source: source · “the process of managing your clients’ wealth is complex and, at times,...
TRANSCRIPT
SOURCE: Source
SOURCE: Source
“The process of managing your clients’ wealth is complex and, at times, overwhelming. The relationship with your client shouldn’t be.
At AR Wealth, we offer to our partners the ability in-source wealth management solution whilst leveraging on the support of an award-winning, recognised private wealth management setup. The powerful technology solution equips our partners scale their business and grow their revenue 3x.
It’s your show, we help you keep it running! “
Regards,Amit Rathi Managing Director
Who we are
03
Who we are not!
Not a MF distribution platform nor a supermarket of products for IFAs
Just a platform to give operational convenience to your business
Technology led Holistic Wealth Management solution platform for IFAs
A Specialist in delivering investment advisory to mass affluent clients with over 20 years + experience
What we do?
• Through this solution, we offer our time-tested, award-winning Private Wealth Management philosophy, research and practices to the IFAs to manage the mass affluent segment. ‘Mass affluent’ to us is the emerging HNI segment.
• Some of the attributes of the mass affluent are
• 30 yrs – 55 years
• Investible surplus of 10 lacs and above
• Tech friendly
• Not first time investors
• Currently being serviced (or shall we say ‘mis-serviced’ by banks)
For whom
CLIENT ACQUISITION
Make their business become
Scalable
Profitable
Enjoyable
Wanting to help IFAs with what
matters the most to them in their business
The revenue generator to their business
Did we hear how?
Unique equity market protection
offering
Opens a whole new segment
Increased investment size
Higher conversion
Lower ongoing maintenance
Powerful brand association
Did we hear how?
Higher conversion
Increased investment size
Unique equity market protection offering
Lower ongoing maintenance
Powerful brand association
Opens a whole new segment
• Because of the way we are designed and what the wealth management capabilities we bring on board, you now get access to segment which are so far being catered by premier or private channels of banks.
• We equip you to take competition head on! Sophistication is the name of the game!
Did we hear how?
Opens a whole new segment
Increased investment size
Unique equity market protection offering
Lower ongoing maintenance
Powerful brand association
Higher conversion
• It goes without saying, what’s uncomplicated and easily understood is what’s accepted and followed.
• We take a lot of pride in our completely data backed, fearless, uncomplicated advisory which has seen conversion like no other!
• Our current partners are convert and on-board 7 out of 10 clients.
• Need we say more!
Did we hear how?
Opens a whole new segment
Higher conversion
Unique equity market protection offering
Lower ongoing maintenance
Powerful brand association
Increased investment size
• Our platform helps IFA take a higher wallet share of investment from most clients
• Holistic Wealth Management approach vs the product led approach (that most Banks /Institutions takes) ensures greater wallet share.
Did we hear how?
Opens a whole new segment
Higher conversion
Increased investment size
Lower ongoing maintenance
Powerful brand association
Unique equity market protection offering
• This pre-built features reduces client anxiety during market volatility
• In turn increases the IFA’s ability to manage emotions of larger number of clients.
• Higher the stability - lesser the panic -higher the stickiness - reduced ongoing management – more time for new client acquisition – higher AUM – increased revenue
• Uncomplicated, isn’t it!
Did we hear how?
Opens a whole new segment
Higher conversion
Increased investment size
Unique equity market protection offering
Powerful brand association
Lower ongoing maintenance
• Our Wealth strategy ensures that client is committed to the current and ongoing investments
• Reducing the need for IFA to keep going back to client with new products to get fresh investments
• The client is on an auto mode.
• Hence, leaving the IFA with ability to manage more clients.
Did we hear how?
Opens a whole new segment
Higher conversion
Increased investment size
Unique equity market protection offering
Lower ongoing maintenance
Powerful brand association
• Established as one of the leading private wealth management brand in the country comes with its several advantages.
• Higher recall, brand value, trust , extensive research not opens door easily, but also increases conversion!
We have simplified it even further
FeatureFund
Super-markets
Banks AR DWM
Brand recall amongst clients No Yes Yes
Established wealth management practices, research and pedigree No Yes Yes
Qualified lead support through marketing campaigns No No Yes
Targeted marketing campaigns for higher brand recall No Yes Yes
Business compliance Yes Yes Yes
Help with setting up corporate group meetings No No Yes
Access to private wealth quality research/product inputs No Yes Yes
Pre-sales support
Sales support
FeatureFund
Super-markets
Banks AR DWM
Powerful video based sales pitch to enhance sales conversion No No Yes
Pre-built downside protection for equity exposure No No Yes
Ready answers to FAQs in video and text format No No Yes
Efficient objection handling techniques No Yes Yes
Instantly compare portfolios with actionable advise No No Yes
Joint client meeting support to help start up practice Yes No Yes
Post – Sales support and ongoing management
FeatureFund
Super-markets
Banks AR DWM
Regular training programs on markets and proposition Yes Yes Yes
Real-time monitoring of Portfolio against Goals set by client& Algorithm driven rebalancing
No Yes Yes
Flexi SIP – captures change in schemes and consistently aligns investment to model portfolio – preventing money going to underperforming schemes.
No No Yes
Dedicated call support team in the backend Yes Yes Yes
Regular client engagement with the brand No Yes Yes
We have simplified it even further
What does this mean?
Let us show how simple it is !!
More clients
More AUM
More Revenue
of the base AUM of 5 Crores
5crBase AUM
14%Existing AUM growth rate
15%Wallet share from clients
15%New business
6.6 18.050.4
120.8
275.5
611.3
Y1 Y5 Y10 Y15 Y20 Y25
AUM Revenue
of the base AUM ( wallet share to double every 5 years )
Simply put together
Holistic platform
Larger walletshare
Client engagement
Technologybased
Allows you to
• Reach high net worth clients
• Maximize conversion
• Equity market protection and flexi SIPS enhances larger wallet share
• Dedicated client engagement model
• Technology aids in relationship managements
• Frees time for more sales
We have simplified it even further
What does this mean?
Next steps
Come on board and become a partner with us !
Exclusive AR Wealth Partner Open Partner
Qualified client leads for business expansion Partner to reach within his/her own network
Access to corporate worksite leads Partner to reach within his/her own network
Pre-negotiated for office sharing space Pre-negotiated for office sharing space
Ipad Partner to get his/her own device
AR wealth branded business cards Partner to get their own card
AR Wealth official email id Partner to create/use their own id
Access to monthly product note Access to monthly product note
Exclusive partner
Exclusive partner is someone who has transferred his/her entire AUM on the platform or is doing business only on the AR Wealth Platform
Additional Benefits of becoming an exclusive partner via ARN Transfer
• Same brokerage to be paid for the next 6 months that the partner draws in an offline business
• On going assistance in transferring the existing clients portfolio to wealth strategy which will draw more brokerage than the current drawings of the IFA (most scenarios adviser draws 0.6% on an average of the total AUM which can go up to 1% if less than 20 cr and 1.05% if more than 20 cr )
• Ease in commission reconciliation
• Consolidation of assets and streamlining them leading to higher business valuations
• Easy succession or contingency planning
Allow us to show how we could partner with you to grow your AUM
100x