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Corporate Profile
Page I 2
SGA as a Preferred Research Vendor
 SG Analytics is a KPO providing end-to-end customized research to global clients across US, Europe and Middle East. Our 2 delivery
centres: Pune (known as ‘Oxford of the East’ and Hyderabad provide the required contingency and business continuity planning
(BCP) to our clients.
 SG Analytics diverse research platform encompassing multiple asset classes provides scalable and cost effective research to our
clients
Page I 3
Ranked 3rd among “Leading Providers of Knowledge Process Outsourcing Services Globally for Overall
Satisfaction” 2010 by Black Book of Outsourcing
Ranked as one of the top 50 best managed services companies in the world by DataMonitor (ranked 20th,
top 1 percentile amongst 2,751 companies) in 2010
Recognition by Clients
What Sets SGA Apart…
 Flexible and transparent pricing model: Apart from “Fixed Cost” pricing model, SGA also offers its clients “Cost Plus Model”
which reflects its belief in having a transparent partner like relation with its clients
 Guaranteed productivity improvements: SGA’s services and delivery model have helped its clients in achieving productivity
improvements of at least 10-15%
 Management owned: SGA is owned by its management. This provides an additional layer of commitment and stability to its
clients, who in turn can be assured that their objectives are aligned with that of the ownership and management of SGA.
 Transition cost borne in-house: Incase of transfer from an incumbent vendor, SGA bears the transition cost acknowledging its
commitment to building a strategic working relationship
 Assured continuity of key personnel: SGA understands the importance of the key personnel within an offshoring team and
therefore commits to the continuity of the key personnel throughout the agreement term
 Highest employee retention rate: SGA has the highest employee retention amongst its peers as it identifies social belongingness
and connection with its employees
Page I 4
SGA: Client Segments and Services
Research
&
Analytics
 Equity Research
 Fixed Income and Credit Research
 Financial Modeling
 Investment Banking
 Private Company Valuations
(409A/PPA)
 ESOP Valuation
 Industry Reports
 Private Equity Fund Valuations
 Thematic Research
 Sector Research
 Editorial Support Services
 Desktop Publishing and Typesetting
 Multilingual Desktop Publishing
Client Segments
Hedge Funds, Private Equity Firms, Asset
Management Firms, Investment Banks, Pension
Funds, Independent Research Firms
 Primary Research (CATI , CAWI and Phone to
Web)
 Focus on B2B studies for Qualitative and
Quantitative Interviews
 Questionnaire Designing
 Survey Programming
 Deliverables in SPSS and/or Excel formats
 Live Barging & Online Reporting Tools
 Data Services and List Management
Client Segments
Market Research Firms, Consulting Firms, Large
Corporates
 Go-To-Market / Market Entry
 Market Sizing, Share & Segmentation
Analysis
 Forecasting & Scenario
 Country & Market Profiling
 Corporate Benchmarking & Competitor
Tracking
 Business Feasibility Studies
 SWOT Analysis
Client Segments
Large Corporates, Management Consulting Firms,
Market Research Firms, IT Analyst Firms, Investor
Relation Firms, Information Providers
 Data Aggregation, Cleansing and
Segmentation
 Big data Analytics, Profiling & MIS Reporting
 Text Analytocs
 Customer Analytics
 Trading Algorithm Development and
Maintenance
 Financial Markets Analytics
 Risk & Operations Analytics
Client Segments
Investor Relation Firms, Large Corporates, Asset
Management Firms, Commercial Banks, Mortgage
Banks, Hedge Funds,
Page I 5
Presence across the entire research and analysis value chain
Data cleaning and aggregation
Primary and secondary research
News runs
Profiles
Spreading historical financials
Newsletters
Information memorandums
Equity, credit & sector research
Complex financial modeling & forecasting
Valuation & investment recommendation
Synergy analysis for M&A transactions
LBO, DCF & Merger Modeling
Quantitative research & advanced statistical modeling
Trading strategies based on qualitative & quantitative
research
Asset allocation strategies
High-frequency trading & tick data analysis
Identifying M&A opportunities
Live support on pitches & deals
IdeasAnalysisResearch
