Way2wealth Corporate Brochure

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Making Investing Simple More Profitable
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OUR LINEAGE
INVESTORS
Promoter Group Entities
COFFEE CCD
FINANCIAL SERVICES
PORTFOLIO MANAGEMNET
REAL ESTATE SEZ
HOSPITALITY
LOGISTICS
PRIVATE EQUITY
Coffee Day Trading Ltd.
Coffee Day Global Ltd.
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WAY2WEALTH LEGACY
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GROUP COMPANIES
Commodities Broking
Insurance Broking

• Equity Broking
• Institutional Broking
• Depository Services
• Portfolio Management
• Services

• Financial Planning
• Mutual Fund
• Distribution
• Home Loan

Quant Trading
Quant Trading ( Global Markets)
NBFC Lending
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BUSINESS OVERVIEW
Fund Based Activities
Broking Business
Distribution Business

• Extend loan against listed
• shares
• Financing for subscribing
• for initial public offers of
• corporate
• Loan against mutual funds
• Corporate employee stock
• option financing and
• related funding activities

• Equity brokerage
• Commodity brokerage
• Currency brokerage
• Equity broking and trade execution services for
  institutional clients
• Home loan/ Loan Against Property business loan
  advisory

• Mutual funds products
• Primary market products
• Third party products
• Wealth management services for high net worth
  individuals
• Customized portfolio management services
• POP for NPS (PFRDA approved)

...a complete bouquet of products services
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BUSINESS OVERVIEW contd...
Quant Business
Insurance Broking

• Using high speed execution tools, arbitrage
  trades, treasury and allied activity by our
  various subsidiaries
• Use a disciplined and systematic quantitative
  approach to identify factors that consistently
  generate alpha
• Develop trading strategies across asset classes
  that trade on global exchanges
• Trading of proprietary risk capital

• Qualitative improvement in insurance portfolio
• Minimization of premium outgo
• Guidance for valuation of assets to ensure
  adequate coverage
• Cost effective in house service for all insurance
  requirements including claim recovery

...a complete bouquet of products services
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COMPREHENSIVE RESEARCH OFFERINGS
Equity Derivatives

• Daily Trading Bytes
• Post Market Commentary
• Market News
• Weekly/Tech Pick
• Monthly Market Review
• Company Coverage/Update
• Sector Coverage/ Update
• Result Preview/Update
• Event Coverage
• IPO Coverage
• Company/ Management Visit Note
• Derivatives Strategies
• Option Bites

• Wealth Compose Magazine
• Special Features
• Portfolio- Model Restructuring
• Personalized Studies
• Weekly Economic Update
• Daily Technical Calls

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COMPREHENSIVE RESEARCH OFFERINGS contd...
Mutual Funds
Equity, Derivatives Commodities
Forex
Market

• Morning Briefing
• Daily Performance Update
• MF News
• Suggested Schemes Performance Review
• Portfolio- Model Restructuring
• NFO Dividend Calendar
• Existing Fund Category Analysis

• Daily trading Bytes
• Weekly Fundamental Reports
• Market News
• Weekly Tech Pick
• Monthly Commodity Coverage
• Special Reports
• Seasonal Reports

• Daily trading Bytes
• Weekly Economic Update
• Market News
• Technical Coverage

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PRODUCT WHEEL
COMPLETE INVESTMENT SOLUTIONS Corporate
Individuals
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KEY PEOPLE
Shashibhushan MR CEO
SALES
CORPORATE
RESEARCH ADVISORY
Pension Assets
Prasad Patil
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RECENT AWARDS RECOGNITIONS
NSDL Go Green Award 2017
NSDL Star Performer Award 2016
NSE Top Performing Members in Equity Equity
Derivatives 2015-16
BSE Top Ten Broker - 2016
Drivers of Digital Awards Special Mention Best
Website in BFSI sector 2016-17
NSE Top Performing Members in Currency Futures
2015-16
BSE Top Ten Performers - Equity (Retail) 2014-15
BSE Top Ten Performer Equity (Retail), 2013-14
BSE Top Ten Performers Currency Members 2014-15
BSE Top Three Performer Equity (Algo), 2013-14
BSE Top Three Performers Clients Traded Members
in Equity 2014-15
NSDL Star Performer Award 2013 Top performer in
active accounts for showcasing an outstanding
performance in Southern India
MCX Excellence Award Best Commodity Broker of
the Year 2016-17
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NETWORK
State wise location nos.
State wise outlets
Top 10 cities
Karnataka 27 Andhra Pradesh
14 Maharashtra 13 Uttar
Pradesh 12 Tamil Nadu
12 Gujarat 11 Punjab
5 Telengana
4 West Bengal 4 Madhya Pradesh
3 Rajasthan
3 Jammu Kashmir 3 Haryana
3 Goa 3 Chhattisgarh
2 Jharkhand 2 New
Delhi 2 Kerala
2 Bihar
1 Dadra Nagar Haveli 1 Uttarakhand
1 Total Locations
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Maharashtra 172 Karnataka
119 Gujarat
46 West Bengal 34 Tamil
Nadu 37 Punjab
31 Telengana
31 Andhra Pradesh 26
Uttar Pradesh 22 New Delhi
19 Haryana
7 Madhya Pradesh
6 Chhattisgarh 4 Goa
4 Rajasthan
3 Jammu Kashmir 3 Jharkhand
2 Kerala
2 Bihar
1 Dadra Nagar Haveli 1 Uttarakhand
1 Total
571
Mumbai 112 Bangalore
60 Kolkata 30 Amritsar
25 Hyderabad
23 Chennai 20 Thane
20 Surat
19 New Delhi 17 Pune
12 Ahmedabad
16 Nagpur 15
Spread
Central
10 West 223 South
215 North 86 East
37 Total 571
Owned Branches 38 Associate Branches 533
570 Outlets 120 Locations 1000 Wealth
Managers
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WAY2WEALTH BROKERS SERVICES DESK
91 - 22 6146 2900
1800 425 36790 (Toll Free)
3rd Floor, Hincon House, Tower B247 Park, L.B.S.
Marg, Vikhroli West, Mumbai - 400083
contact_at_way2wealth.com
www.way2wealth.com
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Thank You
Registered Office Address Frontline Grandeur,
No.14, Walton Road, Bangalore 560 001Tel.No.
[phone]. Fax [phone] Corporate
Office Address Hincon House, Tower B 3rd
Floor,247 Park, LBS Road, Vikroli (W),Mumbai -
400 083. Tel. [phone] SEBI Registration
Nos. (Cash) BSE INB 011150233, NSE INB
231150237. (FO) NSE INF26112037. PMS INP
000000829. AMFI Regn. No. ARN 0009. DP SEBI
Regn. No. NSDL IN-DP-NSDL-253-2005, CSDL
IN-DP-CSDL-526-2009 Way2Wealth Commodities Pvt.
Ltd MCX MCX/TCM/CORP/1616, FMC Code 40040,
NCDEX NCDEX/TCMCORP/0883, FMC Code00908