Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q1 FY2024 Earnings Presentation
39 slides from Geojit Financial Services's earnings presentation, Jul 28, 2023
Slide 1: Geojit cover letter to stock exchanges: Q1 FY24 shareholders' presentation
IJGEOJIT PEOPLE YOU PROSPER WITH 28.07.2023 To, To, The Manager, The Manager, listing Department, listing Department, National Stock Exchange of India limited, SSE Limited, 'Exchange Plaza', C-1, Block - G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Sandra (E), Mumbai - 400 051 Mu
Slide 2: Investor Presentation – 28th July 2023
INVESTOR INVESTOR PRESENTATION – 28th JULY 2023 PRESENTATION
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 36 years in the Indian capital market Geojit has 498 offices and Rs 73,882 Multichannel and wide 01 crore AUM and Custody as on end of range of products Q1FY24. 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 1988 Securities Ltd. registration 1997 Geojit - 2000 2
Slide 6: Our Unique Propositions
Our Unique Propositions Diversified Advisory Digitization Hybrid Model Products Services Drive • Equity • Strong team of • Robust trading and • Commodity Certified Financial investment • Mutual funds Planners platforms • Insurance (Life, • Research and • Best technology Health & General) advisory te
Slide 7: Products and Services
Products and Services BUILD WEALTH • Financial Planning • Portfolio Analysis INVEST LOANS • Equity • LAS/MF – physical and • Commodities digital by Geojit Credits • Mutual Fund • MTF • Global • 3rd party loan distribution Investment • SGB, Gold ETF PROTECTION MANAGE WEALTH • PMS • Life insurance • E
Slide 8: Geojit was the first to launch
Geojit was the Internet and first to launch mobile trading Depository transactions Integrated through the trading system for internet both cash and 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
Investment Platforms Trading Platforms Selfie, FLIP and TraderX make investing easy, reliable and helps one take informed choices. They are MF Investment available across devices platform including installable Cutting-edge platform desktop software, HTML to analyze and invest in trading platform and
Slide 10: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets ▪ Smartfolios’ baskets of stocks are Aggressive selected, created and given proper • Prestige weightage to reflect risk appetite / • Ace strategy or theme. • CANSLIM ▪ Review of the recommendations are • Southern Icons done as per the investment strategy • Ethical and sen
Slide 11: Wealth Management
Wealth Management PMS Financial Planning We offer four unique types of PMS portfolios: Financial planning business is • Advantage Portfolio under our exclusive Investment • Freedom Portfolio Advisory division called STEPS. • Dakshin Portfolio FINANCIAL Geojit provides professional fee • Ethical Port
Slide 12: One-stop shop for all investment needs
One-stop shop for all investment needs Advisory Services • Strong team of Certified Financial Planners (CFP) supported by advanced technologies • Customized and personalized solutions Broking Services 1 • Online and offline support • Research on 200+ stocks Financial Product across multiple sectors
Slide 13: B2B Partnerships
B2B Partnerships For trading in the capital market, we currently have institutional tie-ups with prominent banks.
Slide 14: Technology Edge: Digital Transformation
Technology Edge: Digital CLIENT ONBOARDING # TRADING & OPTION VOLUME $ Transformation 94% 86% Online Online Digital Marketing CRM • Automated environment for • Sales Cloud • Cloud Telephony, Email integration campaigns, measuring ✓ Comprehensive Lead and Sales with CRM – Collaboration with effective
Slide 15: Features
FEATURES ANALYSIS WATCHLIST OPTIONS HEATMAP VIEW CHAIN RESEARCH
Slide 16: Features: Heatmap View, Watchlist, Options Chain
FEATURES HEATMAP VIEW WATCHLIST OPTIONS CHAIN The "Heatmap View" allows for a quick Watchlist is a useful tool for investors because it "Option Chain" is a listing of all options for a visual representation of the Percentage allows them to easily monitor the performance of specific Security that pro
Slide 17: Features: Research and Analysis
FEATURES RESEARCH ANALYSIS The "Research" tab on a The "Analysis" tab Security Page is a dedicated provides a range of section that provides you information to help with the Geojit's Research investors understand the Recommendations for Technical & Fundamental that particular security. aspects of th
Slide 18: 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 grow their wealth, while Our offline platform with Key differentiator in We nurture our skilled develo
Slide 19: Geographic Presence
Geographic Presence 498 Offices across India & GCC countries In India, we have presence in 19 States and 2 Union Territories We have presence in four GCC countries: • Kuwait • Bahrain • UAE • Oman As on 30.06.2023
Slide 20: Present Company Structure
Present Company Structure As on 30.06.2023
Slide 21: Transferring Broking and allied business to the wholly owned subsidiary
Transferring Broking and allied business to the wholly owned subsidiary ➢ NSE Circular 02/2022 dated January 7, 2022, prohibits a member of stock exchange from investing in other companies engaged in businesses other than securities/ commodities derivative businesses, or businesses incidental/ conse
Slide 22: Restructuring Schematic
Restructuring Schematic GFSL will retain the “Retained Business” which would include the Distribution Business, Wealth, Investments in JVs, IFSC and PMS.