One Stop Shop for All Research and Analysis Services
Page I 6
SGA Talent Development: Multi Dimensional Approach
Dimensions Key Attributes
Ownership & Responsibility Ownership, Accountability, Self-management, Decision-making and Adapting to Change
Technical Skills Domain Expertise and Application of Knowledge
Work management Scope of Work, Process Planning and Meeting Deadlines
Client & People Management
Client Communication and Management, People Communication and Management and Right Protocol
(e-mail and verbal)
Responsibility
Focuses on attitude
Work Management
Focuses on project
planning, monitoring and review
Client & People
Management
Focuses on
interpersonal and social
skills
Technical Skills
Focuses on the tools and
techniques for work execution
Page I 7
Our Presence: Multiple Geographies
ASIA
Delivery Centre Delivery Centre
602, 6th Floor, Wing "2", Office No. 401,
Cluster C,EON Free Zone, 4th Floor,Shangrila Plaza,
Kharadi, Pune- 411014, Road No. 2,
Maharashtra, India. Banjara Hills,
Hyderabad – 500 033,
Andhra Pradesh, India.
EUROPE
Limmatquai 80 90-92 St.John Street,
8001 Zurich, London, EC1M 4EH,
Switzerland. United Kingdom.
NORTH AMERICA
48 Wall Street,
11th Floor,
New York,
N.Y. 10005.
Page I 8
Sushant Gupta
CEO
Sushant has worked with companies such as Siemens, Schlumberger and Monitor
in India, UK, Norway and Middle East. Since 1999, he has developed a successful
track record as an entrepreneur in UK and India in the Information and IT sector.
His diverse industry experience gives him the expertise to lead the growth of SG
Analytics. Sushant is also an investor in Aavishkaar a pioneering rural venture
capital group and board member of Sampark, an NGO focused in helping poor
women.
Ahmed Hakki
Vice President Business Development
Ahmed leads Business Development at SG Analytics. Ahmed has more than 19
years of experience in global Investment Banks like Nomura Securities, Societe
Generale and UBS covering Equity Sales, Asset Management and Private Banking.
His strong domain knowledge of the financial services industry and relationship
management skills are extremely useful in developing new client relationships and
providing existing clients an empathetic interface.
Rama Ratnam
Senior Associate Vice President, Research
Rama Ratnam joined SG Analytics in September as a Senior AVP. Prior to SG
Analytics, Rama was Director - Research at Integreon Managed Solutions, Manila
where he was responsible for overall delivery of the research business handling a
team of about 170 people. Before joining Integreon, Rama worked at BNP Paribas
for GECD division, Citi for their Investment Banking Division, Guggenheim
transparent value and AMT (Adkin’s Matchett and Toy) one of the leading financial
training institution in the world, where he taught a broad range of basic and
advanced subjects; including accounting, modeling and valuation techniques. He
has trained and coached both associates and analysts in the U.S. and Asia for bulge
bracket banks.
SGA is a management-owned company, which gives it financial and operational stability with a vision for the future
Actively Involved Leadership: With Ownership in the Firm
Page I 9
SGA’s workflow model facilitates smooth delivery and high quality output
Workflow Model Built on Robust Quality Process and Communication
Client
Project
receipt
Client
Communicatio
n
Project
Delivery
Client
Communicatio
n
Requirement and
objective capture
Efficient and
appropriate staffing
Execution with
regular iterative
checks and strict
quality control
processes
Delivery in
appropriate
format and form
Confirmation of
client satisfaction
or action on
client feedback
Learning
absorption
Storage of
reusable information
research in the
internal knowledge
management system
Client Account Manager & AVP Delivery Team & PM
SGA
Quality
ControlQC* QC
1 2 3
Sr. Analyst/
Analyst
Project
Manager
AVP
Client eye and sanity
check
Completeness
and Accuracy
check
Self QC
*includes editorial check in case of word/PPT doc
Page I 10
 More than 15 years of international experience working in Europe, US, India or Middle East
 Direct experience of Equity & Credit Research, Asset Management, Investment Banking, Commercial Banking, Structured Finance, Private Banking or
Consulting
 Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.
