JM FINANCIAL SERVICES

CRISIL BASED REPORT

Name:-Pranit Dargad(13012010)Pranjal varma(13011114)Course:-Equity ResearchSpecialization:- Finance

ABOUT COMPANY Established in 1973, JM Financial is an integrated

financial services player offering a range of capital market products and services to corporates, HNIs and retail investors through its subsidiaries / joint ventures / associate companies.

It belongs to capital market industry.

Companies overview Management :-

management overview Corporate Governance

JM Financial asset

management ltd

JM Financial institutional securities ltd

Overseas holding pvt ltd

JM Financial Singapore pvt

ltd

JM Financial securities .inc

PM JM Financial securities Indonesia

JM Financial service ltd

Commtrade ltd

JM Financial product ltd

JM Financial investment

managers ltd

JM Financial investment

manager pvt ltd

CR Retail malls(India)ltd

JM Financial properties and

holding ltd

JM FinancialInsurance

broking pvt ltd

FICS consultancy services ltd

Organizational structure

Factors of JM Financials Lending business provides stability to earnings Sustained activity in the capital markets should

drive growth in IB and brokerage New NBFC, being jointly set up with Mr

Vikram Pandit, is at an advanced stage

JM business environment 1. Segment offerings:- Investment banking and securities businesses Securities funding and fund-based activities Asset management Alternative Asset management others

Investment banking and

securities

Capital raising

M/A and restructuring

advisory

Private equity advisory

Stock broking

Private wealth

management

Portfolio management

Depository services

Securities funding and fund based activities

Loan against securities

IPO funding

Sponsor funding

Loans and developers

Asset reconstructio

n

Alternative investment

management

Private equity fund

Real estate fund

Asset management

Mutual funding

Revenue contribution

Investment banking andsecurities businesses

37%

Securities funding and fund-based activities

48%

Asset management2%

Alternativeasset

management3%

others11%

Revenue Contribution

Risk factors Linkage with equity market = inherent volatility in

business. Asset quality in the lending book is a monitor able. Revenue growth driven by improvement in capital

markets. Factored in capex for new office, no cash flow

impact.

THANK YOU…!!!