Iifl Capital Services Ltd · NSE:IIFLCAPS

Iifl Capital Services — IIFL Securities — Merger or Acquisition (December 2022)

12 slides from Iifl Capital Services's merger presentation, Dec 7, 2022

  1. Slide 1: Cover letter to stock exchanges on Investor Presentation

    December 6, 2022 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, The National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5th Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai 400 001. Mumbai 400 051. Tel no.

  2. Slide 2: Reorganizing to focus on the affluent segment

    Reorganizing to focus on the affluent segment IIFL Securities Limited NSE : IIFLSEC | BSE : 542773 December 6th, 2022

  3. Slide 3: IIFL Securities can create a differentiated business model to serve the affluent segment

    IIFL Securities can create a differentiated business model to serve the needs of the affluent segment  Affluent segment (INR 10 Lakh - 10 Crore AUM) is a sizeable market and expected Market to grow at 16-17% CAGR by FY27 and Customer research has shown that affluent Landscape & individuals want a m

  4. Slide 4: India's wealth market is expected to grow at 16-17% with significant opportunity in affluent

    India’s wealth market is expected to grow at 16-17% with significant opportunity in the affluent category IIFL group entities straddling across segments with several overlaps IIFL Entities Competitive landscape Overall Indian Segmentation based on Financial Domestic Foreign/ Digital Wealth Market We

  5. Slide 5: IIFL Group can continue to serve unmet needs across segments through differentiated offerings

    IIFL Group can continue to serve the unmet needs across segments through differentiated offerings Customer Primary Product Target Segment Service Model Objective Offerings Digitally savvy and Do-It-Yourself Short term income Stocks, derivatives, millennials generation commodity and currency Affluent

  6. Slide 6: IIFL Securities: Serving full spectrum of customers across affluent individuals, institutions and corporates

    IIFL Securities: Serving full spectrum of customers spread across affluent individuals, institutions and corporates Affluent Investment High Volume Institutional Investment Management Traders Equities Banking Customer centric goal- Serves high volume Strong research Well positioned in the based offe

  7. Slide 7: IIFL Securities can build a scalable and differentiated business catering to different customer needs

    IIFL Securities can build a scalable and differentiated business catering to different customer needs IIFL Securities IIFL Securities IIFL Securities (B2B (Private Client Group) (High Volume Traders) Channels) High Touch “PCG” Sub- RMs with Product High Volume Traders broker/Franchisee Specialist su

  8. Slide 8: Why is IIFL Securities well poised to win in the affluent space?

    Why is IIFL Securities well poised to win in the affluent space? IIFL Securities has the potential to leverage its strengths to take a leading position…. ...through targeted product propositions Strong capital market expertise, institutional Salaried Offer goal-based investment 1 offerings with cust

  9. Slide 9: Four key elements for delivering the affluent proposition

    Four key elements for delivering the affluent proposition Customer centric Product goal-based innovation & offering researched product wrappers Strengthen Operating model Tech & Digital & mindset shift architecture to facilitate high quality service 8

  10. Slide 10: Transaction summary and rationale

    Transaction summary and rationale Summary  Transfer of Online Retail Trading business to 5paisa Capital Consideration  For every 50 equity shares of Rs 2 paid-up of IIFL Securities, shareholders will get 1 equity share of Rs 10 paid-up of 5paisa Capital on the record date, subject to regulatory an

  11. Slide 11: Transaction advisors

    Transaction advisors Report On Share Entitlement Ratio/Swap Ratio Rational Fairness for Synergies Opinions on Demerger Consideration (Merchant Banker) Legal Counsel V . SANKAR AIYAR & CO. Auditors CHARTERED ACCOUNTANTS 10

  12. Slide 12: Thank You

    Thank You This press release has been prepared by IIFL Securities Limited ("Demerged Company") and 5paisa Capital Limited ("Resulting Company") for information purposes only and in relation to the proposed scheme of arrangement between the Demerged Company and the Resulting Company and their respect

IIFL Securities — Merger or Acquisition (December 2022) on 6ix