Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q2 FY2023 Earnings Presentation
34 slides from Geojit Financial Services's earnings presentation, Nov 1, 2022
Slide 1: Cover letter to stock exchanges
01.11.2022 To, To, The Manager, The Manager, Listing Department, Listing Department, National Stock Exchange of India Limited, BSE Limited, ‘Exchange Plaza’, C-1, Block – G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai – 400 051 Mumbai – 400 001. Ph. No. 022-26598
Slide 2: Investor Presentation – 1st November 2022
INVESTOR INVESTOR PRESENTATION PRESENTATION – 1st November 2022
Slide 3: Our Approach
Our Approach 2. Environmental empathy, Social responsibility 1. Wealth creation for customers and Governance (ESG) Our purpose of existence is to help our customers to Geojit is at the forefront of bringing positive change 1 2 create long term wealth. We discourage investors from becoming gamblers i
Slide 4: Our legacy and what we have built
Our legacy and what we have built 35 years in the Indian capital market Geojit has 496 offices and Rs 69,114 Multichannel and wide 01 crore AUM and Custody as on end of range of products Q2FY23. This is a reflection of the Clients can trade using Internet, Phone, trust reposed in our expertise and W
Slide 5: Geojit - Milestones
1987 1995 C J George founded Company was Geojit and Co. becomes Launch of Portfolio M/s C J George and Co., renamed Geojit and a Public Limited Management a proprietary firm at Co. Company named Geojit Services with SEBI Ravipuram, Kochi, Kerala Securities Ltd. registration 1988 1997 2000 2005 Geoji
Slide 6: Our Unique Propositions
Our Unique Propositions Advisory Digitization Diversified Drive Hybrid Model Products Services • Extensive offline • Strong team of • Robust trading and • Equity Certified Financial investment platform with 496 office network • Mutual funds Planners platforms • Strong presence in • Insurance (Life,
Slide 7: Products and Services
Products and Services BUILD WEALTH • Financial Planning • Portfolio Analysis INVEST LOANS • Equity • LAS – physical and digital • Commodities by Geojit Credits • Mutual Fund • MTF • Global • 3rd party loan distribution Investment • SGB, Gold ETF PROTECTION MANAGE WEALTH • Life insurance • PMS • Heal
Slide 8: Geojit was the first to launch
Internet Geojit was the and mobile first to launch trading Depository Integrated transactions trading system for through the both cash and internet derivative segment Loan Against Shares (Geojit Credits)through Commodity digital platform to trading in rubber, any NSDL demat cardamom, account holder
Slide 9: Investment Platforms
Trading Platforms Investment Platforms Selfie and TraderX make investing easy, reliable and helps one take informed choices. They are available across devices including MF Investment installable desktop platform software, HTML trading Cutting-edge platform to platform and mobile App. analyze and inv
Slide 10: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Aggressive • Prestige • Ace ▪ Smartfolios’ baskets of stocks are • CANSLIM selected, created and given proper • Southern Icons weightage to reflect risk appetite / • Ethical strategy or theme. • Select ▪ Review of the recommendations are done as per the investment strateg
Slide 11: Wealth management
Wealth management Financial Planning Financial planning business is PMS under our exclusive Investment Advisory division called STEPS. We offer four unique types of PMS Geojit provides professional fee portfolios: FINANCIAL based Financial Planning service • Advantage Portfolio • Freedom Portfolio P
Slide 12: One-stop shop for all investment needs
One-stop shop for all Advisory Services investment needs • Strong team of Certified Financial Planners (CFP) supported by advanced technologies • Customized and personalized solutions 1 Financial Product Broking Services Distribution • Online and offline support • Advanced MF platform / app • Resear
Slide 13: B2B Partnerships
B2B Partnerships For trading in the capital market, we currently have institutional tie-ups with prominent banks. 3-in-1 tie-up: NRI Portfolio Investment Scheme:
Slide 14: Technology Edge – Digital Transformation
