Induction of Allegro

21
Allegro Capital Advisors Pvt. Ltd Welcome Presented By: Champaneria Hinali

Transcript of Induction of Allegro

Page 1: Induction of Allegro

Allegro Capital Advisors Pvt. Ltd

WelcomePresented By:

Champaneria Hinali

Page 2: Induction of Allegro

Agenda/Topics to Be Covered

• History of company & company vision• Company policies• Other resources• Summary

Page 3: Induction of Allegro

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

Page 4: Induction of Allegro

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.

Page 5: Induction of Allegro

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.

Page 6: Induction of Allegro

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

Page 7: Induction of Allegro

Organization Chart-1

Kunal KashyapChairman &

Director, PrivateBanking

Shyam PowarCorporate Finance

Binoy ThomasRetail

Page 8: Induction of Allegro

Organization Chart-2

Kunal KashyapChairman

Divya H.RAccounts Executive

Usha VioletFront Office

Deepthi NHuman Resources

Mohan ReddyInformationTechnology

Page 9: Induction of Allegro

Kunal KashyapChairman

Shyam PowarDirector

Corporate Finance

Sanjiv LochanCorporate Finance

Amresh KumarCorporate Finance

Nitish AgrawalCorporate Finance

Shashank KothiCorporate Finance

Rohit Kumar MeharCorporate Finance

Corporate Finance

Page 10: Induction of Allegro

Operations & Applications TechnologyBinoy Thomas

Operations

Debashree MitraOperations

Uday ShankarCentral Ops

Archana SCentral Ops

Venkatesh G RCentral Ops

Page 11: Induction of Allegro

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

Page 12: Induction of Allegro

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.

Page 13: Induction of Allegro

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.

Page 14: Induction of Allegro

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.

.

Page 15: Induction of Allegro

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

Page 16: Induction of Allegro

Other ResourcesCorporate Office

Bangalore9th Floor, 'The Residency', 2, Residency Road, Bangalore - 560 025, India

Phone + 91 80 67070100

Fax No+ 91 80 67070000

[email protected]

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]

Page 17: Induction of Allegro

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.

Page 18: Induction of Allegro

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.

Page 19: Induction of Allegro

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.

Page 20: Induction of Allegro

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.

Page 21: Induction of Allegro

THANK YOU