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Company Introduction

An Amazing Confluence

In today’s ever integrating world of business, companies across countries join


hands. The result is an interesting confluence of business cultures & contexts
and people of different ethnicities.

An exotic flower found on the Tokio Marine, Asia’s fastest growing


beautiful Swiss Alps symbolizing life insurance companies and one of
purity and transparency – Edelweiss the oldest & largest general
is named by India’s one of the insurance companies from the land
fastest growing financial of rising sun that celebrates cherry
conglomerates! blossom!
About us

Edelweiss Tokio Life is a Joint Venture between one of India’s growing and
largest non banking financial entity and one of the oldest insurer of Japan.

Edelweiss Financial Services Tokio Marine Holdings Inc


Limited

100%
Tokio Marine and Nichido
74% Fire Insurance Co. Ltd.

26%

Edelweiss Tokio Life Insurance Company Limited


About us

Edelweiss Financial Services Tokio Marine Holdings Inc


Limited

100%
Tokio Marine and Nichido
74% Fire Insurance Co. Ltd.

26%

Edelweiss Tokio Life Insurance Company Limited


Edelweiss

One of Leading diversified financial services organization in India

Incorporated in 1995 as an investment bank with focus on


Private Equity Syndication.

More than forty different lines of business and subsidiaries


as on date.

Key businesses :
1. Credit including Retail Finance
2. Capital Markets & Asset Management
3. Commodities
4. Life Insurance

Core philosophy ‘Ideas create, values protect’


What defines Edelweiss

Ideas
and thoughts are constantly
nurtured and then filtered through
values

Every new idea or project


is Addressed through
team work

Performance
is the only bias

There is focus on
growth,
as an organization and as
individuals

Ideas Create, Values Protect


Edelweiss - Presence

Strong 4,18,000 client base

207 offices in 113 cities pan India

6,200 sub-brokers and authorised


persons network.
Growth of Edelweiss

Retail Financial Life Insurance


Advisory
Commodities
Precious
Precious Metals
Metals +
+ Agri
Agri

Retail Broking & Dist. Retail Broking & Dist.


+
+ Broking,
Broking, Anagram
Anagram
IPO
IPO Distribution
Distribution acquisition
acquisition

Asset Management Asset Management


Alternatives
Alternatives +
+ AMC
AMC

Credit Credit Credit


B2B, HNI, Sponsor
Sponsor and
and IPO
IPO +
+ ESOP
ESOP +
+ LAS,Home
LAS,Home Loans,SME
Loans,SME
Financial
Advisory HNI Businesses HNI Businesses Wealth Advisory
+
+ Wealth
Wealth Management
Management
Broking
Broking +
+ Fin
Fin Product
Product Dist.
Dist. +
+ Financial
Financial Planning
Planning

Treasury Treasury Treasury Treasury


Equities
Equities Arbitrage
Arbitrage +
+ Special
Special Situations
Situations +
+ Fixed
Fixed Income
Income +Balance
+Balance Sheet
Sheet Mgt
Mgt

Institutional Equities Institutional Equities Institutional Equities Institutional Equities


Equity
Equity Derivatives
Derivatives +
+ MFs
MFs and
and Insurance
Insurance +
+ International
International Long
Long +
+ Automated
Automated Trading
Trading

Investment Banking Investment Banking Investment Banking Investment Banking Investment Banking
PE
PE Syndication
Syndication +
+ M&A
M&A Advisory
Advisory +
+ ECM
ECM +
+ DCM
DCM +
+ Project
Project Finance
Finance

1996 - 2000 2000 - 2005 2005 - 2007 2007 - 2009 2009 - 2013

From an Investment Banking Firm to a Diversified Financial Services Organization


Today Edelweiss is known for…

Financial Advisory:
Serving Financial
Needs

Wide Product Range


Advice in the Best
(Equity, Commodity,
Interest of our Clients
Private equity, MF etc…

Best in class Research Ethical, Strong, Long


and Trading strategies term Relationship

From an Investment Banking firm to a Diversified Financial Services Organization


Performance indicators

As per Bloomberg Domestic League Table (for B2B financial advisory for
raising capital through stock market )

In 2006 :
Edelweiss was ranked 19th with market share of 0.6%

In 2007 :
Edelweiss was ranked 14th ,market share had increased to 2.1%

In 2010:
Edelweiss was ranked 11th ,market share had increased to 2.8%
Key Financials
Tokio Marine Holdings Inc.

