
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 |