Technology CLIENT TRADING & ONBOARDING # OPTION VOLUME $ Edge – Digital Transformation 91% 80% Online Online Digital Marketing CRM • Automated environment • Sales Cloud for campaigns, measuring ✓ Comprehensive Lead and Sales • Cloud Telephony, Email integration effectiveness and end-to- Management w
Slide 15: Sustained Wealth Creation for Customers
Sustained Wealth Creation for Customers Provide diversified mix of products with advisory HYBRID Customer Work Phygital and personalized Service Ethics Model attention to help customers protect and Key differentiator in We nurture our skilled grow their wealth, while Our offline platform with people
Slide 16: Geojit - Geographic Presence
Geojit - Geographic Presence 496 Offices across India & GCC countries In India, we have presence in 19 States and 2 Union Territories Rajasthan Four GCC Countries: Gujarat • Kuwait • Bahrain • UAE • Oman As on 30th Sep.2022
Slide 17: Group Company Structure
is) Group Company Structure GEOJIT PEOPLE YOU PROSPER WITH YEARS OF EXCELLENCE GEOSIT FINANCIAL SERVICES LIMITED
Slide 18: Business Performance
Business Performance
Slide 19: Key Performance Indicators – Q2FY23
Key Performance Indicators –Q2FY23 BRANCH NETWORK AUH CUSTOMER BASE $ 496 OFFICES Rs 58,241CR $ 1.24 MILLION Across India & GCC ❑ $ As on 30.09.2022 countries $ ❑ ^Total Revenue for the quarter Q2FY23 ❑ AUH means Asset under holding Equity holding (DP holding) of clients MARKET CAP $ NETWORTH $ $ ❑
Slide 20: Brokerage Business
Brokerage Business Amount in Crores ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 21: Brokerage Income, MTF Book and Smartfolios AUM
Brokerage Income, MTF Book and Smartfolios AUM Amount in Crores
Slide 22: Assets
Assets Amount in Crores AUH – Asset under holding – Demat holding value of Geojit Clients AUM – Assets under Management – Mutual Fund holding of Geojit Clients Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds.
Slide 23: Client and Employee count
x) YEARS OF EXCELLENCE GEOVIT PEOPLE YOU PROSPER WITH Client and Employee count New clients Total clients 23,871 11,39,600 12,17,100 12,39,500 L i Q2 FY22 Qi FY23 Q2 FY23 Sep.21 Jun.22 Sep.22 Number of Offices Employees te? 486 496 gas 2,557 2,539 Sep.21 Jun.22 Sep.22 Sep.21 Jun.22 Sep.22
Slide 24: Financial Performance
Financial Performance
Slide 25: Consolidated Result
Consolidated Result Amount in Lakhs
Slide 26: Consolidated Revenue mix
Consolidated Revenue mix Amount in Lakhs
Slide 27: Financial Trend
Financial Trend Amount in Lakhs
Slide 28: Revenue Mix
GEOVIT PEOPLE YOU PROSPER WITH YEARS OF “at Reyenue Mix Amount in Lakhs Revenue Mix 5% 5% 4% a 25 Distribution income eri 5% 6% 6% 5 6% Q2FY22 Q3FY22 Q4FY22 QIFY23 Q2FY23 Mutual Fund Income Insurance Income 525 1047 1,641 1,613 478: 1, 834 352 487 466 204 Q2 FY22 Q3 FY22 Q4 FY22 Qi Fy23 Q2 FY23 Q2FY
Slide 29: Environment Social Governance
Environment Social Governance
Slide 30: ESG – Non-Financial Parameters
ESG – 3 Non-Financial Parameters 3 1 2 Social Governance Geojit is Environmental Empathy Responsibility committed Business Duty Integrity towards Relationship towards with External and Ethics fulfilling the the Planet and Internal stakeholders ESG parameters
Slide 31: ESG - our commitments
ESG - our commitments Environmental Empathy • Waste Management 1 2 • Social Responsibility Quality Products & Services • Gender Equality ESG • Conserve Energy • Conserve Water • Woman Empowerment • Prevent Pollution • Labor Welfare and Rights • Address Climate Change • Donation to Social Causes 3 Co
Slide 32: ESG – our commitments
Social Responsibility ESG – our ✓ Senior Management Remuneration linked to growth, sustainability and profitability of business with focus on safety and capital commitments management ✓ Formula-based plan based on pre-established performance driven metrics ✓ To discourage any hard selling of Intrada
Slide 33: ESG – Geojit's performance snapshots
ESG – Geojit’s performance snapshots
Slide 34: Thank You
THANK YOU GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi – 682024 Phone: 484 2901000 www.geojit.com This presentation is for information purposes only and does not constitute an offer or recommendation to buy or sell any securities of Geojit. This presentation also does
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