STRATEGIC FINANCIAL SOLUTIONS A SEBI REGISTERED CATEGORY 1 MERCHANT BANKER Why FINSHORE ? One Stop Solution for Financial Services of all Corporates & MSME. Provide cutting edge financial services with tailor made solutions for the core sectors: steel, power, coke and infrastructure and allied services. Excellent relationship with large number of banks and financial institutions and private equity investors. Credible track record in closing financial deals. Strengths Professionally Managed Board Expanding Clientele Base across India Trusted name in the Domain and executed credible projects A PUBLIC LIMITED COMPANY SINCE 2012 • Incorporated on 14th November, 2011 as a Private Limited Company. Subsequently, in April 2012 converted into a Public Limited Company. • Registered office at Kolkata and have presence at Chennai and Mumbai. • Offers services in the areas of: – Merchant banking – Project Consultancy – Financial Restructuring – Venture Financing & Private Equity – Other Advisory Services • Focus areas: – Project management – Debt syndication – Business Planning – Financial Advisory – Legal advisory – Tax planning. OFFERING SPECIALIZED SERVICES FMSL offers specialized services in activities pertaining to capital markets and investment banking. Our Offerings:NSE/BSE Main Board Listing, SME platform Listing on NSE/BSE Follow on Public offer Rights Offer Open Offer Pre-IPO / QIP Placement Debt Syndication Private Equity Corporate Advisory Services Feasibility Studies Acquisition/ Business Restructuring Alliances Project Marketing AREAS OF SPECIALISATION Valuations Project Conceptualization IPO/ Listing Private Equity Rights/ Open Offers KEY ACHIEVEMENTS We have assisted and have prepared the Techno Economic Viability Report, Feasibility study and detailed appraisal for several entities and have rendered value added services in the form of TEV and feasibility study in sectors like • Hotel and Hospitality industry • Real Estate and construction • Coal and Coke • Iron & Steel • Industrial Gases • Gold Manufacturing • Agro Sector • Logistics • Jute Processing • Multi-Purpose Cold storage • Tea Industry • Diary and Diary Products • Education • Exports STRATEGIC MARKETING SOLUTIONS THREE FOCUS AREAS Text DIGITAL MARKETING BRAND SOLUTIONS Text PUBLIC RELATIONS Brands cannot survive in the long term if they lose relevance to target consumer segments not being aligned to needs in the Road Ahead. Finshore Management Services Ltd. helps to extend brand life cycles leveraging emerging digital media platforms along with conventional media… THE FINSHORE WAY How do we build brands? How do consumers think? STRATEGIC PLANNING TOOLS Business Focus / Problem Identification High Value Ideas Strategic Response (positioning) who’s most important to us & why? Growth Grid Master mind Path2P urchase Radar sources of future business growth (occasions / consumers) focus on the right consumer attitude what do we need to change? Change Agent M.I.C.E. Response RX 7 roles for communications stated as consumer response how & when do people make choices? what idea might encourage that change? Transaction analysis / purchase ‘funnel’ to spot moments of consumer acquisition & loss define / map core values of brand, category, future strategic options / market map expressed as consumer talk Creative Stimulus (proposition) Satellites Basic Instinct Transaction Analysis / Channel Planning where, when why are they most receptive? what idea might encourage that change? Intro 9 creative ways to talk about brand credentials comparatively and then generate differentiating tactical ideas Activation Path2P urchase marry P2P and RX to allocate channel investment (paid for, free, owned, usergenerated) using the idea, what can we do? Encounters (quant - MAP / romi) channel selection strategy (right 36’) based on consumer benefit / response (RX) & then generate creative tactics directed by HVI (explore emotional link with B.I.) (quant - MAP / romi) 10 routes for better discussion of creative work Decoder