View
225
Download
0
Category
Preview:
Citation preview
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 1/18
Fullerton Securities Presentation : 2009-11Fullerton Securities Presentation : 2009-11
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 2/18
Introduction of company
� Fullerton Securities & Wealth Advisors Limited is a
company registered under Indian Company Law,
incorporated on 8th February 2008. It offers world-
class f inancial planning and a wide range of wealthmanagement products to mass affluent and affluent
customer segments. Fullerton Securities & Wealth
Advisors Limited provides a complete range of
f inancial products and services that include equitybroking (internet based online trading as well as
offline trading), f inancial planning, insurance,
investment products, equity research and more.
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 3/18
Fullerton Financial Holdings Profile
Fullerton Financial Holdings (FFH) invests in financial
institutions in emerging markets, bringing an operational
perspective to all investment decisions. Where appropriate, we
supervise and influence our banks to achieve the right risk-
reward balance and create shareholder value. We seek to createshareholder value by differentiating through great people and
disciplined development and execution of unique business
models.
Currently has 16 financial institutions across 9 countries in itsportfolio, including greenf ield business entities such as Fullerton
India Credit Corporation (India) and Dunia Finance (UAE)
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 4/18
Key Milestones for FFH
16 financial institutions in 9 countries.
Total headcount in FFH now 104, and close to 65,000 employees in our investee institutions
Market value of investments of approx ~US $40 billion
Incorporation
Jan 2003
Indonesia, Jun 2003
India, Dec 2003
Pakistan, Feb
2005
South Korea,Mar 2004
Malaysia,Mar 2005
China, Jan 2005
China, Aug 2005
Dec 2005
Dec 2007
China, Dec 2005
Dec 2003
Mar 2006
India, Apr 2009
UAE, Sep 2008India, FICC
Renamed to Fullerton
Financial April 07
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 5/18
Mission
Pillars
Vision
Values
Enabling Success, Enriching Lives
Unique
value
Proposition
Financial
model
Business
model
Critical
path
People
Empower-
ment
Execution
Discipline
Right PeopleOrganizational
Alignment
Execution
DisciplineProcesses
Caring ; Honesty ; Passion to Excel ; Team Work ; Disciplined Professionalism
To create superior
long-term shareholder value in
financial sectors across Emerging Markets� Organic Growth
� Acquire and Transform
� Improve Productivity
� Optimize Capital
� Risk-Reward Balance
Fullerton Securities vision is to createvalue through focus & discipline
FS Vision
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 6/18
Fullerton Platinum
Annual Fee Rs. 3,999
Personal Accident Cover Rs. 200 K
Home Content Insurance Rs. 100 K
Critical Illness Cover Rs. 200 K
C omplimentary Broking account
with trading privileges free
brokerage for turnover up to of
Rs. 10,00,000
Lifestyle Benefits worth Rs. 54,500
Talw alk ars Domi nos
Apollo C linic JBL S ystems
Kaya Skin C linic Antaeus Rent-a-C ar
Forest Essentials Antonio Bernini Watches
Rosebys Bed Linen Sarover Hotels
IFB Ferns n Petals
Sat ya P aul P ark er P ens
Panchkula Golf C lub Sangini Diamonds
Fullerton Gold
Annual Fee Rs. 2,799
Personal Accident Cover Rs. 100 K
Home Content Insurance Rs. 100 K
Critical Illness Cover Rs. 100 K
C omplimentary Broking account
with trading privileges free
brokerage for turnover up to of
Rs. 750,000
Lifestyle Benefits worth Rs. 24,600
Talw al kars Dom inos
Apollo C linic C hoice Hotels
Antaeus Rent-a-C arPierre C ardin Watches
Fila Shoes C arrera Watches
Sangini Diamonds VLCC
Forest Essentials Parker Pens
Ferns n Petals JBLSystems
Welhome
Fullerton Silver
Annual Fee Rs. 999
Personal Accident Cover Rs. 100 K
Home Content Insurance Rs. 100 K
C omplimentary Broking account
with trading privileges free
brokerage for turnover up to of
Rs. 500,000
Lifestyle Benefits worth Rs. 14,000
Dominos
C hoice Hotels
Apollo C linic
FILA Shoes
Welhome
Weekender
Antaeus Rent-a-C ar
Fullerton Select
Annual Fee Rs. 299
Personal Accident Cover Rs. 50,000
No equity broking account. Pricing by
product
Lifestyle Benefits worth Rs. 5,000
Dominos
Reliance Tends
Apollo C linic
Weekender
Products with advantage
Fullerton
Advantage
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 7/18
Introduction of Topic Marketing & Wealth
Management Product
Introduction of Topic Marketing & Wealth
Management Product
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 8/18
Marketing Major Funcation Zone
The success of a business depends largely on
the effectiveness with which its marketing
strategies are formulated and implemented.
FULLERTON SECURITIES offer pure services,
which are intangibles, therefore marketing of
services differ from marketing of goods of
tangible products.
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 9/18
Marketing Mix
The marketing strategy by FULLERTON
SECURITIES we will have to go Four Ps of
service marketing mix.
. PRODUCT
. PRICING
. PROMOTION
. PLACE
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 10/18
Wealth management Products
� Insurance
�Mutual Fund
� Financial Planning
� Equity
� Mutual Fund SIP
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 11/18
RESEARCH METHODOLOGY
Data Collection:
� Primary Data:
A comprehensive questionnaire has beendesigned for the purpose of the study and the
respondents were interviewed to collect
feedback on the subject. It is the main source
for the primary data.
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 12/18
� Secondary Data:
The Secondary Data was
collected from
books
and journals relevant to the subject and also from the Internet. This was mainly to get anunderstanding of the operational side of themarket.
� Sample Size:The method of Random Sampling was followedfor the purpose of Data collection and a sampleof 100 interviewed.
Questionnaire was randomly circulated and therespondents were interviewed for their thoughts on the subject matter.
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 13/18
AWARENESS OF MUTUAL FUNDS &
EQ UITY MARKET
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 14/18
PREFERENCE OF AN INDIVIDUAL FOR
INVESTMENT
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 15/18
Finding & Suggestion
� The awareness level about stock market is low which needs to be improved to attract people towards investing in stockmarket.
� Fullerton as Brand is well perceived by the people and this should be utilized by FullertonWealthManagement forpenetrating the untapped market.
� It is knowledge level of people, which is influencing their
perceptions about the equities market. Increasedawareness will enable changes in perceptions and alsoincrease the investments inMutual Funds.
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 16/18
� More important than getting new customers is to retain existingcustomers as a satisf ied customer will get new customers and this
can be achi
eved byi
ncreasi
ng the awareness
levels
of people.
� The least preferred option is EquityMarket as people have low levelof knowledge and consider it risky. On the other hand, majority of the common mass rate the services of Fullerton as best, so this would help in convincing the customers.
� The people who have never invested in Equity &Mutual Funds alsohad a good opinion about it. The only thing was that theirknowledge level was low for trading and they wanted safety fortheir investments.
� More than any thing else, it is safety that concerns the customers most about the share market. This aspect must be targeted whileapproaching the new customers.
FFH
8/7/2019 Deepak Sarda
http://slidepdf.com/reader/full/deepak-sarda 17/18
Conclusion
� The perceptions of people about share markets are very strong. But they can be influenced , if notcompletely changed.
�
The reason
isthat the people prefer
stay
ing awayfrom the markets is lack of conf idence about
their own understanding of the market and thevery nature of the market.
� Fullerton Securities is currently one of thef inancial investment company in the country andits strategies to penetrate further into the marketwill certainly take it way ahead of its competitors.
FFH
Recommended