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