Our Offerings
Fullerton Securities provides you a wide range of options to select a fund type that matches your risk appetite and desired returns. We have forged partnerships with the leading names in the Mutual Funds arena amongst them are international funds as well as renowned Indian mutual funds. Have a look at our partner profile.
? DWS ? L&T Mutual ? Benchmark Mutual Fund ? Birla Sun Life Mutual Fund ? DSP Blackrock Mutual Fund ? Franklin Templeton ? HDFC Mutual Fund ? ICICI Prudential Mutual Fund ? J.P. Morgan Mutual Fund ? UTI Mutual Fund ? HSBC Mutual Fund ? SBI Mutual Fund ? Religare Mutual Fund ? Fidelity Asset Management Company Ltd. ? Kotak Asset Management Company Ltd. ? Reliance Mutual Fund ? IDFC Asset management Company Ltd ? Sundaram Asset Management Company Ltd. ? ING Mutual Fund ? Tata Asset Management Company Ltd.
Fullerton Securities & Wealth Advisors Limited is a company registered under Indian Company Law, incorporated on 8th February 2008. It offers world-class financial planning and a wide range of wealth
management services to mass affluent and affluent customer segments in India. Fullerton Securities & Wealth Advisors Limited provides a complete range of financial products and services that include equity broking (internet based online trading as well as offline trading), financial planning, insurance, investment products, equity research and more. Our Shareholders Fullerton Financial Holdings Pte. Ltd. already has a presence in India through Fullerton India Credit Company Limited, targeting the mass market segment. Fullerton Securities & Wealth Advisors Limited will target different segments i.e mass affluent and affluent customers across Tier I and Tier II cities in India. Fullerton Securities & Wealth Advisors Limited is a part of CEEMEA organisation within Fullerton Financial Holdings Pte. Ltd. More about Fullerton Financial Holdings Pte. Ltd.: (www.fullertonfinancial.com) Fullerton Financial Holdings Pte. Ltd. invests in financial institutions in emerging markets, bringing an operational perspective to all investment decisions. As on 31st December, 2009, the total assets of Fullerton Financial Holdings Pte. Ltd. stood at S$46.8 billion and its portfolio comprised investments in 13 different financial institutions. Fullerton Financial Holdings Pte. Ltd. supervises and influences its banks to achieve the right risk-reward balance. It seeks to create shareholder value for its wealth management services by differentiating through great people, disciplined development and execution of unique business models. Primarily, it focuses on both Business banking and Consumer banking. Within Business banking, Fullerton Financial Holdings Pte. Ltd. focuses on delivering its wealth management services to the Commercial, SME and Self-employed mass market segments. On the other hand, it focuses on the Mass affluent and Mass salaried segments within Consumer banking. Fullerton Financial Holdings Pte. Ltd. is a wealth management service provider, which is a wholly owned subsidiary of Temasek Holdings, an Asia investment house, headquartered in Singapore, focused on creating and maximising long-term shareholder value as an active investor and shareholder of successful enterprises.
Corporate governance at Fullerton Securities "Corporate governance is the system by which business corporations are directed and controlled. The corporate governance structure specifies the distribution of rights and responsibilities among different participants in the corporation, such as, the board, managers, shareholders and other stakeholders, and spells out the rules and procedures for making decisions on corporate affairs. By doing this, it also provides the structure through which the company objectives are set and the means of attaining those objectives and monitoring performance". (OECD definition) At Fullerton Securities, we have chosen a framework, which incorporates guidelines recommended by leading international and regional regulators as well as the practices adopted by leading financial institutions. This comprises of a two-tier system of committees comprising of members drawn from Executive Management for the first tier and the Board of Directors for the second.
This framework ensures that whilst accountability for decision-making at an operational level remains with functional specialists, Executive Management will engage in cross functional sharing of knowledge and expertise via these committees in a structured manner. This helps ensure that synergies are identified and efficiencies are optimised when decisions impacting the organisation are taken. The Executive Management Committees are:
? ? ? ? ? ?
Product Approval Committee Business Risk & Compliance Committee Executive Operating Committee IT Steering Committee Human Resources Committee Vendor Management Committee
Board Committees provide strategic oversight and guiding principles for the company with respect to key business matters. The deliberations and recommendations by the management team are carefully considered as the Directors draw on their collective experience and expertise to discuss and opine on key policies and critical corporate decisions. The Board Committees are: ? ? ? ? • Board of Directors Audit Committee Risk Management Committee Employee Remuneration Committee
Financial Planning & Wealth Management Services Fullerton Securities & Wealth Advisors Limited is a company registered under Indian Company Law, incorporated on 8th February 2008. It offers world-class financial planning and a wide range of wealth management services to mass affluent and affluent customer segments in India. Fullerton Securities & Wealth Advisors Limited provides a complete range of financial products and services that include equity broking(internet based online trading as well as offline trading), financial planning, insurance, investment products, equity research and more.
