R

RESEARCH AND MARKETING OF FINANCIAL SERVICES

Dawnay Day was established in the City of London in 1928

Dawnay Day AV was established in India in 2006

In 2008, New Silk Route acquired 100% stake In the company. NSR (New Silk Route) appointed a new management team

Dawnay Day AV acquired the new avatar of “Destimoney”.

It has a strong force of 3000 + employees

Customer base of more than 35000

About Dawnay Day AV now Destimoney

2

DESTIMONEY GROUPDESTIMONEY GROUP

DESTIMONEY POINT ANALYSIS(Global Research Outsourcing)DESTIMONEY POINT ANALYSIS(Global Research Outsourcing)

DESTIMONEY INDIA SERVICE(Portfolio Management Service)DESTIMONEY INDIA SERVICE(Portfolio Management Service)

DESTIMONEY ENTERPRISE(Financial products distribution,Investment Advisory,Corporate Advisory Services)

DESTIMONEY ENTERPRISE(Financial products distribution,Investment Advisory,Corporate Advisory Services)

DESTIMONEY SECURITIES(Broking & DP Operations, Member of BSE,NSE, NSDL,CDSL)

DESTIMONEY SECURITIES(Broking & DP Operations, Member of BSE,NSE, NSDL,CDSL)

Destimoney has four business lines:

New Silk Route - A leading Asia-focused growth capital firm founded in 2006 with over Rs.6500 crores under management.

It is focused on the Indian sub-continent and other rapidly growing economies in Asia and the Middle East.

9 Investments to date in Consumer Services, Telecom, Manufacturing, Financial Services and Infrastructure.

About “new silk route”

4

Rajat Gupta

Parag Saxena

Victor Menezes

NSR – Top Management

Chairman

CEO

Senior Advisor

destimoneydestimoney

WM

WM

LOANS

LOANS

WILLS & TRUST

WILLS & TRUST

INVESTMENTINVESTMENT

HFC

HFC

GOLD LENDING

GOLD LENDING

NBFC

NBFC

DISTRIBUTIONDISTRIBUTION

BROKINGBROKING

The Way Forward

A) Traditional Investment Products

Equity Direct Equity IPOs Equity Mutual Funds My OMFA (Online Mutual Fund Account)

Debt Debt Mutual Funds Term Deposits NCDs Bonds

Products

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Products

C) Risk Management Products

D) Structured products

Portfolio Management Services (PMS) Private Equity Funds

Life Insurance General Insurance Wills, Trusts and Estate Planning Services

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B) Liability Management Products IPO Financing Loan Against Shares

Loans : 1.Housing Loans 2.Loans Against Property 3.Personal Loans

4.Business Loans

Prime Brokerage Services

Equities

Equity Derivatives

Commodity Derivatives*

Currency Derivatives

Interest Rate Derivatives

Depository Services

Wealth Management

Portfolio Management Services

Portfolio advisory services

Online Mutual Fund

Online IPO

Research

Fundamental analysis

Technical analysis

Industry & Sector analysis

Investor Conferences

Services

One of the most competent & tested Online Trading Platform.

Real time streaming quotes & portfolio tracking.

User friendly and fully automated platform.

Single platform to invest in Equity, Commodity, Currency, IPO & Mutual Funds

Integrated real-time payment gateway for lien marking / instant credits via HDFC Bank, ICICI Bank & Axis Bank, Dhanalakshmi Bank

24 * 7 real-time online back office access to customers

Real time access to research & technical analysis

• Intra-day and end-of-day charts

• More than 30 popular indicators available

• Investment recommendations for diverse asset classes and investment horizons

Online Trading Platform

Competitive analysis

MAJOR PLAYERS IN THE MARKET:- SHAREKHAN

ANGEL BROKING

MOTILAL OSWAL

SMC

BONANZA PORTFOLIO AC MEHTA

PRABHUDAS LILADHAR etc…

Analytical Research

Sample size

METHODS OF DATA COLLECTION Primary data collection: Through personal interviews Through questionnaire Through Tele-Calling Secondary sources of data:

Example:- Q.In which of these Financial

Instruments do you invest into?

Financial Instrument Percentage of respondent

Mutual Fund 75% Bond 16% Online trading 7% Derivative 2%

LIMITATIONS The time constraint was one of the major

problems. The lack of information sources for the

analysis part.   Geographical locations.

 DESTIMONEY SECURITIES Ltd. Is growing brand

They should focus on print and electronic media advertisements

Should make tie-up with PSU banks,to attract more customers

Documents required for DSA:- KYC (Know Your Client) PAN Card Ration Card Educational Proof (if required) Cancelled Cheque

Account opening till 50:- If the DSA,helps in opening the accounts

till 50,then he/she will be getting a commission of Rs 300/- per a/c.

Account opening above 50:- If the DSA,helps in opening an account

till 50,then he/she will be getting a commission of Rs 500/- per a/c.

 

Brokerage Generated (Rs)

Earning For DSA (%)

Upto 25000/- 30

25000 to 50000/- 40

50000 and above 50

SEBI

BSE NSE

TRADING MEMBER

FRANCHISEE

RULES AND REGULATIONS He/she should have min age of 21

years He/she should be atleast 12th

passed. Infrastructure Required Certified Employee.

Less Emphasis on B2B development

Less Emphasis on Investor Education.

Lack of Organized Training of Sub-Brokers

Quantity and Quality Sales force.

Merits:- Strong Research Team

Good Technical service

Good top level management

Demerits:- Account opening charge is high.

Advance brokerage scheme.

Lack of Co-ordination.

Advertising

Lowering current charges if possible.

Efficient work force.

Real estate investment Advisory to be included.

Better training to the DSA and Sub-brokers.

Improvement in Services.

Improving the DSA channel.

THANK YOU