operations. He is also the Managing Director and Chief Executive Officer of Microsec Capital Limited. 25

26 People our Strength Key Managerial Personnel Mr. Ajay Jaiswal President (Research & Investment Strategies) B.Com Over 17 years of experience in stock markets, fundamental research of stocks, commodity and currency markets. He was associated with Angel Broking, Lohia Securities Ltd and CD Research. Mr. Arindam Chakraborty President (Insurance-Retail) PGDTM He has experience of more than 15 years in driving operational growth, maximizing business opportunities and ensuring compliance with legal and regulatory requirements. He was associated with IMRS Financial Services as Director (Operations). He has also been with ING Vysya Life. Mr. Bajrang Lal Agarwal Sr. Vice President (Financial Risk Management) ACA Prior to joining the group, he was associated with Lohia Securities Limited. He has an experience of more than 6 years in capital markets and risk management. 26

27 People our Strength Key Managerial Personnel Mr. Girdhar Dhelia Chief Financial Officer ACA, ACS Over 6 years of work experience in the areas of mergers and acquisitions, direct tax and corporate law. He was also a co-opted member of the student committee of Eastern India Regional Council of the Institute of Chartered Accountants of India. Mr. Manish Kumar Agarwal President (Compliance Risk Management) ACA, ACS Prior to joining the Group, he was associated with Bachhawat group. He has an experience of more than 8 years in the field of finance and equity broking. Mr. Pankaj Harlalka Executive Director (Investment Banking) ACS He has over 10 years of experience in dealing with Corporates. He now provides leadership to his team and is nurturing relationships with Corporates and Investors. 27

28 People our Strength Key Managerial Personnel Mr. Shamik Bhose Executive Director (Commodity Markets) Masters in Economics He has over 23 years of experience in commodities and related markets. He has been a nominee member at world trade bodies like Grain and Feed Trade Association (GAFTA) and has been a speaker and panellist at conferences organized by Forward Market Commission (FMC), ASSOCHAM and Indian Chamber of Commerce (ICC) on development of the commodity futures market in India. Mr. Sougata Sengupta President (Investment Banking) ACS, MBA He has an experience of more than 15 years in handling finance function and monitoring secretarial compliance, setting up joint ventures, finalization of business acquisitions, handling IPO, private equity and private placement of convertible debenture through FDI route. Mr. Yogesh Parasrampuria Sr. Vice President (Business Development) B.com. Prior to joining the group he was associated with Vedika Securities Private Limited, Kotak Securities Limited, J M Morgan Stanley and ICICI Bank-LAS Services. He has an experience of more than 9 years in equity broking and related services. 28

30 Setup & Process Principal offices in Kolkata, Mumbai and Delhi with another 250 (appx.) business locations in 65 Indian cities/towns in 19 states Offices:- 18,000 Sq.ft. in Kolkata, 1,600 Sq.ft. in Mumbai. Mumbai office at Nariman Point is fully equipped for Institutional Business Microsec Tower at Newtown, Rajarhat (under construction) - 35,000 Sq.ft. Technologically superior servers ( Tyco certified gigabit backbone) with backup servers. 24 hours power backup (UPS, Generators), multiple high bandwidth internet connectivity ISO 9000 Certified Process Strong Internal Controls 30

32 Our Clients Our Client Base More than Individual Clients CLIENTS More than 450 Corporate Clients More than 12 Institutional Clients 32

33 Our Clients Some of our Corporate Clients Emami group Rupa & Company Ltd. Adhunik Metaliks Ltd. Shyam Steel PS Group Jai Balaji Industries Berger Paints India Ltd. Manaksia Ltd. Khadim India Ltd. Ganage Pressings Pvt. Ltd. Core Projects & Technologies Ltd. Greenply Industries Ltd. 33

34 Our Clients Some of our Corporate Clients Ramkrishna Forgings Ltd. Godawari Power& Ispat Ltd. Ramsarup Industries Ltd. Gemini Industries & Imaging Pvt. Ltd. OCL Iron and Steel Ltd. MSP Steel & Power Ltd. Titagarh Wagons Ltd. Tantia Constructions Ltd. Dhunseri Tea ABC India Ltd. N K Realtors Ltd. Premco Rail Engineers Ltd. 34

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38 Reach Us MUMBAI 42A & 74A, MITTAL TOWER, 7th Floor, 210 Nariman Point, Mumbai Ph : Fax: NEW DELHI 417, World Trade Centre, 4th floor, Babar Road, Connaught Place, New Delhi Ph: KOLKATA Investment Banking AZIMGANJ HOUSE, 2nd Floor, 7, Camac Street, Kolkata Ph : Fax: Brokerage and Wealth Management SHIVAM CHAMBERS, 1st Floor, 53, Syed Amir Ali Avenue, Kolkata Ph : Fax: info@microsec.in Website : 38

39 Thank You