Upload
udit-kackar
View
217
Download
0
Embed Size (px)
Citation preview
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 1/25
Religare Enterprises LtdOverview ² Online Trading
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 2/25
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 3/25
3
Vision and Mission
Vision
Mission
BrandEssence
To build Religare as a globally trusted brand
in the financial services domain and present
it as the ¶Investment Gateway of India·
Providing financial care driven by the
core values of diligence and transparency.
Religare is driven by ethical and dynamic
processes for wealth creation.
We believe that in 5 yearsapproximately 10% of global
investment would be allocated to
India. We would like Religare to be
reflective of India Investment story
within India and internationally and
emerge top of the recall trusted
brand.
____________________________________________________________
We believe that ¶Diligence· is an
imperative for incorporating best
practices around advisory, quality and
efficiency in the financial services
segment.
___________________________________________________________
Financial services business depends on
the trust of its customer, which builds
over a period of time by the ethical
business practice adopted by the
organization along with the dynamism
of the business processes and models
that need to be continuously evolved
and changed in the fast changing
market scenarios.
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 4/25
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 5/25
5
Geographical Presence through business
locations*
North29%
South24%
East13%
Maharashtra
12%
Gujarat
13%
Mumbai
9%
Geographical Presence
* Premises in which we and/ or our Business Associates operate one or more of our business activities
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 6/25
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 7/25
7
RRL
RAIL
RCML
RSL
RFL
RCL
RIBL
RFin
RWMSL
R VCPL
ReligareCommodities Ltd
ReligareFinvest Ltd
ReligareSecurities Ltd
ReligareInsurance Broking
Ltd
Retail Equity Broking
PCG Equity BrokingInstitutional Equity Broking
DepositoryPortfolio Management Services
Merchant Banking*Internet Trading
Retail Commodity Broking
Agro Commodity Trading
Loans against Shares
Personal Financial Services (FinancialPlanning)
Personal Loan
Distribution of Life and Non Life
Insurance ProductsReinsurance
Business Description
Our Business
Religare Enterprises Limitedand its Subsidiaries
* SEBI approval to be received to shift Merchant Banking to RCML
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 8/25
8
ReligareCapital Market
Ltd***
ReligareVenture CapitalPrivate Ltd***
ReligareWealth Mgt
Services Ltd**
ReligareFinance Ltd***
Wealth Advisory Services
Personal Loans and Consumer
Lending business
Manage real estate infra of
companies under REL and itsaffiliates
Business Description
** RWMSL has entered into a 50:50 JV with Macquarie Bank Ltd on 18th
October, 2007 *** Business to commence soon.
New Growth Businesses
Religare ArtsInitiatives Ltd***
ReligareRealty Ltd
Private Equity and Investment
Management.
Merchant Banking (Proposed to beshifted from RSL)
Business of Arts
Religare Enterprises Limitedand its Subsidiaries
RRL
RAIL
RCML
RSL
RFL
RCL
RIBL
RFin
RWMSL
R VCPL
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 9/25
Industry Outlook ² Online Investments
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 10/25
10
2.48%
3.45%
7.11%
11.68%11.97%
0%
2%
4%
6%
8%
10%
12%
14%
FY 03 FY 04 FY 05 FY 06 FY 07
793 818
909 9701,069
1,228
0
200
400
600
8001000
1200
1400
2002 2003 2004 2005 2006 2007
0
5,000
10,000
15,000
20,000
25,000
Number of companies lis ted Turnover (Rs.Bn)
300%
247%
178%165%
140%
115%105%
80%70% 70%
50%
0%
50%
100%
150%
200%
250%
300%
H o n g K o n g
S i n g a p o r e
M a l a y s i a
T a i w a n
U S
K o r e a
I n d i a
C h i n a
P h i l i p p i n e s
T h a i l a n d
I n d o n e s i a
&
Market Capitalization to GDP (May, 07) (1)
Notes:(1) Source: Citi
(2) Source: NSE Website(3) Source: NSE Website
Internet trading % of total trading volume (2) NSE - Companies Listed &Turnover (3)
Market capitalization to GDP has steadily increasedover the years but still lags behind the more evolvedAsian markets
Indian equity markets witnessed strong growth since2003 with the benchmark BSE Sensex crossing the18,000 mark in October 2007 from 6,600 in January2005
In the NSE Capital Market segment in FY07, approxRs. 2,328 billion, constituting 11.97% of total tradingvolume, was routed and executed through theInternet.
Key Trends
Indian Capital Markets: Rapid Growth
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 11/25
11
Online Trading
8000 crores of daily volumes on NSE and BSE can beattributed to online trading
Internet Trading accounts for 50% of the retailtrading
242 trading members of NSE have gained permissionto provide internet based trading.
Internet trading is anticipated to corner 30% of total
turnover in the next 2-3 years
Key Trends
Major Player ICICI Webtrade Indiabulls
Business Model Pure-Play Online Both Online & Offline
Registered Users 11,00,000 3,00,000
Client Profile Mass Investor Active day-traders
Online vs Overall Volumes 100% 60%
Products Equity and debt, bonds, mutual funds, derivatives,post office reciepts
Mostly equity, some mutual funds
Types of Trades Mostly delivery based trades More Intra-day trades
Funded Margin Not allowed Done through a non-banking financialservices arm
ICICI Direct
Indiabulls
Religare
Reliance Money
Sharekhan
Kotak Securities
HDFC Securities
Angel Broking5 piase.com
Geojit Financial
Major Players
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 12/25
Religare Online
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 13/25
13
Online Investment
Official Launch of E-trading in August 2006
~50,000 clients, growth of 189.5% since Mar 07
Market share for September, 07 was 8.67%*
Online sales team present in 75 cities in the
country
Dedicated Sales force of over 1500
Rising Number of ClientsKey Facts
* Of total internet trading volumes of NSE, per the last published figures
** In Rs. Crore
Discount Broking Model²
Internet Tradinggeared to be a strong player in discount
brokerage model.
