Unlock theLeader in you

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Edelweiss has been ranked amongst Top 100 Franchise Opportunities for the year 2019, across industries in the annual survey at The Franchising World

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Unlock thePotential in youGet yourself in an advantageous position that can help you grow and transform your business

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WHO WE ARE?Edelweiss Group is one of India’s leading diversified financial services conglomerates with a robust platform spanning three business segments - Credit, Investment & Advisory and Insurance. This de-risked diversified business model reflects Edelweiss’s experience in the growth of India across its multiple consumer segments, from industrial behemoths and large companies through to small businesses and the average Indian household.

Edelweiss’s continuous and single-minded focus is on understanding customers’ needs and offering the right financial solutions. Being present in every financial life stage of a customer, helping them create wealth, grow wealth and protect everything, are our key lines of business.

• Credit (Retail and Corporate)

• Investment & Advisory (Wealth Management and Asset Management)

• Insurance (Life and General)

Edelweiss serves a diversified base of over 1.6 million clients through 8,800+ employees in 314 offices across the globe.

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Our Large Family

Strong Customer base of over 16 lakhs across different businesses of Edelweiss

Net Worth ` 8,095 Cr and Customer Assets ` 2,65,100 Cr

8,800+ employees across 314 offices in 145+ locations including 10 international offices

Data as on Q3 FY21

Unlock theExpert in youStay ahead of the curve with a skilled and knowledgeable team to guide you.

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l Over three decades of diverse experience in the Indian financial services industry.

l Rashesh has served as President of FICCI, which is India’s apex industry association, in 2017-18.

l He has also been a part of the High Level Task Force on Public Credit Registry for India, the Insolvency Law Committee, Executive Committee of the National Stock Exchange as well as the committee to review Insider Trading Regulations set up by SEBI.

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Running a business is like running a marathon – it is not about completing one run of 42 km but about completing a 1 km run 42 times!

#BeUnlimited

Rashesh ShahChairmanEdelweiss Financial Services Limited

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Nitin JainMD & CEO -Edelweiss Wealth Management

Nitin Jain brings in two decades of experience the financial services industry where he has been responsible for heading leadership businesses across wealth management, alternative asset management, asset reconstruction & capital markets. He seeded the wealth and asset management business in 2010 and under his leadership, it has grown to be one of the largest in the country.

Vinay KhattarEVP & Head of Research,Edelweiss Wealth Management

Vinay Khattar began his career with Edelweiss more than a decade ago and was instrumental in building the Edelweiss Investment Research Team from scratch and heads a strong team of 30 analysts. He offers a unique perspective on markets and economy, leveraging on best-in-class research and ability to identify themes & trends early.

Rahul JainEVP & Head - Edelweiss Personal Wealth

Rahul Jain has played key role in successfully transforming a broking-only business into a well-diversified wealth management business in the last 5 years. He is a firm believer of Customer centricity and drives his professional philosophy with one firm objective – to empower customers with innovative offerings and superior technology solutions.

Strong Leadership

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Our Codes

Purpose

Help our clients capture opportunities and trends in financial markets; protect them from risks in a volatile world

What We Stand For l Personalised Advisory Servicesl High Quality Research l World Class Trading Platforms

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Unlock theStrategist in youFind yourself in a prime position with a wealth of resources and expertise to propel you further

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How we get our research right?

We follow a processl Study Competitive Advantagesl Study Financial Projectionsl Interview the Leadership Teaml Examine companies for 12 – 24 months

One destination for all asset classesl Equityl Derivativel Currency

We customize it for youl Long Terml Medium Terml Short Term 1

2 3

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AIF - Alternative Investment Fund

l Investment Advisoryl Margin Funding*

l Loan against Securities*

l ESOP Fundingl Homeloansl AIF

l Portfolio Management Services*

l Insurance Advisory, Life & General Insurance*

l Fixed Income - Bonds, RBI bonds, Corporate FDs, NCDsl Currency Derivativesl Commodities*

Products to Match all your needs

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Unlock theEntrepreneur in youFind a business approach that focuses in longevity and sustainability

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Trading Platforms for Business GrowthFind the tools that will help you build your business

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Edelweiss Mobile Trader

Edelweiss.in

TX3

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Speed & Conveniencel Biometric Loginl 3 taps to tradel Live Streaming of Market Datal Customizable Watchlists

Advanced Chartingl Historical data for upto 15yearsl 17 Technical Indicators Drawing tools like

Fibonacci retracements

Markets Sectionl Trends in FII & DII Flowsl Option Chain & Rollover Analysisl Sectoral performance & Map

Markets Sectionl Pull the Bull and access Nifty, Sensex, USDINRl Detailed Quote page for any stockl Live & Personalized notificationsl Updates on results and economic calendar

