Our Vision is to provide best investment advice and to grow with the growth of clients and to be recognized by our quality investment insight, client relationship and to be most trusted firm in the financial services industry Be fair, empathetic, and responsive in serving our clients Respect and reinforce our colleagues and the spirit of teamwork. Always earn and be worthy of our clients trust Strive relentlessly to improve what we do and how we do it Our mission is to help people to create wealth by offering them objective advice, a range of investment products and services, and best unmatched research and leading-edge tools. 2 ABOUT US THE ARIHANT STORY
Forbes Best Under a Billion $ Company in Asia-Pacific Region (2011) BSE: Top 5 Performers in Derivatives (2013) 3 Best Emerging Commodities Broker of India (2011) ABOUT US NSDL: Top Performer in Active Accounts (2013) Awards
2011-2015 1992-95 Incorporated as a stock broking firm and acquired membership of NSE 2000-2002 Launched Depository Services and took NSE membership Established Corporate Office & Institutional Desk in Mumbai 2005-2006 Acquired commodities broking license, launched online trading portal Launched PMS service, acquired membership of CDSL 2007-08 Commenced distribution of personal financial products insurance and bonds. Launched online IPO and MF service, acquired license for currency derivatives trading 2009-2010 Launched Currency Derivatives trading and Interest Rate Futures Broking Services Arranger of NHAI &REC Bonds Best Emerging Commodities Broker of India at the Financial Leadership Awards. Forbes Asia 200 Best under a Billion List. Awarded by BSE & NSDL Launched mobile trading and mobile backoffice 4 THE MILESTONES THE ARIHANT STORY
154+ CITIES COUNTRYWIDE Presence 122000+ SATISFIED INVESTORS 602+ INVESTMENT CENTRES 252 EMPLOYEES 5 THE ARIHANT STORY
Arihant Group Companies Arihant Capital Markets Ltd (Holding Company) Member NSE, BSE, NSDL,CDSL, MCX SX, NSE (Currency Segment) Category I Merchant Banker holding permanent SEBI registration Listed on BSE Market Makers registered with SME platforms of BSE and NSE Subsidiary Companies Arihant Futures and Commodities Ltd (Member - NCDEX, MCX, ACE) Arihant Financial Services Ltd (RBI Registered NBFC) Arihant Lifespace Infra Developers Ltd (developing affordable housing projects in industrial area Pithampura near Indore) Arihant Insurance Broking Services Ltd Arihant Financial Planners and Advisors Ltd 6 THE ARIHANT STORY
Unmatched bouquet of offerings across ASSET CLASSES and PLATFORMS through MULTIPLE CHANNELS EQUITY BROKING COMMODITIES DERIVATIVES BONDS FINANCIAL PLANNING 7 INSTITUTIONAL BROKING CURRENCY DERIVATIVES RESEARCH IPO INVESTMENT MERCHANT BANKING DIVERSE RANGE MUTUAL FUNDS DEPOSITORY PCG SERVICES ONLINE TRADING MOBILE TRADING
EQUITY BROKING 8
Branches and Sub-brokers Phone Trading Multiple Channels Online Trading Mobile Trading 9 EQUITY BROKING
Personalized Services for HNIs Dedicated Relationship Manager Customised Investment Advice Research Reports to help you make informed decisions Portfolio Planning 10 EQUITY BROKING
INSTITUTIONAL BROKING 11
The choice of Corporate and Institutional Clients 12 Started in 2002 and headed by Mrs. Anita Gandhi, a CA with over 27 years experience in finance, our dedicated Institutional Broking desk services unique and sophisticated needs of institutional clients Strong expertise and wide experience of Indian markets Robust research-backed trading State of the art technology and systems to execute trades faster Ability to understand client's needs and offer personalized solutions including investment in mutual funds, bonds and alternate investment products INSTITUTIONAL BROKING
Over 85 institutional clients 13 INSTITUTIONAL CLIENTS
MERCHANT BANKING 14
Investment Banking Registered Category 1 Merchant Banker Corporate Finance Advisory Private Equity Syndication of growth capital from PE Funds, HNI s and Strategic Investors Seed-capital for start-ups from VCFs and other angel investors Placement of listed equity with investment institutions/ mutual funds and other strategic investors (PIPE) 15 MERCHANT BANKING
Merchant Banking Services Capital Market Services Corporate Finance Valuation Corporate Advisory IPO/FPO/QIP Private Equity ESOP Valuation M&A Takeover Project Finance FDI/ODI Transaction Advisory Buyback/ Delisting Trade Finance Sweat Equity Corporate Restructuring Rights Issue VC/ Angel Funding Fairness Opinion OFS/ Migration SME IPO/ITP Debt Restructuring Business Valuation ESOP Advisory 16 MERCHANT BANKING
MBD Track Record Completed 3 IPOs acting as sole book running lead manager and helped the issuer companies in raising funds totaling to about Rs 150 crores Successfully managed 22 open offers with aggregate open offer size of approx Rs 110 crores and transaction size of approx Rs 240 crores Successfully managed two delisting offer of companies worth Rs 246 crores Handled transaction advisory for acquisition of a Singapore based construction company worth about Rs 120 crores Handled 4 Rights Issues aggregating to Rs 40 crores Handled numerous valuation assignments and other activities like corporate advisory, fairness opinion etc Handled offer for sale (OFS) of a leading steel conglomerate of central India 17 MERCHANT BANKING
