Mutual Funds' AUM touches all-time

high at Rs 639,000 crore in May 2009

 TOPIC COVERED
 STEPS TO SELL MUTUAL FUND

 SYSTEMATIC INVESTMENT PLAN

 POINTS TO REMEMBER
 STEPS TO SELL MF
 Step 1----
determining the need of client---

The first thing to know the financial need of the client

as he/she fight for short-term or want to go for long
term.

o Step 2----
Risk profile-----

High Risk High growth and vice-versa

HIGH RISK –
HIGH GROWTH
----------------------------------
------
EQUITY - 70%
BONDS - 25%
CASH- 5%
BALANCED
INVESTMENT

EQUITY-40%
BONDS-50%
CASH-10%
RISK FREE
INVESTMENT

EQUITY-20%
BONDS-40%
CASH-40%
RISK ANALYSIS FORMULA

100 – age= equity

suppose age of a person is 30 then
100-30= 70
so, 70% of the total investment
would be in equity
oSTEP 3-
DIVERSIFICATION
 Step- 4

------Show the facts and figures

Step-5

--------- suggest him/her according to their need and

financial objective.
 SYSTEMATIC INVESTMENT
PLAN
 The safer way for investment

 One invests a fixed sum periodically and can

save in a disciplined and phased manner.

 It’s a long term investment

POWER OF COMPOUNDING
POWER OF
COMPOUNDING

20% CAGR return

15% CAGR return

12% CAGR return

 Points to remember
 Always ask the investment objective
 Give full details regarding the
companies products
 Give your presentation in structured way
 Always try to make relationship with the
client
 Convince the client to play for long run
 Show your worth……..
-----THANK YOU