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2011
Take your pick
A bend in the road is not the end of the road, unless you fail to
make the turn
Welcome to the next practices…
Banks and NDs
High Resources
High Costs
IFAs
Limited Resources
Low Costs
Revenues under pressure
Cost of errors and transactions
61%Cost
67%Time
Resources blocked
Challenge: How to Grow?
Investments required
Technology
Knowledge
Customer Acquisition
ResourcesIFA 1
IFA 2
IFA 3
IFA n
IFA 2IFA 3 IFA n
A technology powered platform to enable IFAs grow their business & enhance client experience
Product agnostic Style
neutral
Enable IFAs to build business model of their own choice
To create a win-win market place for investors, manufacturers and
intermediaries
Phases
Transaction Platform
Product Research
Multiple products
CRM/ Financial Planning
Portfolio reporting
Training
Customer Acquisition
Integrated Customer Management
Risk Profiling &Financial Planning
Research
CRM
Portfolio Reporting
Order Management
Periodic Review
Benefits
Investor benefitsNeed based advice
Multiple products
Paperless
Low error rate
Monitoring
Efficient servicing
24 X 7
IFA benefits
24 X 7 Time saving Low error rate Productivity Freedom of
business model Client loyalty
Ability to charge fees
Compliance
Business growth
IFA benefits
24 X 7 Time saved Low error rate Productivity Freedom of
business model Client loyalty
Ability to charge fees
Compliance
Business growth
Brand identity
Zero Credit Risk
Manufacturer benefits
• Higher sales• Improved interaction with IFAs
Business expansio
n• Reduction in paper• Low error rate
Cost reductio
n
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