Slide 23: Business Performance
Business Performance
Slide 24: Key Performance Indicators – Q1FY24
Key Performance Indicators –Q1FY24 BRANCH NETWORK AUH CUSTOMER BASE 498 OFFICES 1.30 MILLION Across India & GCC Rs 61,393 crore countries MARKET CAP NETWORTH MF AUM Rs 1172 crore Rs 820 crore Rs 12,489 crore ❑ As on 30.06..2023 ❑ ^Total Revenue for the quarter Q1FY24 ❑ AUH means Asset under holding
Slide 25: Brokerage Business
Brokerage Business Amount in Crores ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 26: Brokerage Income, MTF Book and Smartfolios AUM
Brokerage Income, MTF Book and Smartfolios AUM Amount in Crores
Slide 27: 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 28: Client and Employee count
GEOVIT Client and Employee count Prone yourRosre® Th New clients Total clients (Mn) 22,785 _ 1.29 1.30 20,405 J 18,990 1.22 aa rv23 a4 Fy23 aa ry24 jun.22 Mar.23 Jun.23 Number of Offices Employees 486 500 498 2,557 2,633 2,667 Jun22 Mar.23 Jun.23 Jun.22 Mar.23 , Jun.23
Slide 29: Financial Performance
Financial Performance
Slide 30: Consolidated Result
Consolidated Result Amount in Lakhs
Slide 31: Consolidated Revenue mix
Consolidated Revenue mix Amount in Lakhs
Slide 32: Financial Trend
Financial Trend Amount in Lakhs
Slide 33: Revenue Mix
GEOVIT PEOPLE YOU PROSPER WITH Revenue Mix 3% 2% 4% ” 6% - 7% - i 7 &% 3% Q1LFY23 Q2FY23 Q3FY23 Q4FY23 QLFY24 Mutual Fund Income Insurance Ini 1,795 1,861 1,838 1,871 1,613 1,308 466 204 418 266 LFY23 Q2FY23 Q3FY23 Q4FY23 QLFY24 Qi FY23 Q2FY23 Q3 FY23 Q4FY23 Qiry24 a bot a8 a a Q1FY23 Q2FY23 Q3FY23
Slide 34: Environment Social Governance
Environment Social Governance
Slide 35: ESG – Non-Financial Parameters
ESG – 3 Non-Financial Parameters Geojit is 3 1 2 committed Social Governance Environmental towards Empathy Responsibility Business fulfilling the Duty Relationship Integrity and Ethics ESG towards the Planet with External and Internal parameters stakeholders
Slide 36: ESG - our commitments
ESG - our commitments Environmental Empathy • Waste Management 1 2 Social Responsibility • Quality Products & Services • Conserve Energy • Gender Equality • • Conserve Water Prevent Pollution ESG • • • Woman Empowerment Labor Welfare and Rights Donation to Social Causes • Address Climate Change 3 Co
Slide 37: ESG – our commitments
ESG – our Social Responsibility ✓ Senior Management Remuneration linked to commitments growth, sustainability and profitability of business with focus on safety and capital management ✓ Formula-based plan based on pre-established performance driven metrics ✓ To discourage any hard selling of Intrada
Slide 38: ESG – Geojit's performance snapshots
ESG – Geojit’s performance snapshots
Slide 39: 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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