Personalized Investment Solutions for Mass Market India Private and confidential.

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Presentation transcript:

Personalized Investment Solutions for Mass Market India Private and confidential

Freedom Investments offers a one-stop shop integrated financial product offering, low-cost financial service products for domestic Indian investors. The company will focus on long-term capital appreciation and preservation through mutual funds and insurance products. Freedom’s unique value proposition is the ability to provide personalized recommendations for each client delivered through an advanced technology platform. We are India’s most advanced financial services technology platform

Our team has the unique combination of technology & financial markets understanding  Former CIO for Blackstone Asia Advisors L.L.C.  Has over 20 years experience in fund management in international and emerging markets  Worked at Oppenheimer Asset Management, CIBC World Markets, and Batterymarch  Ph.D. and a Masters in Finance from University of Pennsylvania; undergraduate degree in chemical engineering from the IIT, Delhi Punita Kumar-Sinha, CFA Chairperson Jayant Sinha Advisor  Current Partner at Omidyar Network  Former Managing Director at Courage Capital Management  Former Partner at McKinsey & Company  Former President at Internet Business Capital Corporation  MBA from Harvard Business School and undergraduate degree from IIT, Delhi Anurag Wakhlu, CFA Technology Consultant Abhishek Jain Founder & Managing Director  Former Vice President for Blackstone Asia Advisors L.L.C.  Has about 10 years experience of consulting, operating, and fund management experience  Worked at Goldman Sachs, Bain & Company, and ICICI Venture  MBA from Harvard Business School; undergraduate degree from USC  Former Founder & CEO of Coloci, a mobile social networking company  Former Senior Portfolio Strategist for State Street Global Advisors (SSGA)  Worked at Fidelity, Infosys & SSGA  Former Founder & CEO Fund Peek, web-based portfolio analysis platform for clients  MBA from Babson College and Bachelors degree in engineering from IIT, Bombay

The market opportunity is attractive 60 Years old is expected retirement age in India 75 Life expectancy age by 2025 (currently 67 life expectancy) 16% Indian household savings rate 600 million Indian bank accounts (1.2 billion by 2020) $900 billion Deposit base in Indian banks 10 million Demat / trading accounts (54 million by 2025) 50 million Life insurance policy holders (expect 170 million by 2025) $400K Average desired retirement assets at age 60 (in today’s value) 500 million Labor Force (14-15% contractual employed) 70 million PAN number account holders (30 million income tax payers) Source: Kotak Institutional Equities, Indian Household Savings Report, Akhilesh Tilotia; Independent Research

Current investment marketplace Lack of knowledge, high-cost, fragmented network of vendors, complicated, and time consuming Index / ETFs Equity Funds Health Insurance Life Insurance Gold Debt Funds

Creating Value: The Freedom Platform Index / ETFs Equity Funds Health Insurance Life Insurance Gold Freedom Investments simplifies the process of recommending complicated financial products in a simple and transparent way while driving low-cost business transactions. Debt Funds Freedom estments Inv

Our Freedom Technology Platform will deliver world class service at a low cost Freedom estments Inv Online account set-up 1 / SMS Confirmation Web link 5-min account application process KYC document collections 2 Payment set-up 3 Bank ECS clearance and fund transfers started 4 Freedom estments Inv Back-end system process 5 FF FF FF FF FF Fund payments transferred and recorded 6 Automated account statement generated 7 Mail Web alert SMS  SMS/ alerts for account opening process  Annual tax document  Confirmation of ECS receipt/purchase via SMS/  Alerts on fund recommendation changes Other key customer service features 8 Rs. 72,541 Rs. 12,678 Rs. 17,334 Rs. 14,986 Rs. 27,543 Potential site visit Physical paper submission to bank Online set-up

Personalized Investment Solutions for Mass Market India Private and confidential