Tokio Marine Holdings provides marine, property/casualty, personal


accident, fire, auto, and life insurance as well as reinsurance. It also
offers asset management, pension plans, and other services.

It is Japan's oldest property/casualty insurance company

Has one of the largest insurance sales networks in Japan

Expanded its insurance operations to about 40 additional


countries in Asia, Europe, and North America.

Tokio Marine started its Life insurance during the time


when it the industry was very saturated, still it has quickly
gained considerable market share over the period

Already has an Indian Consumer/Market experience in


General Insurance (JV with IFFCO) .
Tokio Marine Holdings Inc.

• Tokio Marine Holdings is the holding company for Tokio Marine group with interest in
Overview Life, Non-Life, Re-Insurance, Asset Management etc
• Presence in 38 countries, 399 cities across world

• Established in 1879 with over 134 years of operational history in Non-Life Sector
Operational History • Operating in Life Insurance since 1996, with presence in Japan, China, Singapore,
Malaysia & Thailand

• The Group is rated ‘AAA’ by Japan Credit Rating Agency (JCR)


Credit ratings
• Group company Tokio Marine & Nichido is rated ‘A++’ by A.M. Best

• Largest Insurance group by profit in Japan


• Good track record of sustainable and profitable growth
Successes/Strengths • Successful track record for building business in developing & developed markets
• High corporate governance and risk management framework
• Proven contribution to society across globe through continuous CSR activities
Tokio Marine Worldwide Reach & Asian Presence

Country L G T

38 Countries, 399 Cities Nationalized Staff 8,400 Japan

S. Korea

Amsterdam China
Antwerpen
Copenhage
n St.Petersbur Taiwan
Oslo
g
Moscow
Dublin
Vancouver Hamburg
London Dusseldorf Suzhou Hong Kong
Dalian
Toronto Paris Brussels Al Khobar Nanjing
Chicago Athens Beijing
New York Barcelon
Tianjin Singapore
San Francisco Nashvill a MilanIstanbul Tehran Manama
Seoul
Cincinnati Hamilton Chengdu Tokyo
e
Los Angeles Houston Shanghai
Monterrey Kuwait Shenzhen Hangzhou Malaysia
Tijuana Guangzhou Hong Kong
Aguascalientes Jeddah DubaiHaryan Taipei
Mexico City Atlanta a
Riyadh Saipan Indonesia
New Delhi
Honolulu Yangon Manila Guam
Bangkok
Ho Chi Minh City Thailand
Manaus Kuala Lumpur
Singapore
Jakarta
Philippine
Labuan
Belo Horizonte Brunei
Ribeirao Preto
Rio de Janeiro
Asuncion Sao Paulo Auckland
Encarnacion Curitiba Vietnam
Blumenau
Sydney
Porto Alegre
Adelaide India
Melbourne

Presence of Japanese Expatriates LIFE Insurance


GENERAL Insurance
TAKAFUL
Together we are known as

Click on above advt Click on above advt


Click on above advt
Edelweiss Tokio Life Vision & Values

Our Vision:

We will take the responsibility of protecting people's dreams and aspirations.

Our key values

Customer centricity

Quality Values
Cost consciousness
Edelweiss Tokio Life Insurance

A new generation life insurance company in India

Started its operations in July 2011.

Set up with a start up capital of Rs. 550 crores , invested by partner


companies Edelweiss Financial Services and Tokio Marine Holdings.

Strong geographical presence through 58 branches in 47 cities.

Maintains solvency margin of 225*%

Written more than 64,000 policies since inception

*As on April 2014


Our Presence

9 Regions:

1. Mumbai
2. ROMG
3. Delhi(NCR)
4. PCH
5. Gujarat
6. UP
7. East
8. South
9. MPVC
Accolades

Edelweiss Tokio Life won “The Rising Start Insurer” Award 2013
Our Leaders
Chairman

Rashesh Shah, Chairman and CEO of the Edelweiss Group has over 20 years
of experience in financial services in India.

Prior to founding Edelweiss he worked with ICICI, India’s largest private


sector bank followed by Prime Securities where he headed Research and
Investments focusing on the Buy side
Rashesh Shah
Since its inception in 1996, under his stewardship, Edelweiss has seamlessly
grown into a large diversified financial services conglomerate offering
businesses ranging from Investment Banking, Broking Services, Asset
Management and Loans

Rashesh has served on the Boards of various companies and is also a


Member of the Executive Committee of the National Stock Exchange and
the Chairman of the Capital Market Committee of FICCI.

