Contents

About IIFL

Synergy : IIFL – HDFC Bank

IIFL Product Offering – Equity

Client Acquisition Strategy

2 in 1 & 3in 1 Process flow

Support to HDFC Bank

IIFLs Bank Alliances

About IIFL

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Corporate Structure and Ownership IIFL Securties 29.8%

35.4%

PROMOTERS

FAIRFAX

Retail & Institutional Broking, FPD, Investment Banking

IIFL CAPITAL INC Institutional Broker/ Dealer for USA Clients Regulated by SEC, FINRA

Member NSE, BSE, MCX, NCDEX, CDSL, NSDL

IIFL FACILITIES SERVICE LTD Real Estate Premises Holding Company

34.8% FREE FLOAT

Regulated by SEBI, PFRDA

IIFL INSURANCE BROKERS LTD. Insurance Broking – Regulated by IRDA

Synergy : IIFL – HDFC Bank

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Benefits to the Bank

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Significant growth in CASA resulting into higher float income On an average 40% increase in CASA for equity investor/trader. Expand product portfolio and client offering New Customer Acquisition Focus on fee based income & new revenue generation opportunities

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One stop shop for all financial services Convenience of Investment avenues Hassel free cash settlement. (No cheques) Reliable and convenient investment services Strong IIFL brand Extended product portfolio and choice to choose trading experience of their choice.

2 in 1 Account / 3 in 1 Account

3-in-1 A/C: • Trading accounts to be opened by: IIFL Securities • Demat and Savings account with HDFC Bank 2-in-1 A/C: • Trading accounts to be opened by: IIFL Securities • Savings account with HDFC Bank Through your 2-in-1 account/ 3-in-1 account, trade in: • Equity, Derivatives, IPOs, ETFs, Bonds etc.

Fund & Stock hold facility: •

Client do not miss out on interest on Saving accounts as funds are not debited unless transactions are executed. Client Demat holdings under Banks Demat account accessible for transactions under IIFL trader terminal.

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2 in 1 Account / 3 in 1 Account Operational Ease: • Allowing clients to seamlessly execute their transactions, timely advice that helps them pick the right opportunities and a customized trading experience to suit their needs and demands.

Stock Ideas: •

Get access to IIFL View (Stock Ideas) for 200+ stocks.

Full functionality:

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Experience the full functionality of a financial website, trading engine and TV - all on a mobile device. With IIFL Markets create all in one watch list for stocks, currency, commodity, futures and options. State of the art dashboard with different live Indices from BSE/NSE. Get Instant Access to intraday charts and companies list without any hassle. Place trades for Equity, Commodity, Currency & Derivatives segment with just a few taps.

Customer Centric Approach: • In terms of designing the experience, empowering the front line , feedback drives continuous improvement , Putting customer first.

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IIFL Product Offering- Equity

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IIFL Trading A/C with Discount Brokerage Plan

Discount Brokerage

Plan

One click Premium Brokerage Plan conversion option

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FEE Sharing Arrangement on Revenue earned

Client Acquisition Strategy

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Digital Acquisition Strategy

Dedicated QR code mapped to Microsite

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Lead Capture URL Branch

DIY Linked Campaigns visibility on digital touch points of Bank.

New to the Bank A/c Journey Flow

Customer Initiates the Journey for Savings Account

Customer submits required documents

Customer completes the Journey for savings account

Show an Option to Open Trading account with IIFL Provide a pre-alloted DP number for PAN

All the required information to be shared based on PAN via API

Customer provides the details required for account opening Customer completes Journey and the data is pushed to Audit team

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Post Audit Approval, Data is shared via API to HDFC Bank

On DP Approval customer is mapped to trading systems

DP Batch Process is completed by the bank and provides response to IIFL

Existing to the bank client journey flow

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Customer Initiates the Journey using the link

Customer enters the PAN Number

Mobile number is OTP Verified

On DP Approval customer is mapped to trading systems

DP Batch Process is completed by the bank & provides response to IIFL

Post Audit Approval, Data is shared via API to HDFC Bank

All the required information to be shared based on PAN via API

Provide a pre alloted DP number for PAN

Customer completes Journey and the data is pushed to Audit team

Customer provides the details required for account opening

2 in1 & 3 in 1 Process Integration

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Integration Requirements - 2 in1 & 3 in 1

Seamless on boarding and trading experience for clients

Fund hold integration resulting in CASA retained with bank at EOD

Fund hold and stock hold integration for 3 in 1 A/C.

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EDIS option enabled with IIFL CDSL under IIFL Trader terminal to execute sale of shares without mapping of POA

Clients can instantly pledge shares for margin requirements basis changes implemented in IIFL system aligned to revised guidelines

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Support to HDFC Bank

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Support to HDFC Bank Digital Relationship Management for Exhaustive Bank Branch Coverage Plan •

Constructive Selling Engagement between Bank and IIFL Staff Increase the overall Wallet share of the clients

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Special campaign management capabilities and co-branded marketing collaterals Benefits: • • • •

Needs based sales, supported by strong analytics Effective lead closure process Microsite and digital engagement tools R & R campaigns for Branches

Comprehensive MIS report & Performance Management for Bank to Monitor & Track Performance Benefits: • •

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Insightful tools to support the selling effort On-going analysis and reporting for operational excellence Training & support to Bank staff

IIFLs Bank Alliances

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Existing Bank Alliances

Karnataka Bank

Federal Bank

CSB

State Bank of Mauritius

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RBL Bank

 2 in1 alliance with Trading and Demat with IIFL- Retail and NRI clients  Seamless integration of Net banking platform for online transfer of funds to clients ledger ---------------------------------------------------------------------------------------------------------------------------------------------- 2 in1 alliance with Trading and Demat with IIFL- Retail and NRI clients  Seamless integration of Net banking platform for online transfer of funds to clients ledger ---------------------------------------------------------------------------------------------------------------------------------------------- 3 in 1 Platform with Bank, Demat with Federal Bank and Trading account with IIFL – Retail & NRI clients  Net banking integration for Funds transfer facility and DP integration for stock lien/un-lien facility  Complete Digital sourcing through Microsites, Branch activation and Branch Lead generation URLs & QR Codes ---------------------------------------------------------------------------------------------------------------------------------------------- 2 in1 alliances with Trading & Demat with IIFL- Retail clients  Seamless integration of Payment gateway for online transfer of funds to clients ledger with proposed integration of Net banking ----------------------------------------------------------------------------------------------------------------------------------------------

2 in1 alliance with Trading & Demat with IIFL- Retail and NRI clients

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South Indian Bank

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3 in 1 Platform with Bank, Demat with South Indian Bank and Trading account with IIFL – Retail & NRI clients Fund Hold and DP integration for stock lien/unlien facility Complete Digital sourcing through Microsites, Branch activation and Branch Lead generation URLs

Key Differentiators with our BANCA Partners

Higher % of active clients

Digital Agility

Higher Win back ratio of non traded clients.

Higher Customer Experience

Stickiness-Higher % of revenue comes from client introduced by partners 5 year ago

Increased penetration of our subscription & pre paid plan

Capitalize and build on DIY Capabilities.

RM Led engagement model for Premium service clients

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Relationship Management

Technology

Thank You