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J' R' LADDHA FINANCIAL SERVICES PVT LTD'

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Title: J' R' LADDHA FINANCIAL SERVICES PVT LTD'


1
J. R. LADDHA FINANCIAL SERVICES PVT LTD.
Creating Wealth . .Preserving Values
Corporate Debt placements
Mutual Funds Distribution
Insurance Broking
2
JRL Financial Services Pvt Ltd.
  • The JRL Group
  • Privately owned Financial Company established in
    India since 1994.
  • Advisory Services in the finance and insurance
    sector.
  • Commitment to Customer Interest, Integrity and
    Transparency.
  • Background  
  • JR Laddha Group has built trust and goodwill
    in the business of financial broking and
    intermediation services to large and medium
    business Corporates in India for the last 25
    years.
  • J R Laddha Financial Services is the Flagship
    Company for our operations with offices in Mumbai
    and Kolkata.
  • We provide solutions for our corporate clients by
    way of arranging debt from various sources
    like Inter Corporate Deposits, Banks and
    Financial Institutions and equity from large
    investors other sources.
  • We also advice Corporates on their Treasury
    needs of investing surplus funds. Over a period
    of time we have built a very strong base of
    large corporate clients spread across the
    country.

3
The Leader and his Team -The business is
lead by Shri J R Laddha, the founder of the
business. He also leads a very active social
life and spends quality time in various social
affairs. He leads some of the most prestigious
Social services trusts in India which has
significant influence on community work. It is
a professionally managed and family owned
business supported by two sons on the financial
services. The two sons under the overall
leadership of Mr. J R Laddha now fairly
independently manage the business. Mr. Arun
Laddha manages the Eastern India as a Head of
Eastern Region.Mr. Manoj Laddha manages the
Western India and Northern India jointly. The
J R Laddha Financials currently has a staff
strength of 20 core employees. Several of them
are professionals ( CAs, MBAs, CFAs, Cost
Accountants). The team is further supported by
associates.
4
The Professional Setup
  • Mr. Sabapathy Iyer, CEO A Chartered Accountant
    with Corporate Experience of over 20 years is
    supported by a strong team. Heads the over all
    Business of the Company.
  • Mr. Manoj Garg, Vice President Management
    Graduate with 16 years of work experience in
    Finance, Banking   AMC Industry.
  • Mr. K N Murli, Vice President An ex banker with
    over 35 years experience in credit with PSU bank
  • Mr. Kiran Ved, Regional Head - West A Chartered
    Accountant with diversified Experience of over 12
    years. Heads the Mutual Fund business at Western
    region.
  • Mr. Abhishek Sonthalia, Regional Head East
    Heads the Mutual Fund business at the Eastern
    region with experience of over 5 years.
  • Mr.R.Kumar, Head-Money Market Post Graduate from
    Mumbai University having over 18years experience
    on Corporate Treasury.
  • Mr.Rajiv Dhandhania Senior Manager Sales, is a
    graduate from Mumbai University with wide
    experience in Mutual Fund Distribution.
  • Mr.Siddharth Goenka - Research Analyst Research
    Analyst expertise for client centric wealth
    management advisory offering integrated product
    and service portfolios.

5
THE SERVICE
  • Corporate Finance
  • We are one the leading financial solution
    provider to the Indian Corporates. On behalf of
    the Corporates we syndicate long term loans from
    banks and financial institutions at the best
    possible terms.
  • We give them the solution where all the financial
    needs of the company are fulfilled.
  • For the year ended 2009 we had syndicated loans
    amounting to Rs. 900cr (200m).

Insurance Broking The group is now
developed interest in this new sunrise industry.
Riding on the longstanding trust and
relationship the group has made a beginning with
having corporate arrangement with couple of new
private sector insurance companies for the
distribution and marketing of their products to
the corporate world. With its initial success
the group has now acquired the Insurance Broking
license.
6
THE SERVICE
  • MUTUAL FUND DISTRIBUTION
  • We entered the Mutual Funds distribution business
    Seven years ago when the Private Sector Mutual
    Funds became active in India.
  • Riding on our strength of relationships with the
    corporate world and high net worth individuals we
    have now become one of the top players in the
    business of mobilizing funds for Mutual Funds.
  • We are managing ASSET UNDER MANAGEMENT (AUM)
    amounting to over Rs. 1300cr (270m).
  • Of this Equity AUM amounts to Rs400cr(83m).

7
OUR PROMINENT CLIENTs
8
What makes us different ? OUR USP PERSONALISED
SERVICE WITH A PROFESSIONAL APPROACH
VISION
MISSION
ESSENCE
We would like JRL to be reflective of Indian
Investment story and emerge as most trusted name.
Providing Financial Care driven by core values
of diligence and transparency.
Our Company sails on trust of our clients built
over period of time. Restoring on ethical
business practices catering the dynamics of
business process and models
9
Nominated for the Best Performing Individual
Financial Advisor 2008 by CNBC Optimix Financial
Advisor Awards 2008
10

Thank You
Kolkata Everest House, 8th Floor, 46C,Jawaharlal
Nehru Road, Kolkata 700071. Tel 033 22882990-93
Fax 2288 2994 Mail info_at_jrladdha.in
Mumbai 47,Atlanta, Nariman Point, Mumbai
400021. Tel 022 4025 9000 Fax 40259001 Mail
infomumbai_at_jrladdha.in
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