A full service investment boutique

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Keynote : About Us
 Managed by professionals with over 2 decades of experience in
the financial markets

 Prominent capital market intermediary, listed on BSE

 Multifunctional experience

 Excellent reputation and accessibility in the Indian corporate

sector

 Exclusive Investment Advisor to Funds

 Keynote Wealth Management Limited, a retail distributor of

financial products with over 100 agents

Group
www.keynoteindia.net
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Chandigarh

Lagpat Ngr

Gazhiabad
Udaipur Meerut
Moradabad
Kanpur

Siliguri

Burdman

kolkotta

Midnapur

Mumbai
• 100 Trained employees &
Hyderabad 200 consultants

kannur
Bangalore
• Operating in 18 cities,
Calicut
Malapurram
Chennai
spread across 10 states
Coimbatore
Trichur
palakkad Salem
kochi
Kottayam Errode
Quilon Madurai
Trivandrum Trichy

Our Network
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 CORPORATE SERVICES
LTD.

CAPITALS LTD.

WEALTH MANAGEMENT LTD

Group
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 CORPORATE SERVICES
LTD.
 Keynote offers an entire gamut of financial services inclusive of Initial
Public Offers (IPO’s), Rights Issues, Follow-on Offers, and Preferential
Placements to institutional and strategic investors
 Offers syndication of long term debt, asset credit facility, soft loans,
securitization, trade finance, credit enhancements, restructuring,
external commercial borrowings, interest and currency swaps across
industries and sectors
 An active player in the services of Buyback, Delisting and
Consolidations
 Executed various merger and acquisition deals of diverse public and
privately held businesses across industries and varied market conditions
and having completed over 50 acquisitions
 Keynote's specialized services is the "India Access Strategy“ aimed at
helping the entry of foreign entities into the Indian market

Keynote Corporate Services Ltd.

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 CORPORATE SERVICES
LTD.

 Completed transactions of FCCBs, ADRs, GDRs and listing on

international exchanges
 As a Category I Merchant Banker, we have completed over 140
IPO’s
 Prominent in managing Rights Issue; with expertise in due diligence,
structuring and pricing
 Keynote ESOP is an autonomous division of our company dedicated
to deliver end to end solutions in designing and implementing
Employee Share Based Compensation Plans

Keynote Corporate Services Ltd.

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Recent Transactions
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 CAPITALS LTD.

 A 100% subsidiary of Keynote Corporate Services Limited (KCSL

 An integrated broking house having memberships of NSE, BSE,
Derivatives and Commodities market
 KCL is also a Depository Participant (DP) of Central Depository
Services Ltd. (CDSL)
 Offers retail & institutional clients the entire range of products on the
stock market
 KCL is a member of the Multi Commodity Exchange (MCX) that enables
the client to trade in all the commodities traded on the exchange

Keynote Capitals Ltd.

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EQUITIES**
Focuses on why and how to buy and invest in
shares rather than what to buy making investing in
equities easy

CAPITALS LTD. Our products and services are aimed at making

your investments in equities as simple as writing a
cheque

Offering investing insights, portfolio management

strategies and thoughts

** Promoted through Keynote Capitals Ltd.

Equities
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Involved in retail distribution of financial

products

WEALTH Online subscription of IPOs

MANAGEMENT LTD
Provides financial advice and distributes various
financial products – Mutual Funds, IPO’s,
Alternative Investments and Bonds

Wealth Management
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MUTUAL FUNDS**

We believe investments through the Mutual Fund

route are the most convenient, high return yielding
and easiest way of building a corpus

WEALTH At Keynote, we have a dedicated team which will

MANAGEMENT LTD
provide you with a unique asset allocation plan
depending on risk profile and future requirements

** Promoted through Keynote Wealth Management Ltd,

Mutual Fund
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 COMMODITIES LTD.

Wholly owned subsidiary of Keynote Capitals Ltd.

Member of the Multi-Commodity Exchange (MCX)

COMMODITIES LTD.

Enables the client to trade in all the commodities

traded

Commodities
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 ARTERIES INSURANCE BROKING LTD.

100% subsidiary of Keynote Capitals Limited exclusively engaged in

insurance distribution
Specializes in distribution of all life insurance and general insurance products
Intending to be IRDA registered insurance broker soon
Assists clients in effective claims management

Insurance
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Unbiased, well researched Advise

Advisory relationship & personal touch

Complete, Integrated information

Multi-channel access

Good Financial Advisor

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• Provides complete financial solutions to individuals and

corporate alike

• Studies the complete basket of Mutual Funds, Life and non

life insurances and Equities** available in the market to
understand their strengths and weaknesses

• KEYNOTE recommends the best solutions for the clients

to meet their Wealth Accumulation, Management &
Protection Needs

** KEYNOTE Capitals Ltd.

Good Financial Advisor

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• Advisory relationship & personal touch

Keynote believes that Clients respond to charismatic guidance and a
high level of attention; they feel valued when their queries are addressed
promptly and personally

FINANCIAL CONSULTANTS RETAIL

CLIENTS

MANAGERS CORPORATE
S

Good Financial Advisor

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Complete, Integrated information

Very few clients maintain all of their interests with a single provider; an updated,
complete, integrated view of their overall financial picture is critical if the client is to
make fact-based and insightful wealth management decisions. Keynote Wealth
Management makes it possible!!

MANAGERS CORPORATES

FINANCIAL CONSULTANTS RETAIL CLIENTS

Online Support
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Multi-channel access
KEYNOTE provides customers the facility to access their Investment information
when they want, how they want and where they want. The combination of integrated
information and multi-channel access empowers clients by enabling them to access
constantly updated, accurate information

Click !! KEYNOTE online software (www.keynotewealthmanagement.com)

Call !! KEYNOTE support

Face to Face !! KEYNOTE Financial Consultants & Managers

Good Financial Advisor

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 Online support to
Financial Consultants
& Clients for all INVEST RIGHT
investments
Account Statements
Switch, Reinvestments,
New investments advice etc Retail Clients
Brokerage from KEYNOTE Client Presentation By
Credited to Financial Consultants/ Financial Consultant
Employee credited. Client Decision to invest

User Name & PW to client; Returns Filled Application

Client tagged to Business along with cheque.
Associates/Employee
Client can track the complete
Investments on a daily basis
Filled Applications
Sent to Arteries Branch Client get Intimation regarding
Investments from individual AMC
Download/collect Applications
Fill you sub broker/Emp code Client can Reinvest/Switch/
New investments based on
Research
Financial Consultant’s Advice
Fund Performance;
Top five recommended funds
Non performers to be weeded out TEAM KEYNOTE

Business Process Flow

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PEOPLE CARE

PROFESSIONALISM

INTEGRITY

ENTREPRENEURSHIP

RESPONSIVENESS

5 Core Values
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Territory Manager

Business Development Manager

Relationship Manager Financial Consultants

CLIENTS

Hierarchy
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The Ball is all about PLAYFULLNESS, FUN, ENERGY……

It also stands for Team Work,

Professionalism, Competitiveness,
Focus, Aggression to WIN…

Culture
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Regd Off: Corp Off:

Balmer Lawrie Building, 4th Floor,
5 J N Heredia Marg, Ballard Estate,
Mumbai 400 001
Tel: +91-22-3026 6000
Email: kcl@keynoteindia.net
5th Floor, Chicago Plaza,
Rajaji Road,
Kochi 682018
Tel: +91 0484 4075555
Email: info@keynotewealthmanagment.com

www.keynoteindia.net www.keynotewealthmanagement.com

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THANK YOU!

Private and Confidential