Keynote Final Presentation

  • November 2019
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A full service investment boutique

Private and Confidential

INVEST RIGHT

Keynote : About Us  Managed by professionals with over 2 decades of experience in the financial markets  Prominent capital market intermediary, listed on BSE  Multifunctional experience  Excellent reputation and accessibility in the Indian corporate sector  Exclusive Investment Advisor to Funds  Keynote Wealth Management Limited, a retail distributor of financial products with over 100 agents

Group Private and Confidential

www.keynoteindia.net

INVEST RIGHT Chandigarh Lagpat Ngr

Udaipur

Gazhiabad Meerut Moradabad Kanpur Siliguri Burdman kolkotta Midnapur

Mumbai

• 100 Trained employees & Hyderabad

Bangalore kannur Calicut Chennai Malapurram Coimbatore Trichur palakkad Salem kochi Kottayam Errode Quilon Madurai Trivandrum Trichy

200 consultants • Operating in 18 cities, spread across 10 states

Our Network Private and Confidential

www.keynoteindia.net

CORPORATE SERVICES LTD.

CAPITALS LTD.

WEALTH MANAGEMENT LTD

Group Private and Confidential

www.keynoteindia.net

CORPORATE SERVICES LTD.

 Keynote offers an entire gamut of financial services inclusive of Initial Public Offers (IPO’s), Rights Issues, Follow-on Offers, and Preferential Placements to institutional and strategic investors  Offers syndication of long term debt, asset credit facility, soft loans, securitization, trade finance, credit enhancements, restructuring, external commercial borrowings, interest and currency swaps across industries and sectors  An active player in the services of Buyback, Delisting and Consolidations  Executed various merger and acquisition deals of diverse public and privately held businesses across industries and varied market conditions and having completed over 50 acquisitions  Keynote's specialized services is the "India Access Strategy“ aimed at helping the entry of foreign entities into the Indian market

Keynote Corporate Services Ltd. Private and Confidential

www.keynoteindia.net

CORPORATE SERVICES LTD.

 Completed transactions of FCCBs, ADRs, GDRs and listing on international exchanges  As a Category I Merchant Banker, we have completed over 140 IPO’s  Prominent in managing Rights Issue; with expertise in due diligence, structuring and pricing  Keynote ESOP is an autonomous division of our company dedicated to deliver end to end solutions in designing and implementing Employee Share Based Compensation Plans

Keynote Corporate Services Ltd. Private and Confidential

www.keynoteindia.net

INVEST RIGHT

Recent Transactions Private and Confidential

www.keynoteindia.net

CAPITALS LTD.

 A 100% subsidiary of Keynote Corporate Services Limited (KCSL  An integrated broking house having memberships of NSE, BSE, Derivatives and Commodities market  KCL is also a Depository Participant (DP) of Central Depository Services Ltd. (CDSL)  Offers retail & institutional clients the entire range of products on the stock market  KCL is a member of the Multi Commodity Exchange (MCX) that enables the client to trade in all the commodities traded on the exchange

Keynote Capitals Ltd. Private and Confidential

www.keynoteindia.com

INVEST RIGHT

EQUITIES** Focuses on why and how to buy and invest in shares rather than what to buy making investing in equities easy CAPITALS LTD.

Our products and services are aimed at making your investments in equities as simple as writing a cheque Offering investing insights, portfolio management strategies and thoughts

** Promoted through Keynote Capitals Ltd.

Equities Private and Confidential

www.keynoteindia.net

INVEST RIGHT

Involved in retail distribution of financial products WEALTH MANAGEMENT LTD

Online subscription of IPOs Provides financial advice and distributes various financial products – Mutual Funds, IPO’s, Alternative Investments and Bonds

Wealth Management Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

MUTUAL FUNDS** We believe investments through the Mutual Fund route are the most convenient, high return yielding and easiest way of building a corpus WEALTH MANAGEMENT LTD

At Keynote, we have a dedicated team which will provide you with a unique asset allocation plan depending on risk profile and future requirements

** Promoted through Keynote Wealth Management Ltd,

Mutual Fund Private and Confidential

www.keynotewealthmanagement.com

COMMODITIES LTD.

