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Strictly Private and Confidential

Edelweiss Client Advisory Services

An overview

Edelweiss Overview


Integrated Investment Banking Company


3000 strong team with highly experienced and stable senior management team


Well respected brand with strong position in relevant market segments

Edelweiss Businesses
Investment Banking (Edelweiss Capital Ltd.) Completed over 150 transactions over multi-advisory platforms CY 2007 - Ranked #1 in Bloomberg (mid-cap PE) and FY 2008 Prime Database (midmarket IPOs) Outlook NDTV Award for Best Merchant Banker of the Year 2008 Broking- Institutional (Edelweiss Securities Ltd.) One of the leading Brokerage and Top derivative desks in India One of the largest equity research desks in India; with additional sectoral overview

Unique alternative and quantitative research insights

Asia Money Brokers Poll 2008 Ranked #3 in the Best Local Brokerage category. Ranked#4 in the Overall Sales Service and Best Sales Trading categories Broking- HNI services (Edelweiss Securities Ltd.) Landmark tie-up with PSU Bank Union Bank of India and Bank of Rajasthan to engage HNI clients with innovative and customised investment solutions Debt Syndication Desk (Edelweiss Securities Ltd.) Lending (ECL Finance Ltd.) Front runners among IPO financiers within one year of launch Lending against liquid collateral of capital markets instruments

Edelweiss Pioneer and Lead

Ranked #1 Bloomberg League Tables Mid-Cap Private Equity Transactions1

CY 2007

Ranked #1 Prime Database League Tables Mid Market IPOs2

FY 2008

Edelweiss Client Advisory Services

Caters to all the financial needs of our Retail/HNI clients Offers a wide range of products and services from trading and demat accounts to mutual funds, insurance and structured products Started in February 2008 Has shown a tremendous growth in the past 1 year Client Advisory Services Group has employed more than 1500 people across India with branches in Mumbai, Delhi, Kolkata, Chennai, Chandigarh, Hyderabad, Pune, Indore, Jaipur, Nasik, Ahmadabad and Ludhiana

Current business focus is on online trading

Growth of Online Trading in India

(All numbers in Lakhs)

Nov 08
Registered Accounts (NSDL) Online Users 96 27

Nov 09
116 54

Key take away The percentage of Registered Accounts which use the Online Platform has increased from 28% in 2007 to 46% in 2008


NSE Fact Sheet 07/08 NSDL Website

Its time to think

Does your Relationship Manager not find enough time for you?

What is the model portfolio to suit my needs?

Dont find time to trade during market hours?

Difficult to find relevant information and views quickly and easily? - Experience the next level of online trading

Customer Friendly Site
Exhaustive and updated data on companies in a neatly classified way. Single destination for all financial avenues like Equity, Derivates, MFs, commodities etc. Online platform coupled with offline services

Relevant Information
Edelweiss offers research and strategies on
Your portfolio, Stocks & MFs you wish to track, Type of research & strategy Investment horizon, Trading pattern

Empower your trades

Place your own trade calls and execute them Comprehensive analysis of your investment objectives Technical tools to help you evaluate and plan your investments 24x7 access to your portfolio with multiple asset classes

Trade anytime. Trade anywhere.

Desktop application to download and work in the offline mode access to portfolio and strategies while on the move Place After market orders (AMOs), Set Alerts on stocks & indices

Strictly Private and Confidential

What do we offer?

We Offer



Salient features of Relationship Executives Program

NCFM Certifications Knowledge about stock markets Interaction with our elite customers Opportunity to become Equity Advisors, Team Leaders and Dealers Opportunity to work with best brains in the industry

How will a sales plus servicing profile add value to you?

For online trading business, customer is the most important entity

Experience in sales will help to understand the pulse of customers

All businesses strive on selling ability of their employees Interpersonal skills will get sharpened through practical application Knowledge that you gain through the trainee program will help you succeed in any business, that you might pursue in future


Sales and promotion of various financial products offered by Edelweiss Broking

Customer acquisition

Explaining companys product offering to the customer

Servicing the customers acquired and managing their portfolios and generation of revenue from those clients



Rs 3 lacs p.a

Fixed Component

Rs 1.8 lacs to Rs 2 lacs p.a

Variable component

Varies from Rs 60 K to Rs 6 lacs pa