Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q3 FY2022 Earnings Presentation
37 slides from Geojit Financial Services's earnings presentation, Jan 29, 2022
Slide 1: Exchange filing cover letter for Q3 FY22 presentation
29.01.2022 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. 022-265981
Slide 2: Investor Presentation 29th January 2022
INVESTOR PRESENTATION 29th January 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 in society with ini
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 473 offices and Rs 64,197 Multichannel and wide 01 crore AUM and Custody as on end of range of products Q3FY22. This is a reflection of the Clients can trade using Internet, Phone, trust reposed in our expertise and W
Slide 5: Geojit The 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 470+ office network • Mutual funds Planners platforms • Strong presence in • Insurance (Life,
Slide 7: Products and Services
Products BUILD WEALTH and Services • • Financial Planning Portfolio Analysis INVEST • Equity • Commodities LOANS • Mutual Fund • LAS – physical and • Global digital Investment • MTF • SGB, Gold ETF • 3rd party loan distribution PROTECTION • Life insurance MANAGE WEALTH • Health insurance • PMS • Gen
Slide 8: Geojit was the first to launch
Internet and mobile trading Geojit was the first to launch Depository Integrated transactions trading system for through the both cash and internet derivative segment First to launch Loan Against Shares through Commodity digital platform to trading in rubber, any NSDL demat cardamom, account holder
Slide 9: Investment Platforms
Trading Platform Selfie makes investing easy, Investment reliable and helps one take informed choices. Selfie is available across devices Platforms MF Investment platform including installable desktop software, HTML Cutting-edge platform to trading platform and analyze and invest in mobile App. mutu
Slide 10: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Aggressive • Prestige • Ace ▪ Smartfolios’ baskets of stocks are • Growth selected, created and given proper • Southern Icons weightage to reflect a strategy / • Ethical theme. ▪ Recommendations for rebalancing/restructuring some buckets are generated by a system and sent
Slide 11: Wealth creation with Insightful Research
Wealth creation with Financial Planning Insightful Research Financial planning business is under our exclusive Investment Advisory FINANCIAL division called STEPS. Geojit provides PLANNING professional fee based Financial Planning service through certified and PMS experienced financial planners. Our
Slide 12: One-Stop shop for all investment needs
One- Stop shop for all Advisory Services • Strong team of Certified Financial investment needs Planners (CFP) supported by advanced technologies • Customized and personalized solutions 1 Broking Services • Online and offline support • Research on 160+ stocks across multiple sectors and 3 2 Financial
Slide 13: B2B Partnership
B2B Partnership For trading in the capital market, we currently have institutional tie-ups with prominent banks. NRI Portfolio Domestic: Investment Scheme:
Slide 14: Technology Edge – Digital Transformation
CLIENT TRADING & ONBOARDING OPTION VOLUME Technology Edge – Digital Low yield volumes 84% >80% Transformation are happening online ▪ Digital Marketing ▪ CRM • Automated environment • Sales Cloud for campaigns, measuring ✓ Comprehensive Lead and Sales • Cloud Telephony, Email integration effectivenes
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 Jammu & Kashmir 473 Offices across India In India we have presence in: & GCC countries 19 States and 2 Union Territories Punjab Uttarakhand Haryana Delhi -NCR UP Bihar Rajasthan Jharkhand Madhya Pradesh West Bengal Four GCC Countries: Gujarat • Kuwait • Bahrain Maharasht
Slide 17: Geojit – Group Company Structure
Geojit – Group Company Structure • GFSL – Geojit Financial Services Ltd. • GISL - Investment Services Ltd.
Slide 18: Business Performance
Business Performance
Slide 19: Key Performance Indicators - Q3FY22
Key Performance Indicators - Q3FY22 BRANCH NETWORK AUH CUSTOMER BASE 473 OFFICES 1.16 MILLION Across India & GCC Rs 53,754CR countries MARKET CAP NETWORTH MF AUM Rs 1798CR Rs 731.60CR Rs 10,443CR - AUH means Asset under holding Equity holding (DP holding) of clients - MF AUM -Mutual Fund Asset under
Slide 20: Assets, Distribution income and MTF book
Assets, Distribution income and MTF book Amount in Crores Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds.
Slide 21: ADTO, Brokerage, Yield and Online business
ADTO, Brokerage, Yield and Online business Amount in Crores ADTO means Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 22: Client and Employee count
K =) YEARS OF EXCELLENCE Client and Employee count @ GEOVIT PEOPLE YOU PROSPER WITH New clients Total clients 11,39,600 11,58,100 20,094 21,307 10,82,400 5 Z L O83 FY21 Q2 FY22 03 FY22 Dec.20 Sep.21 Dec.21 Number of Offices Employees 464 467 473 i ; i ; } } Dec.20 Sep.21 Dec.21 Dec.20 Sep.21 Dec.21
Slide 23: Financial Performance
Financial Performance
Slide 24: Consolidated Result
Consolidated Result Amount in Lakhs
Slide 25: Consolidated Revenue mix
Consolidated Revenue mix Amount in Lakhs
Slide 26: Financial Trend
Financial Trend Amount in Lakhs
Slide 27: Consistent growth in Revenue and PBT
Consistent growth in Revenue and PBT PBT before exceptional items
Slide 28: ESG
ESG
Slide 29: 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 30: 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 31: ESG – Geojit's performance snapshots
ESG – Geojit’s performance snapshots
Slide 32: ESG – Geojit's Commitments
Social Responsibility ESG – Geojit’s ✓ 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 ✓ We cut incentive for RMs/Dealers for
Slide 33: COVID-19 Response - Protecting our people is protecting our business
COVID-19 Response - Protecting our people is protecting our business Maintaining Resiliency & Value • Rapid response efforts initiated Protecting Supporting at corporate and sites Our Workforce & Our Local Communities • Wide-ranging controls in place Their Families across all operations including •
Slide 34: Corporate Social Responsibility
Corporate Social Responsibility
Slide 35: COVID-19 CSR Initiatives
COVID-19 CSR Initiatives Invasive and Non-Invasive Covid Relief Project - Installed Central Gas Ventilators for Covid ICU at Indira Manifold System and Oxygen Pipelines in Gandhi Hospital, Ernakulam, four Government Hospitals in Kerala at Kerala Kanjirappilly, Ramamangalam, Pariyaram Ventilator for
Slide 36: COVID-19 CSR Initiatives
S YEARS OF EXCELLENCE COVID-19 CSR Initiatives is Aster GEO)IT Covid Field Hospital *Blunteers 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 supp
Slide 37: 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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