Wholly owned subsidiary of Keynote Capitals Ltd. COMMODITIES LTD.

Member of the Multi-Commodity Exchange (MCX) Enables the client to trade in all the commodities traded

Commodities Private and Confidential

www.keynoteindia.net

ARTERIES INSURANCE BROKING LTD.

100% subsidiary of Keynote Capitals Limited exclusively engaged in insurance distribution Specializes in distribution of all life insurance and general insurance products Intending to be IRDA registered insurance broker soon Assists clients in effective claims management

Insurance Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

Unbiased, well researched Advise Advisory relationship & personal touch Complete, Integrated information Multi-channel access

Good Financial Advisor Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

• Provides complete financial solutions to individuals and corporate alike • Studies the complete basket of Mutual Funds, Life and non life insurances and Equities** available in the market to understand their strengths and weaknesses • KEYNOTE recommends the best solutions for the clients

to meet their Wealth Accumulation, Management & Protection Needs

** KEYNOTE Capitals Ltd.

Good Financial Advisor Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

• Advisory relationship & personal touch Keynote believes that Clients respond to charismatic guidance and a high level of attention; they feel valued when their queries are addressed promptly and personally

FINANCIAL CONSULTANTS

MANAGERS

RETAIL CLIENTS

CORPORATE S

Good Financial Advisor Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

Complete, Integrated information Very few clients maintain all of their interests with a single provider; an updated, complete, integrated view of their overall financial picture is critical if the client is to make fact-based and insightful wealth management decisions. Keynote Wealth Management makes it possible!!

MANAGERS

FINANCIAL CONSULTANTS

CORPORATES

RETAIL CLIENTS

Online Support Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

Multi-channel access KEYNOTE provides customers the facility to access their Investment information when they want, how they want and where they want. The combination of integrated information and multi-channel access empowers clients by enabling them to access constantly updated, accurate information

Click !!

Call !! Face to Face !!

KEYNOTE online software (www.keynotewealthmanagement.com)

KEYNOTE support

KEYNOTE Financial Consultants & Managers

Good Financial Advisor Private and Confidential

www.keynotewealthmanagement.com

Online support to Financial Consultants & Clients for all investments Account Statements Switch, Reinvestments, New investments advice etc Brokerage from KEYNOTE Credited to Financial Consultants/ Employee credited. User Name & PW to client; Client tagged to Business Associates/Employee

Retail Clients Client Presentation By Financial Consultant Client Decision to invest Returns Filled Application along with cheque. Client can track the complete Investments on a daily basis

Filled Applications Sent to Arteries Branch

Client get Intimation regarding Investments from individual AMC

Download/collect Applications Fill you sub broker/Emp code Research Fund Performance; Top five recommended funds Non performers to be weeded out

INVEST RIGHT

Client can Reinvest/Switch/ New investments based on Financial Consultant’s Advice TEAM KEYNOTE

Business Process Flow Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

PEOPLE CARE PROFESSIONALISM

INTEGRITY ENTREPRENEURSHIP

RESPONSIVENESS

5 Core Values Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

Territory Manager

Business Development Manager

Relationship Manager

Financial Consultants

CLIENTS Hierarchy Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

The Ball is all about PLAYFULLNESS, FUN, ENERGY……

It also stands for Team Work, Professionalism, Competitiveness, Focus, Aggression to WIN…

Culture Private and Confidential

www.keynotewealthmanagement.com

INVEST RIGHT

Regd Off: Balmer Lawrie Building, 4th Floor, 5 J N Heredia Marg, Ballard Estate, Mumbai 400 001 Tel: +91-22-3026 6000 Email: [email protected] www.keynoteindia.net

Private and Confidential

Corp Off: 5th Floor, Chicago Plaza, Rajaji Road, Kochi 682018 Tel: +91 0484 4075555 Email: [email protected] www.keynotewealthmanagement.com

INVEST RIGHT

THANK YOU!

Private and Confidential

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