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Due Diligence Trip - Passport to India

View the itinerary of the Excel Funds due diligence trip to India.

The Excel Funds team wishes to extend a warm welcome to the fastest growing economy in the world. As an Excel supporter, we want to bring you to the action so that you can witness India’s transformation for yourself.

India Itinerary

 

 

Itinerary:

Day 1
Tuesday March 24, 2015

7:30am - 9:00am: Breakfast at Hotel Joined by: BJP Party
9:00am - 9:30am: Travel to Birla Sun Life Offices
9:30am - 10:00am: Meeting with Mr. Kumar Mangalam Birla, Chairman
10:00am - 11:00am: Meeting with Mr. A. Balasubramanian CEO
11:00am - 12:00pm: Meeting with Dr. Ajit Ranade Chief Economist
12:00pm - 1:30pm: Lunch and meeting with Reserve Bank of India at Birla Sun Life Offices
3:00pm - 6:00pm: Colaba Street Shopping
7:30pm - 9:30pm: Dinner at with senior management teams: Idea Cellular, Ultratech Cement, Grasim, Hindalco - Venue TBD

The Aditya Birla Group is an Indian multinational conglomerate, headquartered in the Aditya Birla Centre in Mumbai, India. It operates in 40 countries and has more than 120,000 employees worldwide. The group had revenues of approximately US$45 billion in 2014. With gross revenues of US$45 billion (in 2014) it is the third largest Indian private sector conglomerate behind Tata Group.

Kumar Mangalam Birla is Chairman of the Aditya Birla Group, one of the largest conglomerates in India. The group is India’s third largest business house. Mr. Mangalam is also the Chancellor of the Birla Institute of Technology & Science. Under his leadership the Aditya Birla Group has expanded into Telecom, Software, BPO and other areas, while consolidating its position in existing businesses. Under his tenure since 1995, the group’s turnover has grown from $2 billion to approximately $40 billion. It has operations in more than 40 countries and employs almost 130.000.

A. Balasubramanian is the Chief Executive Officer and Chief Investment Officer at Birla Sun Life Asset Management Company Limited. Mr. Balasubramanian previously served as the Head of Sales and Distribution at the firm. Prior to that, he had served as the Head of Fixed Income Group and a Portfolio Manager at the firm. He is a Director of Association of Mutual Funds in India and has also been a part of the SEBI Committee on Review of Eligibility Norms.

Dr. Ajit Ranade is President and Chief Economist of the Aditya Birla Group. Previously, he was Chief Economist at ABN AMRO Bank. His professional career spans academic and corporate assignments, including teaching in universities in India and U.S. He served as Independent Director of Multi Commodity Exchange of India Ltd. and on various committees of the Reserve Bank of India. He is a member of the Board of India Today Economists, Chairman of the CII West Zone Sub Committee on Economic Affairs and the Research Advisory Panel of the Indian Institute of Banking and Finance. He is a co-founder and trustee of Association for Democratic Reforms which is an Indian civil society group vying for transparency in the politics of India.

 

Day 2
Wednesday March 25, 2015

7:30am - 9:00am: Breakfast at Hotel
9:00am - 9:30am: Travel to Bombay Stock Exchange
9:30am - 11:00am: Tour Bombay Stock Exchange
11:00am - 11:30am: Travel to Securities and Exchange Board of India
11:30am - 12:30pm: Tour Securities and Exchange Board of India (SEBI)
12:30pm - 1:30pm: Lunch
1:30pm - 2:00pm: Travel
2:00pm - 3:00pm: Meeting with Indusind Bank
3:00pm - 4:00pm: Meeting with Yes Bank
4:00pm - 5:00pm: Meeting with Mahesh Patil & Maneesh Dangi (Co-CIOs)
5:00pm - 5:30pm: Travel back to hotel
7:00pm - 9:30pm: The Roof Top Bar at The Taj Mahal Palace Hotel - Joined by: Investors / Business Heads of Birla

SEBI: The Securities and Exchange Board of India is the regulator for the securities market in India. It was established in the year 1988 and given statutory powers on 12 April 1992 through the SEBI Act, 1992.

IndusInd Bank Limited
is a Mumbai based Indian new generation bank

YES Bank
is among India’s top five largest full service commercial banks, often referred to as a new age private sector bank.

Bombay Stock Exchange
Bombay Stock Exchange (BSE) is an Indian stock exchange located in Mumbai, Maharashtra, India. Established in 1875, it is considered to be one of Asia’s fastest stock exchanges, with a speed of 200 microseconds and one of India’s leading exchange groups and the oldest stock exchange in the South Asia region. Bombay Stock Exchange is the world’s 10th largest stock market by market capitalization at $1.7 trillion as of 23 Jan 2015. More than 5,000 companies are listed on BSE, making it the world’s top exchange in terms of listed members.

 

Day 3
Thursday March 26, 2015

7:30am - 9:00am: Breakfast at Hotel
9:30am - 10:30am: Meeting with HDFC (at Business Chambers, Taj Mahal Palace Hotel)
10:30am - 12:00am: Meeting with TCS (at Business Chambers, Taj Mahal Palace Hotel)
12:30pm - 2:00pm: Lunch
2:00pm - 3:00pm: Meeting with Motherson Sumi (at Business Chambers, Taj Mahal Palace Hotel)
3:00pm - 4:00pm: Meeting with L&T (at Business Chambers, Taj Mahal Palace Hotel)
4:00pm - 5:00pm: Meeting with PVR (at Business Chambers, Taj Mahal Palace Hotel)
5:30pm - 7:00pm: Marine Drive Queens Necklace – carriage ride down the main avenue by the waterfront
7:30pm - 9:30pm: Cocktails and Dinner at: Khyber Restaurant
Joined by: Industry experts who will share their perspective on Indian markets; the last 25 years and the next 20 years.

Housing Development Finance Corporation Limited or HDFC
is an Indian financial conglomerate based in Mumbai, India. It is a major player for housing finance in India.

Tata Consultancy Services Limited (TCS)
is a global IT services, business solutions and outsourcing company headquartered in Mumbai, and a subsidiary of the Tata Group conglomerate.

Motherson Sumi Systems Limited (MSSL)
is the flagship company of the Samvardhana Motherson Group. MSSL is a leading automotive mirror and wiring harness manufacturer for passenger cars.

Larsen & Toubro Limited (L&T)
is a technology, engineering, construction and manufacturing company. It is one of the largest and most respected companies in India’s private sector.

PVR Cinemas
is the largest cinema exhibition company in the country presently stands at a count of 462 screens in 104 properties in 44 cities.

 

Day 4
Friday March 27, 2015

7:30am - 9:00am: Breakfast at Hotel
11:00am - 11:30am: Hotel Check-Out
11:30am - 1:30pm: Travel to Chhatrapati
Shivaji International Airport Mumbai

 

Passport to India: The Golden Triangle

  1. Delhi
  2. Jaipur
  3. Agra

The spectacular forts of Jaipur. The famous Taj Mahal as only a select few experience it. Breaktaking architecture and urban vibe in Delhi.

India Itinerary

Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.