Strictly Private and Confidential

Edelweiss Client Advisory Services

An overview

• Caters to all the financial needs of our Retail clients

• Offers a wide range of products and services from trading and demat accounts to mutual funds, insurance and structured products

• Started in February 2008

• Has shown a tremendous growth in the past 1 year

• Client Advisory Services Group has employed more than 150 people across India with branches in Mumbai, Delhi, Kolkata, Chennai, Chandigarh, Hyderabad, Pune, Indore, Jaipur, Nasik, Ahmadabad and Ludhiana

• Current business focus is on online trading

Edelweiss Client Advisory Services

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Key take away

The percentage of Registered Accounts which use the Online Platform has increased from 28% in 2007 to 46% in 2008

Key take away

The percentage of Registered Accounts which use the Online Platform has increased from 28% in 2007 to 46% in 2008

(All numbers in Lakhs)

Source: NSE Fact Sheet 07/08 NSDL Website

Growth of Online Trading in India

Nov ’07 Nov ’08

Registered Accounts (NSDL)

80 96

Online Users 22 44

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Customer Friendly Site Exhaustive and updated data on companies in a neatly classified way.

Single destination for all financial avenues like Equity, Derivates, MFs, commodities etc.

Online platform coupled with offline services

Relevant Information

Edelweiss offers research and strategies on

Your portfolio, Stocks & MFs you wish to track, Type of research & strategy

Investment horizon, Trading pattern

Empower your trades Place your own trade calls and execute them

Comprehensive analysis of your investment objectives

Technical tools to help you evaluate and plan your investments

24x7 access to your portfolio with multiple asset classes

Trade anytime. Trade anywhere. Desktop application to download and work in the offline mode

www.mobile.edelweiss.in – access to portfolio and strategies while on the move

Place After market orders (AMO’s), Set Alerts on stocks & indices

www.edelweiss.in - Experience the next level of online trading

Strictly Private and Confidential

What do we offer?

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We Offer …

Careers

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• Duration of 14th week

• NCFM Certifications

• Knowledge about stock markets

• Interaction with customers

Salient features of Trainee Program

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• For online trading business, customer is the most important entity

• Experience in sales will help to understand the pulse of customers

• Interpersonal skills will get sharpened through practical application

• Knowledge that you gain through the trainee program will help you succeed in any business, that you might pursue in future

• Understanding the importance and relevance of research for an investor

• Gaining knowledge about Capital market.

How will a profile help?

Profile:- Sales + Market Research