Rh profile

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Right Horizons Profile

Right Horizons Financial Services Pvt Ltd


About Us

• Investment advisory and wealth management company

• Work towards understanding financial goals of customers, helping them attain their goals

• Providing end to end service across Taxation, Financial Planning and Tracking of investments.

• Working across various spectrum of financial instruments

• Branches in Bangalore, Hyderabad and Chennai

• Corporate Help desks provided to companies across these locations

• 70 Employees to service around 500 Wealth customers.

• Have 350 Cr of AUM, 100 Cr in Real Estate Funds in the last 2 years


Management Profile• Mr. Anil Rego – Founder & CEO

– Chartered Financial Analyst & holds an MBA with specialization in

Finance from ICFAI

– Worked in the Business Planning and Mergers & Acquisitions functions

with the finance department of Wipro Tech for 7 years

– Has been on many a panel at various seminars on related financial

areas

– He has delivered guest lectures at premier Business-Schools IIMB,

IIPM, ITM, ICFAI and Union Bank are few on Wealth management

– He was invited as an expert on Radio City and was covered in columns

of leading papers like The Times of India and online interview on

Rediff.com and Hindu for young investor advice. He writes

columns/articles in publications like Times Of India, Financial

Chronicle , Money control, MyIris, Sakshi (Local news paper in

Hyderabad) and Udayvani (Local in Karnataka), etc

– Regularly appears in NDTV Profit, ET Now, UTV Bloomberg, CNBC etc

as a panel expert on Markets and Mutual funds


Investment Banking & Consulting Individual's Financial PlanningReal Estate

Portfolio Advisory Corporate Services

Right Horizons -Services


5

Right Horizons Milestones

Started Wealth Management Services

Opened Hyderabad and Chennai Branches

Company Incorporation; Enhanced Service Range to High Net Worth Individuals

Inception of Real Estate and Direct Equity Verticals;Launched own real estate RH fund called RHIOP*;Launch of Investment banking services (Corporate Transactions)

Launch of Partner Model ; Focused Corporate Services VerticalStarted distribution of overseas structured products.

2003

2004

2006

2007

2009

Right Horizons Inception

2008

* Right Horizons India Opportunity Fund

2010

Started Private placement and Private Wealth


Generic Product line

InsuranceMutualFund

Bond/Debt

ICICI Pru HDFC Std LIC MetLife SBI Life Axa Bharti Aviva

Reliance HDFC Fidelity Templeton ABN Sundaram Principal SBI……

Nirman PPF Govt Bonds

Note : We have tie up with all Insurance and Mutual Funds Vendors


Structured Products

*Equity Linked Debentures

ELD*PMS

ICICI Pru Motilal RH PL ING

Real Estate

Gold

PMS IL&FS HDFCDevelopers BCIL Wood Stock

Mining Funds DSPML AIG

Birla ICICI HDFC

ELD*


Right Horizons Board

• Shankar Jaganathan – Consults for select companies in the area of corporate finance and

business strategy and is a visiting faculty in Corporate Finance in IISc & Union Bank Staff Training College

– Author of book “Corporate Disclosures- The Origin of Financial and Business Reporting 1553-2007 AD”

– Previously • Worked with Wipro for 18 year between 1985 -2003; Last position -

Corporate Treasurer from 1995 -2003 – heading Investor Relations, Treasury operations and Accounting for

Wipro Limited– Wipro Limited was listed in the New York Stock Exchange

• From 2003 to 2006, headed the Technology Initiatives and Academic and Pedagogy function in Azim Premji Foundation


Right Horizons Board• Dr Deenaz Damania

– Owner/Director, Synergy Consultants, a Consumer Behavior, Research and Brand Consultancy

– Director: Mag Engineering, Vertebrand Management Consulting– Previously

• Director, Research & Training, McCann-Erickson Malaysia• Head, Qualitative Research, Gallup MBA• Consultant, UNICEF

• PN Karanth– Consultant mainly to Japanese companies like Mitsubishi, J-Power, etc– Founder & Hon Secretary of the Indo Japanese Chamber of Commerce

and Industry (IJCCI)– Previously

• Former Founder & CEO of Eximsoft, Software Product and Development Company with employee upto 300

• Consultant to– Westinghouse Electric Corporation (US)– DuPont in the desalination technology– Toshiba, in the Automation Space Japan


