IIFL

Products Equities, Mutual Funds, Fixed Income products and Structured products. Sovereign, Corporate and Collateralizes Debt.

Services Invest Online postal for online investment in Mutual Finds, IPOs etc. Access to customer service team through various media like toll-free lines, emails and Internetmessenger chat for instant query resolution

AUM 400 bn of Assets under Advice (AuA) Number of Clients The group caters to a client base exceeding 7,000 families, over a variety of mediums viz. online, over the phone and at their branches. Branches A network of over 2,500 business locations spread over more than 500 cities and towns across India Countries Their Global footprint extends across geographies with offices in New York, Mauritius and Dubai. Regional Coverage IIFL has a Corporate offices and Registered offices in all the main cities all over India. So its regional coverage of India is extensive. Segment covered High Netwoth Individuals(HNIs) and Corporate clients Investment Process At IIFL they focus on Advisors of Insurance and post office, Tax consultants and CAs for making subbroker. The executives of India Infoline explain various new schemes of investment to the sub-brokers with its objective, risk factors and expected return. Sub-brokers work as intermediary between consumer and company. They explain the various schemes and products to the customer and in turn send filled forms, queries, amount of investment etc. back to the company. Customer Involvement

Customer involvement at every level of the process is encouraged by the company. The company manages 5 significant constituents - platform, product, processes and propositions - that go into successful wealth management and advisory services. Marketing Channels India Infoline uses one level marketing channel for investment product distribution. Sub-brokers work as intermediary between consumer and company. Company has both forward and backward flow of activity through channel. Company distributes stationery, brokerage, and information forward to its subbroker. The sub-brokers send filled forms, queries, amount of investment etc. back to the company. Marketing Strategies The objective of advertising of India Infoline is to create awareness about services of India Infoline among investors and sub-brokers. India Infoline also publishes its weekly Stock Market Newsletter Market Mantra

Customer Satisfaction Market positioning statements of India Infoline are At India Infoline we give you single window service and We also ensure your comfort. So, India Infoline focus on the consumers who prefer almost all investment activities at same place by providing number of various financial services. At India Infoline a person can purchase or sell shares, debentures etc. and at the same place also demat it. India Infoline also provides other investment option to the same person at same place like Mutual Fund, Insurance, Fixed Deposit, and Bonds etc. and help the person in designing his portfolio. By this way India Infoline provides comfort to its customers.

Kotak Wealth Management

Products Direct Equity Mutual Funds Derivatives Private Equity Real Estate Commodities

Services Wealth Advisory and Investment Services Banking and Credit Estate Planning Services

 AUM

Consolidated Reporting Professional, Taxation and Administrative Services Family Office Services

Kotak Wealths asset under management currently stood at $3.4 billion (Rs 15000 crore)

Number of Clients Kotak provides financial advice and manages wealth for 40% of Indias top 100 families Branches Kotak has offices spread across 9 cities in India. Countries Kotak has its footprints in UK as well as various countries in Asia in collaboration with other banks of financial Institutions. Regional Coverage Kotak has its offices in major metros and financial hubs in India as well as branches in all tier 2 cities giving it a wide as well as deep penetration in India Segment covered Entrepreneurs Business families Employed professionals.

Investment Process Understanding our needs Formulating the Investment policy Developing and Implementing Ongoing active portfolio Open architecture model

Customer Involvement The advisors from Kotak wealth management sit with the customer and first decide the risk class he belongs to then with their help of their advisors the customer is involved in the selection of the components in his portfolio. Marketing Channels

TV advertising Publishing reports and articles in partnership with CRISIL News views and expert comments and advise on investment and portfolio as also various stocks in public media like newspapers and news channels.

Marketing Strategies Kotak, can recognise that financial needs vary, not just amongst individuals, but across the different stages of our life. They have years of experience in helping people put together an investment portfolio that works best for them Customer Satisfaction The company is differentiated because of its proven ability to deliver outstanding value to its customers through high customer empathy and understanding, lifetime of exceptional service and suite of products that best leverage the combined prowess of Returns and Long Term Savings - the two key elements that determine any winning portfolio

Motilal Oswal
Products Derivatives Private Equity IPO, Mutual Fund Commodities,

Services Investment Advisory Committee Product Due Diligence Investment Banking Services Institutional Research Personalized Investment Strategies

Credit Solutions AUM USD 180 mn Number of Clients 18000 Branches 16 branches and it operated throuch franchisees in tier 2 cities Countries Open to strategic alliances to get a footing in International Market. Regional Coverage It has a deep penetration and many offices in Western and Southern India. But in northern and eastern part of the country the penetration is to a lesser extent Segment covered Ultra - rich segment of Individuals, Private Clients, Corporates and Institutions Investment Process Appreciate Analyse Advice Act Asses Customer Involvement They believe financial needs of individuals and families can be broken down into three key areas: Growth, Preservation and Transmission of Wealth. At Motilal Oswal Private Wealth Management they help us achieve these objectives by balancing three critical factors : Our Individuality, the financial environment and the Advisory Solutions that Customer can choose from. To be able to skillfully balance these factors and deliver on our objectives they have developed a multi asset multi product framework. They have introduced certain relationship

measurement benchmarks which will help you track our investment portfolio objectively and their fee structures are also aligned with their performance. This, they believe is a first in the industry. Thus in each key area of Wealth Management Growth, Preservation and Transmission, we help to knit together a unified and holistic plan designed around our particular needs & objectives in an ethical manner. Marketing Channels TV ads Interviews in News Channels Newspapers Marketing Strategies Creating an awareness about the wealth management among the people and attracting them to the company by tailor made products for the needs of customers. Customer Satisfaction They customize their product to meet the customer requirement and give continuous services to the customer so as to ensure customer satisfaction.