VP’s
 More than 10 years of international experience working in Europe, US, India or Middle East
 Direct experience of Research and Analysis covering different Markets & Asset Classes
 Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc.
Associate VP’s
 5 plus years of working experience in the Financial Services Industry
 Direct experience of Research and Analysis covering different Markets & Asset Classes
 Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or India often with engineering degrees from institutes such as IIT
Senior Analysts
 3-5 years experience in Research & Analysis
 Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis often with engineering degrees from institutes such as IIT
Analysts
Highly Qualified and Experienced Delivery Team
Page I 11
 SG Analytics is ISO/IEC 27001:2005 certified for its information security management systems
 SG Analytics understands the sensitive nature of financial data and has established controls and processes within the firm to protect and secure the interests
of its clients.
Firm
 Confidentiality - Each employee has to sign a confidentiality agreement with SGA
 Non compete - Each employee has to sign a non compete agreement with SGA for a duration of 3-6 months depending on the seniority of the person
 Client specific - Clients can also request key personnel working on their projects to sign a separate confidentiality and a non compete agreement
 Physical access - Secured access areas
 Logical access - Password protected work stations, restricted access to server work areas
 Internet - Firewall protected and regular internet usage monitoring
 Email – SGA employees have restricted access to emails. No personal emails can be accessed within the business facility.
Checks and Controls
 Conducted by BSI and by clients
Audits
SGA Emphasis on Information Security and Data Confidentiality
Page I 12
Ahmed Hakki, Vice President Business
Development
ahakki@sganalytics.com
+41 79 576 15 86
Simran Wadhwa, Senior Manager Business
Development
simran@sganalytics.com
+91 985 0248 555
Disclaimer:
No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical,
photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG
Analytics’ databases. For detailed sourcing information contact SG Analytics.
Key Contacts

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SGA Corporate Deck

  • 2. Page I 2 SGA as a Preferred Research Vendor  SG Analytics is a KPO providing end-to-end customized research to global clients across US, Europe and Middle East. Our 2 delivery centres: Pune (known as ‘Oxford of the East’ and Hyderabad provide the required contingency and business continuity planning (BCP) to our clients.  SG Analytics diverse research platform encompassing multiple asset classes provides scalable and cost effective research to our clients
  • 3. Page I 3 Ranked 3rd among “Leading Providers of Knowledge Process Outsourcing Services Globally for Overall Satisfaction” 2010 by Black Book of Outsourcing Ranked as one of the top 50 best managed services companies in the world by DataMonitor (ranked 20th, top 1 percentile amongst 2,751 companies) in 2010 Recognition by Clients What Sets SGA Apart…  Flexible and transparent pricing model: Apart from “Fixed Cost” pricing model, SGA also offers its clients “Cost Plus Model” which reflects its belief in having a transparent partner like relation with its clients  Guaranteed productivity improvements: SGA’s services and delivery model have helped its clients in achieving productivity improvements of at least 10-15%  Management owned: SGA is owned by its management. This provides an additional layer of commitment and stability to its clients, who in turn can be assured that their objectives are aligned with that of the ownership and management of SGA.  Transition cost borne in-house: Incase of transfer from an incumbent vendor, SGA bears the transition cost acknowledging its commitment to building a strategic working relationship  Assured continuity of key personnel: SGA understands the importance of the key personnel within an offshoring team and therefore commits to the continuity of the key personnel throughout the agreement term  Highest employee retention rate: SGA has the highest employee retention amongst its peers as it identifies social belongingness and connection with its employees