•
Our Shareholders Fullerton Financial Holdings Pte. Ltd. already has a presence in India through Fullerton India Credit Company Limited, targeting the mass market segment. Fullerton Securities & Wealth Advisors Limited will target different segments i.e mass affluent and affluent customers across Tier I and Tier II cities in India. Fullerton Securities & Wealth Advisors Limited is a part of CEEMEA organisation within Fullerton Financial Holdings Pte. Ltd.
•
More about Fullerton Financial Holdings Pte. Ltd.: (www.fullertonfinancial.com) Fullerton Financial Holdings Pte. Ltd. invests in financial institutions in emerging markets, bringing an operational perspective to all investment decisions. As on 31st December, 2009, the total assets of Fullerton Financial Holdings Pte. Ltd. stood at S$46.8 billion and its portfolio comprised investments in 13 different
financial institutions. Fullerton Financial Holdings Pte. Ltd. supervises and influences its banks to achieve the right risk-reward balance. It seeks to create shareholder value for its wealth management services by differentiating through great people, disciplined development and execution of unique business models. Primarily, it focuses on both Business banking and Consumer banking. Within Business banking, Fullerton Financial Holdings Pte. Ltd. focuses on delivering its wealth management services to the Commercial, SME and Self-employed mass market segments. On the other hand, it focuses on the Mass affluent and Mass salaried segments within Consumer banking. Fullerton Financial Holdings Pte. Ltd. is a wealth management service provider, which is a wholly owned subsidiary of Temasek Holdings, an Asia investment house, headquartered in Singapore, focused on creating and maximising long-term shareholder value as an active investor and shareholder of successful enterprises. • Financial Planning & Wealth Management Services Fullerton Securities & Wealth Advisors Limited is a company registered under Indian Company Law, incorporated on 8th February 2008. It offers world-class financial planning and a wide range of wealth management services to mass affluent and affluent customer segments in India. Fullerton Securities & Wealth Advisors Limited provides a complete range of financial products and services that include equity broking(internet based online trading as well as offline trading), financial planning, insurance, investment products, equity research and more. • Our Shareholders Fullerton Financial Holdings Pte. Ltd. already has a presence in India through Fullerton India Credit Company Limited, targeting the mass market segment. Fullerton Securities & Wealth Advisors Limited will target different segments i.e mass affluent and affluent customers across Tier I and Tier II cities in India. Fullerton Securities & Wealth Advisors Limited is a part of CEEMEA organisation within Fullerton Financial Holdings Pte. Ltd.
•
More about Fullerton Financial Holdings Pte. Ltd.: (www.fullertonfinancial.com) Fullerton Financial Holdings Pte. Ltd. invests in financial institutions in emerging markets, bringing an operational perspective to all investment decisions. As on 31st December, 2009, the total assets of Fullerton Financial Holdings Pte. Ltd. stood at S$46.8 billion and its portfolio comprised investments in 13 different financial institutions. Fullerton Financial Holdings Pte. Ltd. supervises and influences its banks to achieve the right risk-reward balance. It seeks to create shareholder value for its wealth management services by differentiating through great people, disciplined development and execution of unique business models. Primarily, it focuses on both Business banking and Consumer banking. Within Business banking, Fullerton Financial Holdings Pte. Ltd. focuses on delivering its wealth management services to the Commercial, SME and Self-employed mass market segments. On the other hand, it focuses on the Mass affluent and Mass salaried segments within Consumer banking. Fullerton Financial Holdings Pte. Ltd. is a wealth management service provider, which is a wholly owned subsidiary of Temasek Holdings, an Asia investment house, headquartered in Singapore, focused on creating and maximising long-term shareholder value as an active investor and shareholder of successful enterprises.
Fullerton account
? ? The Advantage Account has always been Fullerton's flagship offering, and the most popular product among our customers. But this year, we have packed way more benefits and lifestyle privileges into it! The new and improved Advantage Account comes with a unique health plan that gives you dental, medical and pharmacy benefits that even your health insurance can't match. These benefits are extremely easy to access and the empanelled doctors are the best in the country. ? You also get up to 80% discount on international brands of apparel, jewellery, electronics, home decor and much more. These specially handpicked online deals are accessible exclusively through our website.
