Suggest Me Tool

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A solution for every client’s need!

About Suggest Me Tool

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– Designed exclusively to address basic needs of aninvestor

– An AI powered solution which suggests right product mix foryour

clients based on their needs

– Recommendations presented in personalized report which canbe

used in your client interactions

– Suggest me solves the 5 common needs a customer has

The 5 Common Needs

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1) I want 10% annual returns, tell me what to do

2) I want higher returns versus my investments in FD's orGold

3) I have cash, tell me where to invest

4) Show me complete product offering to choosefrom

5) My portfolio is not performing, how do I improve it

Benefits of Suggest Me

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Instant portfolio generation

Flexibility to alter portfolio mix as per yourpreferences

Research backed product recommendations

Option to compare performances acrossproducts

Single click execution of entire product bouquet (ComingSoon)

Suggest Me tool – Web Screen

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Suggest Me tool – Mobile Screen

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Solution to first 3 needs

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1) I want 10% annual returns, tell me where toinvest?

2) Iwant higher returns vs. my investments in FD's or Gold

3) I have available cash, tell me where toinvest?

Answer a few questions

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Suggested Recommendations

You can edit your Investment

amount, time horizon as well

as risk profile

You can add/remove

products from

suggested portfolio.

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Suggested Recommendations

You can change

allocation of products

You can compare

product

performance10

Suggested Recommendations

Product Performance: Compare product performances against

benchamrk and other products

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Mobile View

Recommended Products

You can edit your

Investment amount,

time horizon as well

as risk profile

You can add/remove

products from

suggested portfolio.

You can change

allocation of products

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Mobile View

You can compare

product

performance

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Compare ProductPerformance

Need 4: Show me complete product offering

Explore our

Readymade

Solutions.

Availability of

product brochures

for detailed

information

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Readymade Solutions

Need 5: Restructure Portfolio

Portfolio Summary

Portfolio Insights •

• Holistic asset allocation model

as per your identified risk profile

• Personalized insights on what is

good and bad on your portfolio

• Opportunity for lowering risk

and increasing return in each

asset class

• Flexibility to remove asset class,

stocks or schemes

One click instant execution

across portfolio

• Multi language tool available in

English, Hindi, Gujarati and Tamil

RestructurePortfolio

Need 5: Restructure Portfolio

Section 4 –

Proposed Allocation&

Portfolio

Asset wise analytics

Proposed

Allocation &

Portfolio

Scrip Wise

execution

Saathi App

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There are 2 ways to access Suggest Me tool:

1. Lead View page

2. Menu

Saathi App

Path 1: From Lead View Page

Search Lead >

View Detail Click on 3 dots

Click on Suggest Me

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Saathi App

Path 2: FromMenu

Login to SaathiApp

> Menu > Suggest

Me

Search/Select Client

to proceed

You can choose

any 1 of the 4 basic

needs of an Investor

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Saathi Web

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There are 2 ways to access Suggest Me tool:

1. Lead View page

2. Menu

Saathi Web

Path 1: From Lead View Page

Login to Saathi >

Search for Lead

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Saathi Web

Click on Suggest Me

Tool

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Path 1: From Lead View Page

Saathi Web

Path 2: FromMenu

Login to Saathi > Menu >

Utility > Suggest Me tool

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Saathi Web

Path 2: FromMenu

Search Prospect/Client

Select

Prospect/ClientView all

Prospect/clients with

on-going applications

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Thank You

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