MONTHLY MEET - NOVEMBER 2017MONTHLY MEET - NOVEMBER 2017

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 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

IMPACT OF DEMONETISATION IN MF INDUSTRYIMPACT OF DEMONETISATION IN MF INDUSTRY

MF PERFORMANCE AFTER DEMONETISATIONMF PERFORMANCE AFTER DEMONETISATION

Souce – NJ Internal Research

IMPACT OF DEMONETISATION IN MF INDUSTRYIMPACT OF DEMONETISATION IN MF INDUSTRY

Source : AMFI

INDIA IS INDIA IS GROWING...GROWING...

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

DIGITALISATION AFTERDIGITALISATION AFTER

DEMONETISATIONDEMONETISATION

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

*Refer contest one *Refer contest one pager for T&C pager for T&C

MARS PERFORMANCE UPDATEMARS PERFORMANCE UPDATE

MARS PERFORMANCEMARS PERFORMANCE

Performance as on 31 Oct 17, Inception Date 16 Dec 13

MARS ASSET ALLOCATION - NOV 2017MARS ASSET ALLOCATION - NOV 2017

NJ PMS UPDATENJ PMS UPDATE

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

NEW MUTUAL FUND TOOLS IN NJ WEALTHNEW MUTUAL FUND TOOLS IN NJ WEALTH

NEW MUTUAL FUND TOOLS IN www.njwealth.inNEW MUTUAL FUND TOOLS IN www.njwealth.in

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 UPDATENFO UPDATE

HDFC HOUSING OPPORTUNITIES FUND - SERIES 1HDFC HOUSING OPPORTUNITIES FUND - SERIES 1

HDFC HOUSING OPPORTUNITIES FUND - SERIES 1HDFC HOUSING OPPORTUNITIES FUND - SERIES 1

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

CONTEST UPDATECONTEST UPDATE

*Refer contest one pager for T&C

Refer contest one pager for T&C

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

NEW PRODUCTS INNEW PRODUCTS IN

DMS -DMS - DIGITAL MARKETING SERVICE DIGITAL MARKETING SERVICE

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: dms@njgroup.in

R18,500/- P.A.

NJ DMS CHARGES Annual

R50,000/-ONWARDS