SMC Investments & Advisors Limited (Part of SMC Global Securities Limited.) SMC Group Companies-

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1 SMC Investments & Advisors Limited (Part of SMC Global Securities Limited.) SMC Group Companies-

2 About SMC Group Established in 1990, diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives), commodities and currency), investment banking, wealth management, distribution of third party financial products, research, financing, depository services, insurance broking (Life & non- Life), clearing services, mortgage advisory, alternate investment fund (AIF) and real estate advisory services to corporate, institutional, high net worth individuals and other retail clients. SMC is a member of all the leading Equity, Commodities, Derivatives, Currency and Spot Commodity Exchanges of India. Headquartered in Delhi with regional offices at Mumbai, Kolkata, Chennai, Ahmadabad, Hyderabad, Bangalore, Jaipur & overseas office at Dubai. Workforce of more than employees, registered sub-brokers, independent distributors and authorized persons spread across over 500 cities/towns in India.

3 SMC in Numbers

4 Our Offerings Loan Advisory Loan against Shares/MF Loan against prop. IPO Financing ESOP Funding Buyer s Credit Suppliers Credit Inst. Credit Soln. Credit Solutions & Financings Private Equity Real Estate Advisory Structured Products (Equity, Debt & Gold linked notes) Alternative Investments Investment Banking Insurance Life & General Offshore advisory & trading Specialized Services Multi Asset class Investment Solutions to manage portfolios through dynamic asset allocation STP, MMIS Mutual Funds PMS (Plain, Quant) NCD s / Bonds Equities & Debt Equity Fixed Income Commodity Currency Arbitrage Services Trading & Hedging Estate Planning Offshore advisory & trading\ Wills Wealth Transmission & Protection

5 Group Offerings FINANCING

6 CORPORATE HEDGING DESK SMC INSURANCE POS NATIONAL PENSION SYSTEM SMC IM+ REALTY FUND LOAN ADVISORY F&O TRADING & CLEARING DEPOSITORY PARTICIPANT CURRENCY BROKERAGE INSURANCE DISTRIBUTION DISTRIBUTION OF FINANCIAL PRODUCTS RESEARCH SERVICES WEALTH MANAGEMENT SERVICES INVESTMENT BANKING COMMODITY BROKERAGE NBFC NRI BUSINESS INSTITUTIONAL DESK ONLINE TRADING REAL ESTATE ADVISORY ARBITRAGE EQUITY BROKERAGE SMC Journey So Far

7 Core Values OUR VISION OUR MISSION To be a leader in Wealth Enhancement & Preservation in India by seeking sustainable healthy investment opportunities & to do with an unrelenting commitment to service excellence. To be a highly admired & respected Investment Management & Advisory Company in terms of its professional work-force, robust processes, sound systems & extensive & innovative product range backed by above-average investment performance and trusted advice.

8 Our Approach Holistic Wealth Management Client centric approach Leverage SMC Group Capabilities A Long Term Partnership Flexibility to seize shorter term market opportunities RELIABILITY TRUST INNOVATION PLANNING EXECUTION EFFIECIENCY BRAND PILLARS

9 Chairman s Profile Mr. Aggarwal is a Fellow Member of The Institute of Chartered Accountants of India (ICAI) with over two decades of experience in the securities market & financial services. His leadership qualities help him manage control & supervise a large number of businesses in the capital & commodity market segments. He got the prestigious Entrepreneur Excellence Award 2016 from PHD Chamber of Commerce Membership of Professional Bodies & Institutions- Vice President, PHD Chamber of Commerce and Industry Former National President of CPAI Member, BSE Board Advisory Committee, MCX-SX Board Advisory Committee, NCDEX Board Advisory Committee. MCX Board Advisory Committee, Regional Advisory Committee of NSE Member of Copper Advisory Group & Sensex Advisory Group of DGCX. Director of PHDCCI & also a Member of the Working Committee of PHDCCI Former Chairman, Capital Market Committee of PHDCCI & Former Chairman of Banking Committee & Commodities Exchange Task Force of PHDCCI. Former Chairman, Legal & Technical Guidance Committee of (ANMI), Former Co-Chairman, All India Business Development Committee of ANMI. Member, National Executive Committee on Financial Markets of the CII. Mr. D. K. AGGARWAL CMD SMC Investments & Advisors Sr. Vice President- PHDCCI CMD- SMC Capitals Ltd. President- SMC Global Securities Ltd. Chairman - SMC Comtrade Ltd. Chairman SMC Real Estate Advisors Pvt. Ltd. Director- SMC Comex International DMCC (Dubai)

10 Our Management Mr. S. S. Bansal is a law graduate and fellow member of the Institute of Chartered Accountants of India (ICAI). He has wide and rich experience of more than 20 years on the matters regulating the securities market, consultancy for financial management, corporate governance, corporate law and tax planning. Mr. Bansal has also developed good financial planning skills and advise high net worth clients on investment ideas and assist them in their portfolio management and tax planning. Mr. S.S Bansal Director, CFO & Principal Officer SMC Investments & Advisors

11 Our Management Mr. Kumar has applied & implemented best practices from his work experience of over 25yrs from international markets to Indian financial markets. He has worked in top positions at organizations such as Merrill Lynch in the U.S. and Edelweiss & ASK Raymond James in India, Academically, he is highly qualified equipped with a MBA in Marketing from Carlson School of Management, University of Minnesota, USA, MBA in Finance from Montclair State University, USA & Executive Management from Wharton, USA. Mr. Maneesh Kumar Chief Executive Officer Wealth SMC Investments & Advisors

12 Our Management Mr. Ayush Aggarwal is a Whole-Time Director of SMC Real Estate Advisors Private Limited and a Director in Moneywise Finvest Limited (a wholly owned subsidiary Company of SMC Global Securities Limited). He is taking care of SMC s real estate advisory business, research division and SMC s Mortgage business. He also oversees the digital initiatives and social media strategy of the group. Mr. Aggarwal is a commerce graduate from the University of Delhi and has completed his Post Graduate Program in Family Managed Business (PGP- FMB) from SP Jain Institute of Management & Research, Mumbai. He is also the member of young business leader forum (YBLF) of PHD Chamber of Commerce & Industry. Mr. Ayush Aggarwal Director (SMC GROUP)

13

14 Our Leverages SMC in Presence

15 Let s Connect REGISTERED OFFICE SMC Investments and Advisors Limited 11/5B, Pusa Road New Delhi Tel: Fax: contactus@smcinvestments.co.in

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