Financial Services - M&m

THE WAR ROOM

FINANCIAL SERVICES 1

2

Presentation Flow 3

Current Business

New Ventures

Strategy Snapshot 4

Profitable Growth- Approach

Growth Horizons

Sector Analysis

FINANCIAL SERVICES SERVICES FINANCIAL 7

8

Ancillary Services 9

Consumerism Boom

Increase in Credit Demand

Strong Corporate & SME Performance Demand for Financial Products (MF, Insurance)

Sophisticated Investments required

Growth in Financial Services sector

Macro Economic factors

Financing Avenues 11

Current Position

MAHINDRA & & MAHINDRA MAHINDRA MAHINDRA 12

Existing Business

Nation Wide Presence

436 offices all over India

14

Asset Finance

CAGR of 15%

Organised Auto Finance

CAGR of 10%

CAGR of 21%

Organised Auto Finance

CAGR of 11%

CAGR of 26%

Organised Auto Finance

CAGR of 25-30%

Construction Equipment Finance

Porter's Five Force Analysis

Where is it headed...

ANALYSIS ANALYSIS 22

Commercial Vehicles

Pre owned vehicles

Tractor Financing

Competitors 26

Business 27

Recommendations

Recommendations – New Avenues 29

Strategy & Steps

ROAD MAP MAP ROAD 30

Blue Chip Mantras 31

Strategies 32

Receivables Services

FACTORING FACTORING 33

Factoring Market (Mio Eur) 34

BUYER

1. Order SELLER

4. Dispatch goods 6. Prepayment

5. Provides Docs

7. Dispatch Docs

9. Settlement

Factor 2. RS agreement

8. Sales Proceeds

3. Set buyer limits

Credit Insurer

Factoring Flow Chart 35

Competition 36

Margins 37

Strategy 38

Service 39

Factoring Roadmap 40

Rural Marketing Teaser 41

SME Marketing Teaser 42

Process Flow- Initial (6 weeks) 43

Process Flow- Usual (24 Hrs) 44

45

MUTUAL FUND FUND MUTUAL 46

Asset Management 47

1. Pool Money

4. Pass back to

2. Invest

3. Generates

Mutual Fund Cycle 48

 

Mutual Funds- AAUM (Rs. 564,752 Cr) 49

AUM –Type & Category 50

Background 51

52

Recurring

One time

Costs 53

Limit on recurring expenses (excluding the initial issue & redemption expenses)

Charges 54

Focus areas 55

Road Map 56

Organization Structure 57

INSURANCE INSURANCE 58

Current

Projection 2010

Types 59

Life Insurance Penetration

Challenges

General Insurance 62

General Insurance Market 63

Health Insurance 64

Kid Segment 65

Foreign Joint Venture 66

Focus Area 67

Road Map 68

Potential Insurance Agents (Rural)

Distribution

THANK YOU YOU THANK 71