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SIP PRESENTATION
ONINANCIAL PLATFORM FOR CUSTOMERS
Presented by:Anish kumarIIM Raipur
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Industry AnalysisINTERNET USERS IN INDIA
Older than 2 Rural !emale users M"bile internet
#$%
2&% 2'%
($%
Internet users in India )ear Number *milli"ns+
2$$, -
2$$& ($
2$,# ,&$
2$,'*e.p/+ $
Internet users in Rural India
)ear Number *milli"ns+
2$,# *0une+ ($
2$,' *E.p+ 2'$
Internet Users in Urban India
)ear Number *milli"ns+
2$,#*0une+ ,1$
2$,' e.p+ 2-$
Sementati"n "3 internet users*2$,#+
Older than 2 #$%
Rural 2&%
!emale users 2-/-$%
M"bile internet ($%
Sementati"n "3 internetusers*2$,' e.p+
Older than2 #%
Rural #%
!emale
users 1#/$%M"bile
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MUTUA4 !UND INDUSTR) IN INDIA
year!unds M"bilised byM!5s*6r"res+
2$,$7,, '&,/1'
2$,,7,2 (',&(-'/,
2$,27,1 -2(-''/2(
2$,17,# &-(',$$/#
2$,-7
,'*APPRO8+ ,#,2##-#/$$
Number O3 Mutual !unda s6heme inIndia
yearN"/ "3 Mutual 3undS6hemes
2$,$7,, ,,1,
2$,,7,2 ,1$&
2$,27,1 ,2
2$,17,# ,(1'
2$,-7
,'*APPRO8+
2,-,
$
2$$$$$$
#$$$$$$
($$$$$$
'$$$$$$
,$$$$$$$
Funds Mobilised by MF's(crores)
!unds
M"bilised by
M!5s*6r"res+
Parae!ers Aoun!s in Crores
E.pe6ted Additi"n T" AUM in ne.t years at6urrent rate "3 r"9th #1(1-1/#(
At % leel ;"ntributi"n 3r"m E sellin 2,-','/(-1
At - % leel ;"ntributi"n 3r"m E sellin 1$#(/,#22
At ,$ % leel ;"ntributi"n 3r"m E sellin #1(1-/1#(
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;"mpetit"r AnalysisSr"No
Co#e!i!or
Co#any#ro$le
Fea!ure Re%enueodel
Pain#oin!saddressed
& Ar!'a
an!ra
oal
assessen!
Ris*assessen!
Cus!oi+ed#or!,olio
uided -ebsi!e !our
!o unders!a.nd !'e-or*in/" Produc! ca!eo/arisedin!o !'ree subca!eo/aries on basiso, cus!oerre1uireen!s"
2lo/ -i!' ar!iclesrele%an! !o cus!oerre1uireen!" Tar/e!s all cus!oersloo*in/ ,or $nancialsa,e!y" Sur%ey da!a s'ared
Payen!
,orana/in/#or!,olio
Easy !o use
-eb #or!al" uidance ,or$nancialsa,e!y"
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;"mpetit"r Analysis * ;"ntinued+Sr"No
Co#e!i!or Co#any#ro$le
Fea!ure Re%enueodel
Pain #oin!saddressed
3 !'eFundoo Ad%ice onu!ual ,undselec!ion
Co#ara!i%eanalysis o,di4eren!u!ual ,unds
Cus!oerEduca!ion"
Insi/'!s on de%elo#en! in u!ual ,undindus!ry (includes in!er%ie-s o, indus!rye5#er!s6 Ne-s a4ec!in/ indus!ry6 Ar!icleson di4eren! u#coin/ ,unds) 7ideo lec!ures on eleen!ary *no-led/ebase rela!ed !o be!!er unders!andin/ o,u!ual ,und indus!ry"
Ra!in/ and co#arison o, di4eren!u!ual ,unds /raded on si5 #arae!ers o,#er,orance6 ris*6 s!yle6 di%ersi$ca!ion6consis!ency and 1uali!y" (s!a!s o, ris*re!urn analysis6 sec!orial alloca!ion6ra#'s o, NA7 o%een!6 Asse!alloca!ion6 rela!i%e #er,orance -i!'res#ec! !o inde5)" Tools !o co#are di4eren! u!ual ,unds
(!'ese !ools include sec!or -ise 'oldin/6#or!,olio o%erla#6 ,und ana/erco#arison6 s!oc* 'oldin/s) S'o-s u!ual ,unds on a sca!!er c'ar!-'ic' classi$es !'e #roduc!s on basis o,ris* and re!urn"
No! *no-n"( ay becoissions ,rou!ual,unds)
Addresses!'e dileao, selec!in/u!ual ,undsby co#arin/!'e" Pro%idesdi4eren!
cri!eria ,orco#arisionas #erre1uireen!so, cus!oers" Pro%ides/eneralin,ora!ionre/ardin/ !'e
cri!eria on-'ic' u!ual,unds aree%alua!ed"
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;"mpetit"r Analysis * ;"ntinued+Sr"No
Co#e!i!or
Co#any#ro$le
Fea!ure Re%enue odel
Pain#oin!saddressed
1 Aditya
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;"mpetit"r Analysis * ;"ntinued+
Sr"No
Co#e!i!or
Co#any#ro$le
Fea!ure Re%enue odel
Pain#oin!saddressed
8 Scri#bo5 9'ere !oin%es! and:o- !o
in%es!; In%es!en!in bes!u!ual,unds( au!oa!ic) Ta5 sa%in/,unds" Secure andau!oa!ed
!ransac!ions
In%es!en! ad%iceon basis o,al/ori!'ic
analysis o, ore!'an
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;"mpetit"r Analysis * ;"ntinued+
Sr"No Co#e!i!or
Co#any#ro$le
Fea!ure Re%enueodel
Pain#oin!saddressed
? Fundsindia One s!o#des!ina!ion !oall
in%es!en!needs" E1ui!y6Mu!ual ,unds6old ETF6Loans6Insurance
In%es!en! ad%icesby e5#er!s" ( ,ree)
Ready !o /o SIP#or!,olios Classi$ca!ion o,,unds on basis o, ris*and !y#e o,co#onen!s ( E1ui!y6@eb!6 ElSS)
NFOFMP sc'eesalso on o4er as#roduc!s" Lii!ed nuber o,/old #lans a%ailablein India" Bno-led/e cen!re ,orbasic *no-led/e
Coission in!ransac!i
on sees!o be !'ere%enue/enera!or"
Pro%ide aone s!o#solu!ions !o
all !'e$nancialre1uireen!s o,cus!oers,ro loansandin%es!en!s
!o /oldETFs"
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;ust"mer sementati"nInest"rs
OnlineInest"r
s
OCineinest"r
s
Internet users
Th"se9h"
D"ntinest
Th"se9h"
inest
Seeksadi6e3r"m
Aents
Inest"n their
"9n/
Are 9illin t" inest
but D"nt n"9 h"9
Are 9illin t" inest
but are n"t sureab"ut "nline plat3"rm
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alue Pr"p"siti"n
Oerall aluePr"p"siti"n
T" be the pers"nal 9ealth adis"r and9ealth manaer 3"r "ur 6ust"mers
alue pr"p"siti"n 3"rdi@erent set "3
6ust"mers
Online Inest"rs 9h"inest "n their "9n
• !ree "3 6hare inestment 3a6ility/• )early in6enties in 3"rm "3 s"me i3ts/
Online Inest"rs 9h"
seek adi6e/
• Atta6h t" br"kers "r aents sellin mutual3unds in their area/
• !ree initial 6"nsultan6y 3"r a6Buisiti"n
purp"se
?illin T" inest
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F"9 t" a6hiee these alue pr"p"siti"Sr" no" Cus!oer se/en! Su//es!ion
, Online inest"r 9h"inest "n their "9n/
!ree a66ess t" analysis"3 all mutual 3unds/
2 Online Inest"r ?h"Seek adi6e/
Partnership 9ithbr"kers t" pr"idene6essary seri6es
1 ?illin t" Inest
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Reenue M"delReenue
M"del
Transa6ti"n M"del
Subs6ripti"nM"del
Subs6ripti"n pri6e t"
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;"st Pr"p"siiti"nSerialNuber
Cos! @ri%er
, ;"st "3 A6Buirin a66ess t" e.istindatabase "r 6reatin "ur "9n database/
2 ;"st "3 desinin all the >lters in the9ebsite
1 Subs6ripti"n 3ees t" 9ebsite like
Multi6hart/6"m t" a66ess their 6hartinand dra9in t""ls/
# ;"st "3 partnership 9ith mutual 3undaents/
;"st "3 6ust"mer a6Buisiti"n/ * Diital
marketin +D Cos! o, se!!in/ u# o, cus!oer care
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!eatures t" be in6"rp"rated in M"drikaSr"no Fea!ure E5#ec!ed 2ene$!
&" uided 9ebsi!e !our • Pro%ide cus!oer -i!' #ro#erou!loo* o, #roduc!s on o4er a!Modri*a"
3" 9a!c' lis! • 9a!c' lis! ,or cus!oers !o !rac*u!ual ,unds o, !'eir o-n c'oice"
" 2lo/ • I#or!an! ,or cus!oers !ounders!and !'e nuances o,
in%es!en! as -ell as -ill *ee#!'e u#da!ed -i!' u#coin/ !rendo, indus!ry"
8" Sur%ey • Sur%ey o, cus!oers !o enlis! !'e#re,erences and basis on -'ic'c'oices are ade"
?" Co#ara!i%e analysiso, u!ual ,unds
• S'ould include co#arison on basiso, di4eren! ris* #ro$les6 ,unds ,ordi4eren! in%es!en! /oals and onbasis o, o!'er !ec'nical !ools"
D" Tools !o co#aredi4eren! u!ual,unds
• 9ould 'el# in con%incin/ cus!oersabou! odri*as #olicy o, no biases-'ile ad%isin/ selec!ion o, u!ual
,und ,or a!!ainin/ any $nancial/oals"
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!eatures t" be in6"rp"rated in M"drika
Sr"no Fea!ure E5#ec!ed 2ene$!
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@i4eren! $l!ers !o be incor#ora!ed inModri*a
Sr"no Fil!er Cri!eria, S"rtin "n basis "3 type "3
3und4are ;apGMid7Small;apGDiersi>edGEBuity !undsGDebt!undsG6 !unds/2 S"rtin "n basis "3 return Oer , 9eekG"er , m"nthG"er 1
m"nthsG"er ( m"nthsGOer , yearG"er 1 )earsGOer yearsGOer theli3e "3 3und/
1 E.pense rati" $/G$/7,/$G,/$7,/$G,/$72/$$GJ2/$$
# Asset SiKe ,$$6r"resG,$$ 6r"res7$$6r"resG$$ 6r"res72$$$ 6r"resGJ2$$$6r"res
;RISI4 Ratin On the s6ale "3 , t" as rated by
;RISI4/( Diersi>6ati"n On the s6ale "3 , t" / * !unds t" be
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@i4eren! $l!ers !o be incor#ora!ed inModri*a
Sr"no Fil!er Cri!eria-
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