MONTHLY MEET JANUARY 2018

Transcription

1 MONTHLY MEET JANUARY 2018

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3 AGENDA Market Update Flash back 2017 Launch of MARS SIP Aggressive Portfolio Launch of Automated System for E-Wealth Opening Quiz Contest Update

4 INDIAN MARKET UPDATE

5 MARKET UPDATE INDEX 1 YEAR 2 YEARS 3 YEARS S&P BSE SENSEX S&P BSE SMALL CAP S&P BSE MIDCAP Source : Data as on 31 st Dec '17 INDIAN EQUITY MARKET HAS DELIVERED EXCELLENT RETURN IN LAST 2 YEARS DESPITE OF DEMONETIZATION & GST IMPLEMENTATION

6 MF PERFORMANCE CATEGORY OF FUNDS 1 YEAR 2 YEARS 3 YEARS Avg Performance of Diversified Equity Funds Avg Performance of Balanced Funds Avg Performance of ELSS S&P BSE SENSEX Source : Data as on 31 st Dec '17 MUTUAL FUNDS HAVE OUTPERFORMED SENSEX WITH HIGH MARGIN

7 FLASH BACK 2017

8 MUTUAL FUND INDUSTRY PERFORMANCE IN 2017 PARAMETERS DEC-16 DEC-17 GROWTH(%) Total AUM (Lakh Cr) % Equity AUM (Lakh Cr) % Investor Accounts (Cr) % Balanced Fund AUM (Cr) 64,954 1,67, % ELSS AUM (Cr ) 50,113 80, % Source : AMFI 2017 WAS GREAT YEAR FOR MUTUAL FUND INDUSTRY AS AWARENESS & ACCEPTANCE OF MUTUAL FUND HAS INCREASED

9 AUM in Lakh Cr 4.65 MF INDUSTRY - PROJECTED GROWTH PROJECTED GROWTH OF MF INDUSTRY Investor Accounts (Cr) 41.6 AUM (Lakh Cr) Investor Accounts (Cr) Projection is done by the Association of Mutual Funds in India (AMFI) AUM PROJECTED AT R 94.5 LAKH CR IN 2025 INVESTOR ACCOUNTS (FOLIOS) ESTIMATED TO MORE THAN DOUBLE BY FY2025

10 NEW DEVELOPMENT IN E-WEALTH ACCOUNT IN 2017 Launch of NPS Launch of LAS (Loan Against Sec.) New Version of Capital Market with Mobile Application E-Mandate in E-Wealth Account Online transaction of physical folios in PIT DRF With E-Sign

11 OTHER NEW DEVELOPMENT IN 2017 New Version of Family Need Utility in Partner Desk Launch of MARS Balanced Portfolio Digital Marketing Service (DMS) in bizmall

12 LAUNCH OF NEW STRATEGY IN MARS: MARS SIP AGGRESSIVE PORTFOLIO

13 NJ MARS SIP Aggressive Portfolio is a pure play SIP portfolio. The portfolio consists of Mid and small cap funds.

14 SALIENT FEATURES OF MARS SIP AGGRESSIVE PORTFOLIO All SIPs in MARS SAP will be registered on a perpetual basis and minimum SIP amount will be R10,000 A new portfolio for MARS SIP will be released every year for fresh SIPs however, old SIPs will continue in the old portfolio. Clients with Fresh SIPs will be able to invest only in the new portfolio. Scheme change in MARS SIP portfolio will happen at the end of 5 years. Ex-Scheme change for MARS SIP 2018 Portfolio will happen in In case, the client choses not to change his schemes, his SIPs will continue in the old portfolio. During portfolio change, client will have the option of continuing with his old funds or switching the investments to any of the available MARS portfolios.