The securites quoted are exemplary and are not recommendatory.*Source: Google Play Store Rating 4.5/5 as on March 7th, 2019

Edelweiss Mobile Trader -This trading app in India offers

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Advanced Charting l 60+ advanced technical indicator and drawing toolsl Advanced chart types - Heiken Ashi, Renko, Point and

Figure, Kagil 15 years of historical EOD data and 1 year of intraday datal Place order directly from charts

Stock Markets Analytics l Seasonality analysis, Sector Performance, Trends in FII &

DII flowsl Rollovers, Market Map, Delivery Analysisl Most active and OI gainers in Options, Historical PCR and

Option Pain levell Periodic analysis (FTD, WTD, MTD and YTD)l Place order directly from Markets Screen

Advanced decision making toolsl What if analysis in Option Calculator l Market Eye – Live Screenerl Price Alertsl Result Calendar

Terminal X3 (TX3) -This new giant in the trading world offers

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Guided Portfoliosl Generate a customized Mutual Funds

portfolio suiting risk profile & goals

Investologyl A brand new section on website to learn

investing

Smart Searchl First of its kind conversational search in

the financial sector

Powerful Screenersl Filter out winning Stocks / Mutual Funds /

Research

Trade on Contextl Place orders in Equities and Mutual Funds

without having to navigate to another page

edelweiss.inA not so-financial, simple & intuitive investment destination

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Unlock theArchitect in youGet immersed in a business that gives you the assistance to succeed.

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Our Business Approach

Resulting in:l Longer Client lifecycle with us l Enhanced Client satisfactionl Achieving well defined financial goals of Clients

We view our Broking Business as an ongoing endeavor to enhance client’s experience through:l Suitable risk profiling of Clientsl Increasing his returns and AUM over a period of time through: l Quality investment advice l Increasing Client’s knowledge about markets l Understanding & Streamlining clients return expectations

Client Centricity is the core of our growth. We at Edelweiss take all client grievances very seriously.

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Income for us is a by product of above activities with clear focus on long term business sustainability & growth.

A Partner for us is:l Our face to the client l Expected to demonstrate our Values, Ethics & Vision for long term business sustainability

and growthl Expected to maintain service standards in line with Edelweissl Someone who looks at long term business growth based on: l Growth in number of clients l Growth in assets under management l Cross selling of products to clients to meet his needs other than

stock/commodity broking

Business Support

Get expert guidance and dedicated support for setting up your office including:l Office Branding support, Signboards & Marketing Collaterall Experienced Relationship Managerl Dedicated portal for analytics and business support

Our Business Approach

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World class web based back office & business analytics for all your business needs: l DASHBOARD : Your page for various Business analytics including Revenue, TOP

Client, Volume, Assets, Client categorization, Priority clients and un traded clients Helps you tracking Business growth

l MY PROFILE : view your own details like Profile, Sharing terms, Deposit and Ledger l LDD : Facility to set limits against Deposit and on client’s free Margin l REPORTS : 25+ Reports available like Business Report, Productivity report, Operation

repot, Risk Reports (RMS, T + 5, FO Position, Margin File, Risk remark Updating) etc. l ON BOARD CHECK LIST : Feedback page on the type of training provided to you & it’s

effectiveness. You can also highlight if you require training on any particular subject/process.

l AT PAYOUT : Any time payout of client’s funds can be processed from this section. l RESEARCH : Latest research report , In house calls, NEWS etc. You can also view

Dynamic client list most probable to place a trade based on a particular research call. l CHEQUE : You can make an entry for cheque given by clients and check status of the

same l INVENTORY : Place request for new account opening forms l SALESOPS : Track status of account opening forms submitted

Partner’s Portal https://partners.edelweiss.in

Products mentioned in this presentation may/may not be selectively available for distribution/business through registered partners/Authorised persons and/or Sub-Brokers”

This document does not constitute an offer or solicitation with respect to the Fund and that any offer will and can only be made to qualified investors through a final Private Placement Memorandum and contribution agreement (or other offering materials published by the Fund), and will be subject to the terms and conditions contained in those documents. Please refer to the offering document /PPM for a complete description.

AP refers to Authorised Person registered with exchange

Edelweiss refers to Edelweiss Broking Ltd. Trading and Demat a/c will be opened with Edelweiss Broking Ltd. Investment in securities market are subject to market risks, read all the related documents carefully before investing. The securities quoted are exemplary and are not recommendatory. Approvals would be taken by exchange on any data alteration.

