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The first online Mutual Fund Software in India

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Title: The first online Mutual Fund Software in India


1
Wealth eoffice
A Online Wealth Management Distribution Platform
The Secret of successful National Distributors
NOW Revealed!!!
Brought to you by
2
About REDVision Technologies
Corporate Admin Desk
Advisor Wealth Management System
Corporate Website
3
(An ISO 90012008 Certified Company)
REDVision Computer Technologies Pvt. Ltd. is a
diversified IT solutions company offering world
class B2B application services since 2006 to help
organization exceed its technological
expectations in India Abroad. Our competencies
lie in Enterprise Resource Planning (ERP)
Development, Application Development and
Maintenance.
REDVision Technologies offers a mature and
seasoned team for implementing your ideas in real
business. The team's exposure in software
implementation, Product ranges from Mutual
Fund/Wealth Management ERP system which is
currently used by more than 40000 satisfied
Online Portfolio users, which makes us one of the
Indias largest Online wealth management software
providers. Colleges Management ERP, Stand alone
applications, Pharma company management ERP
system are our focused area of working. With
diverse implementation exposures, REDVision
Technologies has good grasp over technology and
quality implementations are mandatory for us.
4
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5
Mutual Fund Equity/Stocks
Life Insurance General Insurance Health
Insurance
Bank FD Bonds KVP PPF
MIS
Post Office RBI Relief Bonds NSC
6
India is changing rapidly. Reform process will
allow India to grow at near 8 for next 10 to 15
years. It may even reach 9 - 10 if reforms are
pursued aggressively.
India among the worlds fastest growing
economy. The worlds third largest economy by
2020. Per Capita Income going to be four fold in
2020 Remember India is saving economy.
There will be rising demand for diversified
financial instruments to invest those savings
much greater need of qualified financial
advisors/planner.
Its right time to Start / Expand your
distribution network, now the backbone of every
distribution network i.e. Wealth Management
Network System is available to you at reasonable
price.
We are lucky to be present in India during this
great time of growth and opportunity having
reach to such a advance technology
7
  • Your Have Two Options
  • Grow business on own and employees
  • Have Sub-Brokers working for you. No liability
    no capital investment.
  • You can reach to a very large segment of
    the market within a reasonable time.

But the Biggest Question Q Why Sub-Broker will
work with you? A Sub-Brokers Need following key
Services like 1. Technology (Online Wealth
Management tool for them their clients).
2. Training Development support . 3. All
Financial Products under one roof. 4.
Attractive Brokerage/Incentives on time.
Technology is the key strength of all National
Distributors (NDs) Corporate Houses to keep the
Sub-Brokers/Associates dependent on them,
technology helps them in binding the sub-brokers
their clients in one system which they can not
afford by own.
8
How Technology Will Help you in Developing Your
Business
9
Head Office Login Desk
HO Back Office Desk
Layer I
Direct Clients Login
Branch1
Branch2
Layer II
RM1 Login
Sub-Brokers Login
RM2 Login
Layer III
Layer IV
Clients Login
Clients Login
Clients Login
10
  • Add New Sub-Broker/Client/RM
  • Create Sub-Broker/RM/Client login desk
  • Family Creation/Updation Panel
  • Uploading CAMS/KARVY Registrar Files
  • Merge Clients Map Sub-Broker
  • Sub-Broker Client hits Counter
  • View MF AUM by Fund/Scheme wise
  • Monitor RM/SB Performance
  • MF Inward Outward Transaction
  • Consolidated Wealth Valuation Report
  • LI GI premium due calendar
  • Profit Booking Alert Management System
  • LI,GI FD maturity Calendar
  • Clients Portfolio in profit/Loss
  • Bulk SMS Sending Panel
  • Overall business statics
  • Family Wise MF Exposure Report
  • Automatic NAV Updation

Lets Look Some Utilities and Reports.

