Induction of Allegro
Transcript of Induction of Allegro
Allegro Capital Advisors Pvt. Ltd
WelcomePresented By:
Champaneria Hinali
Agenda/Topics to Be Covered
• History of company & company vision• Company policies• Other resources• Summary
On July 1, 2007 Allegro Capital launched India's first true "Supermarket" of financial products.
Allegro Capital is a comprehensive Investment Bank that comes with years of expertise in offering financial solutions and advisory services across the corporate world. We are in the business of managing the assets of individuals and corporates. Our collective experience at doing so dates back several decades and our team is rated to be amongst the best wealth managers in India today. This bears testimony in the fact that our ever growing list of corporate clients include senior and middle management from organizations that include Intel, IBM, HP, Coke, Pepsi, Whirlpool Corporation, Hindustan Levers, 3M, Gillette and Cisco amongst others.
Company History
Vision statement
Allegro started with vision of creating a full-service Indian investment bank so wealth management services were part of a suite of products we intended to offer our clients.
Mission statement
global wealth management firms were largely catering to the needs of only high-net-worth individuals
the middle-income group was largely serviced by stock broking firms that offered speculative investment advice with little or no emphasis on financial planning
we were bullish on India and felt that the middle-income group would be one of the biggest beneficiaries of the India story
With a mission to help accumulate, grow and manage the wealth of high net worth individuals, professionals, family groups and businesses, Allegro's Private Banking Practice offers personalized financial planning and legal advisory services.
Allegro's ServicesAllegro's Services are broadly classified into:
Capital Markets advisory services Corporate Finance Services including equity and debt placement, debt restructuring and Mergers &Acquisitions Investment Advisory Services covering retail and corporate investment and wealth management services, Portfolio Management Services, Secondary market execution services and Insurance Advisory Services Asset Management that involves building a INR 1 billion restructuring fund
Organization Chart-1
Kunal KashyapChairman &
Director, PrivateBanking
Shyam PowarCorporate Finance
Binoy ThomasRetail
Organization Chart-2
Kunal KashyapChairman
Divya H.RAccounts Executive
Usha VioletFront Office
Deepthi NHuman Resources
Mohan ReddyInformationTechnology
Kunal KashyapChairman
Shyam PowarDirector
Corporate Finance
Sanjiv LochanCorporate Finance
Amresh KumarCorporate Finance
Nitish AgrawalCorporate Finance
Shashank KothiCorporate Finance
Rohit Kumar MeharCorporate Finance
Corporate Finance
Operations & Applications TechnologyBinoy Thomas
Operations
Debashree MitraOperations
Uday ShankarCentral Ops
Archana SCentral Ops
Venkatesh G RCentral Ops
Investment Management TeamKunal Kashyap
CEO
Nirmal KamarajPortfolio Manager
Priya SundarResearch
Shouvik NandiPMS Team
Venkatesh G RCentral Ops
Anand Ragahvendran
Research Vivek Jain Research
Karan MehtaResearch
Company Policies Allegro's Web site collects no personally identifying information
about individuals except when specifically and knowingly provided by such individuals. In addition, Allegro's site may place a "cookie" in the browser files of a user's computer. The cookie itself does not contain any personally identifying information although it will enable the site to relate a user's use of the site to information that the user has specifically and knowingly provided to Allegro. Allegro may use a user's personally identifying information for editorial purposes. Allegro may also use such information for marketing and promotional purposes and may share the information with companies that it has pre-screened. Individuals always have the ability to stop their information from being used for such purposes.
Benefits ReviewAt Allegro, we believe you are entitled to the best of benefits.
Flexible Benefits
•You will be at liberty to choose your flexible benefits plan, to help you plan your taxes through your salary stack
•Quarterly Performance Linked Compensation is a variable component in your salary stack which would be paid out on a quarterly basis
•You are also eligible for interest-free loans and contingency loans under specific case
HealthThe Medical Assistance Program and the Medical Benefit Scheme cover you, your spouse and your children and is a reimbursable amount. You will also be eligible for the Catastrophic Medical Assistance Plan and Mediclaim benefits. Under the Life and Accident cover, you are entitled to the Group Personal Accident Insurance Program, Group Life Insurance Program and Employee Deposit Linked Insurance (EDLI) Program.
