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Way2Wealth brokers pvt.ltd. corporate ppt

Started in 1984, Way2Wealth is an Investments Consultancy brokers known for making investing simpler and more profitable for investors. We offer a wide range of products & services under one roof, for the convenience and benefit of our customers. We service our customer relationships through a team of over 1000 wealth managers spread across 573 easily accessible Investment Outlets in almost all major towns and cities in India.

RimaShrivastav
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Way2Wealth brokers pvt.ltd. corporate ppt

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  1. Making Investing Simple & More Profitable

  2. OUR LINEAGE INVESTORS • Promoter Group • Entities COFFEE & CCD FINANCIAL SERVICES PORTFOLIO MANAGEMNET REAL ESTATE & SEZ HOSPITALITY LOGISTICS PRIVATE EQUITY Coffee Day Trading Ltd. Coffee Day Global Ltd.

  3. WAY2WEALTH LEGACY

  4. GROUP COMPANIES Commodities Broking Insurance Broking • Equity Broking • Institutional Broking • Depository Services • Portfolio Management • Services • Financial Planning • Mutual Fund • Distribution • Home Loan Quant Trading Quant Trading ( Global Markets) NBFC & Lending

  5. BUSINESS OVERVIEW Broking Business Distribution Business Fund Based Activities • Equity brokerage • Commodity brokerage • Currency brokerage • Equity broking and trade execution services for institutional clients • Home loan/ Loan Against Property & business loan advisory • Extend loan against listed • shares • Financing for subscribing • for initial public offers of • corporate • Loan against mutual funds • Corporate employee stock • option financing and • related funding activities • Mutual funds products • Primary market products • Third party products • Wealth management services for high net worth individuals • Customized portfolio management services • POP for NPS (PFRDA approved) ...a complete bouquet of products & services

  6. BUSINESS OVERVIEW contd... Quant Business Insurance Broking • Using high speed execution tools, arbitrage trades, treasury and allied activity by our various subsidiaries • Use a disciplined and systematic quantitative approach to identify factors that consistently generate alpha • Develop trading strategies across asset classes that trade on global exchanges • Trading of proprietary risk capital • Qualitative improvement in insurance portfolio • Minimization of premium outgo • Guidance for valuation of assets to ensure adequate coverage • Cost effective in house service for all insurance requirements including claim recovery ...a complete bouquet of products & services

  7. COMPREHENSIVE RESEARCH OFFERINGS Equity & Derivatives • Daily Trading Bytes • Post Market Commentary • Market News • Weekly/Tech Pick • Monthly Market Review • Company Coverage/Update • Sector Coverage/ Update • Result Preview/Update • Event Coverage • IPO Coverage • Company/ Management Visit Note • Derivatives Strategies • Option Bites • Wealth Compose Magazine • Special Features • Portfolio- Model & Restructuring • Personalized Studies • Weekly Economic Update • Daily Technical Calls

  8. COMPREHENSIVE RESEARCH OFFERINGS contd... Mutual Funds Equity, Derivatives & Commodities Forex Market • Morning Briefing • Daily Performance Update • MF News • Suggested Schemes & Performance Review • Portfolio- Model & Restructuring • NFO & Dividend Calendar • Existing Fund Category Analysis • Daily trading Bytes • Weekly Fundamental Reports • Market News • Weekly Tech Pick • Monthly Commodity Coverage • Special Reports • Seasonal Reports • Daily trading Bytes • Weekly Economic Update • Market News • Technical Coverage

  9. PRODUCT WHEEL COMPLETE INVESTMENT SOLUTIONS Corporate & Individuals

  10. KEY PEOPLE Shashibhushan MR CEO SALES CORPORATE RESEARCH & ADVISORY Operations & Compliance Director - Research Retail, Investing, Institutional Biz, Franchisee Insurance & Broking Ramchandra Ketan Sheth Gentil Augustine Shantanu Bharadwaj Finance, Accounts & Admin B.G. Srinath Fundamental Research Commodities & Currencies Mutual Funds Alok Ranjan Vinay Tiwari Mahesh Bhagwat Human Resources Gentil Augustine Investing Biz & Financial Planning Services Technical Research NBFC Aditya Agarwal Technology & Marketing B.G. Srinath B. V. Raman Rima Srivastava Pension Assets Business Analytics & PAG Prasad Patil Shantanu Bharadwaj

