Edelweiss Financial Services Limited · NSE:EDELWEISS
Edelweiss Financial Services — Merger or Acquisition (December 2017)
7 slides from Edelweiss Financial Services's merger presentation, Dec 20, 2017
Slide 1: Investor Presentation cover letter to BSE
(* Edelweiss ideas create, values protect Ref No.: EW/Sec/2017/736 December 20, 2017 BSE Limited PJ Towers, Dalal Street, Fort, Mumbai — 400 001. Dear Sirs, Ref.:- Scrip Code:- 532922 Sub: Investor Presentation Please find enclosed Investor Presentation for your information and record. Thanking you,
Slide 2: Acquisition of Religare's securities business
Acquisition of Religare's securities business December 20, 2017
Slide 3: Transaction Overview
Transaction Overview Acquisition of Religare’s securities business • On December 20, 2017, Edelweiss announced the acquisition of Religare’s securities business by Edelweiss Wealth Management • We will acquire the AUM, pan-India branches, client base and all employees of Transaction Religare Securit
Slide 4: Overview of Religare's securities business
Overview of Religare’s securities business • One of India’s largest non-bank retail broking platforms o Includes equity broking (derivatives and cash), commodity broking, currency broking and depository services o Serves a customer base of more than 1 million o Operates a network of 90+ branches and
Slide 5: Overview of Edelweiss Affluent Wealth Management
Overview of Edelweiss Affluent Wealth Management • Edelweiss Wealth Management has two segments with a total AUA of Rs. 76,300 cr. as on Sep 30 2017 o Of this Rs. 59,900 cr. is part of the UHNI segment which caters to established wealthy families, foundations and individuals o The balance Rs. 16,400
Slide 6: Comparison of the Businesses
Comparison of the Businesses Particulars Edelweiss Wealth Religare securities Management (Sep 17) business (Mar 17) AUM/AUA Rs. 76,300 cr.* ~ Rs. 30,000 cr. Clients 0.42 million > 1.0 million Employees ~1,600 ~2,150 Branches 63 90+ Business Partners/ Franchisees ~1,040 ~1,100 + Banking tie-ups N/A 1
Slide 7: Transaction Rationale
Transaction Rationale • This transaction will triple our client base to nearly ~1.4 million clients • It will more than double the talent pool with which we can serve our clients with our wider range of products and services • It will more than double our reach by increasing our branch count (now 63
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