CAPITALSQUARE INSURANCE BROKERS PRIVATE LIMITED

Transcription

1 CAPITALSQUARE INSURANCE BROKERS PRIVATE LIMITED

2 Presentation Overview About CapitalSquare Why CapitalSquare? Our Services Our Team Transactions Other Group Companies 2

3 CapitalSquare Insurance Brokers A registered Insurance Broker company since 2009 and licensed by Insurance Regulatory& Development Authority in Launched operations in 2012 under the aegis of Mr. Sunil Kumar Manocha a veteran from Investment Banking Sector and heading the CapitalSquare Group Business overseen by Mr. Satish Bohite as President having work experiences in PSU/ Private Insurance Company more than 38 years. Serving and designing customized risk management solutions across diverse sectors Currently headquartered in Mumbai and launching operations across two tier and three tier cities in India Managed by a team comprising of veterans and dynamic professionals from the insurance and risk management industry with a collective experience of more than 100 years put together

4 Our Vision To be the preferred insurance solutions provider for the client s needs by consistently delivering value through innovations and commitment.. Structure effective risk management solution Assist clients in risk minimization with the lowest premium Fathom business complexities and its requirements Attract, develop, retain best talent Our primary mission is to create avenues for risk minimization for our clients through innovative strategies backed by expertise and vast knowledge base acquired by our team over the years.

5 Our Strength Possesses collective experience of over 150 man years with premier Investment banks / Financial Institutions / large Indian companies along with the risk advisory team comprising of veterans across industries. Collective experience encompasses areas like corporate advisory, Policy restructuring of companies & enterprise risk management Broad based network across insurance Companies Handled over 250 clientele since inception Actively involved in the risk advisory transactions across the entire value chain including legal / regulatory requirements. Managing the requirements of clients across India by the group s widespread presence in metros and other locations. 5

6 Our Objective Flawless execution to meet diverse client needs Risk Advisory Relentless improvisation Exceeding Expectations Long term partnership with clients

7 Why CapitalSquare? Costofriskislower: Risk management techniques help in minimizing the overall cost of their losses through sustaining retention and appropriate insurance programs Anxiety is reduced: Assurance that losses will not impact catastrophically, which shall reduce anxiety for owners, managers, and employees alike Obligations are met: From government regulations to contractual agreements, a well-run risk management program will help to ensure that a property's obligations are met economically and on schedule. Assisting in Claim Management: The most unfortunate situation for an individual or an organization is occurrence of loss. In such a situation we stand with our clients to reduce the distress and minimize the impact of losses.

8 Pre Placement Services Post Placement Services Determining segment wise CSL (combined single limit) for optimization of premium. Ascertaining the standard deductibles applicable to the products covered as per section wise excess/deductibles. Assessment of Probable Maximum Loss Critical examination and analysis of quotations, terms, excess, warranties and wordings. Short listing of insurers based on: Expertise in the product segment Claim settlement ratios Premiums under management Systems and processes Vintage and credibility in the insurance industry Detailed Audit of Insurance Policy documents before handing over to clients to ensure the coverage parameters, deductibles and limits of liability are as per the recommendations Facilitation of the submissions to be made as per the policy conditions on periodic basis Continuous interaction with clients for any change in Risk quality, addition/deletion in assets and any other support. Educating clients on risk improvement and cover support system as well as informing the clients on newer insurance products.

9 Insurance Market v/s Our Approach Access to all insurers and products Client centric approach Research based advisory model Unbiased reviews of existing portfolios and periodic reviews of recommend ations Providing end to end claims solutions under the guidance of experts from the insurance industry

10 Our Approach Professionalism We start with true professionalism and add equal measures of dependability and trustworthiness. Combine all this with deep level of caring for our clientele. Research based advisory model Selecting the right coverage for clients can be complex and depends on various factors like the product or service they provide, the way it s distributed, the raw materials they use, the size of their workforce, their loss experience, and their in-house safety procedures. Expert Quality Advice We aid our clients in providing end to end claims solutions under the guidance of Quality experts from insurance industry. For us quality means that the customer will receive fast, flexible and fair claims handling and claims settlements.

11 Risk Management Risk Identification Monitor & Review Risk Assessment Program Implementation Program Design We believe risk management is a discipline which should be maintained at all points of time by an individual or an entity to overcome impact of unforeseen losses 11

12 Our proposition Fire Burglary Mechanical failure Accidental loss to goods Business Partners Own Employees Third Parties Statutory Liabilities Assets Liabilities Personnel Business Continuity Solutions Healthcare Accidental & Disability Fidelity Gratuity Loss of Key Personnel Loss of Profits Bad Debts Package Policies Special Contingency Policy

13 Assistance in claims The most unfortunate situation for an individual or an organization is occurrence of loss. In such a situation westandwithourclientstoreducethedistressandminimizetheimpactoflosses. Rolesperformedbyus: Discussions with the client for assessing the occurrence of loss and the quantum Intimation of the claims to the insurer and facilitation of claim forms and other essential documents Arrangement of a loss inspection and assessment survey when required Expediting the claim settlement process with the insurers by ensuring timely submission of all claim requirements Providing updates to clients on timely basis on the progress of the claim

14 Our Partners As a direct broker registered with the Insurance Regulatory & Development authority we have tie-ups with 24 life and 27 non life insurance companies across India for placement of business Along with the presence of internal technical team we have support of surveyors and consultants who have served the risk management industry for more than two decades In our pursuit to design customized health insurance programs for our corporate clients we have access to 29 licensed third party administrators operative in the sector for claims assistance Insurance Companies Surveyors & Loss Assessors Third party Administrators (TPA s)

