Welcome to the Rock!

Transcription

1 Welcome to the Rock!

2 Prudential Financial, Inc. (PFI) For more than 137 years, PFI, has helped individual and institutional customers grow and protect their wealth One of the world's largest financial services institutions with operations in the United States, Asia, Europe, and Latin America One of the most recognized and trusted brand symbols The Rock, an icon of strength, stability, expertise, and innovation. Pramerica Financial is the brand name used by Prudential Financial, Inc. of the United States and its affiliates in India and select countries outside of the United States. Pramerica, the Prameria logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide. Prudential Financial, Inc. is not affiliated in any manner with Prudential plc, a company incorporated in the United Kingdom. Service marks may not be used without prior written permission of the owner. None of these companies is affiliated with Prudential plc, a company headquartered in the United Kingdom.

3 Rock Solid Credentials Over $ 1 trillion in assets under management (1) 2 nd on Fortune Magazine s 2013 List of Most Admired Company in the Insurance: Life & Health Category 2 nd largest life insurer in the US (2) 8 th largest worldwide money manager of institutional assets (3) Over 48,000 employees in over 35 countries across the globe (4) (1) Figures as of 30 June (2) Source: A.M. Best, PFI through its life insurance companies as of 31 December 2012 (3) Source: Pension & Investments Magazine Issue dated 27 May Based on worldwide institutional assets under management as of 31st December, (4) Source: PFI

4 Rock Solid Businesses U.S. Retirement Solutions & Investment Management Division Individual Annuities manufactures/distributes individual variable and fixed annuity products. Retirement Services provides retirement investment and income products and services to public, private, and not-for-profit organizations. Asset Management provides a broad array of investment management and advisory services, mutual funds, and other structured products in the United States, as well as abroad. U.S. Individual Life & Group Insurance Division Individual Life Insurance manufactures/distributes individual variable life, term life, universal life, and non-participating whole life insurance products. Group Insurance segment manufactures and distributes a full range of group life, long-term and shortterm group disability, and corporate- and trust-owned life insurance in the U.S. primarily to institutional clients. International Division Our International Insurance segment manufactures and distributes individual life insurance products to the mass affluent and affluent markets in Japan, Korea, and other countries through Life Planners.

5 Rock Solid Global Presence United Kingdom Luxembourg Poland USA Ireland Portugal France Italy Germany Turkey China (includes Hong Kong) South Korea Japan Mexico Israel India Taiwan Brazil Singapore Australia Argentina Investments Brokerage Insurance Other As of December 31, Some businesses are conducted through joint ventures.; Countries & Territories in which PFI has operations but has no employees: Austria, Bahrain, Belgium, Bermuda, Canada, Cayman Islands, Chile, Denmark, Guernsey, Indonesia, Kuwait, Netherlands, Qatar, Saudi Arabia, Scotland, Spain, Sweden, Switzerland and United Arab Emirates.

6 Rock Solid Presence Strong presence in Asia a proof of our long term commitment China Everbright Pramerica Joint venture established: 2004 Asset management joint venture with Everbright Securities Distributes through Everbright Securities, Everbright Bank and third-party channels Security Times (2012) named the EPF New Growth Equity Fund a 5-year Star Fund Taiwan Prudential Financial SITE Acquired: 2000 Asset manager and distributor Distributes through proprietary sales force of financial advisors and wholesalers, and through third-party channels 2012 winner of Lipper Fund Award 2012 Taiwan and Best Fund Awards-Taipei Foundation of Finance & Lipper 1 Japan Prudential Investment Management Japan 2 Established: 2002 Institutional asset manager, with assets mainly related to the general account of Prudential s Japanese insurance business 1 Lipper Fund Award to Prudential Balanced Fund, winner in the Domestic Balanced (Value) category for 10 yr performance; Best Fund Awarded to Prudential Financial Emerging Market Selection Fund in the International Fund of Funds-Global Balanced category for 3 yr performance. 2 AUM as of 31 March 2013; Prudential Financial SITE (PF SITE) and Prudential Investment Management Japan Co., Ltd. (PIMJ) are affiliates of Prudential Financial, Inc. (PFI) of the United States. PFI is not affiliated in any manner with Prudential plc, a company incorporated in the United Kingdom.

7 PFI in India

8 PFI in India Pramerica is the brand name used in India and in select other countries outside of the United States Presence in Asset Management & Life Insurance DLF Pramerica Life Insurance, set-up in 2007, is a fast growing innovation-oriented insurance company with a strong footprint in Northern & Western India Pramerica Mutual Fund, set-up in 2010, is amongst the most innovative and dynamic AMCs in the country with an all India presence

9 Pramerica Asset Managers Launched in 2010, Pramerica Asset Managers currently manages assets of over Rs.2,500 crores as on May 31, Offers products and services to fulfill its business philosophy of Responsible Investing Within a short-span has managed to establish a creditable performance track record, especially in the Fixed Income category Provides retail-oriented, investor-centric solutions that are truly innovative in design Currently in the process of launching its Global Retirement based strategies that aim to offer long-term investment opportunities for Indians

