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MONTHLY MEETMONTHLY MEETDECEMBER 2016DECEMBER 2016

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AGENDAAGENDA

- Digital India

- Be a Digital Advisor

- Instaa CASH as a business opportunity

- Adhaar Modification

- MARS Performance

- Introducing RIA Training Modules

- Secondary Market Bonds Opportunity

- Focus Fund of The Month

- Contest

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Digital India...

Cashless India...

Ek Naya Bharat

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Zee News Report on Cashless India - VIDEO :https://www.youtube.com/watch?v=Nk0CVmbA5j4

DIGITAL INDIADIGITAL INDIA

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CASHLESS INDIACASHLESS INDIA

Cashless Villages in India

Dhasai Village - Maharastra

Akodara Village - Gujarat

If these villages can go cashless then rest of India can...

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INDIA IS TRANSFORMING

TAKE BENEFIT OF TRANSFORMING INDIA

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BE A DIGITAL ADVISORBE A DIGITAL ADVISOR

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HOW DIGITAL ADVISOR WORKS ?HOW DIGITAL ADVISOR WORKS ?

Digital Advisor advises their clients with optimum use of technology:

- New client acquisition through Digital Marketing

- Send all communications and update through electronic media

- Do meeting with Clients through Electronic Media like VC and Telephonic

- Provide Paperless Investment platform to all clients

- Avoid Personal meetings

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- Google- News- Surfing- Shopping- Travel- Social Media- Games- Email- Chatting- Online Meetings- Multimediaetc...

OUR CLIENTS DO ONLINE ACTIVITIES

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OPPORTUNITY TO TAP UNTAPPED DIGITAL WORLDOPPORTUNITY TO TAP UNTAPPED DIGITAL WORLD

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Fast New Client Acquisition

Better Advise inless time

Better Client Servicing and Retention

Easy Video Calling Facility Providers In India

Opportunity to increase business productivity and efficiency

OPPORTUNITY FOR DIGITAL ADVISOR

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As a Business Opportunity

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18000 Clientsalready registered

in Instaa CASH

Now Instaa CASHavailable on E-Wealth

Mobile App

INSTAA CASH ON MOBILE APPINSTAA CASH ON MOBILE APP

No OTP requiredfor Redemption on

mobile app

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80 PBC POINTSON EVERY INSTAA CASH ACCOUNT

T&C- PBC points are on the basis of no. of accounts activated only and not on amount invested- Instaa CASH account must be opened through E Wealth Account Platform

Min Rs. 10,000 Purchase in Reliance Money Manager Fund through Instaa CASH Account

PBC POINTS ON INSTAA CASH CONTESTPBC POINTS ON INSTAA CASH CONTEST

Contest Period : 1st Dec 2016 to 31st Mar 2016

Active Instaa CASH-Reliance Money Manager Fund in E-Wealth Platform and get PBC Points

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NEW LAUNCHNEW LAUNCH

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Now you can update/modify client mobile & email in

AADHAR database through Partner desk.

Key Points :- Client will have to undergo BIOMETRIC process to update the same.

- Operator biometric is compulsory.

- Operator biometric & aadhaar should be of partners.

- If client wants to update only email id then mobile no should already be registered in

AADHAR.

- Mobile & Email Update request shall be processed within 72 hours by UIDAI

- Client shall get SMS on successful Update/Modification of mobile/email.

The utility is available on Partner Desk >> ADMIN >> NJ Services Requests

>> AADHAR MODIFICATION

AADHAR UPDATION FROM PARTNER DESKAADHAR UPDATION FROM PARTNER DESK

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Step : 1

Step : 3

AADHAR UPDATION FROM PARTNER DESKAADHAR UPDATION FROM PARTNER DESKOpen Partner Desk >> ADMIN >> NJ Services Requests >> AADHAR MODIFICATION

Step : 2

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MARS PERFORMANCEMARS PERFORMANCE

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MARS PERFORMANCEMARS PERFORMANCE

Performance as on 30 Nov 16, Inception Date 16 Dec 13

MARS Dynamic Asset Allocation – Aggressive has outperformed 7% with only 55% equity exposure since inception

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MARS PERFORMANCEMARS PERFORMANCE

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INTRODUCINGINTRODUCINGRIA TRAINING MODULERIA TRAINING MODULE

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REGISTERED INVESTMENT ADVISORREGISTERED INVESTMENT ADVISOR

- As per SEBI's Investment Advisory Regulatory Act 2013, Any person who wish to offer investment advise need to register with SEBI as an “Investment Advisor”(IA).

- Investment Advisory Regulations is well proven in countries like UK, US and Singapore and is all set to leave a mark in Indian advisory industry.

- The career of investment advisors comes with great demand. They are the professional that provides exclusive advice to the clients when the main area of concern is related with the financial matters.

- Less then 500 Registered Investment Advisers (RIAs)

- Tremendous opportunity to grow and establish as a successful Investment Advisor.

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- Transform from a Distributor to an Adviser

- Get recognition from SEBI

- Earn Fee base compensation from clients

- IA are legally bound to work in client's interest, so your client will be more confident in doing business with you.

