Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q1 FY22 Earnings Presentation
35 slides from Geojit Financial Services's earnings presentation, Jul 28, 2021
Slide 1: Filing cover letter to NSE and BSE
28.07.2021 To, To, The Manager, The Manager, Listing Department, Listing Department, National Stock Exchange of India Limited, BSE Limited, -1, Block G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai 400 051 Mumbai 400 001. Ph. No. 022-26598100 Ph. No.022 22721233 S
Slide 2: Investor Presentation
INVESTOR PRESENTATION July 28, 2021
Slide 3: Our Approach
Our Approach 1. Wealth creation for customers Our written and practiced purpose of existence is to help customers to create long term wealth. We discourage investors becoming gamblers in the market by campaigns like ‘Gambling is injurious to wealth’. 4. Corporate Governance 2. Corporate Social Respo
Slide 4: Our legacy and what we have built
Our legacy and what we have built 34 Years in the Indian capital market Multichannel and wide range of products +466 offices and Rs 55,900 crore AUM Clients can trade using Internet, Phone, and Custody as on end of Q1 FY 22. This WhatsApp, or through Branch network. We is a reflection of the trust r
Slide 5: Geojit – The Milestones
Geojit – The Milestones 1987 1988 1995 1997 C J George founded M/s Company was Geojit and Co. Launch of Portfolio C J George and Co., a renamed Geojit becomes a Public Management proprietary firm at and Co. Limited Company Services with SEBI Ravipuram, Kochi, Kerala named Geojit registration Securit
Slide 6: Our Unique Propositions
Our Unique Propositions • Extensive offline platform with 460+ office network Hybrid Model • Strong presence in Tier II & III cities • Maintain strong relationship with customers • Equity • Mutual funds • Insurance (Life, Health & General) Diversified Products • PMS • Software • Loans • Strong team
Slide 7: Products and Services
Products and Services 1 INVEST Equity Commodities Mutual Fund BUILD WEALTH 2 Global Investment 1 Financial Planning SGB, Gold ETF Portfolio Analysis 2 3 LOANS LAS MANAGE WEALTH 4 MTF 3 PMS 3rd party Loan distribution Equity SIP Smartfolios 5 Wealth Management PROTECTION 4 Life insurance Health insur
Slide 8: First to Launch
First to Launch Internet and mobile trading GEOJIT WAS Depository transactions through the internet THE FIRST TO LAUNCH Integrated trading system for both cash and derivative segment Commodity trading in rubber, cardamom, gold and silver futures
Slide 9: Investment Platforms
Investment Platforms Smartfolios offers baskets of MF Investment stocks selected by professionals and driven by platform data intelligence to make investment easy. The stocks SELFIE Cutting-edge platform to STEPS in these portfolios are analyze and invest in selected based on Mutual funds -A platfor
Slide 10: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Aggressive Moderate Conservative • Lotusdew Prestige • Mojo Magic • Mojo Prime • Mojo Ace • Classic • Defense • Growth • Enhancer • Vision • Alpha ❑ Smartfolios’ baskets of stocks are selected, created and given proper weightage to reflect a strategy / theme. ❑ Recommenda
Slide 11: Wealth creation with Insightful Research
Wealth creation with Insightful Research Financial Planning Financial planning business under exclusive Investment advisory division called STEPS. Geojit provides professional fee based Financial Planning service Research through certified and CUSTOMERS Research driven experienced financial recommen
Slide 12: One-Stop shop for all investment needs
One- Stop shop for all investment needs Broking Services ➢ Online and offline support 01 ➢ Research on 160+ stocks across multiple sectors and economy and technical research ➢ State-of-the-art trading and investment platform powered with latest web technology and 01 designed to maximize user experie
Slide 13: B2B Partnership
B2B Partnership For trading in the capital market, we currently have institutional tie-ups with prominent banks. Domestic: NRI Portfolio Investment Scheme:
Slide 14: Technology Edge – Digital Transformation
Technology Edge – Digital Transformation CLIENT ONBOARDING TRADING & F&O VOLUME Low yield volumes are happening online ➢ Digital Marketing • Automated environment for campaigns, measuring effectiveness and end-to-end integration • New Interfaces – Partner Portal, Customised communication, Cloud Tele
Slide 15: Sustained Wealth Creation for Customers
Sustained Wealth Creation for Customers Provide diversified mix of products with advisory and personalized attention to LOREM IPSUM help customers protect and grow their wealth while developing long-term relations to facilitate cross-sales SOLUTIONS OFFERED FOR DIVERSE NEEDS OF CUSTOMERS USING OUR U
Slide 16: Business Performance
Business Performance
Slide 17: Key Performance Indicators - Q1FY22
Key Performance Indicators - Q1FY21 BRANCH NETWORK CUSTOMER BASE 466 OFFICES AUH I.12 MILLION Across India & GCC Rs 46,662CR countries MARKET CAP NETWORTH MF AUM Rs 1801CR Rs 697.10CR Rs 9253CR TOTAL REVENUE EMPLOYEES #ROE 120.96CR 2253 20.89% # ROE is annualized ROE based on Q1FY22 AUH means Asset
Slide 18: Assets
Assets Amount in Crores Equity AUM includes Equity funds ,ELSS, Index funds ,and Hybrid Funds excluding Conservative funds and Arbitrage funds.
