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BECOME A
MUTUAL FUND
DISTRIBUTOR
A GREAT CAREER AWAITS YOU
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 01 WEALTH DISTRIBUTORS
NETWORK
NJ WEALTH
NJ IS THE LEADING B2B
PLATFORM PROVIDE FOR FINANCIAL
PRODUCTS DISTRIBUTOR IN INDIA
RRRRRRRRRRRR
NJ Started in 1994 32,000+ NJ Partners 65,000+ R Crore AUA
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 02 WEALTH DISTRIBUTORS
NETWORK
PRODUCTS BASKET @ NJ WEALTH
NJ Loan
Tax Free (Loan against
Mutual Funds & Securities (LAS)
Taxable Bonds & Home Loan)
NJ PMS
Direct Equity (Equity PMS Real Estate
& MF PMS)
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 03 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUND
MUTUAL FUND BUSINESS OPPORTUNTY
ONE OF FASTEST GROWING FINANCIAL INDUSTRY
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 04 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUND INDUSTRY
24
22
GROWTH STORY R21.36
20 MUTUAL FUND INVESTOR ACCOUNTS: 7+ CR
TH
SIP ACCOUNTS: 2+ CR
18 R17.55
W
RO
16
14 G
3X R12.11 R12.33
MF AUM ( In Lakh Cr )
12
10 R9.02
8 R7.01
R6.14 R5.92 R5.87
6 R5.05
R4.17
4 R3.26
R2.32
2 R1.5
R1.04
R1.01 R0.79
0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
YEAR Mutual Fund AUM (in Lakh Cr.)
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 05 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUND Sahi Hai
MUTUAL FUND
IS AN IDEAL PRODUCT
FOR WEALTH
CREATION AND
WEALTH PRESERVATION
1500000
R10,81,220
1000000
R5,49,480
R4,88,980
500000
R3,41,200
R 2,01,310 R2,96,960
0
Inflation Gold Silver Co Deposits Bank Deposits Sensex Avg. Equity
MF Schemes
SOURCE : BSE INDIA & HANDBOOK OF STATISTICS ON INDIAN ECONOMY, RBI, NJ RESEARCH, PERIOD: MARCH 2003 TO MARCH 2018.
AVERAGE PERFORMANCE OF 58 DIVERSIFIED EQUITY FUNDS
THINK INVESTMENT..
MUTUAL FUND Sahi Hai
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 07 WEALTH DISTRIBUTORS
NETWORK
POWER OF SIP
80,00,000 18%
MONTHLY INVESTMENT 16.25%
70,00,000 16%
OF R10,000 FOR 15 YEARS
60,00,000 11.9
3% R 68.73 14%
Lacs 12%
50,00,000 40%
10.
40,00,000
R 47.31 10%
0% R 41.54 Lacs
8%
7.0 Lacs
30,00,000
6%
R 31.29
20,00,000 Lacs 4%
10,00,000 2%
0 0%
Monthly Bank Monthly Gold SIP In S&P SIP In Equity
FD Investment BSE SENSEX Mutual Funds
PERIOD: MARCH 2003 TO MARCH 2018. AVERAGE PERFORMANCE OF 33 DIVERSIFIED EQUITY FUNDS
THINK INVESTMENT..
MUTUAL FUND Sahi Hai
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 08 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUND OFFERS WIDE RANGE
OF INVESTMENT PRODUCTS
TYPE OF MUTUAL FUND
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 11 WEALTH DISTRIBUTORS
NETWORK
WHERE DO MAJORITY OF INDIANS
INVEST THEIR MONEY ?