His academic qualifications include an MBA from Indian Institute of


Management, Ahmedabad, and a Diploma in International Trade - IIFT,
New Delhi.
Executive Director

Venkat Ramaswamy, Executive Director and Co-Head Wholesale


Capital Markets and Wholesale Asset Management.

Prior to founding Edelweiss he worked with ICICI, India largest private


sector bank followed by a stint as Principal Investment Officer with the
Spartek Emerging Opportunities Fund, which invested in small and
Venkat Ramaswamy mid-cap companies in emerging sectors of the economy

As Head of Investment Banking, his focus has been on venture capital and
private equity advisory and fund raising for emerging technology
companies.

Under his stewardship the Investment banking team has spearheaded


some pioneering deals like the first QIP issuance in India for Spentax
Industries, the first AIMS listing with Noida Toll Bridge.

Venkat is also spearheading the alternative asset management platform of


Edelweiss Capital

His academic qualifications include an MBA from the University of


Pittsburgh and a Bachelors degree in Electronics Engineering.
Non Executive & Independent Directors

Mr. Jun Hemmi Mr. R.P. Singh


Mr. Arthur Lee
Non Executive Director Independent Director
Non Executive Director

Mr. Tadaharu Uehara Mr. Rujan Panjwani Mr. P Vaidyanathan


Non Executive Director Non Executive Director Independent Director
Management Committee of
Edelweiss Tokio Life Insurance
The Management Committee

Mr. Deepak Mittal


Chief Executive Officer & Managing Director

Before taking over as the CEO of Edelweiss Tokio Life Insurance, he played a key role in scaling up the
Capital Markets business for Edelweiss for over a decade.
Was the Chief Financial Officer of Edelweiss Group from July 2007 to 2009. During this period,
Edelweiss Financial Services did a successful IPO and also made a strategic foray into retail financial
services.
He led the Group’s new strategic initiatives in the retail financial services space including the acquisition of
Anagram Stock Broking and the foray into the Life Insurance space through a joint venture with Tokio Marine
of Japan.
Prior to this, he has been involved in various businesses at Edelweiss, including playing a key role in starting
and scaling the Treasury business and starting the Wholesale Credit business.
A Chemical Engineer from IIT-BHU and an MBA from Indian Institute of Management, Ahmedabad,
Deepak has been the 'point person' for many new Edelweiss initiatives.
Deepak is married, with a daughter and a son and is passionate about developing talent, reading and
travelling.
The Management Committee

Mr. Yash Mohan Prasad


Head of Sales & CMO

Over 24 years of experience in the Life Insurance Industry with stints across companies such as
Kotak Life, Bajaj Allianz and HDFC Life.

Started his career with LIC where he spent 12 years gaining an excellent foundation in Sales as
well as other important functions such as Policy Servicing, Claims, Programming and Underwriting.

He is a Graduate in Psychology from Patna University.

In his spare time, Yash likes to listen to Ghazals and old Hindi Music, sketch and spend time with
his wife and their 2 children
The Management Committee

Mr. Nilesh Parmar


Chief Operating Officer

Nilesh Parmar is the overall in-charge for Operations and Technology at Edelweiss Tokio Life Insurance.

Nilesh holds an expertise of over 20 years in re-engineering, quality improvement of processes, service
delivery and change management in the banking domain.

Prior to joining Edelweiss Tokio Life Insurance, he worked with HSBC for 18 years in various roles in
operations and change management. He was Head of Operations from 2005-2009. In his last role at HSBC,
Nilesh was Senior Vice President, Change Delivery - Service Delivery where he was responsible for driving
strategic initiatives for Operations, globally.

Nilesh is a graduate from IIT Mumbai and a post graduate from IIM Ahmedabad.

Nilesh is married to Parizad, who is an entrepreneur and runs her own event management company. They
have 3 children, Syona & twins, Kyrene & Thea.

He loves wild life, trekking & listening to music, specially Hindi songs of a bygone era.
The Management Committee

Mr. Sarju Simaria


Chief Finance Officer

His key area of focus in Edelweiss is Finance, Accounts, Compliance and Secretarial Operations, Audit and
Taxation.

In his previous assignments, he has been the CFO of Sun F&C Asset Management Company and Vice President
and Head (Operations) at AIG Global Asset Management Company (India) Pvt. Ltd.

He is a Chartered Accountant and has experience in the Capital Markets and Mutual Funds industries.