MF Registration Number - MF/057/08/02 dated 30th April, 2008. The securities quoted are exemplary and are not recommendatory. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

Broking services offered by Edelweiss Broking Limited under SEBI Registration No.: INZ000005231 (Member of NSE, BSE, MCX and NCDEX). EBL CIN: U65100GJ2008PLC077462. Depository participant with NSDL having SEBI registration no: IN-DP-NSDL-314-2009 and DP ID: IN302201 and IN303719. Depository participant with CDSL having DP ID- 12032300. Investor grievance resolution team: 040-41151621; Email ID: Helpdesk@edelweiss.in. Name of the Compliance Officer for Trading & DP - Mr. Pranav Tanna, Email IDs: complianceofficer.ebl@edelweissfin.com / ebl.dpcompliance@edelweissfin.com. Corporate Office: Edelweiss House, Off CST Road, Kalina, Mumbai - 400098; Tel. 18001023335/022-42722200/022-40094279. Registered Office: 2nd Floor, Office No. 201 to 203, Zodiac Plaza, Xavier College Road, Off C G Road, Ahmedabad, Gujarat - 380009. Contact: (079) 40019900 / 66629900. For detailed disclaimer, visit us at: https://www.edelweiss.in/cas/disclaimer/disclaimer_ebl1.html

*Products & Services mentioned in this document are provided by Edelweiss Broking Ltd, ECL Finance ltd, Edelweiss Tokio Life Insurance Co. Ltd, Edelweiss Comtrade Ltd, Forefront capital management pvt. Ltd & Edelweiss Global Wealth Management Ltd & other Edelweiss Group entities. The non-broking products and offerings mentioned herewith are not offered by Edelweiss Broking Limited and any complaints or disputes pertaining to the same shall not be entertained by Exchanges.

**MTF is subject to the provisions of SEBI Circular CIR/MRD/DP/54/2017 dated June 13, 2017 and the terms and conditions in this link https://www.edelweiss.in/cas/tnc/MTF-tnc-26_October_2017.html are applicable. Edelweiss Broking Ltd is the Corporate agent of Edelweiss Tokio Life Insurance Company Limited having IRDAI Regn No. CA0131.

Edelweiss Broking Limited (IRDAI Regn. No. CA0131), is a Corporate Agent of Edelweiss General Insurance Company Limited.

Edelweiss Broking Limited (IRDAI Regn. No. CA0131) is a Corporate Agent of Star Health and Allied Insurance Co. Ltd.

Edelweiss Broking Ltd. acts in the capacity of a distributor for Mutual Funds having AMFI Registration Number-70892.

All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.

Edelweiss Broking Limited (“Edelweiss”) also acts in the capacity of a Research Analyst as per Regulation 22(1) of SEBI (Research Analysts) Regulations 2014 having SEBI Registration No.INH000000172.

This presentation is provided for assistance only and is not intended to be and must not alone be taken as the basis for an investment decision. The user assumes the entire risk of any use made of this information. Each recipient of this presentation should make such investigation as it deems necessary to arrive at an independent evaluation of an investment in the securities of companies referred to in this presentation (including the merits and risks involved), and should consult his own advisors to determine the merits and risks of such investment. The investment discussed or views expressed may not be suitable for all investors. This information is subject to change without any prior notice. Edelweiss reserves the right to make modifications and alterations to this statement as may be required from time to time. However, Edelweiss is under no obligation to update or keep the information current.

*This presentation is prepared by Edelweiss Broking Ltd. (Edelweiss). Edelweiss is acting in the capacity of the distributor for the issuer of the product. Products & Services mentioned in presentation are provided by Edelweiss Broking Ltd, ECL Finance ltd, Edelweiss Tokio Life Insurance Co. Ltd, Edelweiss Comtrade Ltd, Forefront capital management pvt ltd & Edelweiss Global Wealth Management Ltd, Edelweiss Housing Finance Ltd and Edelweiss Retail Finance Ltd. This service / information is strictly confidential and is being furnished to you solely for your information. This information should not be reproduced or redistributed or passed on directly or indirectly in any form to any other person or published, copied, in whole or in part, for any purpose unless otherwise expressly authorized. This service / information is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject Edelweiss and affiliates/ group companies to any registration or licensing requirements within such jurisdiction. The distribution of this document in certain jurisdictions may be restricted by law, and persons in whose possession this document comes, should inform themselves about and observe, any such restrictions.

The data would be provided to the clients on an “as is” and “where-is” basis, without any warranty. Edelweiss or its subsidiaries and associated companies shall not be liable for any delay or any other interruption which may occur in providing the data due to any reason including network (Internet) reasons or snags in the system, break down of the system or any other equipment, server breakdown, maintenance shutdown, breakdown of communication services or inability of the Edelweiss or its subsidiaries and associated companies to provide the data. In no event shall the Edelweiss be liable for any damages, including without limitation direct or indirect, special, incidental, or consequential damages, losses or expenses arising in connection with the data provided by the Edelweiss or its subsidiaries and associated companies.

Disclaimer

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