Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q3 FY2023 Earnings Presentation
33 slides from Geojit Financial Services's earnings presentation, Jan 24, 2023
Slide 1: Investor Presentation – 24th January 2023
INVESTORPRESENTATION INVESTOR PRESENTATION – 24th JANUARY 2023
Slide 2: 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 3: Our legacy and what we have built
Our legacy and what we have built 35 years in the Indian capital market Geojit has 497 offices and Rs 71,608 Multichannel and wide 01 crore AUM and Custody as on end of range of products Q3FY23. This is a reflection of the Clients can trade using Internet, Phone, trust reposed in our expertise and W
Slide 4: 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 5: 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 497 office network • Mutual funds Planners platforms • Strong presence in • Insurance (Life,
Slide 6: 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 7: 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 8: 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 9: 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 10: 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 11: 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 12: B2B Partnerships
B2B Partnerships For trading in the capital market, we currently have institutional tie-ups with prominent banks.
Slide 13: Technology Edge – Digital Transformation
Technology CLIENT TRADING & ONBOARDING # OPTION VOLUME $ Edge – Digital Transformation 92% 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 14: 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 15: Geojit - Geographic Presence
Geojit - Geographic Presence 497 Offices across India & GCC countries In India, we have presence in 19 States and 2 Union Territories Rajasthan We have presence in four GCC countries: Gujarat • Kuwait • Bahrain • UAE • Oman As on 31st Dec.2022
Slide 16: Group Company Structure
is) Group Company Structure GEOJIT PEOPLE YOU PROSPER WITH YEARS OF EXCELLENCE GEOSIT FINANCIAL SERVICES LIMITED
Slide 17: Business Performance
Business Performance
Slide 18: Key Performance Indicators – Q3FY23
Key Performance Indicators –Q3FY23 BRANCH NETWORK AUH CUSTOMER BASE $ 497 OFFICES Rs 60,285CR $ 1.27 MILLION Across India & GCC ❑ $ As on 31.12.2022 countries $ ❑ ^Total Revenue for the quarter Q3FY23 ❑ AUH means Asset under holding Equity holding (DP holding) of clients MARKET CAP $ NETWORTH $ $ ❑
Slide 19: Brokerage Business
Brokerage Business Amount in Crores ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 20: Brokerage Income, MTF Book and Smartfolios AUM
Brokerage Income, MTF Book and Smartfolios AUM Amount in Crores
Slide 21: 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 22: Client and Employee count
YEARS OF EXCELLENCE Client and Employee count GEOVIT PEOPLE YOU PROSPER WITH New clients Total clients 12,69,770 31,362 11,58,100 12,39,500 21,307 23,871 Q3 FY22 93 FY23 Dec.21 Sep.22 Dec.22 Number of Offices Employees 497 2,428 2,539 2,610 Dec.21 Dec.22 Dec.21 Sep.22 Dec.22
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: Revenue Mix
GEOVIT PEOPLE YOU PROSPER WITH YEARS OF “at Reyenue Mix Amount in Lakhs 5% 4% 3% 2% ~ Distribution Income 2,205 2922 2,322 2,367 1,891 6% 6% 6% me 6% Q3FY22 Q4FY22 QLFY23 Q2FY23 Q3FY23 Mutual Fund Income Insurance Income 1,861 1,647 1,641 1,613 4,795 834 487 466 418 204 Q3 FY22 Q4FY22 QiFyY23 Q2 FY2
Slide 28: Environment Social Governance
Environment Social Governance
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 – 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 32: ESG – Geojit's performance snapshots
ESG – Geojit’s performance snapshots
Slide 33: 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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