BANK FIXED DEPOSIT
6.5 - 7% Taxable Interest
REAL ESTATE
Huge Investment
GOLD
8 - 9% Return
POSTAL MIS
7.3% Taxable Interest
SENIOR CITIZEN SAVING SCHEME
8.6% Taxable Interest
EQUITY MUTUAL FUND
15% - 20% Tax Free Return
UNIQUE MUTUAL FUND PRODUCT CREATES GREAT
BUSINESS OPPORTUNITY FOR MF ADVISOR
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 12 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUNDS
BUSINESS OPPORTUNITY
POPULATION OF INDIA: 134 CR +
2000
R1,413
1500
1000
500
R153 R134 R131 R119 R113 R108 R103 R81 R16
0
US Germany Brazil UK China
World Ireland France Australia Japan India
SOURCE: INTERNATIONAL INVESTMENT FUNDS ASSOCIATION AUM AS ON JUNE, 2017
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 14 WEALTH DISTRIBUTORS
NETWORK
PROJECTED MF
INDUSTRY GROWTH
100 AUM ( Lakh Cr ) R95
90
80 R77
MF Industry AUM ( Lakh Cr )
70
R63
60
R51
50
R42
40 R34
R28
30 R22
20
10
0
FY 17-18 FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25
FINANCIAL YEAR
SOURCE - AMFI
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 15 WEALTH DISTRIBUTORS
NETWORK
GREAT EARNING OPPORTUNITY FOR
MUTUAL FUND ADVISOR
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 16 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUND BUSINESS
EARNING OPPORTUNITY
IN MF EARNINGS IS GENEARTED THROUGH
TRAIL COMMISSION
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 17 WEALTH DISTRIBUTORS
NETWORK
EARNING ON
LUMPSUM INVESTMENT
LETS UNDERSTAND EARNING WITH EXAMPLE
If you get an investment of `1 lac from an investor, and this amount
remains invested in MF for 15 years, what will you earn?
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 18 WEALTH DISTRIBUTORS
NETWORK
EARNING ON
SIP
LETS UNDERSTAND SIP EARNING WITH EXAMPLE
If you get an SIP of `10,000 from an investor for 15 years,
what will you earn?
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 19 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUND ADVISOR
CAREER OPPORTUNITY
IF MUTUAL FUND ADVISOR DOES PER MONTH
New Clients: Only 10 clients per month
Lumpsum Sales: `1 Lac Per clients (`10 Lacs / Month)
SIP Sales: `5,000 per clients (`50,000 SIP / Month)
MUTUAL FUND BUSINESS & EARNING GROWTH PATH
VALUE OF TOTAL YEARLY
AFTER YEAR INVESTMENT (AUM) TRAIL INCOME
1 ` 1.70 Cr ` 1,19,000
2 ` 4.50 Cr ` 3,15,000
3 ` 8.50 Cr ` 5,95,000
5 ` 20 Cr ` 14,00,000
Assumption : 15% Market Growth , 0.70% Trail
SOURCE - AMFI
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 21 WEALTH DISTRIBUTORS
NETWORK
FINANCIAL
PRODUCTS
WEALTH DISTRIBUTORS
NETWORK
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 22 WEALTH DISTRIBUTORS
NETWORK
ALL INVESTMENT PRODUCTS
UNDER ONE ROOF
WEALTH CREATION WEALTH WEALTH
PRODUCTS PROTECTION PRESERVATION
EQUITY
INSURANCE* DEBT MUTUAL FUNDS
MUTUAL FUNDS
TAXABLE AND
EQUITY & MF PMS
TAX FREE BONDS
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 23 WEALTH DISTRIBUTORS
NETWORK
UNIQUE INVESTMENT SOLUTIONS
PRESENTING
E-Wealth
Account
W E A LT H ON YOUR FINGERTIPS
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 24 WEALTH DISTRIBUTORS
NETWORK
Give WINGS to your MUTUAL FUND
Investments... AUTOMATED PORTFOLIO
REBALANCING SYSTEM
MARS
MUTUAL FUND AUTOMATED PORTFOLIO REBALANCING SYSTEM
IS A TECHNOLOGY
TOOL WHICH HELPS IN
SCHEME SELECTION
ASSET ALLOCATION
PERIODIC REBALANCING
OF PORTFOLIO
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 25 WEALTH DISTRIBUTORS
NETWORK
INNOVATIVE SOLUTION
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 26 WEALTH DISTRIBUTORS
NETWORK
360° SUPPORT FOR ALL PRODUCTS
Technology Sales Support
BUSINESS DEVELOPMENT
FROM UNIT MANAGER
REGULAR PRODUCT TRAINING & KNOWLEDGE ENHANCEMENT
REGULAR COMMUNICATIONS & UPDATES
ONE CONTACT POINT FOR ALL INVESTMENT PRODUCTS
BUSINESS PLANNING, ACTIVITY PLANNING AND REGULAR MONITORING
JOINT CALLS, CLIENT MEETS
ARRANGING INTERACTION WITH SENIOR INDUSTRY PEOPLE
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 28 WEALTH DISTRIBUTORS
NETWORK
PARTNER SALES MATERIALS
PARTNER SHOULD ALWAYS CARRY BELOW SALES MATERIAL FOR EFFECTIVE SALES PITCH
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 29 WEALTH DISTRIBUTORS
NETWORK
MARKETING SUPPORT FOR
NJ WEALTH PARTNERS
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 30 WEALTH DISTRIBUTORS
NETWORK
PERSONALIZED
WEBSITE DEVELOPMENT SUPPORT
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 31 WEALTH DISTRIBUTORS
NETWORK
BEST IN CLASS
TECHNOLOGY PLATFORM
ONE OF KEY DIFFERENTIATORS FOR
NJ WEALTH IS THE POWER OF TECHNOLOGY
NJ CLIENT DESK
NJ TRADING DESK
CRM DESK FOR CLIENT MANAGEMENT
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 32 WEALTH DISTRIBUTORS
NETWORK
NJ WEALTH PARTNERS DESK
(COMPLETE BUSINESS MANAGEMENT PLATFORM)
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 33 WEALTH DISTRIBUTORS
NETWORK
MUTUAL FUND
INVESTMENT MADE EASY
PURCHASE
SIP
E-Wealth
Account
NO
- PAPER
- SIGNATURE
ONLINE MOBILE APP - FORM FILLING
QUICK & EASY INVESTMENT
ANYTIME - ANY WHERE - ONLINE
Download Mobile Application
ON PHONE* (CALL)
SMS / EMAIL* 0261 - 3987500
APPLE ANROID
E-WEALTH AC (App Store) (Play Store)
*Terms & conditions applicable.