Performance Review
Amongst the biggest challenges the investment industry faces is to improve profitability, compliance and competitiveness in the marketplace. With increasing market unpredictability and growth in new geographies, the need for swift and accurate decisions has grown manifold. The key to understanding and addressing uncertainty is Performance Management. Customer and campaign analytics, risk analytics and claim analytics can improve customer retention, campaign effectiveness, optimize risk, minimize leakages, control expenses, improve fraud detection and meet stringent regulatory compliance.
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Performance Review (Con.) Allegro's Performance Management practice helps insurers identify
and address performance challenges using real-time dashboards, interactive what-if analysis, standard reporting and predictive modelling. ensure accelerated implementation of enterprise-wide performance management programs that generate quick ROIs with minimal disruption to business
Other ResourcesCorporate Office
Bangalore9th Floor, 'The Residency', 2, Residency Road, Bangalore - 560 025, India
Phone + 91 80 67070100
Fax No+ 91 80 67070000
Chennai2nd Floor, No120/76, Master Complex,
G.N.Chetty Road,T.Nagar, Chennai -600017, India
Phone + 91 44- 606078880
Fax No+ 91 44 43090093
Contact-: [email protected]
Delhi5th Floor, 501 A, Rectangle 1, Saket District Centre New Delhi - 110 017, India
Phone +91 11 60607888
Fax No+91 11 41001519
Contact-: [email protected]
Mumbai1st Floor, NM Wadia Building,123, Mahatma Gandhi Road, Fort ,Mumbai - 400 001
Tel (Board) +91 22 60607888
Contact-: [email protected]
Other policy documents Appraisal
We at Allegro believe an appraisal is essential for you as an employee to set challenging goals and objectives, to contribute to the goals and objectives of the organization, develop a healthy relationship between you and the supervisor, and reinforce and acknowledge positive behaviour to give you added confidence.
Wings WithinYour career at Allegro is what you make of it. Wings Within, a transparent job posting system is a tool that gives you flexibility to apply for the job of your choice and map your own career. All open positions are made visible to employees, thereby encouraging those eligible for a job change.
Other policy documents (Con.)
Code of Business Conduct
At Allegro, the Code of Business Conduct and Ethics helps to ensure that you are compliant with legal requirements and our standards of business conduct.
Ombudsmen
This policy has been introduced by the company to enable like mind individuals like you to raise concerns about any malpractice, impropriety, abuse or wrongdoing at an early stage and in the right way, without fear of victimization, subsequent discrimination or disadvantage.
Summary of the Allegro
Allegro network of 15 private banking offices and 75 distribution offices allows us to reach a large target audience
Allegro have 80 relationship managers spread across 15 branches. Allegro target working professionals in the age group of 25-35
Allegro Advisors with a wide regional and national presence has the ability to reach its clients with ease. Our teams of financial advisors and specialists have the expertise, local and global contacts and awareness to create optimum solutions that meet our client's financial needs and goals. This reach, coupled with strategic alliances with the best advisors in the international arena, enables us to be Independent, Informed and Innovative in addressing our clients needs while providing them the essential local advantage.
Summary of the Allegro (Con.)
Allegro highly experienced, well connected team works on all types of Corp Finance transactions - including Domestic and Cross border Mergers & Acquisitions, IPO Advisory, Private Equity, Distressed Assets, Corporate & Capital Restructuring. Our strategic partnership with Close Brothers Group, amongst the largest international investment banking advisory groups in the mid market segment, offers us the unique advantage of offering Indian corporations a seamless service across Europe, North America, Asia, Africa and Australia.
Allegro currently manage Rs3 billion ($75 million) of money from 4,000 clients in the former category and Rs7 billion from 100 clients in the latter category.
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