15 MARS SIP AGGRESSIVE PORTFOLIO 2018 MARS SAP 2018 IS 15 TH MARS PORTFOLIO

16 WHY INVEST IN MID & SMALL CAP FUNDS? All Mid and small cap funds have traditionally outperformed diversified funds in SIP Returns. Mid and Small cap funds are volatile in nature which helps SIP investors get best advantage of Rupee cost averaging Funds may have high volatility but they can give attractive SIP returns on account of higher earning probabilities of underlying midcap/smallcap stocks and inherent benefits of SIP. Returns as on 30th Nov 17

17 PAST PERFORMANCE OF MARS SIP AGGRESSIVE PORTFOLIO 2018 Returns as on 30th Nov 17

18 FLOW OF SIP REGISTRATION IN MARS SAP Partner needs to map MARS SIP aggressive portfolio to E-Wealth clients from partner desk Client can do MARS SIP registration under MARS menu from E-Wealth desk Select portfolio of MARS SIP Aggressive portfolio while doing SIP Registration

19 E-WEALTH UPDATE

20 NEW SYSTEM LAUNCH IN E-WEALTH INTRODUCING AUTOMATED SYSTEM FOR E-WEALTH ACCOUNT OPENING FROM 22 ND JAN 2018

21 24X7 Account activation KEY FEATURES New Interface which will be Responsive on mobile Manual Verification requirement only in cases the account is not activated automatically Signature of client can be taken on simple blank page - No specific format required Nomination also included in E-Sign, meaning by no requirement of physical Nomination form E-Wealth account registration will also be available from Client Desk.

22 IMPORTANT COMMUNICATION RELATED TO E-WEALTH ALL EXCHANGE TRANSACTION SYSTEMS (ONLINE/OFFLINE/MOBILE APPLICATIONS) SHALL NOT BE AVAILABLE FROM 20 TH JANUARY, 2018 (SATURDAY) AT 12:00 NOON TO 22 ND JANUARY, 2018 (MONDAY) AT 8 AM.

23 TEST YOUR KNOWLEDGE

24 Mr. X invested R1 1 Lakh in Equity Mutual Fund 20 years back, What is the value of Investment Now? Option: A r 60 Lakh Option: C r 25 Lakh Option: B r 45 Lakh Option: D r 30 Lakh

25 Mr. X invested R1 1 Lakh in Equity Mutual Fund 20 years back, What is the value of Investment Now? Option: A r 60 Lakh Option: C r 25 Lakh Option: B r 45 Lakh Option: D r 30 Lakh R1 Lakh became R Lakh (Tax Free) within 20 years with 22.81% return. Average return of 20 equity funds

26 Mr. Z has started SIP of s10,000 in Equity Mutual Fund 20 years back, What is the value of Investment Now? Option: A r 3.3 Cr. Option: C r 2.4 Cr. Option: B r 1.8 Cr. Option: D r 2.8 Cr.

27 Mr. Z has started SIP of s10,000 in Equity Mutual Fund 20 years back, What is the value of Investment Now? Option: A r 3.3 Cr. Option: C r 2.4 Cr. Option: B r 1.8 Cr. Option: D r 2.8 Cr. R10,000 SIP Started 20 years back,today's value R2.83 Cr with 21.05% return. Average return of 20 Equity Funds

28 What is the approx current trail Income of Advisor on the SIP of R10,000 sold to Mr. Z? (Assume 0.75%) Option: A r 2.10 Lakh Option: C r 1.5 Lakh Option: B r 1.85 Lakh Option: D r 2.25 Lakh

29 What is the approx current trail Income of Advisor on the SIP of R10,000 sold to Mr. Z? (Assume 0.75%) Option: A r 2.10 Lakh Option: C r 1.5 Lakh Option: B r 1.85 Lakh Option: D r 2.25 Lakh

30 ADVISOR EARNING FROM SIP SIP Investor's wealth in 20 years : 2.83 Cr (Tax Free) SIP Return in 20 years : 21.05% (Tax Free) If Advisor sold 100 SIP of R 10, Years Back, CURRENT AUM & EARNING TOTAL AUM R283 Cr. YEARLY TRAIL INCOME R2.12 Cr. Assume : 0.75% Trail ADVISE HIGH VALUE SIP & LONG TERM SIP AND BE PART OF WEALTH CREATION JOURNEY FOR NEXT 20 YEARS!!

31 Mr. X invested R10 Lakh in MARS Dynamic Asset Allocation Aggressive fund in Dec 2013, What is the value of Investment Now? Option: A r 15 Lakh Option: C r 23 Lakh Option: B r 19 Lakh Option: D r 21 Lakh

32 Mr. X invested R10 Lakh in MARS Dynamic Asset Allocation - Aggressive fund in Dec 2013, What is the value of Investment Now? Option: A r 15 Lakh Option: C r 23 Lakh Option: B r 19 Lakh Option: D r 21 Lakh OBJECTIVE OF MARS IS TO GIVE OPTIMUM RETURN WITH MINIMUM RISK MARS HAS GIVEN EXCELLENT PERFORMANCE WHILE TAKING MINIMUM RISK

33 MARS PERFORMANCE Performance as on 31 Dec 17, Inception Date 16 Dec 13 MARS DAA- AGGRESSIVE HAS DELIVERED 20% RETURN WITH ONLY 51% EQUITY EXPOSURE SINCE INCEPTION

34 What is current interest rate of Postal MIS? Option: A 8.2% Option: C 7.7% Option: B 7.3% Option: D 8.5%

35 What is current interest rate of Postal MIS? Option: A 8.2% Option: C 7.7% Option: B 7.3% Option: D 8.5% Source : Finance Ministry Interest Rate for Jan -Mar 2018

36 What is avg return of Balanced funds in last 5 years? Option: A 17.5% Option: C 15.8% Option: B 13.7% Option: D 12.3%

37 What is avg return of Balanced funds in last 5 years? Option: A 17.5% Option: C 15.8% Option: B 13.7% Option: D 12.3% R 1 LAKH BECAME R 2.08 LAKH (TAX FREE) WITHIN 5 YEARS WITH 15.8% RETURN. AVERAGE RETURN OF 21 BALANCED FUNDS Data as on 31 Dec 17

38 MARS BALANCE PORTFOLIO - SCHEMES PERFORMANCE MARS Balanced Portfolio, is a portfolio made specifically of good performing balanced fund schemes, selected by NJ research team through our strong MF research Methodology. The portfolio will be shuffled once in a year, in March, where the under performing schemes will be replaced by outperforming schemes. Performance as on 31 Dec 17

39 MARS CELEBRATION We are Celebrating January 2018 as MARS Month Focus MARS Product : MARS Balanced Portfolio MARS SIP Aggressive Portfolio Get 4,000 PBC Points on 10 New MARS Accounts with 1 Lac investment Get Approx 4,000 SIP PBC Points + 1 Lacs SIPing Contest Points + 14,400 RAP Points on 10 MARS SIP Registration Participate with enrolling 10 clients in MARS

40 What is current interest rate of PPF? Option: A 8.5% Option: C 8.1% Option: B 7.6% Option: D 8.8%

41 What is current interest rate of PPF? Option: A 8.5% Option: C 8.1% Option: B 7.6% Option: D 8.8% Source : Finance Ministry Interest Rate for Jan -Mar 2018

42 What is avg return of ELSS funds in last 15 years? Option: A 20.5% Option: C 18.5% Option: B 22.5% Option: D 25.5%

43 What is avg return of ELSS funds in last 15 years? Option: A 20.5% Option: C 18.5% Option: B 22.5% Option: D 25.5% R 1 LAKH BECAME R LAKH (TAX FREE) WITHIN 15 YEARS WITH 22.54% RETURN. AVERAGE RETURN OF 15 ELSS FUNDS Data as on 30 Nov 17