Sarju’s wife is also a Chartered Accountant and they have 2 children. He spends his spare time watching movies
with his family. He is also a good hand at table tennis and cricket.
The Management Committee

Ms. Papiya Banerjee


Chief Human Resource Officer

Papiya has fifteen years experience of leadership positions in global organizations and running her own
consulting set up.

She was Director Human Resources, Aviva Global Services before taking the regional responsibility at
Asia-Pacific. She has also worked in various management and leadership positions in ICICI Prudential Life
Insurance Company and HCL Technologies.

Papiya is the founder member of the Avyudaya Centre for Transformation.

Papiya has in depth experience of successfully managing the cultural transitions and systems integrations
that result from corporate mergers and acquisitions. Her deep understanding of business strategy
allows her to design solutions that contribute to the organizational bottom line.

Papiya has done her Masters in Personnel Management and Industrial Relations from Tata Institute of Social
Sciences (TISS)
The Management Committee

Mr. Yoshiaki Okabe


Chief Risk Officer

Yoshiaki Okabe has over 20 years of rich experience. He has held several leadership positions at Tokio Marine and
has worked on key strategic initiatives including development of entry strategy for Tokio Marine into Indonesia
and other international markets for life insurance before joining Edelweiss Tokio Life Insurance..

He is responsible for the overall risk management at Edelweiss Tokio Life Insurance and is focused on creating
stronger frameworks and systems for Risk Assessment and Management.

In his spare time, apart from reading, he likes working out in a fitness club. A family man, Yoshiaki Okabe also
likes spending time with his wife and 2 daughters.
The Management Committee

Mr. Priyank Govila


Associate Director and Head –
Corporate Planning

Priyank Govila is associated with Edelweiss Tokio Life Insurance as Associate Director and Head – Corporate
Planning. His key responsibilities include, providing strategic support to business leaders and guiding management
of change.

Priyank joined Edelweiss in 2008, as AVP & Head of Buy-Side Research. He then moved on to become the Fund
Manager and Principal Officer of Edelweiss’s PMS. In his last role, Priyank was heading the Corporate Planning
function for the Edelweiss Group and managed the Group’s strategic investments book.

Prior to Edelweiss, he worked with Grindstone Research where he was a part of the core team, setup the equity
research function & helped scale-up operations during the ramp-up phase.

He is an MBA from ISB, Hyderabad & a Mechanical Engineer from MNNIT.

Priyank is married to Avni, who is a freelance fashion designer & they have a 4-year old daughter, Deiya.

While not working, Priyank loves reading, photography, Formula-1 and listening to classic rock. In his professional
life, Priyank is passionate about mentoring and scaling start-ups.
The Management Committee

Mr. Venkat Krishnan


Chief Technology Officer

Venkat Krishnan, Chief Technology Officer is responsible for technology management, technology infrastructure
and driving new technology initiatives to support key business functions.

Venkat has around 15 years of experience in Information Technology, mainly across the Banking, Finance and
Insurance domains.

His last assignment was as Chief Technology Officer for Yes Bank, where he was responsible for handling the
Technology Infrastructure and Technology Management Portfolio.

Prior to Yes Bank, he has worked with Dhanlaxmi Bank where he was responsible for all Strategic “Change the
Bank” IT initiatives and with HSBC as Head - Enterprise Architecture. Earlier, he has played a leadership role in the
“grounds- up” development of Reliance General Insurance’s overall technology landscape.

Venkat is married to Bharathi, who works with Accenture Consulting; and they have a daughter, Aditi.

In his spare time, he loves spending time with his family & networking with friends. He has been an avid
basketball player-follower throughout his life & is now associated with the sport as a coach.
The Management Committee

Mr. Ashish Sardesai


Associate Director and Head - Partnership
Channels

Ashish Sardesai, Associate Director & Head - Partnership Channels heads business acquisition through banks and
partnership based distribution channels.

Ashish has over 18 years of experience in leading Business Verticals & Strategic Acquisition of distribution
partnerships in companies across diverse sectors such as Insurance, FMCG and IT Education.

His previous assignment was with Tata AIA where he was the Vice President & National Head for Broking &
Corporate Agency. His key accomplishments were increasing the distribution network and penetration for life
insurance products which helped it achieve 2 position in this business segment.

Prior to Tata AIA, Ashish has worked with Bajaj Allianz & Max Life in the life insurance sector, Panasonic Energy
India & Aptech Limited in the non insurance space.

Ashish has done his MBA from Pune University, specializing in marketing.

He is married to Sapna, and they have a son, Aakash, & a daughter Akanksha.