? Needless to say, the ever-popular financial benefits of the account remain intact. So every Advantage
Account gets you a complimentary depository and broking account, waiver of Demat AMC*, free SIPs and a no obligation financial plan.
? Depending on the type of Advantage Account you sign up for, you also get complimentary trading
turnover up to Rs. 10 Lacs and mutual fund investments up to Rs. 3.6 Lacs.**
1. Platinum Advantage Account
•
The Platinum Advantage Account offers you a world of opportunities with a wide range of financial services for your convenience. You get access to our in-depth research, secure call centre, internet trading account, model portfolios, and you can even trade mutual funds online.
•
A complimentary depository and broking account, waiver of Demat AMC*, no-obligation financial planning, 3 complimentary SIPs, a unique health offering and exclusive online deals on international brands are the icing on the cake!
•
These amazing deals are valid for a year only, so sign up now! Registering for the Platinum Advantage Account costs just Rs. 3999 but it can save you more than Rs. 92,600! Take advantage!
2. Gold Advantage Account
•
The Gold Advantage Account offers you a world of opportunities with a wide range of financial services for your convenience. You get access to our in-depth research, secure call centre, internet trading account, model portfolios, and you can even trade mutual funds online.
•
A complimentary depository and broking account, waiver of Demat AMC*, no-obligation financial planning, 2 complimentary SIPs, a unique health offering and exclusive online deals on international brands are the icing on the cake!
•
These amazing deals are valid for a year only, so sign up now! Registering for the Gold Advantage Account costs just Rs. 2799 but it can save you more than Rs. 46,300! Take advantage!
3. Silver Advantage Account
•
The Silver Advantage Account offers you a world of opportunities with a wide range of financial services for your convenience. You get access to our in-depth research, secure call centre, internet trading account, model portfolios, and you can even trade mutual funds online.
•
A complimentary depository and broking account, waiver of Demat AMC*, no-obligation financial planning, 1 complimentary SIPs, a unique health offering and exclusive online deals on international brands are the icing on the cake!
•
These amazing deals are valid for a year only, so sign up now! Registering for the Silver Advantage Account costs just Rs. 999 but it can save you more than Rs. 23,150! Take advantage!
doc_647630469.docx
Fullerton Securities provides you a wide range of options to select a fund type that matches your risk appetite and desired returns. We have forged partnerships with the leading names in the Mutual Funds arena amongst them are international funds as well as renowned Indian mutual funds. Have a look at our partner profile.
? DWS ? L&T Mutual ? Benchmark Mutual Fund ? Birla Sun Life Mutual Fund ? DSP Blackrock Mutual Fund ? Franklin Templeton ? HDFC Mutual Fund ? ICICI Prudential Mutual Fund ? J.P. Morgan Mutual Fund ? UTI Mutual Fund ? HSBC Mutual Fund ? SBI Mutual Fund ? Religare Mutual Fund ? Fidelity Asset Management Company Ltd. ? Kotak Asset Management Company Ltd. ? Reliance Mutual Fund ? IDFC Asset management Company Ltd ? Sundaram Asset Management Company Ltd. ? ING Mutual Fund ? Tata Asset Management Company Ltd.
Fullerton Securities & Wealth Advisors Limited is a company registered under Indian Company Law, incorporated on 8th February 2008. It offers world-class financial planning and a wide range of wealth
management services to mass affluent and affluent customer segments in India. Fullerton Securities & Wealth Advisors Limited provides a complete range of financial products and services that include equity broking (internet based online trading as well as offline trading), financial planning, insurance, investment products, equity research and more. Our Shareholders Fullerton Financial Holdings Pte. Ltd. already has a presence in India through Fullerton India Credit Company Limited, targeting the mass market segment. Fullerton Securities & Wealth Advisors Limited will target different segments i.e mass affluent and affluent customers across Tier I and Tier II cities in India. Fullerton Securities & Wealth Advisors Limited is a part of CEEMEA organisation within Fullerton Financial Holdings Pte. Ltd. More about Fullerton Financial Holdings Pte. Ltd.: (www.fullertonfinancial.com) Fullerton Financial Holdings Pte. Ltd. invests in financial institutions in emerging markets, bringing an operational perspective to all investment decisions. As on 31st December, 2009, the total assets of Fullerton Financial Holdings Pte. Ltd. stood at S$46.8 billion and its portfolio comprised investments in 13 different financial institutions. Fullerton Financial Holdings Pte. Ltd. supervises and influences its banks to achieve the right risk-reward balance. It seeks to create shareholder value for its wealth management services by differentiating through great people, disciplined development and execution of unique business models. Primarily, it focuses on both Business banking and Consumer banking. Within Business banking, Fullerton Financial Holdings Pte. Ltd. focuses on delivering its wealth management services to the Commercial, SME and Self-employed mass market segments. On the other hand, it focuses on the Mass affluent and Mass salaried segments within Consumer banking. Fullerton Financial Holdings Pte. Ltd. is a wealth management service provider, which is a wholly owned subsidiary of Temasek Holdings, an Asia investment house, headquartered in Singapore, focused on creating and maximising long-term shareholder value as an active investor and shareholder of successful enterprises.
