Partnering with Miles Partnering For Your Growth and Success

Trusted Techno Business Partner Delivering Excellence

and Value to Financial Services Firms Globally

Disclaimer

All trademarks or logos used throughout this presentation are for representational purpose only. These properties belong to their respective owners. The content of this presentation may, at any time, be modified by Miles Software Solutions (P) Ltd. No warranty is made regarding the accuracy of the information contained in this presentation.

Best of breed Wealth and Asset management solutions for global markets from a Market leader

Proven market leadership in India

80% of the portfolio management and 60% of wealth management business in India is managed by MoneyWare™ suite of products.

Strong Foundation

Board members and Senior leadership team having a decade experience in the financial services industry

Continuous innovation in the Wealth and Asset Management solutions

Modules for Investment Management, Financial Planning, Revenue & Incentive Management, Family Offices Functions, Middle/Back Office and Accounting designed as per current and future market requirements

International Presence

Significant customer wins from leading financial institutions across EMEA since the launch of global business operations

Over 250 customers across Asia Pacific and EMEA regions

Over 250 customers across the globe - private banks, asset management companies, brokerage firms, wealth advisors, financial institutions and family offices

Best-of-Breed Products for Global Capital Markets

MoneyWare™ Suite of products catering to the dynamic needs of Wealth & Portfolio Management, Securities-based Lending, Fund Management and Custody Management across the

Growth Trajectory so far

Foundation Founded Miles with

MoneyWareTM ,a retail product targeting portfolio management

Consolidation Moved to Enterprise space

International Installations

Launched MoneyWareTM Integra- Wealth management suite of solutions

Expansion Launched MoneyWareTM

Vantage, Custody, FundWare Diversified into Managed

Services Business

Microsoft Gold Certified partner

Delivering Value with thrust on Domain, Innovation and Customer focus – Miles DNA

Rich Domain Expertise

Insightful thought leadership in the financial services industry

In-depth understanding of asset and wealth management business

Scalable and Integrated Solutions

Robust functionality, modular and scalable architecture

Seamless integration with multiple business applications

Ability to support multi-scale and multi currency operations

Talent Pool of Experienced Professionals

Management team with in-depth capital market experience

Company Board members bringing wealth of global experience in the Financial Services domain

Customer First

Ability to productize emerging business requirements

Prompt service and ongoing support for business continuity

Maximized ROI

Faster time to market of new offerings

Lower operational risks & costs

Quality Processes

Adherence to industry standards and ethical work practices

Well defined project management & implementation process

Global Presence

Customer base

FIIs/Hedge Funds

Banks

Customer base

Brokerages

AMCs/ Institutions

India’s 2nd Largest Bank : Case Study Synopsis

Client India’s 2nd Largest Bank

Nature of Business Private Banking/ Wealth Management/ Privilege Banking

Key Challenges • Lack of Single Integrated view of the client portfolio across all products

• Non availability of an on-line portal for investments in Mutual Funds • Scalability issues as the bank was handling 0.5 million accounts and

there was an estimate of 10% increase of customers every year

Solution Implemented Implementation of MoneyWare Integra ™ - End to end wealth management solution across all asset classes

Current Status Solution is live since 2003 and the client upgraded to MoneyWare Integra™ since January 2011

Solution benefits • One View Report for bank client across all products, improving the client experience

• Integration of various business verticals e.g. GPC, Wealth, etc. under one common application which helped in increasing operational efficiency and increase performance

• Transaction execution platform for bank clients helps increase in revenue

• Reconciliation modules for error tracking • Integration of revenue components across all the products

Client Multinational Bank with presence in INDIA

Nature of Business Private Banking firm focused on providing a investment solutions to there Ultra High Net worth Individuals/Families

Key Challenges • Global bank with services standards of the highest quality for there most top end clients.

• Compete with existing Global Private Banking platform • Integration with Global platforms and handling of highly

sophisticated financial vehicles. • Enhanced client reporting as per global standard

Solution Implemented MoneyWare Integra ™ - Implementation of Wealth Management, PMS and RIMS across all asset classes

Current Status MoneyWare Integra ™ live since April 2007

Key benefits • Client on boarding, Risk profiling and asset allocation, Trade management & connectivity for all asset class product, Data aggregation, Administration & recordkeeping, Integration with third party applications

• Single view of clients entire portfolio. • Financial Advisor Workstation – for RM dashboard, Order placement,

CRM, FP & Reports • Client Reporting as per the bank’s Global standard

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MNC Bank with presence in INDIA : Case study synopsis

Fastest growing bank in Oman – Case study synopsis

11

Client One of the leading banks in the Sultanate of Oman

Nature of Business Corporate Banking, Consumer Banking, Treasury and Project Finance.

Key Challenges • Proprietary Book and Wealth Management on a single platform. • Central Bank reporting for Proprietary Book and Wealth • Integration with third party systems bank is using.

Solution Implemented Implementation of MoneyWare Integra™ Wealth Management modules across all asset classes

• CRM • Transaction Processing • Revenue & Incentive Management • Discretionary Portfolio Management Services • Proprietary Book

Current Status Customer Live on MoneyWare Integra since August 2011.

