monthly meet – october 2016 - … · monthly meet – october 2016. agenda ... increase live sip...

MONTHLY MEET – OCTOBER 2016MONTHLY MEET – OCTOBER 2016

AGENDAAGENDA

India Vs World – Investment Opportunity

Mutual fund Industry – The Road Ahead

MARS Performance

PMS Performance

Understanding of Key Report from Partner Desk

Contest

INDIA V/S WORLDINDIA V/S WORLD

NEGATIVE BOND YIELD IN WORLDNEGATIVE BOND YIELD IN WORLD

Indian bond market offers 7% - 8% yield. Its great Investment opportunity Source: Pension Partners, SBIMF Research; NB data as of Jul 2016, Bloomberg

INDIA V/S WORLDINDIA V/S WORLD

INDIA IS FASTEST GROWING EMERGING MARKETINDIA IS FASTEST GROWING EMERGING MARKET

SOURCE: The Economist Intelligence Unit; IHS; press search; McKinsey Global Institute analysis

TRANSFORMING INDIA TRANSFORMING INDIA

TRANSFORMING INDIATRANSFORMING INDIA

REVIVAL OF RURAL ECONOMYREVIVAL OF RURAL ECONOMY

RECENT REFORMS AND DEVELOPMENTRECENT REFORMS AND DEVELOPMENT

FDI FLOW AT ALL TIME HIGHFDI FLOW AT ALL TIME HIGH

EQUITY : A SUSTAINABLE BULL MARKETEQUITY : A SUSTAINABLE BULL MARKET

MUTUAL FUND INDUSTRY : THE ROAD AHEADMUTUAL FUND INDUSTRY : THE ROAD AHEAD

MF Industry AUM at all time high Rs.16.07 Lakh Cr

Equity MF AUM at Peak Rs.5.07 Lakh Cr

SIP Accounts : 1.09 Cr and SIP Amount : Approx

Rs.3500 Cr

Monthly addition of New SIP Accounts : 2.07 Lakh

Mutual Fund Investor Accounts – 5 Cr ( All Time High )

85% investor accounts are in equity orientated schemes

MUTUAL FUND INDUSTRY KEY HIGHLIGHTMUTUAL FUND INDUSTRY KEY HIGHLIGHTMF INDUSTRY HIGHLIGHTMF INDUSTRY HIGHLIGHT

Mutual fund industry AUM has been grown more than 5 time in less than 10 years

Source : AMFI

TRANSFORMATION IN INVESTMENTTRANSFORMATION IN INVESTMENT

GROWTH OF US MUTUAL FUND INDUSTRYGROWTH OF US MUTUAL FUND INDUSTRY

US Mutual fund industry was grown 15 times in 25 years

MUTUAL FUND BUSINESS OPPORTUNITYMUTUAL FUND BUSINESS OPPORTUNITY

TOTAL BANK DEPOSITS & SMALL SAVINGS IN INDIA : Approx Rs.100.3 Lakh Cr

TOTAL EQUITY MARKET CAPITALISATION IN INDIA : Approx Rs.100 Lakh Cr

TOTAL DEBT AUM

: Rs. 8 LAKH CRTOTAL EQUITY AUM

: Rs. 5 LAKH CR

MARS PERFORMANCE MARS PERFORMANCE

MARS PERFORMANCE MARS PERFORMANCE

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

PMS PERFORMANCEPMS PERFORMANCE

EQUITY PMS PERFORMANCEEQUITY PMS PERFORMANCE

Performance as on 30 Sep 16

UNDERSTANDING KEY REPORT UNDERSTANDING KEY REPORT FROM PARTNER DESK :FROM PARTNER DESK :

BUSINESS INSIGHT REPORTBUSINESS INSIGHT REPORT

Business Insight Report shows Investor & Group wise summary of AUM,Net Sales, Live SIP, E Wealth Accounts, ELSS and Insurance data Etc.

Objective of Business Insight report is to give you a fair idea which product needs to be pitched to which customer.

You can do client wise business analysis and cross and up selling of multi products

You can do Client categorization for better service with help of this report

You can focus and improve weak business parameters like SIP, Net Sales Etc.

Very important tool for increasing your productivity

Let's see the Demo of Business Insight Report

BUSINESS INSIGHT REPORTBUSINESS INSIGHT REPORT

BUSINESS INSIGHT REPORTBUSINESS INSIGHT REPORT

You can select Group wise / Investor wise Report

You can add multiple filters like Live SIP,AUM,ELSS, E Wealth etc

SAMPLE OF BUSINESS INSIGHT REPORTSAMPLE OF BUSINESS INSIGHT REPORT

- You can prepare your product wise focus client list from business insight report- You can prepare your client wise business plan

HOW CAN WE USE THIS REPORT ?HOW CAN WE USE THIS REPORT ? Let's see how business insight report will help you to increase Live SIP :

Download Business Insight Report from partner desk

Identify clients who have zero SIP Accounts

Prepare client list who can increase SIP by showing SIP Valuation

Prepare client list who can give you references

Prepare Client list for Client meet invitation

You can do the same activities for other products like PMS Sales, MARS Sales Etc.

CONTEST UPDATECONTEST UPDATE

Launching LNT Tax & Balance Bonanza contest

Mobilise lumsum business in TAX & BALANCE FUND and Get AMAZON VOUCHER

Contest Period : 1st Sept 2016 to 30th Oct 2016

Rs. 2500 AMAZON VOUCHER for Every Mobilization of Rs. 5 lac

Eligible Schemes :

L&T Tax Advantage FundL&T Prudence FundL&T Dynamic Fund

Terms & Conditions :

Only transactions approved by RTA will be considered in the contest

SIPs will not be considered in the contest

No SWITCHES, whether from Equity, Debt or Liquid funds, will be considered for the contest

Vouchers will be awarded based on slabs of Rs. 5 Lacs only and not proportionately

PERFORMANCE OF LNT MF CONTEST ELIGIBLE SCHEMES

Performance as on 30th Sept 16

DO YOU KNOW YOUR PBC POINTS ?DO YOU KNOW YOUR PBC POINTS ?

YOU CAN CHECK YOUR PBC & CARNIVAL SCORE FROM PARTNER DESK

250 PARTNERS HAVE ALREADY BEEN QUALIFIED FOR PBC 2016 GOA

South Africa Calling, 6 months to go

NOW BIRLA MUTUAL FUND IS PART OF CARNIVAL CONTEST

BIRLA MUTUAL FUND WILL ALSO BE INCLUDED IN RAP AND PBC FROM 1 OCT 16

WISH MAX CLIENTS PERSONALLY WITH THEIR VALUATION REPORTS !!