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Corporate Profile

SGA Corporate Deck

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Page 1: SGA Corporate Deck

Corporate Profile

Page 2: SGA Corporate Deck

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SGA as a Preferred Research Vendor

SG Analytics is a KPO providing end-to-end customized research to global clients across US, Europe and Middle East. Our 2 delivery centres: Pune (known as ‘Oxford of the East’ and Hyderabad provide the required contingency and business continuity planning (BCP) to our clients.

SG Analytics diverse research platform encompassing multiple asset classes provides scalable and cost effective research to our clients

Scalability and cost-effectiveness

of researchResearch across all asset classes

and across the entire value chain

Multiple location based service

insulates delivery from

contingencies

Management ownership supports

robust client delivery

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Ranked 3rd among “Leading Providers of Knowledge Process Outsourcing Services Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing

Ranked as one of the top 50 best managed services companies in the world by DataMonitor (ranked 20th, top 1 percentile amongst 2,751 companies) in 2010

Recognition by Clients

What Sets SGA Apart…

Flexible and transparent pricing model: Apart from “Fixed Cost” pricing model, SGA also offers its clients “Cost Plus Model” which reflects its belief in having a transparent partner like relation with its clients

Guaranteed productivity improvements: SGA’s services and delivery model have helped its clients in achieving productivity

improvements of at least 10-15%

Management owned: SGA is owned by its management. This provides an additional layer of commitment and stability to its clients, who in turn can be assured that their objectives are aligned with that of the ownership and management of SGA.

Transition cost borne in-house: Incase of transfer from an incumbent vendor, SGA bears the transition cost acknowledging its commitment to building a strategic working relationship

Assured continuity of key personnel: SGA understands the importance of the key personnel within an offshoring team and therefore commits to the continuity of the key personnel throughout the agreement term

Highest employee retention rate: SGA has the highest employee retention amongst its peers as it identifies social belongingness

and connection with its employees

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SGA: Client Segments and Services

Research &

Analytics

Equity Research Fixed Income and Credit Research Financial Modeling Investment Banking Private Company Valuations

(409A/PPA) ESOP Valuation

Industry Reports Private Equity Fund Valuations Thematic Research Sector Research Editorial Support Services Desktop Publishing and Typesetting Multilingual Desktop Publishing

Client Segments Hedge Funds, Private Equity Firms, Asset Management Firms, Investment Banks, Pension Funds, Independent Research Firms

Primary Research (CATI , CAWI and Phone to Web)

Focus on B2B studies for Qualitative and Quantitative Interviews

Questionnaire Designing Survey Programming Deliverables in SPSS and/or Excel formats Live Barging & Online Reporting Tools Data Services and List Management

Client Segments Market Research Firms, Consulting Firms, Large Corporates

Go-To-Market / Market Entry Market Sizing, Share & Segmentation

Analysis Forecasting & Scenario Country & Market Profiling Corporate Benchmarking & Competitor

Tracking Business Feasibility Studies SWOT Analysis

Client Segments Large Corporates, Management Consulting Firms, Market Research Firms, IT Analyst Firms, Investor Relation Firms, Information Providers

Data Aggregation, Cleansing and Segmentation

Big data Analytics, Profiling & MIS Reporting Text Analytocs Customer Analytics Trading Algorithm Development and

Maintenance Financial Markets Analytics Risk & Operations Analytics

Client Segments Investor Relation Firms, Large Corporates, Asset Management Firms, Commercial Banks, Mortgage Banks, Hedge Funds,

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Presence across the entire research and analysis value chain

Data cleaning and aggregationPrimary and secondary research

News runsProfiles

Spreading historical financialsNewsletters

Information memorandums

Equity, credit & sector researchComplex financial modeling & forecastingValuation & investment recommendation

Synergy analysis for M&A transactionsLBO, DCF & Merger Modeling

Quantitative research & advanced statistical modeling

Trading strategies based on qualitative & quantitative research

Asset allocation strategiesHigh-frequency trading & tick data analysis

Identifying M&A opportunitiesLive support on pitches & deals

Idea

sAn

alys

isRe

sear

ch

One Stop Shop for All Research and Analysis Services

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SGA Talent Development: Multi Dimensional Approach

Dimensions Key Attributes

Ownership & Responsibility Ownership, Accountability, Self-management, Decision-making and Adapting to Change

Technical Skills Domain Expertise and Application of Knowledge

Work management Scope of Work, Process Planning and Meeting Deadlines

Client & People Management Client Communication and Management, People Communication and Management and Right Protocol (e-mail and verbal)

ResponsibilityFocuses on attitude

Work Management Focuses on project

planning, monitoring and review

Client & People Management

Focuses on interpersonal and social

skills

Technical Skills Focuses on the tools and

techniques for work execution

SGA Talent

Management

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Our Presence: Multiple Geographies

ASIA Delivery Centre Delivery Centre 602, 6th Floor, Wing "2", Office No. 401, Cluster C,EON Free Zone, 4th Floor,Shangrila Plaza,Kharadi, Pune- 411014, Road No. 2,Maharashtra, India. Banjara Hills,

Hyderabad – 500 033,Andhra Pradesh, India.