Slide 19: ADTO, Brokerage, Yield and Online business
ADTO, Brokerage, Yield and Online business Amount in Crores .ADTO means Average daily turnover
Slide 20: Client and Employee count
Client and Employee count New clients Total clients 28,955 1,057,800 1,109,700 1,121,600 11,088 11,130 a 7 Ql Fy21 Q4 FY21 Ql FY22 Jun.20 Mar.21 Jun.21 Number of Offices Employees 464 465 466 2,262 2,259 2,253 Jun.20 Mar.21 Jun.21 Jun.20 Mar.21 Jun.21 4 OJIT
Slide 21: Financial Performance
Financial Performance
Slide 22: Consolidated Result
Consolidated Result Amount in Lakhs
Slide 23: Consolidated Revenue mix
Consolidated Revenue mix Amount in Lakhs
Slide 24: Financial Trend
Financial Trend Amount in Lakhs
Slide 25: Geojit - Geographic Presence
Geojit - Geographic Presence 19 States 2 Union Territories and 466 Offices across India Jammu & Kashmir & GCC countries 4 Countries in GCC Punjab Uttarakhand Haryana Delhi -NCR Rajasthan UP Bihar Madhya Pradesh Jharkhand West Bengal Four GCC Countries Gujarat ✓ Kuwait ✓ Bahrain Maharashtra Odessa ✓
Slide 26: ESG
ESG
Slide 27: ESG – Non Financial Parameters
ESG – 3 Non Financial Parameters 01 02 03 Environmental Social Responsibility Governance Empathy Relationship Business with External Integrity and and Internal Ethics stake holders Geojit is committed towards fulfilling the ESG Parameters.
Slide 28: ESG – Our Commitments
ESG – Our Commitments Environmental Empathy Social Responsibility ✓ Waste management • Quality Products & Services ✓ Conserve Energy • Gender Equality ✓ Conserve Water 01 02 • Woman empowerment ✓ Prevent Pollution • Labor welfare and Rights ✓ Address Climate change • Donation to social causes . Corp
Slide 29: ESG – Geojit's Performance snapshots
ESG – Geojit’s Performance snapshots S G ✓ Active oversight from Board E ✓ Green Building ✓ Undertake CSR activities in of Directors accreditation for fields of women empowerment, education ✓ Dedicated Board-level Corporate office Corporate Responsibility ✓ Care and protect and health ✓ Dedicate 2%
Slide 30: ESG – Geojit's Commitments
ESG – Geojit’s Commitments E Governance ✓ 50% of the Board comprises of Independent Directors ✓ Board Committees comprise of Majority Independent Directors ✓ Audit Committee headed by Independent Director Environmental Empathy ✓ Greening of Supply chain by integration of ESG aspects in vendor select
Slide 31: COVID-19 Response - Protecting our people is protecting our business
COVID-19 Response - Protecting our people is protecting our business Protecting our Supporting Maintaining Workforce & our Local Resiliency their Families Communities & Value • Adhering to global standards to • Rapid response efforts initiated • Partnering with local governments, manage health and h
Slide 32: Corporate Social Responsibility
Corporate Social Responsibility SOME OF OUR COVID RELIEF INITIATIVES EDUCATION 1. Thermal screening facility and automatic ticket • We have procured 130 TVs for poor verification system at Ernakulam South Railway students for facilitating online classes station during lockdown. 2. Distribution of fo
Slide 33: COVID-19 CSR Initiatives
COVID-19 CSR Initiatives Thermal screening and contactless ticket verification system at Ernakulam Distribution of food to migrant South Railway Station labourers Distribution of foot pedal sanitizers Online Education Support Break the Chain campaign in to General hospital, village office etc. for p
Slide 34: COVID-19 CSR Initiatives
COVID-19 CSR Initiatives In May 2021, Geojit teamed up with Aster Medcity and set up a 100-Oxygen bed COVID Field Hospital, at Ambalamugal in Kerala to address the growing needs of COVID care facilities. In June 2021, Geojit supported A P Varkey Mission Hospital at Arakkunnam in setting up an exclus
Slide 35: Thank You
Thank You GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi - 682024 Phone: 484 2901000 www.geojit.com
Geojit Financial Services — Q1 FY22 Earnings Presentation on 6ix