Collaboration with other eCommerce platform
² this would bring very large internet savvy
population to trade for investments.
Business Model
0
500
1000
1500
2000
2500
A u g u s
t , 2 0 0
6
S e p t
e m b e
r , 2 0 0
6
O c t o
b e r , 2
0 0 6
N o v e
m b e
r , 2 0 0
6
D e c e
m b e
r , 2 0 0
6
J a n u
a r y , 2
0 0 7
F e b r
u a r y
, 2 0 0
7
M a r
c h , 2 0 0
7
A p r i l , 2
0 0 7
M a y
, 2 0 0
7
J u n e
, 2 0 0
7
J u l y , 2
0 0 7
A u g u s
t , 2 0 0
7
Rising Turnover**
0 5000 10000 15000 20000 25000 30000 35000 40000
May-06
Jul-06
Sep-06
Nov-06
Jan-07
Mar-07
May-07
Jul-07
Sep-07
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 14/25
Online Trading - Value proposition
Our initiative to revolutionize discount brokerage model which is currently pure vanilla stripped
down broking services.
Dedicated online trading portal
www.religareonline.com
Range of trading platforms -
Comprehensive information pool of all listedcompanies on portal
Wide variety of investment options like equity,
derivatives, IPO & mutual funds.
Access to Religare comprehensive research to online customers free of cost.
Exciting loyalty program ²
Features Strengths
Aggressive Push and Pull strategy of customer
acquisition Wide footprint through huge FOSacross top 75 cities Aggressive marketing campaigns
Operational capacity Process large number of accountopening kits
Large no. of trade related transactions
Access to alternate online funds transferpayment gateways.
World class customer care centre to assistin case of emergency
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 15/25
15
* To be launched soon
Online Trading ± Category torch bearer
Online Trading - Value proposition ( contd..)
Multiple option of trading platform ² asp andapplet version for beginners and exe basedfast version for traders and professionals
Unique features of online discount brokerage
house
Toll free CALL - n ² trade ( At no extracharge)
Trading Advisory Desk for personalized
assistance to high volume traders at top20 cities
Nationalized Advisory Desk for Structured /Customized product *
Type of Research reports
Fundamental research
Technical researc
h
Daily reportsIntraday daily tech callsIntraday derivative callsDirectional F&O callsStructured productsIndex ArbitrageVolatility trading
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 16/25
16
Our t Price-Quality Matrix
HDFC Sec
Indiabulls
Kotak
Investsmart
Indiainfoline
Religare ICICIDirect
Price
Q u a l i t y
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 17/25
[
www.religareonline.com
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 18/25
www.religareonline.comOur Value PropositionOur Value Proposition
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 19/25
Platf rms at a lance
Basic Lite ProAccount Opening Charges 299 499 999
Margin 5000 5000 10000
Call N Trade Yes Yes Yes
Integrated DP & Backoffice Yes Yes Yes
Futures & Options Calculator Yes Yes Yes
Online Fund transfer through Indusind Bank Yes Yes Yes
Software Installation Required No Yes Yes
Real Time Streaming Quotes No Yes Yes
NSE Cash, NSE F&O, BSE on a single platform Yes Yes Yes
Hot-Key Function No Yes Yes
Alerts on LTP / Volume No Yes Yes
Derivative Chains & User Sets No No Yes
Technical Charting-Intraday & EOD No No Yes
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 20/25
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 21/25
21
Citi Bank
HDFC Bank
ICICI Bank
UTI Bank
Indusind Bank
Corporation Bank
Our Partner
Banking Partners
Logistics Partners
Overnite
Blue Dart
India Post
Technology Partners
Fortis
AsianCERC
IBM
HP
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 22/25
Organization tructur e
Business Head ² Internet Trading
Sales Head ² Internet Trading
Regional SalesHead ² Internet
Trading
OperationsHead² Internet
Trading
Advisory Head ² Internet
Trading
RegionalAdvisory Head
² InternetTrading
ProductDevelopment
Head ² InternetTrading
HR & TrainingHead ² Internet
Trading
22
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 23/25
23
Way Forward
Increased collaborations in the market to tap
into a wider base and provide the best possible
client experience
Complete Investment Basket on a single
platform:
² Equity
² IPO
²Mutual Funds
² Commodities
² Insurance (Agreement with ICICI Lombard to sell
general insurance online)
² Virtual Trading
E-Commerce ² Looking Beyond Investments«.
² Credit card Payment gateway
² Online Tax Filing *
² Utility Bill payment *² Online Subscriptions *
² Investomail ( Free E-Mail services )
Financial Tools on Religare Online to make the
site more lively and interactive
Continuously improve on Operational efficiencies
which guarantee seamless client experience
Key Steps
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 24/25
8/8/2019 Online Trading REL
http://slidepdf.com/reader/full/online-trading-rel 25/25