Allegro Capital Advisors Pvt.

Ltd

Welcome
Presented By: Champaneria Hinali

Agenda/Topics to Be Covered
History of company & company vision Company policies Other resources Summary

Company History
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.

Vision statement
Allegro started with vision of creating a fullservice 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 Services
Allegro'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 Kashyap Chairman & Director, Private Banking

Shyam Powar Corporate Finance

Binoy Thomas Retail

Organization Chart-2
Kunal Kashyap Chairman

Deepthi N Human Resources

Divya H.R Accounts Executive

Mohan Reddy Information Technology

Usha Violet Front Office

Corporate Finance
Kunal Kashyap Chairman

Shyam Powar Director Corporate Finance

Sanjiv Lochan Corporate Finance

Amresh Kumar Corporate Finance

Nitish Agrawal Corporate Finance

Rohit Kumar Mehar Corporate Finance

Shashank Kothi Corporate Finance

Operations & Applications Technology

Binoy Thomas Operations

Debashree Mitra Operations

Uday Shankar Central Ops

Archana S Central Ops

Venkatesh G R Central Ops

Investment Management Team

Kunal Kashyap CEO

Nirmal Kamaraj Portfolio Manager

Priya Sundar Research

Anand Ragahvendran Research

Vivek Jain Research

Karan Mehta Research

Shouvik Nandi PMS Team

Venkatesh G R Central Ops

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 Review
At 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 Health The 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. .

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 Resources
Corporate Office Bangalore
9th Floor, 'The Residency', 2, Residency Road, Bangalore - 560 025, India Phone + 91 80 67070100 Fax No+ 91 80 67070000 Contact-bangalore@allegroadvisors.com

Delhi
5th Floor, 501 A, Rectangle 1, Saket District Centre New Delhi - 110 017, India Phone +91 11 60607888 Fax No+91 11 41001519 Contact-: delhi@allegroadvisors.com

Chennai
2nd Floor, No120/76, Master Complex, G.N.Chetty Road,T.Nagar, Chennai -600017, India Phone + 91 44- 606078880 Fax No+ 91 44 43090093 Contact-: chennai@allegroadvisors.com

Mumbai
1st Floor, NM Wadia Building,123, Mahatma Gandhi Road, Fort ,Mumbai - 400 001 Tel (Board) +91 22 60607888 Contact-: mumbai@allegroadvisors.com

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 Within Your 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.

THANK YOU