ABOUT WAY2WEALTH GROUP Started in 1984, Way2Wealth today has established itself as one of Indias Premier Investments Consultancy

Firms, known for making investing simpler, more understandable and profitable for the investors. We offer a wide range of products & services under one roof, for the convenience and benefit of our customers. We service our customer relationships through a team of over 1000 wealth managers spread across 750+ easily accessible 'Investment Outlets' in almost all major towns and cities in India.

Milestone

Parentage and Group Companies

We are part of the Coffee Day Co., more popularly known for creating businesses such as Amalgamated Bean Coffee Trading Company Ltd and Caf Coffee Day Way2Wealth Legacy
Way2Wealth legacy dates back to Sivan Securities (1984) a premier financial intermediary and incubator for IT start-up firms, spun off its securities broking & investment banking arm as Way2Wealth in 2000 and its venture capital division came to be known as Global Technology Ventures (GTV). Group Business Details 'Coffee Day Co. business interest spreads across coffee exports & retailing, real estate, financial services, hospitality and investments. PE funding for Coffee Day Co. from New Silk Route (NSR), Kohlberg Kravis Roberts & Co (KKR) and Standard Chartered Private Equity (SCPE)

Global Technology Ventures (GTV) - A company that identifies, invests and mentors companies engaged in cutting edge technologies. GTV provides access to capital and resources to companies with global market leadership potential Amalgamated Bean Coffee Trading Company Ltd. (ABCTCL) - India's largest coffee conglomerate and green coffee exporter, ABCTCL is perhaps one of the two fully integrated coffee companies of Asia, involved in all sectors of Coffee from plantations to retailing to exports. Caf Coffee Day Indias largest retail chain of coffee cafes

Tanglin Developers - The real estate company that develops world-class infrastructure facilities for Technology enterprises, such as Global Village on the outskirts of Bangalore, housing companies like EDS, Mindtree, and TechBay on the oceanfront at Mangalore. Coffee Day Hotels & Resorts - Chain of world class luxury resorts under the brand name The Serai located in Karnataka DAFFCO (Dark Forest Furniture Co.) - Group owns 10,000 acres of coffee plantations, Timber sourced from the plantations is used to make furniture

The Visionary
The visionary behind Way2Wealth, Mr. V.G. Siddhartha has been involved in the Indian Capital Markets since 1984. His business interests spreads across Coffee plantation/retailing, Real estate, Venture Capital and Financial Services and Some of his large investments include: MindTree, Ittiam Systems, Global Edge Software, Magnasoft, etc.. Winner of the first Forbes India Leadership Awards as the NextGen Entrepreneur for the Year (awarded to an entrepreneur who has displayed the dynamism to revitalize an

existing enterprise, and in the process, redefined the rules of business and prepared the enterprise for a whole new vector of growth). He has also been awarded the Entrepreneur of the year 2003 by The Economic Times, for crafting a successful pan Indian brand for a commodity business and giving Indian consumers a new lifestyle experience that is within reach of the common man. Now actively involved with Way2Wealth, he is committed in realizing Way2Wealths vision, 'set new standards in the retail financial services in India'.

Key People
Way2Wealth has a very credible management team, with well over 150 man-years of experience amongst themselves. A strong leadership, respected within industry circles and recognized among competitors as being formidable and strong, demonstrates high quality and a visionary management style.

Shashibhushan M R - Chief Executive Officer

Shashibhushan, has over 21 years experience in Capital markets. In his last assignment with IL&FS Investsmart Ltd. for over 9 years, he started as Head - Retail Business (Karnataka Region) and subsequently moved to its Corporate Office in Mumbai to head their Retail Equities Business, which included the Branch Network, Alternate Channels, Private Clients Group and Investments Advisory. He started his career with M/s Ravi Associates in their Equity Trading desk, during his career he has been entrusted and has made significant contributions in various functional areas of Investment Advisory, Portfolio Management, Distribution of Financial products etc. with Kotak Securities and Escort Securities, where he also set up their Secondary Market desk. Currently as CEO - Way2Wealth, he is in-charge of strategic planning. Renowned for turnaround, he is deploying his vast experience in charting the way forward for way2wealth - a name to reckon in the India financial space.

Ketan Sheth - Director (Research)

He is on the Board of Way2Wealth Securities Private Limited. Having over 25 years of experience in the Indian capital markets. A postgraduate and ICWA by qualification, he has nearly 2 decades of experience in the Capital Markets. He has earlier held responsible positions inJM Financials and FICOM. Throughout his career, Mr.Sheth has focused on research primarily in the equity market and has also been associated with Corporate Database, a pioneering equity research based firm since its inception. As director of Research, he drives the Portfolio Management Services desk Known in the markets for his astute stock-picking ability.