Corporate governance at Fullerton Securities "Corporate governance is the system by which business corporations are directed and controlled. The corporate governance structure specifies the distribution of rights and responsibilities among different participants in the corporation, such as, the board, managers, shareholders and other stakeholders, and spells out the rules and procedures for making decisions on corporate affairs. By doing this, it also provides the structure through which the company objectives are set and the means of attaining those objectives and monitoring performance". (OECD definition) At Fullerton Securities, we have chosen a framework, which incorporates guidelines recommended by leading international and regional regulators as well as the practices adopted by leading financial institutions. This comprises of a two-tier system of committees comprising of members drawn from Executive Management for the first tier and the Board of Directors for the second.
This framework ensures that whilst accountability for decision-making at an operational level remains with functional specialists, Executive Management will engage in cross functional sharing of knowledge and expertise via these committees in a structured manner. This helps ensure that synergies are identified and efficiencies are optimised when decisions impacting the organisation are taken. The Executive Management Committees are:
? ? ? ? ? ?
Product Approval Committee Business Risk & Compliance Committee Executive Operating Committee IT Steering Committee Human Resources Committee Vendor Management Committee
Board Committees provide strategic oversight and guiding principles for the company with respect to key business matters. The deliberations and recommendations by the management team are carefully considered as the Directors draw on their collective experience and expertise to discuss and opine on key policies and critical corporate decisions. The Board Committees are: ? ? ? ? • Board of Directors Audit Committee Risk Management Committee Employee Remuneration Committee
Financial Planning & Wealth Management Services Fullerton Securities & Wealth Advisors Limited is a company registered under Indian Company Law, incorporated on 8th February 2008. It offers world-class financial planning and a wide range of wealth management services to mass affluent and affluent customer segments in India. Fullerton Securities & Wealth Advisors Limited provides a complete range of financial products and services that include equity broking(internet based online trading as well as offline trading), financial planning, insurance, investment products, equity research and more.
•
Our Shareholders Fullerton Financial Holdings Pte. Ltd. already has a presence in India through Fullerton India Credit Company Limited, targeting the mass market segment. Fullerton Securities & Wealth Advisors Limited will target different segments i.e mass affluent and affluent customers across Tier I and Tier II cities in India. Fullerton Securities & Wealth Advisors Limited is a part of CEEMEA organisation within Fullerton Financial Holdings Pte. Ltd.
•
More about Fullerton Financial Holdings Pte. Ltd.: (www.fullertonfinancial.com) Fullerton Financial Holdings Pte. Ltd. invests in financial institutions in emerging markets, bringing an operational perspective to all investment decisions. As on 31st December, 2009, the total assets of Fullerton Financial Holdings Pte. Ltd. stood at S$46.8 billion and its portfolio comprised investments in 13 different
financial institutions. Fullerton Financial Holdings Pte. Ltd. supervises and influences its banks to achieve the right risk-reward balance. It seeks to create shareholder value for its wealth management services by differentiating through great people, disciplined development and execution of unique business models. Primarily, it focuses on both Business banking and Consumer banking. Within Business banking, Fullerton Financial Holdings Pte. Ltd. focuses on delivering its wealth management services to the Commercial, SME and Self-employed mass market segments. On the other hand, it focuses on the Mass affluent and Mass salaried segments within Consumer banking. Fullerton Financial Holdings Pte. Ltd. is a wealth management service provider, which is a wholly owned subsidiary of Temasek Holdings, an Asia investment house, headquartered in Singapore, focused on creating and maximising long-term shareholder value as an active investor and shareholder of successful enterprises. • Financial Planning & Wealth Management Services Fullerton Securities & Wealth Advisors Limited is a company registered under Indian Company Law, incorporated on 8th February 2008. It offers world-class financial planning and a wide range of wealth management services to mass affluent and affluent customer segments in India. Fullerton Securities & Wealth Advisors Limited provides a complete range of financial products and services that include equity broking(internet based online trading as well as offline trading), financial planning, insurance, investment products, equity research and more. • Our Shareholders Fullerton Financial Holdings Pte. Ltd. already has a presence in India through Fullerton India Credit Company Limited, targeting the mass market segment. Fullerton Securities & Wealth Advisors Limited will target different segments i.e mass affluent and affluent customers across Tier I and Tier II cities in India. Fullerton Securities & Wealth Advisors Limited is a part of CEEMEA organisation within Fullerton Financial Holdings Pte. Ltd.