Solution benefits • Central Bank Reporting • Client MIS with Arabic language support • Bank launched its retail business

Our Existing Partnerships & Alliances

Middle-East Europe

Africa

UK

Turkey

East-Africa

Mauritius

Nigeria

Ghana

Technology Alliances

Board of Directors & Advisory Board

Steve Canter Mukul Gulati Mukund Krishnaswami

Deepak Ghaisas NRK Raman

Board of Directors

Advisory Board

Leadership Team

Milan Ganatra

Founder & CEO

Sandeep Presswala

Executive Director

Pradeep Paliwal

Chief Technology Officer

Ravi Mahadevan

Chief Delivery Officer

Himanshu Siria

Client Services

Dhawal Kamath

Products – Investment Management

Akash Anand

Head – Global Business

Rakesh Sakaria

Chief Financial Officer

MoneyWare™ – Integrated Solutions for Financial Services In-depth scope, functionally rich and scalable

Our Managed Services division

Transaction Management

Revenue & Incentive

Management

Fund Administration

Performance & Reporting

Managed Services

integrated with

MoneyWare ™ suite of products

A one stop solution for all your Business and Technology operations

What our Clients have to say…

“We have found the people at Miles

Software to be professional in their

approach, very knowledgeable and always

keen to help. The system enhancement

for our particular needs, and the

subsequent installation was effortless and

the software has been proved to be

stable.”

"Miles is a dedicated and professional

partner. We have been using

MoneyWare™ Integra since two years and

are satisfied with their performance and

support. Miles has met our complex

product needs with solutions that are

scalable and which support our growth

globally."

Funds-Axis has industry leading expertise in global regulatory disclosures

rules and UCITS investment and borrowing rules.

Europe

Ducont Zylog is the leader in providing mobility solutions in the Middle

East specializing in financial, e-government and telecoms sector.

Middle-East

Partners in Middle-East and UK

Finesse is a provider of innovative business and technology solutions to

the banking and financial services community in the MENA region.

Frekans provides customer-centric software solutions with a dynamic team

experienced in finance, retail and several other sectors and specialized in

web software development, BPM and RDBMS.

Africa

FASYL Technology Group is a group of companies with focus on IT services in the Finance operations of medium and large Institutions of all industries.

Compu-Data Services Ltd (CDS) has grown through partnerships to supply

great banking software and top of the range services to the banking and

finance industry in Ghana.

DCDM is one of the largest professional services firm covering Eastern and

Southern Africa with more than 1000 professionals deployed in its offices in

as many as eight locations including Kenya, Mauritius, Madagascar,

Seychelles, Tanzania, Uganda, Botswana and Reunion Island.

Partners in Africa

Crains Technologies provides best-of-breed, innovative & customized

technology solutions that support businesses in Mauritius, India, Eastern

Africa and European countries.

EOC is a team of Investment Research professionals with senior leadership

connects across the financial services sector in India, Middle East and Africa.

The partner with affiliate offices in Mumbai, Lagos, Nairobi, Johannesburg and

London brings together unparalleled expertise across the financial domain.

Our existing Strategic Alliances

Winning with Collaboration

Building Value through

Excellence

Proven implementation

methodology across 250

global clients Collaboration with subject-

matter experts

Evolved IP driven

technology solutions

Partner enablement

with MoneyWare ™

suite of solutions

Market-specific tools,

including marketing collaterals,

sales tool kit

Penetrate into new market

segments and new

geographies

Flexible business

models for successful

partnerships

Guidelines to Sales and

Implementation process

Engagement Models

MPN Referral

MPN Sales MPN System Integrator

Responsibility Matrix – MPN Referral Partner

Miles Software

• Qualifying the lead

• Pre-sale and closure

• Implementation and account management

• Client relationship and Maintenance

Partner

• Lead Generation

• Introduction to CXOs, decision makers, intelligent inputs with respect to the partner prospect to enable sales process

24

MPN Sales

Miles Software

• Pre sales and sales support

• Co-marketing and Lead generation support

• Support in RFP response

• Account Management

• Implementation and client support

Partner

• Miles logo and certifications

• Generate Leads

• Assigned partner relationship manager

• Pre-sales support

• Sales and marketing tools

• Joint marketing funds

• Investment in dedicated sales/pre-sales resources as agreed mutually

• Logistic support (office space, Visa, local support, admin support, etc.)

MPN System Integrator

Miles Software

• Domain training

• Qualifying the RFP and checking the completeness of the RFP

• Impart training on implementation methodology

• Support partner through the deployment

• Account management

Partner

• Office set up

• Employ sales and pre-sales resources as discussed upon

• Procuring the RFP

• Access to demo library

• Training on implementation methodology

26

Go to Market

• MPN signing

• Joint Business Planning

• Sales and Product training

• Partner Newsletter

Enable the market

• Sales and Product training

• Go to market solution development

• Certification Workshops

• Partner Mailing List Program

• Support for Market Development Funds

• Marketing Collateral & Support

• Public Relations Opportunities

Market

• Presales support

• Sales Support

• Sales Toolkit

• Product Demos

Sell

• Product support

• Technical presales support

• Market Intelligence Team

Support

Partnering For Your Growth and Success

Contact Us

UAE Miles Software (ME) FZE Level 9, Monarch Office Towers, 1, Sheikh Zayed Road, Dubai T: +971 (4) 422 5817

India Miles Software Solutions Pvt. Ltd. B - 801, Trade World, Kamala Mills, Lower Parel (W), Mumbai – 400013. T: +91-22-66518400

www.milessoft.com

Thank You