Edelweiss Financial Services Limited · NSE:EDELWEISS
Edelweiss Financial Services — Corporate Update (May 2022)
17 slides from Edelweiss Financial Services's corporate update, May 2022
Slide 1: Edelweiss Wealth Management Business Update
Edelweiss Wealth Management Business Update 1
Slide 2: Agenda
Agenda 1. Industry Landscape 2. Our Journey so far 3. Way Ahead 2
Slide 3: Agenda: Industry Landscape
Agenda 1. Industry Landscape 2. Our Journey so far 3. Way Ahead 3
Slide 4: Wealth Management – a structural and scalable opportunity
Wealth Management – a structural and scalable opportunity Financial wealth in India is expected to grow 2x Investment asset class in FY25 will be equal to by 2025 total financial assets in FY19 (~ INR 250 tn) ( Financial Assets Investment Assets Bank Deposits, Cash as a % of total wealth ) ( 63% ) C
Slide 5: Concentrated financial wealth; low penetration by organized players
Concentrated financial wealth; low penetration by organized players ~80% of the financial wealth in hands of 0.7% of Organized players in India have ~14% penetration of households financial wealth vs. developed nations at 50-75% 3,300 22 1.4 0.2 140 75% 60% 57 30% 40 20 14% Retail Affluent HNI UHNI
Slide 6: Capital markets growing at a faster pace in India
Capital markets growing at a faster pace in India # Co’s listed on NSE Continued equity growth Steep rise in Derivatives Vibrant primary market 135 (1995) to 1,942 (2019) Cash turnover grown by Equity F&O grown by large no of listings, At par with Asian peers 3.5x in 6 years 27x in 6 years M&A, PE t
Slide 7: Agenda: Our Journey so far
Agenda 1. Industry Landscape 2. Our Journey so far 3. Way Ahead 7
Slide 8: Leading integrated Wealth Management platform
Leading integrated Wealth Management platform Edelweiss Wealth Management Wealth Institutional Investment Advisory Management Equities Management ~ INR 2,00,000 cr of 5 % revenue market Market Share: ~ INR 5,000 cr of AUM client assets share Fixed Income: 8.4%, ECM: 2.7%, Advisory: 1.4% Amongst top
Slide 9: With established credentials
With established credentials Wealth Management, Investment Management and Capital Markets Net Promoter score – 73 Client assets over INR Gross sales of INR 25,000+ Cr Peer rank #1 in pre-IPO 2 Lac Cr funds INR 3,800+ Cr of client 1,50,000+ Affluent assets raised in 1 year client acquired (IM) Best P
Slide 10: And strong performance over the years
And strong performance over the years INR Cr Revenue INR Cr PAT 1,327 241 725 162 FY19 FY22 FY19 FY22 000’s INR 000’s AUA Customer Count 202 857 106 487 FY19 FY22 FY19 FY22 10
Slide 11: Well diversified earnings across customer segments and product lines
Well diversified earnings across customer segments and product lines Across Client Segments Across Products 13%1% 30% 36% 10% 38% 10% 34% 27% Broking & Allied Distribution Affluent and HNI UHNI Instititional NII Advisory Fees Clearing & Custody Investment Mgt Fees 11
Slide 12: Built a virtuous and self-reinforcing ecosystem
Built a virtuous and self-reinforcing ecosystem Capital Markets FUNDS WEALTH PARTNERS MANAGEMENT AFFLUENT HNI INSTITUTIONS Serving diverse set of clients UNHI FINANCIAL PROMOTERS INTERMEDIARIES FAMILIES LEGEND Client Access CORPORATES Product and Services Solution Sets INVESTMENT MANAGEMENT Strong,
Slide 13: Extensive coverage
Extensive coverage Wealth and Investment Management Capital Markets 850K+ 2800+ 700+ 500+ Affluent UHNI Clients Institutional Corporate Clients clients clients (Public-side) coverage 1800+ 400+ 450+ 140+ Partner Locations Custody Financial Network clients sponsors coverage Well-scaled and proven exe
Slide 14: Rightly positioned to capture market opportunity
Rightly positioned to capture market opportunity Embedded growth Well Scaled lever (Investment Management) Well Diversified Less levered and resilient to Operating at top half of economic the wealth pyramid shocks (Customer Segment) 14
Slide 15: Agenda: Way Ahead
Agenda 1. Industry Landscape 2. Our Journey so far 3. Way Ahead 15
Slide 16: Future growth objectives
Future growth objectives Grow Wealth Management a) Continue focus on client acquisition, digital capabilities, geographic expansion b) Grow clients and client assets by 3x in next 5 years c) Scale up RM strength by 2.5x Scale Investment Management a) Grow AUM to 40,000 to 45,000 crores with focu
Slide 17: Safe harbour
Safe harbour DISCLAIMER : This presentation and the discussion may contain certain words or phrases that are forward-looking statements, which are tentative, based on current expectations of the management of Edelweiss Financial Services Ltd. or any of its subsidiaries and associate companies (“Edel
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