15 Our Team

16 Board of Directors Sunil Kumar Manocha- Founder Director& CEO More than two decades of experience in investment banking and advisory services with renowned Corporates in India Held senior level positions at Karvy Investor Services Ltd., UTI Securities, UTI Bank, UTI MF Worked as financial advisor to Government of Andhra Pradesh An associate member of the Institute of Company Secretaries, Institute of Cost & Works Accountants and a Chartered Financial Analyst Post Graduate Diploma In Industrial Relations and Personnel Management from Bhartiya Vidya Bhawan, Delhi Geeta Manocha- Director Promoter director of CapitalSquare Group Worked with Laxmi Vilas Bank, Vibgyor School and Sai Siddharth School Post graduate in English Honours

17 Key Personnel Sunil Kumar Manocha - Director More than two decades of experience in investment banking and advisory services with renowned Corporates in India Held senior level positions at Karvy Investor Services Ltd., UTI Securities, UTI Bank, UTI MF Worked as financial advisor to Government of Andhra Pradesh An associate member of the Institute of Company Secretaries, Institute of Cost & Works Accountants and a Chartered Financial Analyst Post Graduate Diploma In Industrial Relations and Personnel Management from Bhartiya Vidya Bhawan, Delhi Geeta Manocha Principal Officer She is the Principal officer of the Insurance division of the capital square group and has over 15 years of experience. She has provided risk solutions to various category of clients based on their risk assessment and analysis. Prior to CapitalSquare she has worked with Companies like Laxmi Vilas Bank, Vibgyor School and Sai Siddharth School. She is post graduate in English(Hons) and has cleared her Insurance Broker Exam. She also manages the day to day operations and handles all management, accounting and reporting functions of the division Satish Bhohite President He has more then 38 years experience in insurance industry having worked in different capacity and profile with Oriental Insurance Co Ltd and retired as DM- Corporate Insurance Mumbai. He has monitored Larger Risk Portfolio for companies like Johnson and Johson, Hindustan Unilever Group, Novartis Group, Sun Pharma and many such companies. Exposure in handling larger claims of Fire, Engg. & CAR, Miscellaneous Insurance.Carried out Risk Inspection and Policy Auditing for different types of Industries.

18 Key Personnel Umesh Kohli Vice President He has 15 years of work experience in finance and insurance industry He has Worked with Financial institutions like Standard Chartered Bank, ICICI Pru and Lombard, Bajaj Allianz at various designation likeasst.vicepresident,areaheadetc. Closely worked on Corporate Insurance Risk Audit and advisory management for various types of industry. Monitored Larger Risk Portfolio for companies like Essel Group ( Zee Television & Training Center ), INOX Air, INOX Wind, INOX Leisure, Jyothy Lab etc, Exposure in handling larger claims of Fire, Marine Engg.& CAR, Miscellaneous Insurance Yogesh Sharma Asst. Vice President Young and Dynamic 7 years plus Business Acquisition career reflecting pioneering experience and excellent performance in general insurance field. Successful in building and maintaining relationship with key corporate decision-makers, establishing large-volume, high-profit accounts. Prior to CapitalSquare he has worked with companies like Sridhar, Zoom, SREI and New Quest Insurance Broking firm. Currently at CapitalSquare he is leading from front generating new business. Anurag Saxena Asst. Vice President Young and Dynamic 7 years plus Business Acquisition career reflecting pioneering experience and excellent performance in general insurance field. Successful in building and maintaining relationship with key corporate decision-makers, establishing large-volume, high-profit accounts. Prior to CapitalSquare he has worked with companies like Sridhar, Zoom, SREI and New Quest Insurance Broking firm. Currently at CapitalSquare he is leading from front generating new business.

19 Key Personnel Tilpesh Shah Sr. Manager He has Worked with companies like Kotak Asset Management& Kotak Life Insurance. Rich experience of Business Acquisition and excellent performance in mutual fund& insurance field. Successful in building and maintaining relationship with key corporate decision-makers, establishing large-volume, high-profit accounts with excellent levels of retention and loyalty. Currently working for various corporate insurance portfolio in Mumbai location. Providing End to End consultancy for selection of right insurance policy to fast claim settlement. Gagan Mishra Assistant Manager He has 4 years plus of rich experience in General Insurance. He is a B. Com with great hold on Employee Benefits Policies, Customer Service and Relationship. Prior to CapitalSquare, he worked with Alankit& MD India TPA and Leads Broker. He is responsible for business development and customer relationship. Vishal kamble Manager (MIS & Sales Support) Hehas6yearsofexperience inbackofficeprocess andsupportsystem. HeisaPartofClientrelationshipteamforQuoteManagement,Policy process,claimprocess,andrenewal reminderalert. Worked for client relationship team at K M Dastur broker, Star Health Insurance.

20 Clients

21 Our Clients

22 Our Clients

23 CapitalSquare Group 23

24 CapitalSquare Group CapitalSquare also provides Investment Banking, Project Consultancy and wealth management solutions Investment Banking and Corporate Advisory CapitalSquare Advisors Pvt. Ltd CapitalSquare Financial Services Pvt. Ltd Distributors of financial products CapitalSquare Project Consultants Pvt. Ltd Turnkey solutions and project consultancy

25 Our Presence New Delhi Hong Kong Ahmedabad Mumbai Hyderabad Bangalore Chennai Singapore

26 Looking Forward to Serve You Thank You!! For further details, please contact Mrs. Geeta Manocha, Principal Officer Cell Phone: Mr. Satish Bhohite, President Cell Phone: Mr. Umesh Kohli, Vice President Cell Phone: CAPITALSQUARE INSURANCE BROKERS PRIVATE LIMITED Corporate Office: 208, 2 nd Floor, AARPEE Centre, MIDC Road No. 11, CTS 70, Andheri (E), Mumbai Contact Details: , Fax: