“Coming together is a beginning keeping

together is a progress working

together is a success...”

● Give more time

●Make money out of every Asset class.

●Make Return on Investments.

Clients

Wants

● Full Information.

●Make all investments' from me only.

●Make Segmentation like Very Important/ Important/ Less Important

Advisor

Wants

Sr.no. Present Future

1 Agent ► Advisor

2 Salesman ► Consultant

3 Products ► Solution

4 Business ► Profession

5 Returns ► Goals

6 Limited ► Comprehensive

7 Ad-hoc Advices ► Financial Planning

8 People ► Process

9 Manual ► Technology

10 Commission ► Fees

Our Journey Starts from…

Implied ► Explicit

(Need) ► (Requirements)

Organic Growth:

Stock Markets are increasingly Rewarding by Organic Growth

& Ignoring Growth by accusations.

Existing Clients V/S New Clients:

Rotation V/S New. 7 > 15 times cost affecting.

Transfer existing assets from bank.

Client Control:

Operational Issues / Selling.

GROWTH THROUGH EXISTING CLIENTS..

4

Existing Money

New Investments

▼

Portfolio Balance

3

New Money

New Investments

▼

Cross Sales

1

Existing Money

Existing Investments

▼

Asset Reallocation

2

New Money

Existing Investments

▼

Up Sales

CountryInception

Year Of MF AUM (USD-$) AMC FUNDS

Market Share of the

Investor

USA 1924 17 Trillion 11560 26286 48%

UK 1990 6.7 Trillion 595 3194 76%

Japan 1990 874 Billion 660 3937 96%

China 1996 780 Billion 320 1500 57%

Canada 1933 834 Billion 75 560 48%

France 1964 1.56 Trillion 608 1500 66%

Australia 1973 1.72 Trillion 479 2680 72%

Pakistan 1995 3.6 Billion 34 326 0.49%

Italy 1984 670 Billion 302 1000+ 51%

India 1964 13 Billion 43 981 1.8%

36%

48%

65% 65% 67% 68%73%

79% 80% 82%85% 87%

IFA ASSOCIATION MEET WITH FIFA & AMFI

Meeting with Mr. Ramdeo Agrawal (MD. MOSL)

At MOSL Head Office Mumbai, With Nashik &

Pune IFA’s

NEW RULES…NEW LEADERS…

Times change, people change, ideas change and so do

the rules…

Rules have changed…they kept changing earlier and

they will continue to change in future also!

Resist change and die…or master the change and

lead…the choice is ours

Accepting change is very difficult…but resisting

change is not so easy either!

If both are difficult…let us accept change happily and

lead from the front under the new rules!

Nobody wants to take the first step…let US do it and

let us Lead!

Keep Smiling….☺

Thank you….☺

Mukesh Chothani-9822274907

namaskar37@gmail.com

Everyone wants Happiness, Nobody Wants pains, But…..How is it possible to have a RAINBOW without a little rain…!!