FPD

FINANCIAL PRODUCTS DISTRIBUTION: 

FINANCIAL PRODUCTS DISTRIBUTION

Achievements of MF - Division: 

Achievements of MF - Division

Slide3: 

We’ve begun this Financial year with a positive note by capitalizing 20% of the market share in the Fidelity International Opportunities Fund NFO., where the fund collected close to 21.89 Crs. (ROTN) The next nearest and closest distributor, Citibank has collected around 3 Crs. In spite of Citibank, banking 7 distributors, the amount variation is close to 1 Cr. Other Corporate distributors has collected as Fidelity International Opportunities Fund – NFO

This achievement is not ordinary…..: 

This achievement is not ordinary….. The Fund having an International concept, which will mainly be understood by the informed investors, we, the Coimbatore region having more of rural and semi urban-investors, have taken efforts to educate this crowd, and have achieved this volume.

Unveiling the Plans for 07-08: 

Unveiling the Plans for 07-08 Aggressive promotion of SIP AMFI Certification K Dost Centralization Mailing on NFO-Brokerage Centralized help line for Investors

Aggressive Promotion Of SIP: 

Aggressive Promotion Of SIP We have around 30-35 locations in our Region, where SIP is feasible using local cheques. In these locations the renowned funds will be aggressively pushed for SIP

AMFI Certification: 

AMFI Certification Once in every quarter AMFI exams will be conducted and the newly recruited employees will be trained on the same. Next AMFI exam is scheduled in September. By this year end all people in front office and distribution will be AMFI Certified.

AMFI Certification: 

AMFI Certification Once in every quarter AMFI exams will be conducted for our Business Associates. Refresher courses meant exclusively for senior citizens, to make them AMFI qualified will also be arranged. Next AMFI exam is scheduled in September. All training activities related to the AMFI exams will be provided.

Centralization of KDOST: 

Centralization of KDOST Centralization of KDOST is under process.. This centralization of KDOST involves the following… 3 dedicated resources at RO will handle all the inputs (the branches will be divided among them) The portfolio management of the investors will be duly taken care Timely reporting of MIS and other reports to HO, is also feasible.

Investor Service Desk: 

Investor Service Desk Investor query across the region will be handled from RO. All queries related to NAV, NFOs, SOAs, Redemptions and other investor grievances will be taken care Up dation of investors on the research reports