SG Analytics (SGA), an ISO/IEC 27001:2005 certified firm, is a leading research and analytics KPO outsourcing firm which provides a range of services to financial services companies, market research companies and business research firms. Our customized solutions for data management, investment research, equity research, data processing, business research and business analytics can help both large and small organizations to manage their costs and workflow, thus enabling our clients to focus on their core business. Led by a team of internationally experienced professionals, SGA has emerged as one of leading KPO outsourcing firms (Ranked Top-50 “Best Managed” Outsourcer 2010) out of India thanks to our focus on client commitment, consistent quality and a vibrant internal team culture. SGA professionals are sourced from some of the leading universities and companies across India, Europe and US with functional expertise in data management, investment research, equity research, data processing, business research and business analytics. Our ability to integrate and work with different cultures is manifested by the fact that our global delivery centre in Pune is home to analysts from different nationalities including German, Swiss, French, Portuguese, Cantonese, Korean amongst many others. The business impact of our services is felt in the form of better efficiency and cost effectiveness. We call this SGA value and always stand behind a compelling mix of high quality, productivity and fair pricing. Our clients always receive a personalized service through our highly skilled and focused teams of domain experts and analysts. We would be delighted to welcome you to our business and engage in a conversation as to how SGA could add value, by taking everyday problems and turning these into solutions.

1. Corporate Profile

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
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3. What Sets SGA Apart…
SGA is unique in the industry for its combined offering of the following three propositions
Robust Delivery Model + Cost Leadership + Multi Lingual Capabilities
Delivery team with relevant
Delivery offices in Pune and Ability to conduct both
prior experience in financial
Hyderabad, which have lower secondary and primary research
services and research in
cost of living compared to Delhi, in multiple European and Asian
different geographies
Mumbai or Bangalore languages, such as French,
German, Spanish, Portuguese,
Sector specialists and desktop
Pune, a university town Arabic, Japanese, Korean,
publishers augment research
provides abundant supply of Mandarin, and Cantonese
done by analysts
trained manpower
Recognition by Clients
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
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4. One Stop Shop for All Research and Analysis Services
Presence across the entire research and analysis value chain
Trading strategies based on qualitative &
Ideas
quantitative research
Asset allocation strategies
High-frequency trading & tick data analysis
Identifying M&A opportunities
Live support on pitches & deals
Equity, credit & sector research
Analysis
Complex financial modeling & forecasting
Valuation & investment recommendation
Synergy analysis for M&A transactions
LBO, DCF & Merger Modeling
Quantitative research & advanced
statistical modeling
Data cleaning and aggregation
Research
Primary and secondary research
News runs
Profiles
Spreading historical financials
Newsletters
Information memorandums
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5. SGA: Client Segments and Services
 Equity Research  Industry Reports  Primary Research (CATI , CAWI and Phone to
 Fixed Income Research  Investment Memorandums Web)
 Financial Modeling  Pitch Book & Marketing Collaterals  Focus on B2B studies for Qualitative and
 Investment Banking  Media Monitors & Newsletters Quantitative Interviews
 Private Company Valuations  Company Screening & Profiling  Questionnaire Designing
(409A/PPA)  Business Feasibility Studies  Survey Programming
 ESOP Valuation  Private Equity Fund Valuations  Deliverables in SPSS and/or Excel formats
 Live Barging & Online Reporting Tools
 Data Services and List Management
Client Segments Client Segments
Hedge Funds, Private Equity Firms, Buy-Side Market Research Firms, Consulting Firms, Large
Firms, Sell-Side Firms, Investment Banks, Large Corporations
Corporations, Pension Funds
Research
&
Analytics
 Editorial Support Services  Data Aggregation, Cleansing and
 Desktop Publishing and Typesetting Segmentation
 Layout Designing  Big Data Analytics, Profiling & MIS
 Multilingual Desktop Publishing Reporting
 Sales and Marketing Flyers  Tick Data Management & Analytics
 Factsheets  High Frequency Strategy Analytics
 Consultant Database Updates  Trading Algorithm Development and
Maintenance
 Financial Markets Analytics
Client Segments Client Segments
Buy-Side Firms, Sell-Side Firms, Strategic Large Corporations, Asset Management Firms,
Advisory Firms, Asset Management Firms, PR Insurance Companies, Commercial Banks,
Firms, Private Equity Firms, Investment Banks Mortgage Banks, Hedge Funds
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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)
Technical Skills
Focuses on the tools and
techniques for work execution
Responsibility
Focuses on attitude
Work Management
Focuses on project
planning, monitoring and review
Client & People
Management
Focuses on interpersonal
and social skills
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7. Our Presence: Multiple Geographies
ASIA EUROPE UNITED STATES
Delivery Centre Delivery Centre Limmatquai 80 90-92 St.John Street, 48 Wall Street,
A-3, 6th floor, E-space IT Park, Office No. 401, 8001 Zurich, London, EC1M 4EH, 11th Floor,
Nagar Road, Near Inorbit Mall, 4th Floor,Shangrila Plaza, Switzerland. United Kingdom. New York,
Pune- 411014, Road No. 2, N.Y. 10005.
Maharashtra, India. Banjara Hills,
Hyderabad – 500 033,
Andhra Pradesh, India.
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8. Actively Involved Leadership: With Ownership in the Firm
SGA is a management-owned company, which gives it financial and operational stability with a vision for the future
Description
Sushant Gupta
Sushant has worked with companies such as Siemens, Schlumberger
Founder & CEO 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
B Tech IIT Delhi, INSEAD MBA 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.
Description
Ahmed Hakki Ahmed leads Business Development at SG Analytics. Ahmed has more
Vice President, Business Development than 16 years of experience in global Investment Banks like Nomura
Securities, Societe Generale and UBS covering Equity Sales, Asset
Masters Law, University of Zürich, INSEAD MBA 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.
Description
Mahesh Joshi, CFA Mahesh leads multiple research projects in both Equity and Credit
Research at SG Analytics. Mahesh has experience of more than 15
Vice President, Research years and has lived and worked in India and the US. He has worked in
BE, VJTI, JBIMS MBA, CFA 2006 multiple roles as a Buy Side Analyst & Fund manager with UTI Mutual
Fund, Sell side equity analyst with HDFC Securities, Credit Analyst with
CARE Ratings and Head of Research supporting a UK based
Independent Research Provider.
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9. Workflow Model Built on Robust Quality Process and Communication
SGA’s workflow model facilitates smooth delivery and high quality output
Client
Project Client Project Client
receipt Communication Delivery Communication
Storage of
Execution with reusable
Delivery in Confirmation of
Requirement and Efficient and regular iterative Learning information
appropriate client satisfaction
objective capture appropriate staffing checks and strict absorption research in the
format and form or action on
quality control internal knowledge
client feedback
processes management
system
Client Account Manager & AVP Delivery Team & PM
SGA
Quality Control
QC* QC
1 2 3
Completeness Client eye and
Self QC and Accuracy sanity check
check
Sr. Analyst/ Project AVP
Analyst Manager
*includes editorial check in case of word/PPT doc
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10. Highly Qualified and Experienced Delivery Team
VP’s
 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.
Associate 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.
Senior Analysts
 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
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
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11. SGA Emphasis on Information Security and Data Confidentiality
Firm
 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.
Checks and Controls
 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.
Audits
 Conducted by BSI and by clients
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12. Key Contacts
Ahmed Hakki, Vice President
ahakki@sganalytics.com
+41 79 576 15 86
Simran Wadhwa, Senior Manager
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.
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