destimoney securities ltd company profile

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Presented By: Narayan Gaonakar

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Page 1: Destimoney Securities Ltd company Profile

Presented By: Narayan Gaonakar

Page 2: Destimoney Securities Ltd company Profile

The pace at which the equity cult is growing and the stock market boom of

1985 have meant not only a phenomenal increase in the number of

investors but a so a change in the profile of the stockbroking community.

Stock-broking is essentially a function of the capital market, which offers

the best value proposition for the development of industry. "The business

of brokers consists of searching out buyers when their customers wish to

sell and sellers when their customers wish to buy and arranging

transactions in accordance with their customers' instructions."' Brokers

charge a commission on each purchase and sale, which they execute, but

they ordinarily get nothing unless they can complete a transaction

Industry Profile:

Page 3: Destimoney Securities Ltd company Profile

Destimoney is

promoted by New

Silk Route- A

leading Asia-

focused growth

capital PE firm

founded in 2006

with over $1.5

billion under

management

Dhanalaxmi

Bank , a

scheduled

commercial bank,

is our esteemed

shareholder. With

a nation wide

presence, it

provides a

comprehensive

range of banking

services.

Page 4: Destimoney Securities Ltd company Profile

Destimoney is amongst India's Leading Financial services organization in the country today, providing stock broking & investment advisory services to its clients. Destimoney is established in 2006 and top management continues to inspire towards delivering customer value & delight. The firm having a manpower strength of over 1,722 dedicated employees present in 20 states, they are large enough to deliver value but flexible enough to provide people with a highly personalised service.

Page 5: Destimoney Securities Ltd company Profile

Leadership:Destimoney Securities is led by Sudip Bandyopadhyay (MD & CEO Destimoney Securities) . A Chartered Accountant by profession, Mr. Bandyopadhyay has over 25 years of experience in the financial sector. He was responsible for building Reliance Securities (Reliance Money) into one of the largest broking and distribution house in the country. Jhuma Guha ( President), K Giri (Chief Finance Officer) are key people.

Page 6: Destimoney Securities Ltd company Profile

To build a world class customer centric financial services entity that accomplishes the financial needs of 'Middle Class India' with global processes.

To focus on profitable growth,

To unlock potential across four dimensions: Individual, Team, Customer and Marketplace.

To forge strong, sustained relationships with our clients by creating value for them.

To get a thorough insight into client's financial needs and goals & offer customized solutions. Uphold clients trust in our products & services. Endeavour to protect & increase client's capital. Enable transparent and knowledge based investment process & systems.

Page 7: Destimoney Securities Ltd company Profile

Service Offerings:

Destimoney offers its trading services to customers across segments like Equity, Equity Derivatives, Commodity and Derivatives & Currency Derivatives.

Modes of Operations:

Branch network Call & trade Online trading platform Call & trade Mobile

Page 8: Destimoney Securities Ltd company Profile

Products Offered:

OPTION STRATEGY: An option strategy is a unique feature of Destimoney. It

has three products under this heading. With this feature clients can trade in

derivatives segment in any type of market.

EQUISIP: Destimoney Equips is a disciplined and easy way to invest in the

equity markets, which helps in accumulating wealth by marking small,

regular investments. Equips allows you to invest in the equity markets with

pre-fixed amounts or quantitates at defined intervals in NIFTY ETF's and Gold

ETF's.

NIVESHDHAN: NiveshDhan is Destimoney's unique special subscription

scheme. Unlike any other available product in the market, under Niveshdhan

the client can opt to subscribe to a special subscription scheme from a wide

range of amounts – from Rs.2500 to Rs. 100000.

Page 9: Destimoney Securities Ltd company Profile

DELIVERY: Delivery product allows us to purchase stock against our credit

balance and sell stock only from our holding. On purchase transactions, there

will be 100% margin blocking for the trading day. Sell transactions will be

allowed based on holdings available and sale proceeds would be released for

the trading day. This product is ideal for clients with investment perspective.

INTRA-DAY: Intra-day product enables clients to take leverage in intraday

position in cash & futures. Unlike delivery product, instead of blocking 100%

as margin, under this product only a pre-specified percentage is blocked as

margin. Clients can buy and sell specific stocks during the day.

AFTER MARKET ORDERS (AMO): At Destimoney, we understand that our

clients work in a fast paced environment. With our After Market Order option

you can now place orders after-market hours. Orders placed after-market

hours are sent to the exchange whenever the exchange next opens for

trading.

Page 10: Destimoney Securities Ltd company Profile

BUY TODAY & SELL TOMORROW (BT&ST): Under

this product client can BUY shares TODAY and SELL

same tomorrow. This is a facility that allows to sell

shares even one day after the buy order date, without

you having to wait for the receipt of shares into your

demat account.

Page 11: Destimoney Securities Ltd company Profile

Wealth Management Process:

Wealth management process involves risk profiling, asset allocation, execution, regular update and Clients portfolio monitoring and rebalancing.

Page 12: Destimoney Securities Ltd company Profile

Client Centric Process:Client Centric process is an ongoing process with defined steps that involve strategic financial planning, execution, review and management with a client centric approach to manage the existing wealth and help in long-term wealth creation.

Page 13: Destimoney Securities Ltd company Profile

Swot Analysis:

1. Strength

• Wide range of products to suit

the unique trading patterns of

each individual investor.

• Known for consultative and

transparent.

• Hi-Tech Dealing Room with best

communication facilities.

• Emphasis on building stronger

bond with customers.

2. Weakness

• Less penetration in rural areas.

• Indians are mostly conservative and

prefer investing in Gold and land.

Page 14: Destimoney Securities Ltd company Profile

3. Opportunity:

• High purchasing power and people

looking to more investment

opportunities.

• Growing rural market.

• Earning Urban Youth.

4. Threats:

• Stringent Economic measures by

Government and RBI

• Entry of foreign finance firms in Indian

Market

• Competition- Competitors-Sharekhan ,

IIFL, Indiabulls, Angle broking etc.

Swot Analysis:

Page 15: Destimoney Securities Ltd company Profile

THANK YOU

HAPPY INVESTING