explore 16 emotional consumer motivations HVI summary Archetypes Slip-stream explore 12 DNA character types and relate to brand change, rescue, movement trend to leverage (M.I.T.E), and those to avoid HVI summary Logic Link organizes input from previous tools to ‘ladder’ up to a HVI precise definition of HVI & its execution the logline Creative ID PROPRIETARY MODELS BrandNext AdNext – Build future-ready Brands – Maximize Brand Monetization DigitalNext – Leverage Digital media for Business Growth BRANDNEXT BRAND VITALITY TOOL • Brand Stock: Audits the environment & the brand, while estimating the market size, and arrives at the Brand Soul relevant to them. • Brand Prospect: Determines the core human need that the brand will satisfy in the audiences’ life and thus creates a unique and relevant brand appeal across the entire brand portfolio. BRAND STOCK BrandSoul The distillation of the brand into a core idea or promise Brand Persona Brand Differentiator What the brand stands for & believes in. It’s personality The single most compelling & competitive reason for the target consumer to choose the brand Brand Benefits Convincing Reasons The differentiating functional, emotional & sensory benefits that motivate purchase Proof that substantiates the benefits/ brand experience Insight The penetrating understanding that hooks our brand into consumer's needs & wants. Raison d’etre of the brand. EnviroAudit ConsumerCV The market & alternative choices as seen by the consumer The person & situation for which the brand is always the best choice; behavioral archetypes and their need satiation drivers BRAND PROSPECT • Starts where Brand Stock ends • Brand Prospect defines what kind of a human need should your brand satisfy? – By identifying what role should the brand play in consumers’ lives and need-states BRAND PROSPECT • Universal Human Needs • • • • Doing: “What’s the best way?” Being: “Who am I?” Becoming: “I want to be better” Belonging: “I want to belong…” Brand Types POWER IDENTITY EXPLORER COMMUNITY BRAND PROSPECT Power Brand I + I Identity Brand Explorer Brand Community Brand I + = Brand Brand = Brand I Brand Problem resolved = I BRAND PROSPECT Emotion Identity/ To BE -Have a badge appeal Community/ To BELONG - Be relevant to the generation Symbolic Literal Power/ Explorer/ To DO -Earn Trust - Earn Addicts Rational To BECOME BRAND PROSPECT Emotion Identity/ To BE Community/ -The Economist / Apple - Uber / Facebook To BELONG Symbolic Literal Power/ Explorer/ To DO - Lux / Amazon To BECOME - CNBC / Google Rational POWER BRAND • Satisfies the universal human need of Doing • Stages in setting up a Power Brand – Introduction: Problem Solution Specialization – Elaboration: Problem Solution Generalization – Fortification: Varianting Problem Solution Generalization COMMUNITY BRAND • Satisfies the universal human need of Belonging • Stages in setting up a Community Brand – Introduction: Enhance distribution to ease access – Elaboration: Benefit Augmentation – Fortification: Dissonance Management IDENTITY BRAND • Satisfies the universal human need of Being • Stages in setting up a Identity Brand – Introduction: Reference Group Ego enhancement – Elaboration: Market Shielding – Fortification: Image Building EXPLORER BRAND • Satisfies the universal human need of Becoming • Stages in setting up a Explorer Brand – Introduction: Increasing mass relevance – Elaboration: Market enhancement – Fortification: Market switching ADNEXT Marketing Investment Optimizer ADNEXT SOLUTIONS Identify relevant media vehicles Awareness Planning Maximize Sales from Awareness Marketing Investment Optimization Minimize Attrition Path2Purchase Analysis Achieve target Awareness at minimal Investment Market Share by Revenue BRAND STATUS IDENTIFIER MATRIX H Dictatorial Brand Sustain L Welfare Brand Nurture Democratic Brand Harvest Socialistic Brand Grow H L Market Share by Volume Matrix to vary for each Consumer Segment THE ADNEXT WAY Performance Matrix – Brand‘s largest advertiser segment? Awareness Planning – How to generate target awareness with minimal spend ? Base Awareness Decay Rate Awareness Index Media Relevance Index – How to minimize wastage in media spend ? Path2Purchase Analysis MEDIA STRATEGY MATRIX H Higher Frequency Higher Frequency Reach Booster Decay Rate L Reach Booster L Maintenance Creative Media usage H Base Awareness Path2Purchase Analysis HOW TO DO IT: SIMPLY PUT “I think I need……” “I just got a new……” A Put yourself in the consumer’s shoes. How do you get from A to B? B HOW CONSUMERS MAKE DECISIONS “I just got a new……” “I think I need……” Realization Investigation Involvement Recruitment Bring these new Consumers into the decision Acquisition Consumption Confirmation (internal) Conversation (external) Attrition Prevent these Consumers from leaving it The journey of a consumer to purchase the brand Who decides and does what, when and why? Key role for communication, consumer experiences and interactions DIGITALNEXT Leverage Digital Media for Growth Identifies Target Audience’s Key Human Needs Customized Digital Content Promotion Strategy Digital Touch point Revenue Estimator DigitalNext Identifies Audience Touch point Affinity Content Re-purpose Strategy Length Breadth Enabling audiences to consume content: WHEN They Want Enabling audiences to access content: WHERE They Want Digital Interface Depth Enabling audiences to experience content: HOW They Want LEGHTH OF DIGITIZATION Video on Demand VHS Ring Tones Wireless Broadcast Screen Savers Events DVD Electronic Games Internet BREADTH OF DIGITIZATION Terrestrial Television DTH Cable You Tube & IPTV Social Media TV Mobile & PCTV ADSL Broadband Wi-Fi WIMAX Content across Media Channels & Formats Serves Customers on any Platform Delivering Content to Dynamics of Medium DEPTH OF DIGITIZATION Full Interactivity Mobile Chats, Blogs IPTV/ Radio Mobile Preview & Ordering On-line Content Warehousing Subscription Services VOD VHS/ DVD purchase VHS/ DVD rental Products Box Office Repackaging & Marketing Content as Product & Services Focus on Serving long term Customer Needs New Sales & Revenue Models Services KEY CLIENTS DC INDUSTRIAL PLANT SERVICES PVT. LTD. D.C. PAUL & SONS AMBO GROUP OF COMPANIES SHREE METALICKS LIMITED MAKAIBARI TEA & TRADING PVT LTD TANNEX POWER LTD ASIAN TEA AND EXPORTS LIMITED SHREE LAKSHMI COTSYN INDO –POWER PROJECT HALDIRAM BHUJIAWALA LIMITED CLIENTS BY SECTORS REAL ESTATES CORE SECTOR D.C. PAUL & SONS DC INDUSTRIAL PLANT SERVICES PVT. LTD. PAULSON GROUP OF HOTELS WELLMAN CARBO METALICKS INDIA LTD. AGRO SECTOR SHREE METALICKS LIMITED MAKAIBARI TEA AMBO GROUP OF COMPANIES EURO ADVANCE BUILDING TECHNOLOGY SYSTEM PVT LTD. EDUCATION TANNEX POWER NSHM INDO –POWER PROJECT OTHERS SIMPLEX PROJECTS LIMITED SHREE LAKSHMI COTSYN BOARD OF DIRECTORS Alok Chaturvedi- Director •A Chartered Accountant in the Corporate set-up for over two decades. Have strong business and team management experience. Was associated as Vice President and Eastern Zonal Head at Karvy Investor Services Limited for about 15 years. Has expertise in Merchant Banking & Corporate Finance (Public Issue and Private Placements), Retail Marketing of Financial Products. Prior to Karvy, has been associated with SMIFS Capital Markets Ltd. as Assistant Vice President and handled Public/Rights issues. •E-mail – alok@finshoregroup.com Mob.: 9830052358 BOARD OF DIRECTORS Suvobrata Ganguly- Director •A graduate with honours from St. Xavier’s College, Kolkata, he is a prolific writer. He has been engaged with the media in various capacities. He has written extensively in finance and business newspapers apart from doing stints in the electronic media. He is an acknowledged expert in corporate communications having handled both national and international brands. Srinivasan Ramakrishna Iyengar- Director • A Bachelor in Commerce from St. Xavier’s College, Kolkata having more than eleven years experience in National Stock Exchange as Operations and Compliance Manager. He was in charge of looking after the entire inspection and