  • 4. Page I 4 SGA: Client Segments and Services Research & Analytics  Equity Research  Fixed Income and Credit Research  Financial Modeling  Investment Banking  Private Company Valuations (409A/PPA)  ESOP Valuation  Industry Reports  Private Equity Fund Valuations  Thematic Research  Sector Research  Editorial Support Services  Desktop Publishing and Typesetting  Multilingual Desktop Publishing Client Segments Hedge Funds, Private Equity Firms, Asset Management Firms, Investment Banks, Pension Funds, Independent Research Firms  Primary Research (CATI , CAWI and Phone to Web)  Focus on B2B studies for Qualitative and Quantitative Interviews  Questionnaire Designing  Survey Programming  Deliverables in SPSS and/or Excel formats  Live Barging & Online Reporting Tools  Data Services and List Management Client Segments Market Research Firms, Consulting Firms, Large Corporates  Go-To-Market / Market Entry  Market Sizing, Share & Segmentation Analysis  Forecasting & Scenario  Country & Market Profiling  Corporate Benchmarking & Competitor Tracking  Business Feasibility Studies  SWOT Analysis Client Segments Large Corporates, Management Consulting Firms, Market Research Firms, IT Analyst Firms, Investor Relation Firms, Information Providers  Data Aggregation, Cleansing and Segmentation  Big data Analytics, Profiling & MIS Reporting  Text Analytocs  Customer Analytics  Trading Algorithm Development and Maintenance  Financial Markets Analytics  Risk & Operations Analytics Client Segments Investor Relation Firms, Large Corporates, Asset Management Firms, Commercial Banks, Mortgage Banks, Hedge Funds,
  • 5. Page I 5 Presence across the entire research and analysis value chain Data cleaning and aggregation Primary and secondary research News runs Profiles Spreading historical financials Newsletters Information memorandums Equity, credit & sector research Complex financial modeling & forecasting Valuation & investment recommendation Synergy analysis for M&A transactions LBO, DCF & Merger Modeling Quantitative research & advanced statistical modeling Trading strategies based on qualitative & quantitative research Asset allocation strategies High-frequency trading & tick data analysis Identifying M&A opportunities Live support on pitches & deals IdeasAnalysisResearch One Stop Shop for All Research and Analysis Services
  • 6. Page I 6 SGA Talent Development: Multi Dimensional Approach Dimensions Key Attributes Ownership & Responsibility Ownership, Accountability, Self-management, Decision-making and Adapting to Change Technical Skills Domain Expertise and Application of Knowledge Work management Scope of Work, Process Planning and Meeting Deadlines Client & People Management Client Communication and Management, People Communication and Management and Right Protocol (e-mail and verbal) Responsibility Focuses on attitude Work Management Focuses on project planning, monitoring and review Client & People Management Focuses on interpersonal and social skills Technical Skills Focuses on the tools and techniques for work execution
  • 7. Page I 7 Our Presence: Multiple Geographies ASIA Delivery Centre Delivery Centre 602, 6th Floor, Wing "2", Office No. 401, Cluster C,EON Free Zone, 4th Floor,Shangrila Plaza, Kharadi, Pune- 411014, Road No. 2, Maharashtra, India. Banjara Hills, Hyderabad – 500 033, Andhra Pradesh, India. EUROPE Limmatquai 80 90-92 St.John Street, 8001 Zurich, London, EC1M 4EH, Switzerland. United Kingdom. NORTH AMERICA 48 Wall Street, 11th Floor, New York, N.Y. 10005.
