Business Models
For Entrepreneurs who can capitalize on their network without investing in infrastructure

1. Product

Third party Products : IPO/MF/Bonds/NCD's/Corporate Fixed Deposits/Capital Gain Bonds/Structured products/Portfolio Management/eIA/NPS

2. Marketing & Sales support 

Regular updates on ongoing MF schemes, New NFO, Better deals in Corporate FD schemes, etc

Organizing regular meetings/training programs

Exclusive Associate Services portal

Comprehensive online investment services platform, enabling investment across all products seamlessly

Timely payment of commission across all products

Competitive commission structures across all products

Online investment platform in paperless process exclusively for investment in Mutual Funds

Customized email campaigns to clients

SMS & e-Mail alerts channel partners and clients

3. Research & Advisory

Research Reports, tools and customized portfolios

Monthly News letter covering updates on all asset classes, markets and products

Regular performance update on ongoing MF schemes, NFO, Fixed Deposit schemes, IPO/FPOs/NCDs/Bonds etc.,

Login Access to clients to view Mutual Fund portfolio

Dissemination of research reports through email and personal visits

4. Infrastructure and Administration Support

Easy KYC form filling & quick activation

Better logistics for applications forms across all products

Application forms for most of the products are downloadable on our portal

Readdresses of grievances within a TAT of 48 hours

Hub & Spokes model for better service

5. Capex - ROI

Investment: NIL

ROI: 100%

Area Required: NIL

Break Even: Acquisition of 1 client

6. Eligibility

Any individual/firm who can capitalize on their network without investing in infrastructure

Existing client base / potential to acquire new clients

Minimum 2-3 years of experience in selling financial products or understanding on Financial products

NISM Certification and registration with AMFI for selling Mutual Funds

7. Who can apply

Self employed (CA, ICFA, Financial Advisor, Tax Consultant, Insurance advisor, Chit Fund agent, )

Agents (Mutual Funds, Insurance, Post office, Corporate FD)

DSA of Banks or other financial products

Housewives

Students

Retired personnel

Any individual looking for a part time prefession with exiting revenue potential and revenue growth

Any firm looking for expansion or other business opportunities with sustainable revenue growth