Helping clients realize their financial goals and dreams is the key principle upon which our company

was founded
more than a century ago, and it endures as our core mission today.

Ameriprise Financial is now introducing in India its proven approach to helping you realise your dreams. We are
committed to further build on the Ameriprise legacy of being the largest financial services company in the United
States.

History
We've been helping people achieve their financial goals for more than 115 years, providing innovative products and
services to help our clients achieve more in life more goals, more dreams.

Today, we still want to do what's right for our clients. It's why we're committed to financial planning and advice
because we believe it's the best way to help our clients achieve their dreams.

Key Facts And Milestones

1894 - John Tappan founds Investors' Syndicate.
1937 - Company assets reach $100 million.
1940 - Investors' Syndicate enters the Mutual Fund market in partnership with Investors Mutual.
1949 - Investors' Syndicate changes its name to Investors Diversified Services, Inc. (IDS).
1958 - IDS Life Insurance is created.
1974 - The IDS Centre (now IDS Center) is opened in downtown Minneapolis, Minnesota as the company's
headquarters.
1984 - American Express completes acquisition of IDS Financial Services.
1986 - IDS acquires Wisconsin Employers Casualty Company of Green Bay and renames it IDS Property
Casualty Insurance Company.
1994 - IDS reaches $100 billion in assets and conducts business under the American Express brand.
2003 - American Express Financial Corporation acquires London-based Thread needle Asset Management.
2005 - American Express Financial Advisors spins off and becomes an independent company named
Ameriprise Financial, Inc.
2006 - Ameriprise launches Ameriprise Bank, FSB.
2008 - Ameriprise acquires H&R Block Financial Advisors for $315 Million and asset management firm J&W
Seligman for $400 Million.
2009 - Ameriprise acquires Columbia Management for $1.2 Billion from Bank of America.
2011 - Ameriprise launches India business operations.

A Clear Vision Of Our Future

At Ameriprise Financial, we have a clear picture of who we are and where we want to go. This vision, along with four
core guiding values, directs our actions and defines our company.
Our Vision

To be the most referred financial services brand.

Our Mission

Ameriprise Financial delivers financial solutions for today and tomorrow through a comprehensive and personalized
financial planning approach built on a long-term relationship with a knowledgeable advisor.

Our Guiding Values

Client focused: Our company was built on serving and satisfying clients, and meeting our clients' needs is always
our number one priority. We make a positive difference in our clients' lives.

Integrity always: We uphold the highest standards of integrity and stand behind what we say and do. We know that
trust must be earned continually, and are committed to transparency in our financial disclosures.

Excellence in all we do: When we execute with excellence, success naturally follows. We provide world-class
service and innovative product solutions and are personally accountable for delivering results and maintaining the
highest quality.

Respect for individuals and for the communities in which we live and work: We respect each other, value
diversity and work as a team to meet our goals. We value our people, encourage their development and reward their
performance. We are good citizens in our communities.

Our Brand Promise

We shape financial solutions for a lifetime