- Join the Elite group of “ SEBI registered Investment Advisors ”

ADVANTAGES OF BEING AN INVESTMENT ADVISORADVANTAGES OF BEING AN INVESTMENT ADVISOR

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CRITERIA FOR INVESTMENT ADVISORCRITERIA FOR INVESTMENT ADVISOR

1) Educational Requirement :

a) Minimum qualification : One needs a professional qualification or a post graduate degree or a post graduate diploma in finance, accountancy, business management, commerce, economics, capital markets, banking, insurance or actuarial science from a university or any university or institute recognised by central or state government.

OR

b) A graduate in any discipline with an experience of at least five years in activities related to advice in financial products or securities or fund or assets or portfolio management.

2) Mandatory qualification :

All investment Advisers, Partners and Representatives of investment advisers need to clear one of the following certifications:

a) Either NISM's Investment Adviser Certification Examination 1 (IACE 1) and Investment Adviser Certification Examination 2 ( IACE 2 )

OR

b) Any other any other certification accredited by NISM like Certified Financial Planner (CFP), Chartered Wealth Manager ( CWM )

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Fees Structure for Each RIA Modules : Classroom Session : R3500 + Service TaxDistance Learning Programme : R1000 + Service Tax

NJ GURUKUL OFFERS RIA TRAINING MODULESNJ GURUKUL OFFERS RIA TRAINING MODULES

NJ Gurukul offers two types of training programs : Classroom and Distance learning

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RIA TRAINING AND PLATFORM UPDATERIA TRAINING AND PLATFORM UPDATE

- NJ Gurukul will start RIA Training modules from January onwards and training details will be communicated shortly.

- NJ RIA Platform : Coming Soon

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SECONDARY MARKET BOND SECONDARY MARKET BOND ASAS

BUSINESS OPPORTUNITYBUSINESS OPPORTUNITY

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Big Secondary Market Deals for Month : 14 Cr and 5 Cr by 2 investors!!

SECONDARY MARKET BOND OPPORTUNITYSECONDARY MARKET BOND OPPORTUNITY

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Opportunity for a partner :

- Partner earning is approx 1%

- 40% credit in South Africa Carnival

- 20 PBC points per 1 Lac

- Tool for easy client acquisition

- No competition in the market

SECONDARY MARKET OPPORTUNITYSECONDARY MARKET OPPORTUNITY

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FOCUS PRODUCTFOCUS PRODUCTFOR THE MONTHFOR THE MONTH

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BIRLA SUNLIFE BALANCED ADVANTAGE FUND BIRLA SUNLIFE BALANCED ADVANTAGE FUND

- A fund that seeks to generate steady returns with lower volatility

- Advantage of active portfolio management by asset allocation and stock selection

- Emotion free investing: disciplined investing approach

- Equity Taxation: Invests in both equity & debt asset classes, but maintains a minimum of gross equity exposure of 65%

- Endeavor to provide month-on-month tax free dividends

- Money back feature

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WHY TO INVEST IN BIRLA SL BALANCED ADV FUND?WHY TO INVEST IN BIRLA SL BALANCED ADV FUND?

Flexibility to move within the range of 30-80%

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WHY TO INVEST IN BIRLA SL BALANCED ADV FUND?WHY TO INVEST IN BIRLA SL BALANCED ADV FUND?

Upside participation – downside protection

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WHY TO INVEST IN BIRLA SL BALANCED ADV FUND?WHY TO INVEST IN BIRLA SL BALANCED ADV FUND?

Consistency of Performance

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Birla Sunlife Balanced Advantage Fund is a part of Carnival Contest

effective from 1st December 2016

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CONTEST UPDATECONTEST UPDATE

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LNT MUTUAL FUND CONTESTLNT MUTUAL FUND CONTEST

Refer Contest One Pager for T&C

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KOTAK BALANCED FUND CONTESTKOTAK BALANCED FUND CONTEST

R1500 AMAZON VOUCHER FOR EVERY MOBILIZATION OF R6 LAC

T&C- Only transactions approved by R&T will be considered in the contest- Live SIPs and Fresh SIPs will not be considered in the contest- Switches from Debt and Liquid Schemes will also be considered

Contest Period : 1st Dec 2016 to 31st Mar 2016

Mobilise Lumsum business in BALANCE FUND and Get AMAZON VOUCHER

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- SIP of Rs. 10,000 and above will be considered as 10000 in the contest- All SIPs registered on exchange platform during the contest period and getting activated in Jan 17 will also be considered in the contest

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AXIS EMERGING OPPORTUNITIES FUND - NFOAXIS EMERGING OPPORTUNITIES FUND - NFO

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Upfront : 0%B 15 Additional Upfront : 0.65%

UPFRONT BROKERAGE

1st Year Trail : 1.20%2nd Year onwards Trail : 0.80%

TRAIL BROKERAGE

BROKERAGE OF AXIS EMERGING OPP. FUND - NFO BROKERAGE OF AXIS EMERGING OPP. FUND - NFO

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NEW PRODUCTS INNEW PRODUCTS IN

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BOOKLETSBOOKLETS

Become A Crorepati(With Envelope)

COSTCOST

R 2000/100 qty

Become A Crorepati(With Envelope) METALIC

COSTCOST

R 1750/25 qty

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NJ INSTAA CASHNJ INSTAA CASH

NJ Instaa Cash Flyer

COSTCOSTR 650/500 qty

NJ Instaa Cash Pullup

COSTCOSTR 1600 qty 5x2R 2000 qty 6x3

NJ Instaa Cash Banner

COSTCOSTR 280 qty 4x2

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