3. Our clients include global financial services companies, large corporate and market research firms across US, Europe and Middle East

4. Our global delivery centre is based out of Pune, India which is known as a ‘Oxford of East’

10. Functional expertise in Investment Research, Analytics or Marketing

11. Direct experience of Asset Management, Investment Banking, Commercial Banking, Private Banking or Consulting

13. Functional expertise in Research & Analysis covering different Markets & Asset Classes

16. Asset Management Firms

17. Fund Administration Companies

18. Corporate Finance & Investor Relation Firms

19. Private Equity Companies

21. Use of external research

22. Sector expertise

24. High quality presentationHigher impact to clients and investors

25. Key Contacts Ahmed Hakki, VP Business Development Email: ahakki@sganalytics.com Tel: +41 44 724 41 92; +41 79 576 15 86 Simran Wadhwa, Senior Manager Business DevelopmentEmail: simran@sganalytics.comTel: +91 985 0248 555 SGA Global Delivery Centre A-3, 6th Floor,E-Space IT Park,Nagar Road,Pune – 411 006, India. . Disclaimer: No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical, photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’ databases. For detailed sourcing information contact SG Analytics.

26. Appendix

28. Valuations

29. Financial modeling support to the existing resident analyst

30. Deep sector research

31. Thematic studies

32. Investment memorandums & pitch books

33. IPO fact books

35. FX & FI

36. Sectors & companies

37. Special events

38. Policy & compliance news

39. Identification & profiling of UHNWI’s based on tracking of wealth generation events

40. Both detailed & snap shot profiles provided

41. Tick data management

42. Quote tick analytics

44. Analysis of funds vis a vis peers in terms of performance & net flows

45. Analysis of fund flows across different markets

46. ROI estimation on different marketing activities

47. Update & maintenance of latest fund information on global management databases

48. Respond to RFIs /RFPs /DDQs using pre defined templates & softwares such as Kadient

49. Updating & publishing fund fact sheets

50. Equity research

51. Valuations

52. Financial modeling support to the existing resident analyst

53. Deep sector research

54. Thematic studies

55. Deal support

56. Tick data management

57. Quote tick analytics

59. Analyze customer data by segment, line of business, relationship managers & others

60. Identify business opportunities based on codified business rules

61. Analyze channel usage trend by customer segment to highlight usage patterns, SLA deviations & service gaps

62. Benchmark existing channel usage to best-in-class practices & build channel roadmap to close the gap

63. Identify opportunities to migrate customers to low cost channels

64. Build profitability models at the product , customer segment or discrete customer level to identify profit drivers

65. Analyze customer profile & transaction data at the product level using sophisticated multivariate regression models to identify actionable steps to drive higher profitability

66. Integrate customer data from multiple back-end systems & use sophisticated tools for best data selection

67. Improve data quality using statistical tools for cleansing & normalisation

68. Segment customers to align them to business objectives & build multiple segmentation models

69. Profile customers deeply based on their CRM data, key metrics & asset / liability balances

70. Build sales dashboard for management which highlight performance & linkage to sales KPI’s

72. Dividend accruals

73. Total expense ratio (TER)

74. Taxable income by jurisdiction

75. Security lending income

77. Valuation of the underlying instruments in a PE fund

80. Industry and market reports

81. New market entry opportunity analysis

82. Benchmarking company’s financial performance relative to its peers

83. Investor analysis, relative valuation analysis, share price and trading volume analysis

84. Qualitative and descriptive analyst presentations providing company and competitor analysis

85. Analyst briefing packs

86. Assisting in preparation of annual and quarterly reports

87. Customer analytics

88. New client briefing packs

89. Pitch books

90. Request for information / Request for proposal support

92. Financial analysis

93. Historic and forecast analysis

94. Operational efficiency

95. Pricing analysis

96. Product and client analysis

97. Scenario analysis

98. Short and long form company descriptions & analysis

99. Deep sector research

100. Comprehensive industry research

101. Financial and operational sector benchmark analysis

102. Industry landscape SWOT analysis

103. Market overviews including key players, trends and technologies, historic and forecast analysis

104. Competitive positioning and intelligence

105. Company filings from annual and quarterly reports and company presentations

107. Telephone interviews both scripted & creative

109. Market intelligence

111. Sector & company analysis

112. Market entry analysis

113. Customer satisfaction research analysis