LRS 2023-27 Execution Plan slide image

LRS 2023-27 Execution Plan

Executive summary – BFSL - Overview HNI Broking Retail Broking • • • • A 100% subsidiary of Bajaj Finance Limited BAJAJ FINANCE LIMITED Offers Capital Market products - Broking, Depositary services, Margin Trade Financing, Mutual Funds, IPOs and Distribution of PMS Broking business caters to two different business segments - HNI and Retail Total Income stands at 61 crore Q3 FY23 and 146 crore for 9M FY23 Delivered PAT of 3 crore for Q3 FY23 and 5.5 crore for 9M FY23 Started ranking in Top 30 Brokers list as per NSE Active client list • Business oriented towards delivering relationship-based Broking solutions to UHNI & HNI client segment • Focus on building Margin Trade Financing book, total loan book as of Q3 FY23 stands at ₹ 1,006 crore • . • • Physical branch network across has been expanded to 24 locations. Opened 6 new Branches during Q3 FY23 Working on Geo-Expansion of our Branch network and planning to reach to 30+ Branches by the end of FY23 Added 5.8K UHNI/HNI clients in Q3. Total client base stood at 17.3K+ as of 31 December 2022 Added -71.3K+ trading and demat accounts in Q3 FY23. Total retail client base stood at 506.0K as of 31 December 2022 • • Crossed 1,100+ network of partners and affiliates online accounts Working with 230+ Independent Business Advisor (IBAS) Margin Trade Financing book as of Q3 FY23 stands at 74 crore · Focused on driving client activation of BFSL Platform, monthly activation rate stands at 25% • Issuer rating of AAA from CRISIL Credit Rating Regulated by • Securities and Exchange Board of India 40 40
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