EUROPE Limmatquai 80 90-92 St.John Street, 8001 Zurich, London, EC1M 4EH, Switzerland. United Kingdom.

NORTH AMERICA48 Wall Street, 11th Floor, New York, N.Y. 10005.

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Sushant Gupta

CEO

Sushant has worked with companies such as Siemens, Schlumberger and Monitor in India, UK, Norway and Middle East. Since 1999, he has developed a successful track record as an entrepreneur in UK and India in the Information and IT sector. His diverse industry experience gives him the expertise to lead the growth of SG Analytics. Sushant is also an investor in Aavishkaar a pioneering rural venture capital group and board member of Sampark, an NGO focused in helping poor women.

Ahmed Hakki

Vice President Business Development

Ahmed leads Business Development at SG Analytics. Ahmed has more than 19 years of experience in global Investment Banks like Nomura Securities, Societe Generale and UBS covering Equity Sales, Asset Management and Private Banking. His strong domain knowledge of the financial services industry and relationship management skills are extremely useful in developing new client relationships and providing existing clients an empathetic interface.

Rama Ratnam

Senior Associate Vice President, Research

Rama Ratnam joined SG Analytics in September as a Senior AVP. Prior to SG Analytics, Rama was Director - Research at Integreon Managed Solutions, Manila where he was responsible for overall delivery of the research business handling a team of about 170 people. Before joining Integreon, Rama worked at BNP Paribas for GECD division, Citi for their Investment Banking Division, Guggenheim transparent value and AMT (Adkin’s Matchett and Toy) one of the leading financial training institution in the world, where he taught a broad range of basic and advanced subjects; including accounting, modeling and valuation techniques. He has trained and coached both associates and analysts in the U.S. and Asia for bulge bracket banks.

SGA is a management-owned company, which gives it financial and operational stability with a vision for the future

Actively Involved Leadership: With Ownership in the Firm

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SGA’s workflow model facilitates smooth delivery and high quality output

Workflow Model Built on Robust Quality Process and Communication

Client

Project receipt

Client Communication

Project Delivery

Client Communication

Requirement and objective capture

Efficient and appropriate staffing

Execution withregular iterativechecks and strictquality control

processes

Delivery in appropriate

format and form

Confirmation ofclient satisfaction

or action on client feedback

Learning absorption

Storage of reusable information

research in the internal knowledge

management system

Client Account Manager & AVP Delivery Team & PM SGA

Quality ControlQC* QC

1 2 3

Sr. Analyst/ Analyst

Project Manager

AVP

Client eye and sanity check

Completeness and Accuracy

checkSelf QC

*includes editorial check in case of word/PPT doc

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More than 15 years of international experience working in Europe, US, India or Middle East

Direct experience of Equity & Credit Research, Asset Management, Investment Banking, Commercial Banking, Structured Finance, Private Banking or

Consulting

Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.

VP’s

More than 10 years of international experience working in Europe, US, India or Middle East

Direct experience of Research and Analysis covering different Markets & Asset Classes

Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.

Associate VP’s

5 plus years of working experience in the Financial Services Industry

Direct experience of Research and Analysis covering different Markets & Asset Classes

Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or India often with engineering degrees from institutes such as IIT

Senior Analysts

3-5 years experience in Research & Analysis

Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis often with engineering degrees from institutes such as IIT

Analysts

Highly Qualified and Experienced Delivery Team

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SG Analytics is ISO/IEC 27001:2005 certified for its information security management systems

SG Analytics understands the sensitive nature of financial data and has established controls and processes within the firm to protect and secure the interests

of its clients.

Firm

Confidentiality - Each employee has to sign a confidentiality agreement with SGA

Non compete - Each employee has to sign a non compete agreement with SGA for a duration of 3-6 months depending on the seniority of the person

Client specific - Clients can also request key personnel working on their projects to sign a separate confidentiality and a non compete agreement

Physical access - Secured access areas

Logical access - Password protected work stations, restricted access to server work areas

Internet - Firewall protected and regular internet usage monitoring

Email – SGA employees have restricted access to emails. No personal emails can be accessed within the business facility.

Checks and Controls

Conducted by BSI and by clients

Audits

SGA Emphasis on Information Security and Data Confidentiality

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Ahmed Hakki, Vice President Business [email protected]+41 79 576 15 86

Simran Wadhwa, Senior Manager Business [email protected]+91 985 0248 555

Disclaimer:

No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical, photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’ databases. For detailed sourcing information contact SG Analytics.

Key Contacts