monthly meet – october 2016 - … · monthly meet – october 2016. agenda ... increase live sip...
TRANSCRIPT
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MONTHLY MEET – OCTOBER 2016MONTHLY MEET – OCTOBER 2016
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AGENDAAGENDA
India Vs World – Investment Opportunity
Mutual fund Industry – The Road Ahead
MARS Performance
PMS Performance
Understanding of Key Report from Partner Desk
Contest
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INDIA V/S WORLDINDIA V/S WORLD
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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
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INDIA V/S WORLDINDIA V/S WORLD
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INDIA IS FASTEST GROWING EMERGING MARKETINDIA IS FASTEST GROWING EMERGING MARKET
SOURCE: The Economist Intelligence Unit; IHS; press search; McKinsey Global Institute analysis
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TRANSFORMING INDIA TRANSFORMING INDIA
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TRANSFORMING INDIATRANSFORMING INDIA
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REVIVAL OF RURAL ECONOMYREVIVAL OF RURAL ECONOMY
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RECENT REFORMS AND DEVELOPMENTRECENT REFORMS AND DEVELOPMENT
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FDI FLOW AT ALL TIME HIGHFDI FLOW AT ALL TIME HIGH
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EQUITY : A SUSTAINABLE BULL MARKETEQUITY : A SUSTAINABLE BULL MARKET
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MUTUAL FUND INDUSTRY : THE ROAD AHEADMUTUAL FUND INDUSTRY : THE ROAD AHEAD
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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
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TRANSFORMATION IN INVESTMENTTRANSFORMATION IN INVESTMENT
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GROWTH OF US MUTUAL FUND INDUSTRYGROWTH OF US MUTUAL FUND INDUSTRY
US Mutual fund industry was grown 15 times in 25 years
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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
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MARS PERFORMANCE MARS PERFORMANCE
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MARS PERFORMANCE MARS PERFORMANCE
Performance as on 30 Sep 16, Inception Date 16 Dec 13
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PMS PERFORMANCEPMS PERFORMANCE
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EQUITY PMS PERFORMANCEEQUITY PMS PERFORMANCE
Performance as on 30 Sep 16
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UNDERSTANDING KEY REPORT UNDERSTANDING KEY REPORT FROM PARTNER DESK :FROM PARTNER DESK :
BUSINESS INSIGHT REPORTBUSINESS INSIGHT REPORT
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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
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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
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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
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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.
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CONTEST UPDATECONTEST UPDATE
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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
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PERFORMANCE OF LNT MF CONTEST ELIGIBLE SCHEMES
Performance as on 30th Sept 16
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DO YOU KNOW YOUR PBC POINTS ?DO YOU KNOW YOUR PBC POINTS ?
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YOU CAN CHECK YOUR PBC & CARNIVAL SCORE FROM PARTNER DESK
250 PARTNERS HAVE ALREADY BEEN QUALIFIED FOR PBC 2016 GOA
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South Africa Calling, 6 months to go
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NOW BIRLA MUTUAL FUND IS PART OF CARNIVAL CONTEST
BIRLA MUTUAL FUND WILL ALSO BE INCLUDED IN RAP AND PBC FROM 1 OCT 16
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WISH MAX CLIENTS PERSONALLY WITH THEIR VALUATION REPORTS !!
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