Right Horizons Board

• Rachna Rego– Masters in Computer Applications– 14 years experience in leading IT Companies including Wipro and

Infosys between 1994 -2008 – In her last role, she was handling the delivery of integration product

practice across multiple accounts. She brings rich experience in handling the large teams, pre sales and quality/process

– Has been a visiting faculty in Business Schools in the areas of Information Technology and Human Behaviors

– Last 4 years have been working in Right Horizons on Research, financial planning , Training , Compliance , Quality, Process and IT implementations

– Core team member for the corporate relations ship which include training sessions /seminars


Management Team

• Sunil Ottur: Sr.VP, Heading Real Estate and Partner Channel He is the driving force of Right Horizons and takes charge of our Real Estate and Partner Channel Vertical. He took up this new challenge after leading the sales team of Right Horizons for 3 years. With 14 years of experience in leading consumer durable and Financial Services Companies, his leadership is invaluable. Prior to joining Right Horizons, Sunil has worked with HDFC Standard Life & VIP Industries Ltd.

• Anand Ram: VP, Regional Head for Karnataka and Tamil Nadu He is dynamic and focused; and comes with a “nothing is impossible” attitude. He brings with him a superior understanding of the financial world from his ten years of experience. He has worked with several verticals in ICICI, including RAPG (Retail Asset Product Group) & Life Insurance (ICICI Prudential)

• Gokul Ramana V: GM, Regional Head for Andhra Pradesh and Maharashtra He has been with us for the past three years, heading our Hyderabad Branch. With his expertise, he has taken the challenge of heading two regions. With over 15 years of experience in Pharma and Financial Services, his team leadership and management capabilities are spectacular

• Manoj Singh: AGM, Heading Private Wealth Management Vertical and Institutional Sales His expertise in Corporate and Private Wealth at a young age, makes him to drive 2 verticals simultaneously where he manages corporate and private wealth customers. He has five years of experience in wealth management and private banking across brands like Deutsche Bank and AUM Capital before joining us.

• Vinayak K , AVP Fund manager :Over 12 years of investment research experience in diverse asset classes including commodities, equities and fixed income. Highlights include leading a large team of fixed income analyst for Fidelity in India to provide research support to the US bond desk; working with a US based hedge fund manager on US centric long-short fund and starting a career with Crisil Research as a commodity analyst.


Management Team• Kupendra V : AGM, His pleasing personality & interpersonal skills are his best

assets, He has close to 10 years of work experience with Asset Management company’s. His last assignment was with Kotak AMC as Regional Manager handling rest of Karnataka. He is the new entrant to Right Horizons management team, In his current role he will be spearheading our thrust in expanding the partner channel & corporate business in Karnataka.

• Varadharaj I: Associate Vice President His diversified experience in various fields and being a young entrepreneur, he provides a new perspective as he heads the Chennai branch. Having worked for top financial services companies like Kotak, HDFC and IDBI Group, Varadharaj has 12 years of experience across verticals like Retail, Private/Privilege Group and HNIs

• Naresh Kumar K: General Manager- Young, focus and clarity in thought of Naresh Kumar brings to Right Horizons a new dimension as he leads the Hyderabad Branch. His career with six years of exposure in the Financial Services from Life & Non-Life Insurance to Personal Wealth Management. I have removed these adjectives to make it consistent with others

• Narasimha Kumar M.O.V: General Manager His single focus, understanding of people and the market makes him a winner in all fields he works. He likes to take up new challenges and create history. He has been showing exponential growth every year, and was the recipient of several awards for his consistent performance. He served ICICI Prudential Life for six years where he won many top performance awards.


RH in the NEWS…


Featured in almost all leading dailies.


Warren Buffet said…

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are

fearful."

[email protected] www.righthorizons.com

Corporate Office #6, Arekere, Opp. British Biologicals

Bannerghatta Road,Bangalore-560069

Tel: 080-32718679/ 41209582

# 201, 2nd Floor,Sufi Chambers, Road #1,Banjara Hills,Hyderabad.

Phone: +91 040-66415455/57/56

Old No 166, New No 14,First Floor, Eldams Road,

Teynampet,Chennai - 600 018.

Phone : +91 044 - 42112717/ 18/ 19

Right Horizons Financial Services Pvt. Ltd

No. 79, M.M Road, Frazer Town,

Bangalore - 560005Contact No.: 080 - 41252179

mailto:[email protected]

http://www.righthorizons.com/