FMR (Fidelity Management &
Research) India

Company over view by
Sridhar Mokshagundam
Who We Are
FMR (Fidelity Management &
Research) India is the flagship global
delivery unit of Fidelity Investments, US
 One of the world’s largest financial
services
 Investment management, retirement
planning, portfolio guidance, brokerage,
benefits outsourcing
 Over 20 million individuals, 5,000
financial intermediary firms
 Operations started in India by 2003 Bangalore, Chennai


FMR India

2
What we Offer
Technology - Application
development and
maintenance, production
support, Testing services and
Infrastructure management services
 Operations Operations, Implementations, Analytic
s and Research
 Support Functions - Corporate
Services and Support Services


FMR India

3
Fidelity Identity - Culture At
Fidelity
• People First: It’s our people who make
us unique and successful
• High degree of empowerment &
ownership at all levels
• ‘Firsts’ in the market: Innovation led by
proactive thinkers
• We work as one team world wide:
Highest levels of service to our
customers

FMR India

4
Fidelity - Values
The customer is always first
 Respect for employees and respect for
each other
 Integrity and honesty above all
 A hunger for innovation and
improvement
 Winning and competitiveness


FMR India

5
Operations
Operations, Implementations, Analytics
and Research - The EDS group
 Cost efficiency, leveraging the global
clock & straddling the entire spectrum of
service delivery.
 The core capabilities of FMR operations
are


◦
◦
◦
◦
◦
◦

Accounts Payable
Benefits Administration
Retirement Services
Health & Welfare
Payroll Processing
Investment Analysis and Fund
Administration
FMR India

6
Support Functions


Corporate Services and Support
Services – We provide functional
support in various aspects to the core
business groups

Corporate Services - Areas of expertise
include Corporate Audit, Risk
Management, Legal and Corporate Security
 Support Services - HR, Finance and the
Innovation program of FMR India


FMR India

7
Fidelity Advantage




Learning and Development – A critical
component of the Employee Value
Proposition
Learning and Development architecture
– Enables development of

◦ Professional development (Behavioural skills)
◦ Technology and process
◦ Industry or financial domain

Excellent compensation and progression
paths
 High level of employee satisfaction


FMR India

8
Any Questions !!??

FMR India

9

Fidelity management and research

  • 1.
    FMR (Fidelity Management& Research) India Company over view by Sridhar Mokshagundam
  • 2.
    Who We Are FMR(Fidelity Management & Research) India is the flagship global delivery unit of Fidelity Investments, US  One of the world’s largest financial services  Investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing  Over 20 million individuals, 5,000 financial intermediary firms  Operations started in India by 2003 Bangalore, Chennai  FMR India 2
  • 3.
    What we Offer Technology- Application development and maintenance, production support, Testing services and Infrastructure management services  Operations Operations, Implementations, Analytic s and Research  Support Functions - Corporate Services and Support Services  FMR India 3
  • 4.
    Fidelity Identity -Culture At Fidelity • People First: It’s our people who make us unique and successful • High degree of empowerment & ownership at all levels • ‘Firsts’ in the market: Innovation led by proactive thinkers • We work as one team world wide: Highest levels of service to our customers FMR India 4
  • 5.
    Fidelity - Values Thecustomer is always first  Respect for employees and respect for each other  Integrity and honesty above all  A hunger for innovation and improvement  Winning and competitiveness  FMR India 5
  • 6.
    Operations Operations, Implementations, Analytics andResearch - The EDS group  Cost efficiency, leveraging the global clock & straddling the entire spectrum of service delivery.  The core capabilities of FMR operations are  ◦ ◦ ◦ ◦ ◦ ◦ Accounts Payable Benefits Administration Retirement Services Health & Welfare Payroll Processing Investment Analysis and Fund Administration FMR India 6
  • 7.
    Support Functions  Corporate Servicesand Support Services – We provide functional support in various aspects to the core business groups Corporate Services - Areas of expertise include Corporate Audit, Risk Management, Legal and Corporate Security  Support Services - HR, Finance and the Innovation program of FMR India  FMR India 7
  • 8.
    Fidelity Advantage   Learning andDevelopment – A critical component of the Employee Value Proposition Learning and Development architecture – Enables development of ◦ Professional development (Behavioural skills) ◦ Technology and process ◦ Industry or financial domain Excellent compensation and progression paths  High level of employee satisfaction  FMR India 8
  • 9.