Nature of Meeting

Sr. No. Date (Fresh/Followup) Area Name of Corporate/Agent

1 6/11/2018 Fresh Baner Siempelkamp
2 6/14/2018 Fresh Kalyani Nagar Jade Global
3 6/18/2018 Fresh Viman nagar Nihilent
4 6/19/2018 Cold call Magarpatta LPC Advisors
5 6/19/2018 Cold call Magarpatta HMX Media
6 6/19/2018 Cold call Magarpatta Cloudalyza
7 6/19/2018 Cold call Magarpatta Hager Electro
8 6/19/2018 Cold call Magarpatta New balance IT services
9 6/19/2018 Cold call Magarpatta ATA Freight
10 6/20/2018 Fresh Shivaji nagar Qualys
11 6/21/2018 Fresh Viman nagar Nihilent
12 6/22/2018 Fresh Yerwada Uhlmann
13 6/28/2018 Cold call S B Road Katerra
14 6/28/2018 Cold call S B Road Exela Technologies
15 6/28/2018 Cold call S B Road yardi Software
16 6/29/2018 Cold call Kharadi Datametica
17 6/29/2018 Cold call Kharadi SG Analytics
18 6/29/2018 Cold call Kharadi Affinity Express
19 6/29/2018 Cold call Kharadi Onwards Technologies
20
21
22
23
24
 Contact Person Designation Contact Number
Subash Kutty Manager - Operations 7387688887 / 020 65362777
Preeti Singh Admin Manager 9158931080 / 020 66128250
sandeep kutwal Finance manager 020 3984 6100
Raksha Koul HR&Admin 9561764055/ 020 65338787
Rashmi Thakur HR&Admin 020 65210035
Ashima Massey HR&Admin 088301 34717
020 66784512
sheela shanbhag Director India 020 6724 8900
Rakesh Govadia HR&Admin 020 4019 0000
Swapnil Babar Travel & Mobility specialist9960688401 / 020 66233191
sandeep kutwal Finance manager 020 3984 6100
Bhagyashree Office admin 9146003483
Aditi Nanekar ( Admin & Facilities ) 9766594851
Shaun rao
Trupti shirodkar 020 6723 9000
Anil Poduval Finance manager 020 6644 6300
Ankit maheshwari Head Finance 020 6730 7200
Dhaneshry
Pranay Khalsa Assistant Manager - Global Mobility 020 67249500
 Email ID Decision Maker/s Designation
subash.kutty@siempelkampindia.com Subash Kutty Manager - Operations
preeti.singh@jadeglobal.com
sandeep.kutwal@nihilent.com
r.koul@lpcadvisors.com
hr.pune@hmxmedia.com

sheela.shanbhag@newbalance.com
r.govadia@atafreight.com
sbabar@qualys.com
sandeep.kutwal@nihilent.com
sam.b@uhlmann.in
aditi.nanekar@katerra.com
shaun.rao@exelaonline.com
trupti.shirodkar@yardi.com
anil@datametica.com
ankit.maheshwari@sganalytics.com
idhaneshry@affinityexpress.com
pranay_khalsa@onwardgroup.com
 Contact Number Email ID Current Forex Vendor/s
7387688887 / 020 65362777subash.kutty@siempelkampindia.com LULU Forex
Akbar Travels

weizmann forex

NA
weizmann forex
Approx. annual Volume in USD/ Month Card Spend %
1,20,000 / 10,000 70-80 %
70-80 %
Cash Spend % Major Currency Requirement Payment Cycle (In days)
20-30 % Euro
20-30 % USD 15 Days

USD
USD / ZAR 15 days
Travel Insurance Partner Specific Requirement, if any
Outsourced Travel partner
 Feedback Meeting 1
Done with meeting. Asked for proposal and rates on daily basis to comp
We had a meeting with admin manager as forex and travel concern person was not available at that time she ask

Concer person was busy. Got details. Mail sent to fix up me

Concer person was busy. Got details. Mail sent to fix up me
Concern person is out of town asked to visit again or contact again
Got contact number asked to call and connect with concern
Concern person is out of town. Using weizmann forex. Have to contact again
Concer person was busy. Got details. Mail sent to fix up me
Discussed regarding Centrum services. He asked to drop a mail with all the details to share it with his VP
Done with meeting have to collect KYC by this month end - Follow up
Done with meeting have to collect KYC by this month end - Follow up
Concer person was busy. Follow up mail sent
Concer person was busy. Got details. Mail sent to fix up me
Concer person was busy. Got details. Mail sent to fix up me
Concer person was busy. Got details. Mail sent to fix up me
Concer person was busy. Got details. Mail sent to fix up me
Concer person was busy. Got details. Mail sent to fix up me
Concer person was busy. Got details. Mail sent to fix up me
Expected Date of Corporate KYC Feedback Meeting 2 Feedback Meeting 3
6/19/2018
6/26/2018

Jul-18
6/28/2018
Feedback Meeting 4
Sr No. Date Company Name
1 6/7/2018 Exusia india pvt ltd
2 6/7/2018 Tavisca solutions pvt ltd
3 6/7/2018 Katerra Technology solutions LLP
4 6/7/2018 Opus Consulting Solutions
5 6/7/2018 Tom Tom
6 6/7/2018 Bitwise Global
7 6/8/2018 Calsoft Inc.
8 6/8/2018 SQS Software Quality Systems
9 6/8/2018 JetSynthesys
10 6/8/2018 Maxxton India Technologies
11 6/11/2018 Nihilent Technologies
12 11-06-208 Katerra Technology solutions LLP
13 6/12/2018 Nihilent Technologies Ltd.
14 6/13/2018 Jade Global
15 6/14/2018 Kohler India
16 6/18/2018 Saama Technologies
17 6/20/2018 Bitwise Global
18 6/20/2018 A4 technologies
19 6/20/2018 SQS Software Quality Systems
20 6/20/2018 Uhlmann India Pvt Ltd
21 6/22/2018 AllScripts
22 6/26/2018 Evolent health
23 6/26/2018 Diebold
24 6/26/2018 Intervet
25 6/26/2018 Voith
26 6/29/2018 Silicus
Concern Person
Linson Michael ( Director )
Mangesh Naukarkar/Manav Prasad ( Admin Head )
Aditi Nanekar ( Admin & Facilities )
sushant urankar ( Lead Admin )
Dhanashree dhure ( Lead travel and admin )
Niranjan Phatak
Vishal Kanade
Ashvini Rajopadhye
Anthony Gonsalves
Prajakta Jagtap / Nupur Nigam
Swapnil babar
Aditi Nanekar ( Admin & Facilities )
Sandeep Kutwal
Punam Mishra
Sapana thaker
sandeep shetty
Niranjan Phatak
Satej datar
Ashvini Rajopadhye
Bhagyashree Samsantohskumar
Jaydeep wakankar
Nikhil damle

Jaisheel dodamani
Harsha
Vishwanath koot
Comments Melroy Feed Back
Asked to drop a mail with all the details. He will forward it to concern person
Mail droped for meeting request Rate Based
Meeting fixed for Monday second half
Mail droped for meeting request Axis Bank
Mail droped for meeting request FRR Forex
Mail droped for meeting request Axis Bank
Mail droped for meeting request
Mail droped for meeting request
Meeting fixed for tuesdat second half
Mail droped for meeting request
Meeting fixed for 18th Monday secind half
Follow up call to fix up a meeting
Meeting fixed for Monday second half
Meeting fixed for Thursday 14th second half
Mail droped for meeting request
Mail droped for meeting request
Not that much requirement. He said will get back if any requiremets come up
only 2 or 3 people travel in a year.He said will get back if any requiremets come up. Using axis bank services
Signed agreement with vendors. Asked to contact next year in november
Mail droped for meeting request
Asked to call on 2nd july to fix up meeting
Concern person was busy asked to call tomorrow
Office is at mumbai as mentioned on website called on contact number but no answer
Concern person was not in office today asked to cll tomorrow
No requirements as only director travel once in 3 month
Follow up call to fix up a meeting
Sr. No. Company Name Concern person
1 Onwards Technologies Pranay Khalsa
2 Bitwise global Niranjan phatak Prasanna lele ( Head Finance )
3 Nihilent Sandeep kutwal
4 Tavisca Mangesh Naukarkar
5 John deere Bhushan Raikar / Ravindra patro
6 Jade Global Punam Mishra
7 Katerra Aditi nanekar
8 Exusia Linson
9 SQS India Ashvini Rajopadhye / Abhijeet aatre
10 opus consulting Sushant urankar / sudhakar shetty / Anand karwa
11 Calsoft Vishal kanade / charan pimpale
12 UbiSoft Karimm khan / Bharati taunk
13 Qualys Swapnil babar
14 Infostretch corporation Faiz Sayyad
15 Kohler Sapana thaker
16 Aker Solutions Sneha mahashabde / Aniruddha bedekar
17 Saama technologies Sandeep Shetty
18 Tieto Shirish wasker / Ganesh Jadhav / Pravin Bramhe / Ashwani batra -CFO / Push
20 Msys Technologies Rakesh
21 Searce Digvijay darekar /Imran Shekh
22 PTC Software Vispi Patel / Mayank Goyal
23 AllScripts Jaydeep wakankar / Jayesh kulkarni
24 Saviant Consulting Bhimaraya mhetre
25 Cybage Abhijit kulkarni
26 Uhlmann Bhagyashree Samsantohskumar
27 siempelkamp Subash kutty
28 Cloudalyze Services LLP Ashima Massey
29 New Balance IT services SHEELA SHANBHAG
30 ATA Freight Rakesh Govadia
31 NLC Nalco India
32 Evolent Health International Nikhil Damle
33 ZS Associates Mukesh Agarwal / Vijay Shirsat
34 Eaton Technologies
35 Eclipsys India
36 Epitome Global Services
37 Euronet World Wide
38 Global SMSC
39 Idhasoft Ltd
40 Polaris Software Lab
41 Sears Holdings
42
 Contact details
020 67249500
7028029194
020 3984 6100
020 6708 3100
8558899351
020 66128200
9766594851
9764512211
8390906811

020 66544444 / 1100

8308849233 / 020 66424500
9960688401 / 020 66233191
020 67287800

020 66912000
020 66929000 / 020 66559000
ramhe / Ashwani batra -CFO / Pushkaraj kumar / Pranali save - H 9822063772 / 020 67303000 / 3844
9822063772 / 020 67303000 / 3846
9822063772 / 020 67303000 / 3847
020 66053000
9850556532 / 020 30578001 / 020 30578005
020 66547606 / 8208026518
9850902393 / 020 66041700
9146003483
7387688887
8237850850
020 6724 8900
020 4019 0000
020 66594000
020 6740 0300
7391084444
Remark
Follow up for meeting

Go direct to meet

Follow up for meeting

Call on Monday 25th to fix up meeting

Said he will get back if required

Follow up for meeting
Follow up for meeting
company profile sent
Call on 21st to fix up a meeting
Follow up for meeting
Follow up for meeting
Follow up for meeting
Follow up for KYC
Call to fix up a meeting
Call to fix up a meeting
Call to fix up a meeting

Call to fix up meeting and concern persons name

Mail sent to fix up a meeting