MONTHLY MEET – OCTOBER 2016

AGENDA

 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 WORLD
 NEGATIVE 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 WORLD
INDIA IS FASTEST GROWING EMERGING MARKET

SOURCE: The Economist Intelligence Unit; IHS; press search; McKinsey Global Institute analysis
TRANSFORMING INDIA
TRANSFORMING INDIA
REVIVAL OF RURAL ECONOMY
RECENT REFORMS AND DEVELOPMENT
FDI FLOW AT ALL TIME HIGH
EQUITY : A SUSTAINABLE BULL MARKET
MUTUAL FUND INDUSTRY : THE ROAD AHEAD
MUTUALMF
FUND INDUSTRY
INDUSTRY KEY HIGHLIGHT
HIGHLIGHT

 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 AUM has been grown more

than 5 time in less than 10 years
Source : AMFI
TRANSFORMATION IN INVESTMENT
GROWTH OF US MUTUAL FUND INDUSTRY

US Mutual fund industry was grown 15 times in 25 years

MUTUAL FUND BUSINESS OPPORTUNITY

TOTAL BANK DEPOSITS & TOTAL EQUITY MARKET

SMALL SAVINGS IN INDIA CAPITALISATION IN INDIA
: Approx Rs.100.3 Lakh Cr : Approx Rs.100 Lakh Cr

TOTAL DEBT AUM TOTAL EQUITY AUM

: Rs. 8 LAKH CR : Rs. 5 LAKH CR
MARS PERFORMANCE
 MARS PERFORMANCE

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

PMS PERFORMANCE
 EQUITY PMS PERFORMANCE

Performance as on 30 Sep 16
UNDERSTANDING KEY REPORT
FROM PARTNER DESK :

BUSINESS INSIGHT REPORT

 BUSINESS 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 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 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 ?
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 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 Fund

L&T Prudence Fund
L&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 ?
 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 !!