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 35 WEALTH DISTRIBUTORS
NETWORK
CLIENT'S INVESTMENT
PORTFOLIO IN SINGLE CLICK
NJ CLIENT DESK
(COMPREHENSIVE FAMILY WEALTH MANAGEMENT)
COMPLETE WEALTH MANAGEMENT
CLIENT CAN AVAIL REPORTS RELATED TO THE LATEST VALUATION,
PROFIT AND LOSS, TRANSACTIONS. CLIENT DESK ALSO CREATES A
DISTINCT BRAND IMAGE FOR THE PARTNER.
COMPLETE WEALTH MANAGEMENT
REPORTS: (PRODUCTS COVERED)
MF FIXED INCOME
DIRECT EQUITY REAL ESTATE
INSURANCE BULLION
SMALL SAVINGS PRIVATE EQUITY & DEBT
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 36 WEALTH DISTRIBUTORS
NETWORK
NJ MOBILE APP
SOLUTIONS
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 37 WEALTH DISTRIBUTORS
NETWORK
FREEDOM FROM
QUERY HANDLING
DEDICATED
CUSTOMER CARE
SINGLE CUSTOMER CARE FOR ALL AMC QUERIES
TOLL FREE NUMBER FOR POSTING QUERIES
ONLINE QUERY MODULE ON THE PARTNERS DESK
ONLINE UPDATES/FEEDBACK OF ALL QUERIES
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 38 WEALTH DISTRIBUTORS
NETWORK
OTHER
EXCLUSIVE SUPPORT
WEALTH
APRIL - JUNE 2015
FUNDZ
APRIL - JUNE 2015
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 39 WEALTH DISTRIBUTORS
NETWORK
REWARD & RECOGNITION PROGRAM
Annual Partner Business Convention for Top Partners
Awards at National and Zonal level for Top Performers
3 Full days of Learning & enjoyment with interactions from leading players
PBC
The Partner Business Convention
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 40 WEALTH DISTRIBUTORS
NETWORK
HOW TO BECOME A
MUTUAL FUND ADVISOR
APPLY FOR NJ VALUE PACK
ATTEND ONLINE NISM VA EXAM TRAINING
ATTEND MOCK TEST & REVISION
APPEAR FOR NISM VA EXAM
APPLY FOR ARN
BECOME NJ WEALTH PARTNER
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 41 WEALTH DISTRIBUTORS
NETWORK
SUPPORT FOR CLEAR
NISM MUTUAL FUND VA EXAM
SOFT COPY OF STUDY MATERIALS
ONLINE NISM VA TRAINING
COMPREHENSIVE ONLINE
MOCK TEST & REVISION
90% + PASSING RATIO
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 42 WEALTH DISTRIBUTORS
NETWORK
INVESTMENT REQUIRED
TO BUILD CAREER
PERSONALISED MCS
(12 VIDEOS + 12 IMAGES) FINGER SCANER
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 45 WEALTH DISTRIBUTORS
NETWORK
BE A MUTUAL FUND ADVISOR AND
TRANSFORM YOUR CAREER
WITH
FINANCIAL
PRODUCTS
WEALTH DISTRIBUTORS
NETWORK
FINANCIAL
PRODUCTS
Creating Wealth. Transforming Lives. 46 WEALTH DISTRIBUTORS
NETWORK