MF Industry Update
Impact of Demonetisation in MF Industry
Digitalisation & E Wealth Update
MARS & PMS Update
Update on Desk
NFO Update
Contest Update
AGENDAAGENDA
MF INDUSTRY UPDATEMF INDUSTRY UPDATE
MF Industry AUM as on at peak - R21.79 Lakh Cr
Equity MF AUM at peak - R6.32 Lakh Cr
Balanced Fund AUM - R1.47 Lakh Cr
MF Industry Investor Accounts (folios) - 6.32 Cr
MF Industry added New Investor accounts (folios) for FY 17-18 - 1.60 Cr
SIP Investor Accounts - 1.73 Cr with SIP Book of R5621 Cr
Source : AMFI
NET EQUITY SALES IN MF INDUSTRYNET EQUITY SALES IN MF INDUSTRY
Source : AMFI , Data as on Oct '17
Category Oct '17 Apr to Oct '17
Equity Funds 15,218 91,283
Balanced Funds 5,897 52,942
ELSS Funds 784 5,076
PENETRATION OF MF INDUSTRYPENETRATION OF MF INDUSTRY
Source – Reliance MF
MF AUM IS EXPECTED TO R50 LAKH CR BY 2022 WITH 22% ANNUAL GROWTH
DIGITALIZATION WILL BE KEY DRIVER FOR GROWTH
BENEFIT OF DEMONETISATIONBENEFIT OF DEMONETISATION
http://www.infoindiamarketing.com/mktg/ppts/demonatise.mp4http://www.infoindiamarketing.com/mktg/ppts/demonatise.mp4
KEY FUNDAMENTAL PARAMETERS IMPROVED IN LAST 5 YEARSKEY FUNDAMENTAL PARAMETERS IMPROVED IN LAST 5 YEARS
Source: RBI, Internal, MOSPI, Sept. 2017
IMPROVING BUSINESS CONDITIONIMPROVING BUSINESS CONDITION
Source: Fixed Income Research; World Bank
EASE OF DOING BUSINESS RANKING EASE OF DOING BUSINESS RANKING FOR INDIA HAS IMPROVED FOR INDIA HAS IMPROVED
GOVERNMENT FOCUS ON INFRASTRUCTUREGOVERNMENT FOCUS ON INFRASTRUCTURE
Source: MacquerieResearch; PMAY: Pradhan MantriAwasYojana; CapexOutlay for Power is under Saubhagyascheme
DIGITAL TRANSACTION BOOST AFTER DEMONETISATIONDIGITAL TRANSACTION BOOST AFTER DEMONETISATION
Source : GOI
E-RETURNS ARE INCREASED AFTER DEMONETISATIONE-RETURNS ARE INCREASED AFTER DEMONETISATION
Source : GOI
MOBILE WALLET TRANSACTIONSMOBILE WALLET TRANSACTIONS
E-RETURNS ARE INCREASED AFTER DEMONETISATIONE-RETURNS ARE INCREASED AFTER DEMONETISATION
Source : GOI
POWER OF E-WEALTH ACCOUNTPOWER OF E-WEALTH ACCOUNT
Mobilised 129 SIPs Of R4.24 Lac On 25/10/2017 Occasion of LABH PANCHAMLABH PANCHAM
Out of 110 Unique Investors, 77 investors Out of 110 Unique Investors, 77 investors started SIP online on E-Wealth Accountsstarted SIP online on E-Wealth Accounts
MR. NIRMALDAS DOSHIVillage - Umalla (45 km from Bharuch), Gujarat.
Live E-Wealth Accounts - 230
NJ PMS PERFORMANCENJ PMS PERFORMANCE
Performance as on 31 Oct 17.These returns are net of all expenses
UPDATE ON BIU CAMPAIGN FOR SIP PROMOTIONUPDATE ON BIU CAMPAIGN FOR SIP PROMOTION
INCREMENTAL SIP OCT - DEC 2017: INCREMENTAL SIP OCT - DEC 2017: Target Investors for Campaign : Target Investors for Campaign : Investors who have potential to increase their monthly SIP
investment based on Gross Sales, AUM and other demographic & business data points.
Activities done in Campaign Activities done in Campaign -- SMS,Emailer,Desk Banner Etc.SMS,Emailer,Desk Banner Etc.
Campaign is being done Partner who had given us ConsentCampaign is being done Partner who had given us Consent
This is in addition to SIP Renewal Campaign done every month We will be shortly starting with ELSS Campaign for FY 17-18.
Communication & details will shortly follow to respective Partners
MUTUAL FUND RETURN CALCULATORMUTUAL FUND RETURN CALCULATOR
Mutual fund Lumpsum return calculator on www.njwealth.inwww.njwealth.in with new improved GUI and host of new features
MUTUAL FUND SIP CALCULATORMUTUAL FUND SIP CALCULATOR
MF SIP Calculator on www.njwealth.inwww.njwealth.in with new improved GUI and host of features
NFO Period : 16 Nov 2017 to 30 Nov 2017NFO Period : 16 Nov 2017 to 30 Nov 2017
Upfront Brokerage : 0.70%
B15 Additional Upfront Brokerage : 0.85%
1st year onwards Trail Brokerage : 0.75%1st year onwards Trail Brokerage : 0.75%
BROKERAGE RATEBROKERAGE RATE
HDFC HOUSING OPPORTUNITIES HDFC HOUSING OPPORTUNITIES FUND - SERIES 1 - NFOFUND - SERIES 1 - NFO
600+ Partners are already Qualified for PBC - 2018600+ Partners are already Qualified for PBC - 201811001100thth Partner PBC Points - 20,000 Partner PBC Points - 20,00021002100thth partner PBC Points - 10,000 partner PBC Points - 10,000
105105 TICKETS FOR AUSTRALIA TICKETS FOR AUSTRALIA
188188 TICKETS FOR HONG KONG TICKETS FOR HONG KONG700700thth Partner Carnival Points - 2 Cr Partner Carnival Points - 2 Cr
15001500thth Partner Carnival Points - 1 Cr Partner Carnival Points - 1 Cr
DMS -DMS - DIGITAL MARKETING SERVICE DIGITAL MARKETING SERVICE
People are spending more time on social media than anywhere else. More than 95% of your existing customers and target audience hangout on Facebook and Google.
Digital Marketing is a new way for all businesses to reach out to prospective customers & draw them towards your business. Making it easy for them to find you - is what Digital Marketing is all about.
DMS -DMS - DIGITAL MARKETING SERVICE DIGITAL MARKETING SERVICE
DMS PERFORMANCE REPORTDMS PERFORMANCE REPORTNO OF DAYS : 4545
AMOUNT SPENT: RR1,50,6251,50,625
IMPRESSIONS: 38,37,57838,37,578
CLICKS: 17,07617,076
LEADS GENERATED: 645645
ALL THE PARTNERS HAVE RECEIVED THE LEADS
MOST OF THE LEADS ARE IN FOLLOW-UP
SOME OF THE LEADS ARE ALREADY CONVERTED INTO CLIENTS
DMS -DMS - DIGITAL MARKETING SERVICE DIGITAL MARKETING SERVICE
R1,800/- P.M.(R21,600/- YEARLY)
Monthly
MIN BUDGET FOR PROMOTION
Domain cost extra
Once Budget over new budget required to continue the service
Promotional budget will cut from your credit card only
Email: [email protected]
R18,500/- P.A.
NJ DMS CHARGES Annual
R50,000/-ONWARDS