44 PERFORMANCE OF TAX SAVING PRODUCTS R 1.5 LACS INVESTED IN 2002 FOR 15 YEARS Return as on 30 th Nov 2002 to 30 th Nov Avg of 15 ELSS Funds SAVE TAX UPTO R 46,350/- WITH INVESTMENT OF 1,50,000/- IN TAX SAVING INVESTMENT AVENUES R 1,50,000/-

45 ELSS Performance as on 31 Dec 2017 ELSS PERFORMANCE

46 ELSS - BUSINESS OPPORTUNITY With increased income disclosure and higher number of taxpayers in the year, ELSS is all set to attract large investments With end of Financial year approaching, it is best time to approach clients for ELSS ELSS is only attractive investment option under sec 80C as interest rate falls and Excellent ELSS performance Work on ELSS Opportunities in your CRM Great opportunity to acquire new clients Great opportunity to complete PBC and Carnival

47 What is Minimum ticket size of Secondary Market Bonds? Option: A r 10,000/- Option: C r 10 LAKH Option: B r 1 LAKH Option: D r 1000/-

48 What is Minimum ticket size of Secondary Market Bonds? Option: A r 10,000/- Option: C r 10 LAKH Option: B r 1 LAKH Option: D r 1000/- 8.05% M&M FIN. SERV. LTD & 7.85% IL&FS 2027 HAVE MIN R 1,000 INVESTMENT

49 Which bond offers highest yield? Option: A IDBI Bank Option: C Oriental Bank Option: B United Bank Of India Option: D Bank of India

50 Which bond offers highest yield? Option: A IDBI Bank Option: C Oriental Bank Option: B United Bank Of India Option: D Bank of India 10.75% IDBI Bank Perpetual offers 10.85% YTC

51 CONTEST UPDATE

52 *Refer contest one pager for T&C

53 Refer contest one pager for T&C Keep SIPing Contest Points will be available shortly in partner desk

54 965+ Partners are already Qualified for PBC th Partner PBC Points - 20, th partner PBC Points - 10,000

55 EASY WAY TO QUALIFY PBC & SIPING CONTEST Check your PBC & SIPing Points from your partner desk Sit with your UM and do planning for remaining points in remaining month Easy way to qualify for PBC & SIPing Contest: MARS SIP MARS Balanced Portfolio

56 1 st Partner Carnival Points 50 Cr Partners qualified Australia 495 Partners qualified Hong kong Partners' Carnival Points 2 Cr +

57 NEW PRODUCTS IN

58 PPF VS ELSS TATA & RELIANCE(CONCESSIONAL) MC FLYER TATA RELIANCE Specifications: Size: Half of A4, Paper: 80gsm Color: Multi colour Language: English Partner details in single colour COST: PRINT SHOP R 2,000 / 5,000 qty

59 PPF VS ELSS TATA & RELIANCE(CONCESSIONAL) MC FLYER TATA DSP RELIANCE Specifications: Size: Half of A4, Paper: 80gsm Color: Single colour Language: English Partner details in single colour COST: PRINT SHOP R 1,250/5,000 qty

60 DMS - DIGITAL MARKETING SERVICE

61 DMS - 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 & 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.

62 DMS - DIGITAL MARKETING SERVICE DMS PERFORMANCE REPORT NO OF DAYS : 120 AMOUNT SPENT: R4,81,341 IMPRESSIONS: 1,00,80,952 CLICKS: 43,753 LEADS GENERATED: 2528 ALL THE PARTNERS HAVE RECEIVED THE LEADS MOST OF THE LEADS ARE IN FOLLOW-UP SOME OF THE LEADS ARE ALREADY CONVERTED INTO CLIENTS

63 DMS - DIGITAL MARKETING SERVICE NJ DMS CHARGES Annual R18,500/- P.A. Monthly R1,800/- P.M. (R21,600/- YEARLY) MIN BUDGET FOR PROMOTION R50,000/-ONWARDS Domain cost extra Once Budget over new budget required to continue the service Promotional budget will cut from your credit card only dms@njgroup.in

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