Sunil Ramrakhiani - Director & Chief Operating Officer

Sunil, aged 35, has over 16 years experience across diversified asset classes such as

Commodities, Equity, FX markets and Treasury management. He is a BE (Mechanical) and a management graduate from ICFAI Business School. He is one of the earliest base metal and equity derivatives traders in the country. In his last assignment, Sunil has been instrumental in setting up the Commodities business atIL&FS Investsmart. Prior to which he was associated with ICICI Bank Treasury in the Global Markets and Corporate Markets Advisory group in Equities, FX and Commodities. He was deputed from ICICI Bank as a founding team member to conceptualise and roll out the National Commodity and Derivative Exchange (NCDEX). His previous assignments were with Weldcraft, SWIL Ltd, Rudolf Wolff, etc. Sunil is actively involved with the Commodity Exchanges and Regulators for development of the commodity derivatives market in India. He is a member of CII Committee for Commodities Market & Product Committee on Exchanges. He has been regular speaker on International derivatives conferences Currently as COO - Way2Wealth, he would be driving business strategy and is in-charge for trading products, including equities and derivatives in the equities and commodities markets.

Ramachandra, COO - Capital Markets & Operations

Ramachandra, has over 29 years of years experience in the capital markets. Previously he was associated with the Bangalore Stock Exchange (BGSE) as Executive Director and Tata Consultancy Services (TCS) as Principal Consultant.

Srinath B G, Head - Finance & Accounts

Srinath has over 17 years of experience spread across: finance, business advisory, financial planning, operations, accounting, compliance & auditing functions. He is an F.C.A and previously was a practicing Chartered Accountant.

Nilesh Doshi, Head Research

Nilesh, a Chemical Engineer from IIT Mumbai, has over 25 years of experience with Indian and Multinational companies (chemical manufacturers, FMCG, Industrial gases, etc.) in the field of project Finance and Operations. Nilesh has been associated with TSSL - Techno Shares & Stocks Ltd. (for over 6 years) as Head - Institutional Equity Research. In addition to his current role at TSSL, he also heads the research initiative for Way2Wealth.

Alok Ranjan, Head - PMS

Alok has over 18 years experience in the Indian and international equity markets. Previously he was with with Religare Securities as VP - Wealth Management and First Global as VP Research. Prior to which he worked with Boston Consulting Group and European Energy Exchange in Germany.

Gentil Augustine, Head - Retail Business & Head HRD

Gentil, has over 15 years of work experience in various sectors of the services industry. Previously with IL&FS Investsmart (AVP HR) and Elbee-UPS.

Rima Srivastava, CTO

Rima has over 13 years experience in Indian capital markets. Prior to joining Way2Wealth, she was with BRICS Securities as Head-Technology and has been associated with organizations such as the National Stock Exchange, TAIB Securities, Intiqua etc. in her previous assignments.

Shantanu Bharadwaj, Business Head & Principal Officer Insurance

Shantanu, has over 9 years of experience in the capital markets. Previously with IL&FS Invest smart Commodities Ltd., and NCDEX.

products and services offered by co.

Partner Us

COME BE A PART OF THE RAPIDLY THE GROWING WAY2WEALTH NETWORK

The capital market today provides ample avenues to professional service providers inclined towards building a sound investment advisory business by offering a complete range of investment solutions under a single roof backed by superior customer service.

We invite aspiring entrepreneurs, existing Sub-broker/franchisee, Remisiers, Mutual Fund Agents etc. having strong local presence, credible track record of client servicing and needful infrastructure to join us as Business Associates.

The Way2Wealth partners advantage An association with us will help gain access to a platform to leverage your relationships. We enable you to meet increasing customer expectations and establish a sustainable investment advisory business encapsulating a complete range of financial solutions: Trading, Investment as well as Advisory Products.

Here are some distinct advantages you gain by partnering with us:

Credible Brand Association - In today's competitive market and changing scenario, you need a partner like Way2Wealth who is financially sound, is run by professionals and provides wherewithal for cohesive growth. Way2Wealth has a 25-year track record as a financial intermediary and is part of USD 1 bn. Coffee Day Holdings Group.

To know more about our background click here.

Complete Range of Financial Products - You gain access to a bouquet of financial products Equity and Equity Derivatives, Commodities, Currency Derivatives, IPO Distribution, Mutual Funds, Portfolio Management Services and Depository Services.

Access to Superior Research - Research is the key to sound investment advice and as our business associate you automatically gain access to our quality research, monthly newsletters, technical inputs, positions calls and other inputs from our research desk.

Innovative Partnership Arrangements - We enable you to offer quality investment services to customers at competitive prices. To this effect we structure Innovative Partnership Arrangements on:

Mutually Acceptable Terms and Conditions Flexible Terms Various Revenue Sharing Models, and Competitive Pricing

Operational Support - We extend our operational expertise to help you set up a robust back office, compliance and risk management infrastructure to run your business.

Training and Knowledge Needs - We have training programs for our business associates and their staff on an ongoing basis to keep them abreast of latest market developments, product innovations etc. Additionally, specific programs are available to help prepare for relevant regulatory certification exams.