10 Pramerica Asset Managers - Key Personnel Mutual Fund Division Vijai Mantri MD & CEO Over 20 years of experience in the Financial Services Industry Ranking holding - CA, AMP from ISB Past Experience CEO of Duetsche Asset Management Company Has also worked with HDFC MF, Aditya Birla Group Brahmaprakash Singh Executive Director & CIO Equities Over 18 years of experience in broad based investment management including portfolio management of equities with a bottom-up style Masters of Management Studies, Bachelor of Technology University of Mumbai Past Experience Chief Investment Advisor BCP Advisors Private Limited Managing Director with Atlantis Investment Advisors, Head of Equities - Duetsche AMC Mahhendra Jajoo Executive Director & CIO Fixed Income Over 20 years of experience in the Indian Capital Markets Silver Medalist CA, CFA & CS Past Experience Head Fixed Income & Structured Products Tata AMC Has also worked with ABN AMRO AMC, ABN AMRO Securities & ICICI Bank

11 Pramerica MF Product Range Equity Schemes Pramerica Equity Fund Pramerica Dynamic Fund Debt Schemes Pramerica Liquid Fund Pramerica Ultra Short Term Bond Fund Pramerica Short-Term Floating Fund Pramerica Treasury Advantage Fund Pramerica Short-Term Income Fund Pramerica Dynamic Monthly Income Fund Pramerica Credit Opportunities Fund Pramerica Dynamic Bond Fund Fixed Maturity Plans

12 Pramerica is now adding another dimension to its list of product & service offerings

13 Pramerica Portfolio Management Services(PMS)

14 Pramerica PMS Edge Comprehensive range of investment strategies that are suited to your investment goals and help you manage and grow your wealth. Rich blend of global resources, intellectual acumen and local expertise. Committed to designing superior and meaningful, wealth-building solutions for investors. Team of seasoned professionals Vast investment experience across equity and fixed income markets.

15 Pramerica PMS - Service Offering Debt Advisory Treasury management services for Banks & Corporates that are purely advisory in nature Discretionary Equity Portfolio manager will individually and independently manage the funds of each client, in accordance with the chosen strategy of the Client Non-Discretionary Equity Portfolio Manager manages the funds in accordance with the directions of the client

16 Pramerica PMS Meeting Client Needs Our PMS is for clients who. Are seeking strong returns that outperform the market average Do not have the time or expertise to manage their own investments Would prefer to utilize the expertise of professionals to customize their investments Have cash or an existing portfolio to invest Would like timely and transparent reporting on their investments

17 Pramerica PMS Client Servicing Keeping track of your investments will be easy with Pramerica PMS: An exclusive website Provides easy, online access to your account information, market and industry insights, and other investment information Account activity reports Shows detailed information about the trades made in your account A quarterly investment review Summarizes your account s activity and performance for the previous quarter, and provides your investment team s perspective on the markets A year-end tax statement Reports all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return Please Note: The above services are proposed to be introduced

18 Pramerica PMS - Key Personnel Rajiv Shastri Director & Business Head EA Sundaram Director PMS Investments Robinson Francis Head - Operations Over 17 years of experience in the asset management industry Chartered Accountant, MSc (Econ) from University of Strathclyde, Glasgow Past Experience CEO of Sahara Mutual Fund Has also worked with Lotus AMC, HDFC Mutual Fund, ABN AMRO AMC among others Over 23 years investment management experience B. Com, PGDBM (IIM-A) Past Experience Portfolio Manager with M3 Investment Managers Pvt. Ltd. Has also worked with HDFC AMC, Zurich AMC and SBI Fund Management Over 15 years handling securities operations, cash management, customer service, fund administration and banking M. Com, DBM, MFM Past Experience Asst. VP Operations at Bharti Axa AMC Has also worked with Fidelity AMC and Birla AMC among others

19 Important Information Pramerica Asset Managers Private Limited is registered with SEBI as Portfolio Manager as Portfolio Manager under SEBI (Portfolio Managers) Regulations, Pramerica and Pramerica Financial are the brand name used by Prudential Financial, Inc. of the United States and its affiliates in select countries outside of the United States. Pramerica, the Prameria logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide. Prudential Financial, Inc. is not affiliated in any manner with Prudential plc, a company incorporated in the United Kingdom. Service marks may not be used without prior written permission of the owner. None of these companies is affiliated with Prudential plc, a company headquartered in the United Kingdom. RISK FACTORS This Document is for information purpose only. This Document and the Information do not constitute a distribution, an endorsement, an investment advice, an offer to buy or sell or the solicitation of an offer to buy or sell any securities/schemes or any other financial products/investment products (collectively Products ) mentioned in this Document or an attempt to influence the opinion or behavior of the Investors/Recipients. Any use of the information contained herein for investment related decisions by the Investors/Recipients is at their sole discretion & risk. Please read the Disclosure Document and the agreement along with the related documents carefully before investing. Investments in Products are subject to market risks, various micro and macro factors and forces affecting the capital markets and include price fluctuation risks. There is no assurance or guarantee/warranty that the objectives of any of the Products will be achieved. The investments may not be suited to all categories of Investors/Recipients. Investors/Recipients must make their own investment decisions based on their own specific investment objectives, their financial position and using such independent professional advisors, as they believe necessary, before investing in such Products.

20 THANK YOU