List Of Few MBD Clients 18 MERCHANT BANKING
MBD Key Team Members Mr. G M Anwar, Head Investment Banking (B.com, ACA) Mr. Anwar has been actively associated with financial services industry since 1985. He was instrumental in setting up leasing and hire purchase business for Canbank Financial Services Ltd. Mr Anwar has vast experience and expertise in corporate finance Mr. Sundar Rangan, Head Merchant Banking (M.Com, LLB, CS) Mr. Sundar has nearly 30 years experience in the capital market. He has headed the Capital Markets division in leading public sector and private sector organisations. He has been associated with a large number of capital issues of both Indian and multinational corporations. Mr. Amol Kshirsagar, Vice President Business Development (B Com, ACA, MBF) Mr. Amol has been a part of financial services industry since the start of his career in 2004. He has been part of the core team instrumental in setting up of the Merchant Banking Division and its growth. He has handled various assignments like IPOs, rights issues, open offers, due diligence, valuations, corporate advisory and planning etc. 19 MERCHANT BANKING KEY MANAGEMENT
DEPOSITORY SERVICES 20
Easy and Safe Demat Depository Participant with CSDL and NSDL Manage all equity and commodity holdings through a convenient, easy to use service 24/7 online access through desktop & mobile Multiple demat schemes to serve the needs of different investors and traders 21 DEPOSITORY SERVICES
COMMODITIES TRADING 22
Helping you profit from Commodities Trading on MCX, NCDEX and ACE Trading Strategies designed and reviewed by experienced commodities traders Profitable hedging and arbitrage opportunities Depository services for commodities trades Daily, weekly and monthly research reports on various commodities including metals, bullion, energy, agri-commodities 23 COMMODITIES TRADING
CURRENCY DERIVATIVES 24
Profiting from the Currency Trading on MCX and NSE (FX Tracker) Daily Research report to capitalize on opportunities Intra-day Trading calls for quicker opportunities Online Trading facilities to individual clients Online back office facilities to resolve queries in the shortest lead time Hedging Strategies for exporters and importers 25 CURRENCY DERIVATIVES
MF, INSURANCE, BONDS & IPO 26
Alternative Investment Vehicles for your Wealth Wide Choice of Mutual Funds with: In-depth research to help choose the right funds Unbiased investment advice Periodic portfolio update Portfolio monitoring and rebalancing Cash Management Solution for Corporate & HNI clients Online Mutual Fund Service: Invest through your trading account without the need of any forms or cheque. Convenience first. 27 MF, INSURANCE, BONDS & IPO
Alternative Investment Vehicles for your Wealth IPO Investment Services that includes in-depth analyses of forthcoming IPOs, detailed IPO note, easy investment options Our Insurance Planning service helps in providing adequate coverage against risks and helps you choose the insurance plan suited to your needs Our Bonds offering includes: Capital Gains Tax Exemption Bonds (54EC Bonds) Tax Planning Bonds (including tax free bonds) Long Term Investment Bonds 28 MF, INSURANCE, BONDS & IPO
ONLINE & MOBILE 29
Online & Mobile Trading Services 30 Fast and efficient trading platforms suitable for different investment and trading needs Easy and powerful mobile trading applications for ios, Android and Blackberry Instant, hassle-free order execution Online Credit and Money Transfer Real-time streaming quotes and market information Anytime, anywhere access ONLINE TRADING
ADVISORY SERVICES
Priority Client Group Get your portfolio the expert advantage Dedicated team for HNI clients For investors who want to actively participate in investment decisions Professional advice based on fundamental and technical research and analysis of news and corporate events Position calls, Investment Ideas, Arbitrage Opportunities, Derivative Strategies Fast execution of orders 32 PCG
FINANCIAL PLANNING 33
Helping investors reach their Financial Goals Whatever your financial goals, we re here to help you achieve them. Our Certified Financial Planning along with a team of experts understand your needs and create a personalised financial plan for you Planning for children Protecting your family and assets Retirement Planning Investment Planning Tax Planning Cash Management 34 FINANCIAL PLANNING
Intelligent Planning, Comprehensive Offerings Meeting all your financial needs A personalised service to help you make the right financial decision at every step of your life Matching your investments to your goals Structuring your portfolio to suit your risk appetite Sound advice from experienced and qualified financial planners Writing a WILL, planning your insurance needs 35 FINANCIAL PLANNING
www.arihantcapital.com 36 More about us > www.arihantcapital.com
Corporate Office: #1011 Solitaire Corporate Park, Andheri Ghatkopar Link Road, Chakala, Andheri (E) Mumbai 400057 Phone: +91 (0)22-42254800 Fax: +91 (0)22-42254880 Email: contactus@arihantcapital.com CORPORATE OFFICE CONTACT US