Equitas & Edelweiss Advantage

Equitas and Edelweiss Partnership

About EDELWEISS• The Edelweiss Group is one of India's leading diversified financial services company• We provide a broad range of financial products and services to a diversified client base that includes corporations, institutions and individuals.• Edelweiss has an asset base of over INR 32,000 crore with revenue of INR 5,316 crore and net profit of INR 414 crore for FY16.• We have had a consistent performance over the last 4 years, with PAT (excluding insurance) CAGR of 38%.

GrowingBUSINESS PRESENCE 887,000 303,000 6,227 800 APs & 237 offices 122 Strong Depository employees Sub-brokers +9 citiescustomer Participant base Accounts international offices

Broad range ofPRODUCT OFFERINGS Equity Derivatives CurrencyMutual Fund Commodity Derivatives Fixed Income

Technologically advanced andIntuitive Trading PLATFORMSTrader’s Lounge Mobile Trader Xtreme TraderEdelweiss.in Guided Portfolios Call Centre

Edelweiss - Awards & Accolades • Best Equity Broking House (Institutional) • BizTech – EMC Transformers Award • Best Local Brokerage House • ULIP Performance • BFSI Vision CSR Award • My FM Star Award • Bull of the Year Award • Outdoor Advertising Award • Wealth Management Excellence Award • Best Use of Mobile Technology • Best Consumer Mobile Service Award

THE EQUITAS AND EDELWEISS ADVANTAGE

The Equitas & Edelweiss PARTNERSHIP Bank account 3-in-1 Demat accountTradingaccount Integration of Equitas Bank and Edelweiss Broking accounts 3-in-1 Savings Bank, Trading and Demat accountPrivate and Confidential

The Equitas & Edelweiss PARTNERSHIP Trading account – Clients can trade in the stock market through this account with Edelweiss. Trading platform is available on the website, application and mobile. Demat account - Through this account, customers can hold their securities in electronic mode in the Edelweiss Depository. Savings Bank account – The trading account should be linked with Equitas bank account to facilitate fund transfer between the two for the purpose of purchase and sale of securities. Product Offering - Equity, Derivatives, Mutual Funds, IPOs, Bonds etc in an easy and convenient mannerPrivate and Confidential

The Equitas & Edelweiss ADVANTAGE3-in-1 account offering an integrated Bank, Trading and Demat account | Special brokerage schemes | Zero AMC | Seamless fund transfer | Access to Edelweiss research services | Multi - trading technologically advanced platforms | Call and Trade facility available with Edelweiss | 3-in-1 account can be opened from any Equitas branch Private and Confidential

How will the Sales Process work? • You will flag your client in the Equitas CRM as an interested lead for Trading and Demat account • An email will be sent to Edelweiss to the concerned RM for contacting you and the client simultaneously • Edelweiss RM will meet the Equitas client, along with you for account closure • Edelweiss internal system will flag the client as an Equitas client, giving crediting for the closure to you • Incentives will be calculated for you, basis the above taggingPrivate and Confidential