investigation of corporate members of the exchange for compliance pertaining to Books and operations of the Capital Market, Futures and Option Segment. His forte lies in handling of Risk Analysis, Clearing activities and Investor grievances. OTHER ADVISORS S V Ramani- FCA, FCS, LLB, MICA (Arbitrator) • Has an more than three decades experience in financial services industry. Empanelled as an advocate of UCO Bank, SBI and Steel Authority of India, he is also an arbitrator with the Mediation & Conciliation Committee. He has been for the special forensic legal audit of SBI. He has the in-depth knowledge of both drafting and vetting of various commercial contracts at national and international level. Well versed with SEBI guidelines and stock exchange rules and regulations, he is an advisor and on the panel of various public and private entities. Appeared for SAIL in various courts of Jharkhand, Maharashtra, West Bengal and Bihar and represented SAIL in various arbitration proceedings. Handled several assignments under SARFAESI Act and Compromise Settlements on behalf of the banks. Shyama Pada Nandi- BME, FIE, MISTE, FIV, C.Engg., Chartered Engineer(Mech), Govt. Registered Valuer (Plant & Machinery) • With over three decades of experience in engineering in companies like M/s Garden Reach Shipbuilders and Engineers Ltd., currently he empanelled with several banks and is into valuation of Plant and Machinery for corporates. He is an empanelled valuer and Chartered Engineer of SBI, UBI , BOI and non banking financial institution like L&T Finance Ltd. etc. Recently he is associated and working closely with M/S. Rahw Infratec Ltd., M/S. Rashmi Ispat Ltd., M/S. Lalwani Ferroalloys Ltd., M/S. Unisavo Paper Mills Ltd., M/S. Holdia Steel Ltd. etc. KEY PERSONNEL • • • NK Haribabu, Chartered Accountant A Chartered Accountant with more than thirty five years of experience in financial services specifically investment banking. He has rich experience in the filed of banking and during his tenure in Punjab National Bank, he has handled several projects as well as corporate finance activity successfully. He has overseen innumerable transactions in issue management, private placements and corporate advisory for clients from varied industries and sectors while he was associated with PNB Capital Services . Rachana Hingar, Company Secretary A Company Secretary and LLB, she has an in-depth experience of more than eight years in secretarial matters, FEMA and Other Corporate Compliances. She has handled and is well versed with IPOs and related compliances and knowledge of both drafting and vetting of various corporate and legal documents. • Subir Dasgupta- Finance & Accounts A Bachelor in Commerce, he has an experience of 15 years in Accounts, Auditing and Taxation. MANAGEMENT CONSULTANTS NILADRI BANERJEE An Economics (Hons.) graduate from Calcutta University and MBA (Marketing) from IISW&BM, Kolkata with more than 17 years experience, Niladri has worked in 3 broad domains in Marketing - Brand Management, Media Planning & Marketing Analytics - with organizations like GE, ABP, JWT, Mindshare and Lowe Lintas. Niladri received Diamond Award for his contribution to high impact Marketing Analytics projects in American, European & Asian markets in GE. He also led strategic communications planning in JWT & Mindshare and served as Brand Head for Anandabazar Patrika and launched Classifieds umbrella brand ‘One Stop Classified’ for ABP group publications. Niladri leads Brand Solutions & Digital Marketing in FMSL. ARUP KALI An Economics graduate with 17 years experience in journalism, Arup has worked with leading media brands like The Statesman, Eenadu TV and Tara Bangla. He was member of the founding team in ETV Bangla. Arup has extensive experience in political reporting in West Bengal. He specializes in investigative journalism in political domain and won the award from Rajasthan Patrika for Best Journalist from West Bengal for his stories on Nandigram genocide. Arup leads Public Relations in FMSL.