  • 8. Page I 8 Sushant Gupta CEO Sushant has worked with companies such as Siemens, Schlumberger and Monitor in India, UK, Norway and Middle East. Since 1999, he has developed a successful track record as an entrepreneur in UK and India in the Information and IT sector. His diverse industry experience gives him the expertise to lead the growth of SG Analytics. Sushant is also an investor in Aavishkaar a pioneering rural venture capital group and board member of Sampark, an NGO focused in helping poor women. Ahmed Hakki Vice President Business Development Ahmed leads Business Development at SG Analytics. Ahmed has more than 19 years of experience in global Investment Banks like Nomura Securities, Societe Generale and UBS covering Equity Sales, Asset Management and Private Banking. His strong domain knowledge of the financial services industry and relationship management skills are extremely useful in developing new client relationships and providing existing clients an empathetic interface. Rama Ratnam Senior Associate Vice President, Research Rama Ratnam joined SG Analytics in September as a Senior AVP. Prior to SG Analytics, Rama was Director - Research at Integreon Managed Solutions, Manila where he was responsible for overall delivery of the research business handling a team of about 170 people. Before joining Integreon, Rama worked at BNP Paribas for GECD division, Citi for their Investment Banking Division, Guggenheim transparent value and AMT (Adkin’s Matchett and Toy) one of the leading financial training institution in the world, where he taught a broad range of basic and advanced subjects; including accounting, modeling and valuation techniques. He has trained and coached both associates and analysts in the U.S. and Asia for bulge bracket banks. SGA is a management-owned company, which gives it financial and operational stability with a vision for the future Actively Involved Leadership: With Ownership in the Firm
  • 9. Page I 9 SGA’s workflow model facilitates smooth delivery and high quality output Workflow Model Built on Robust Quality Process and Communication Client Project receipt Client Communicatio n Project Delivery Client Communicatio n Requirement and objective capture Efficient and appropriate staffing Execution with regular iterative checks and strict quality control processes Delivery in appropriate format and form Confirmation of client satisfaction or action on client feedback Learning absorption Storage of reusable information research in the internal knowledge management system Client Account Manager & AVP Delivery Team & PM SGA Quality ControlQC* QC 1 2 3 Sr. Analyst/ Analyst Project Manager AVP Client eye and sanity check Completeness and Accuracy check Self QC *includes editorial check in case of word/PPT doc
  • 10. Page I 10  More than 15 years of international experience working in Europe, US, India or Middle East  Direct experience of Equity & Credit Research, Asset Management, Investment Banking, Commercial Banking, Structured Finance, Private Banking or Consulting  Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc. VP’s  More than 10 years of international experience working in Europe, US, India or Middle East  Direct experience of Research and Analysis covering different Markets & Asset Classes  Qualified MBA’s, CFA’s, CA’s or Economists from Institutes such as LBS, Insead, IIM, Duke University etc. Associate VP’s  5 plus years of working experience in the Financial Services Industry  Direct experience of Research and Analysis covering different Markets & Asset Classes  Qualified MBA’s, CFA’s, CA’s or Economists from some of the leading schools in US, Europe or India often with engineering degrees from institutes such as IIT Senior Analysts  3-5 years experience in Research & Analysis  Qualified MBA’s, CFA’s or CA’s from some of the leading schools in India such as IIM, Symbiosis often with engineering degrees from institutes such as IIT Analysts Highly Qualified and Experienced Delivery Team
  • 11. Page I 11  SG Analytics is ISO/IEC 27001:2005 certified for its information security management systems  SG Analytics understands the sensitive nature of financial data and has established controls and processes within the firm to protect and secure the interests of its clients. Firm  Confidentiality - Each employee has to sign a confidentiality agreement with SGA  Non compete - Each employee has to sign a non compete agreement with SGA for a duration of 3-6 months depending on the seniority of the person  Client specific - Clients can also request key personnel working on their projects to sign a separate confidentiality and a non compete agreement  Physical access - Secured access areas  Logical access - Password protected work stations, restricted access to server work areas  Internet - Firewall protected and regular internet usage monitoring  Email – SGA employees have restricted access to emails. No personal emails can be accessed within the business facility. Checks and Controls  Conducted by BSI and by clients Audits SGA Emphasis on Information Security and Data Confidentiality
  • 12. Page I 12 Ahmed Hakki, Vice President Business Development ahakki@sganalytics.com +41 79 576 15 86 Simran Wadhwa, Senior Manager Business Development simran@sganalytics.com +91 985 0248 555 Disclaimer: No part of this presentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means − electronic, mechanical, photocopying, recording, or otherwise without the permission of SG Analytics. All materials in this presentation have been sourced from SG Analytics’ databases. For detailed sourcing information contact SG Analytics. Key Contacts