Integrated Financial Solutions Provider

Transcription

1 Corporate Profile 1

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 Corporate Profile 2

3 Index Our Vision 5 The Services 7 Core Values 15 Research 21 People Our Strength 25 Setup and Process 29 Our Clients 31 Corporate Profile 3

4 Our Vision Corporate Profile 4

5 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 Corporate Profile 5

6 The Services Corporate Profile 6

7 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 Corporate Profile 7

8 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 Corporate Profile 8

9 The Services Brokerage (Equity, Commodities, Currency) including Depository services Services Offerings Equity Commodities Currency Depository Services Services To Retail Institutional Corporates & HNIs Internet Broking Corporate Profile 9

10 The Services Financing & Investment Loan Against Shares (LAS) Strategic Investments Corporate Profile 10

11 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 Corporate Profile 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 Financial Planning 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. Corporate Profile 12

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

14 Core Values Corporate Profile 14

15 Core Values CORE VALUES OF MICROSEC To facilitate financial transactions with commitment and transparency by adding value to achieve financial goals Corporate Profile 15

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

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

18 Core Values Transparent - Yet Confidential Line of Confidentiality Closure of the Transaction Execution process Terms of the Mandates Transparency Corporate Profile 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 Corporate Profile 19

20 Research Corporate Profile 20

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 Bottom up, Top down and Thematic approach to research ideas RESEARCH WINGS Technical & Derivative Research The Technical & Derivative 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 monitor stocks and commodities using the most sophisticated technical research tool and service traders by initiating Intra-day, BTST and Positional Calls and Derivative Strategies. The technical and derivative research team strictly follows the adage trend is your friend and other structures of disciplined trading Corporate Profile 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 & 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) Corporate Profile 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 Corporate Profile 23

24 People Our Strength Corporate Profile 24

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 Mr. 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. Mr. Ravikant Sharma is the Managing Director and CEO of the Company. He is the 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 13 years in wealth management and capital market operations. He is also the Managing Director and CEO of Microsec Capital Limited. Corporate Profile 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. Anurag Goyal - Vice President (Investment Banking at Mumbai) FCA He has more than 6 years of experience in Investment Banking. His expertise lies in Business Valuation, Capital Restructuring & Capital Markets Advisory. Previously he was associated with Provogue Group. He is instrumental in setting up the Mumbai office of the Microsec Group. 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. 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. Corporate Profile 26

27 People our Strength Key Managerial Personnel Mr. Manav Goenka - Vice President (Investment Banking) MBA in Finance He has more than 5 years of experience in capital market offerings, merger & acquisition, valuations and SEBI laws. 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. 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. Corporate Profile 27

28 Setup & Process Corporate Profile 28

29 Setup & Process Principal offices in Kolkata and Mumbai 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 - 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 Corporate Profile 29

30 Our Clients Corporate Profile 30

31 Our Clients Our Client Base More than Individual Clients Clients More than 450 Corporate Clients More than 15 Institutional Clients Corporate Profile 31

32 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. Corporate Profile 32

33 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. Corporate Profile 33

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37 Reach Us Kolkata Investment Banking Azimganj House, 2nd Floor 7, Camac Street, Kolkata , India T , F Brokerage and Wealth Management Shivam Chambers, 1st Floor 53, Syed Amir Ali Avenue, Kolkata , India T , F Mumbai 42A, Mittal Tower, 4th Floor 210, Nariman Point, Mumbai , India T , F info@microsec.in Corporate Profile 37

38 Thank You Corporate Profile 38