  11. RECENT AWARDS & RECOGNITIONS NSDL – Go Green Award 2017 NSDL Star Performer Award 2016 NSE – Top Performing Members in Equity & Equity Derivatives 2015-16 BSE Top Ten Broker - 2016 Drivers of Digital Awards – Special Mention Best Website in BFSI sector 2016-17 NSE – Top Performing Members in Currency Futures 2015-16 BSE Top Ten Performers - Equity (Retail) 2014-15 BSE Top Ten Performer – Equity (Retail), 2013-14 BSE Top Ten Performers Currency Members 2014-15 BSE Top Three Performer – Equity (Algo), 2013-14 BSE Top Three Performers Clients Traded Members in Equity 2014-15 NSDL Star Performer Award 2013 – Top performer in active accounts for showcasing an outstanding performance in Southern India MCX Excellence Award – Best Commodity Broker of the Year 2016-17

  12. NETWORK State wise location nos. State wise outlets Top 10 cities Karnataka 27 Andhra Pradesh 14 Maharashtra 13 Uttar Pradesh 12 Tamil Nadu 12 Gujarat 11 Punjab 5 Telengana 4 West Bengal 4 Madhya Pradesh 3 Rajasthan 3 Jammu & Kashmir 3 Haryana 3 Goa 3 Chhattisgarh 2 Jharkhand 2 New Delhi 2 Kerala 2 Bihar 1 Dadra & Nagar Haveli 1 Uttarakhand 1 Total Locations 128 Maharashtra 172 Karnataka 119 Gujarat 46 West Bengal 34 Tamil Nadu 37 Punjab 31 Telengana 31 Andhra Pradesh 26 Uttar Pradesh 22 New Delhi 19 Haryana 7 Madhya Pradesh 6 Chhattisgarh 4 Goa 4 Rajasthan 3 Jammu & Kashmir 3 Jharkhand 2 Kerala 2 Bihar 1 Dadra & Nagar Haveli 1 Uttarakhand 1 Total 571 Mumbai 112 Bangalore 60 Kolkata 30 Amritsar 25 Hyderabad 23 Chennai 20 Thane 20 Surat 19 New Delhi 17 Pune 12 Ahmedabad 16 Nagpur 15 Spread Central 10 West 223 South 215 North 86 East 37 Total 571 Owned Branches : 38 Associate Branches : 533 570+ Outlets | 120+ Locations | 1000+ Wealth Managers

  13. WAY2WEALTH BROKERS SERVICES DESK +91 - 22 – 6146 2900 1800 425 36790 (Toll Free) 3rd Floor, Hincon House, Tower B247 Park, L.B.S. Marg, Vikhroli West, Mumbai - 400083 contact@way2wealth.com www.way2wealth.com

  14. Thank You Registered Office Address Frontline Grandeur, No.14, Walton Road, Bangalore: 560 001Tel.No. (080) 43676869. Fax: (080) 4367 6999 Corporate Office Address Hincon House, Tower ‘B’ 3rd Floor,‘247 Park’, LBS Road, Vikroli (W),Mumbai - 400 083. Tel.: (022) 4019 2900 SEBI Registration Nos.: (Cash) BSE: INB 011150233, NSE: INB 231150237. (F&O) NSE: INF26112037. PMS: INP 000000829. AMFI Regn. No.: ARN 0009. DP SEBI Regn. No. NSDL: IN-DP-NSDL-253-2005, CSDL: IN-DP-CSDL-526-2009 Way2Wealth Commodities Pvt. Ltd MCX: MCX/TCM/CORP/1616, FMC Code: 40040, NCDEX: NCDEX/TCMCORP/0883, FMC Code:00908

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