•
More about Fullerton Financial Holdings Pte. Ltd.: (www.fullertonfinancial.com) Fullerton Financial Holdings Pte. Ltd. invests in financial institutions in emerging markets, bringing an operational perspective to all investment decisions. As on 31st December, 2009, the total assets of Fullerton Financial Holdings Pte. Ltd. stood at S$46.8 billion and its portfolio comprised investments in 13 different financial institutions. Fullerton Financial Holdings Pte. Ltd. supervises and influences its banks to achieve the right risk-reward balance. It seeks to create shareholder value for its wealth management services by differentiating through great people, disciplined development and execution of unique business models. Primarily, it focuses on both Business banking and Consumer banking. Within Business banking, Fullerton Financial Holdings Pte. Ltd. focuses on delivering its wealth management services to the Commercial, SME and Self-employed mass market segments. On the other hand, it focuses on the Mass affluent and Mass salaried segments within Consumer banking. Fullerton Financial Holdings Pte. Ltd. is a wealth management service provider, which is a wholly owned subsidiary of Temasek Holdings, an Asia investment house, headquartered in Singapore, focused on creating and maximising long-term shareholder value as an active investor and shareholder of successful enterprises.
Fullerton account
? ? The Advantage Account has always been Fullerton's flagship offering, and the most popular product among our customers. But this year, we have packed way more benefits and lifestyle privileges into it! The new and improved Advantage Account comes with a unique health plan that gives you dental, medical and pharmacy benefits that even your health insurance can't match. These benefits are extremely easy to access and the empanelled doctors are the best in the country. ? You also get up to 80% discount on international brands of apparel, jewellery, electronics, home decor and much more. These specially handpicked online deals are accessible exclusively through our website.
? Needless to say, the ever-popular financial benefits of the account remain intact. So every Advantage
Account gets you a complimentary depository and broking account, waiver of Demat AMC*, free SIPs and a no obligation financial plan.
? Depending on the type of Advantage Account you sign up for, you also get complimentary trading
turnover up to Rs. 10 Lacs and mutual fund investments up to Rs. 3.6 Lacs.**
1. Platinum Advantage Account
•
The Platinum Advantage Account offers you a world of opportunities with a wide range of financial services for your convenience. You get access to our in-depth research, secure call centre, internet trading account, model portfolios, and you can even trade mutual funds online.
•
A complimentary depository and broking account, waiver of Demat AMC*, no-obligation financial planning, 3 complimentary SIPs, a unique health offering and exclusive online deals on international brands are the icing on the cake!
•
These amazing deals are valid for a year only, so sign up now! Registering for the Platinum Advantage Account costs just Rs. 3999 but it can save you more than Rs. 92,600! Take advantage!
2. Gold Advantage Account
•
The Gold Advantage Account offers you a world of opportunities with a wide range of financial services for your convenience. You get access to our in-depth research, secure call centre, internet trading account, model portfolios, and you can even trade mutual funds online.
•
A complimentary depository and broking account, waiver of Demat AMC*, no-obligation financial planning, 2 complimentary SIPs, a unique health offering and exclusive online deals on international brands are the icing on the cake!
•
These amazing deals are valid for a year only, so sign up now! Registering for the Gold Advantage Account costs just Rs. 2799 but it can save you more than Rs. 46,300! Take advantage!
3. Silver Advantage Account
•
The Silver Advantage Account offers you a world of opportunities with a wide range of financial services for your convenience. You get access to our in-depth research, secure call centre, internet trading account, model portfolios, and you can even trade mutual funds online.
•
A complimentary depository and broking account, waiver of Demat AMC*, no-obligation financial planning, 1 complimentary SIPs, a unique health offering and exclusive online deals on international brands are the icing on the cake!
•
These amazing deals are valid for a year only, so sign up now! Registering for the Silver Advantage Account costs just Rs. 999 but it can save you more than Rs. 23,150! Take advantage!
doc_647630469.docx