11
Allot Broker/Employee Codes
Add New Broker/ Sub-Broker/ RM

Date of Joining
Bank Details
12
View Complete Performance of SB/RM on Single
Screen.
13
  • Why Wealth eoffice?
  •  
  • Unique Wealth Management Technology keeps you
    ahead of competition.
  • Reduce Client Service time Increase Client
    Satisfaction Revenue.
  • Multiple products in a single portfolio, makes
    you a true Wealth Manager.
  • This software have capacity to handle AUM of
    Rs.3000 Cr more than1 Lakh Clients.
  • Each client gets separate wealth account login
    to check net worth online.
  • SMS Current Valuation, Premium due, FD maturity,
    Birthday Anniversary to Client.
  • 100 web based, Freedom to access your eoffice
    from anywhere in the world.

14
  • Products covered in Wealth Management System
  • Mutual Funds
  • Equity
  • Life Insurance ( All Companies)
  • General Insurance ( Includes Health Vehicle )
  • Post Office, Bank FD
  • Debenture, KVP, RBI Relief Bonds
  • Commodities (Gold Silver), Real Estate

Wealth Report on SMS
15
MF
  • Strategic Advantage of eoffice.
  • Information Money
  • Now you know-
  • How much Bank FD, KVP, Bonds, PO, LI, GI, MF,
    Equity, Health Insurance client have with other
    Advisors.
  • You know when these products are getting mature
  • With the help of this information you can suggest
    better alternative you offer.
  • Business Logic-
  • More Cross Sell Bigger Market Share

16
User Friendly Reports Navigation
When you click on Show
Family Wealth Report is one view wealth summary
of every member in a family, its shows the
individual portfolio details when you click on
show button.
17
MF
  • Customer Satisfaction Determines Business Success

Customer Expectations are Normally Not Very
High BUTYour Job is to Surprise Them
Customers WOW Level is Doing What They
Havent even imagined!!!
Customer Satisfaction
Perceived Services
Expected Services
  • Some Fact about Customer Behavior
  • 66 Customers are lost primarily due to
    indifference in Services
  • 14 Customers are lost due to dissatisfaction
  • 96 Customers dont complain they choose another
    advisor.

The customers who feel poorly served will tell
between 8 and 16 people about their negative
experience. A WOW customer introduce you with at
least 3 new customer A new customer acquisition
ten times more expensive than to keep a current
customer. - Bain Company Research
18
MF
19
MF
20
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21
MF
22
MF
23
MF
24
LI
25
LI
26
LI
27
GI
28
GI
29
FD
30
PO
31
PO
32
  • Data Management
  • Direct Upload from Registrar (CAMS, Karvy
    Templeton) mail back files for Mutual Fund.
    Auto-creation of SIP/STP/SWP transactions from
    their masters. No entry required in MF. See
    uploading panel, Click imagegtgt
  • The date of last time transaction NAV file
    uploaded will be mentioned on wizard.
  • Facility of Entering data of Life Non Life
    Insurance, Bank FD, Debenture etc. ltlt
    See Insurance data entry form

33
  • What will happen when
  • Your Client investing Rs.100000 for daughters
    marriage want to switch to Bond fund when the
    amount grow to Rs.200000 anytime in next 5 Years,
    How you will remind him.
  • Your client want to redeem money when he will get
    profit of 20.
  • Your client want you to remind him when the NAV
    of a fund reach to Rs.15.
  • Many client didnt know that they have completed
    3 Years in Tax Saving Funds (ELSS).
  • Do you remember Jan 2008 when your clients were
    getting huge profits but you couldnt book it.
  • Set Triggers/ Alerts on SMS

Trigger by Achievement for a particular investment
Set Target Date Trigger
Set Profit Booking Trigger
Set NAV Target Trigger
34
  • Life Insurance policy Maturity Reminders
  • General Insurance Policy Renewal Reminders
  • FD/ PO/ Bond/ Debenture Maturity Reminders
  • Life Insurance Pay Premium Reminder
  • Set Monthly Schedule of MF/ Wealth Report on
    SMS/Email

  • Inform Your Clients at Speed of Light.
  • Reduce business expenses service time.
  • You have to do Competition, only when you are
    similar to others

35
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36
Online Reference System How it will Work Every
Time when client Logout from eoffice He Will
be Asked Are you happy with our services?
There will be 3 Options Yes or No or
Close. If Client Click No, then he will reach
to Feedback. If Client Click Yes, then these
text will appear The Best Way to Thank Your
Wealth Manager is provide 5 references Your
Client Will type Name of his friends mobile
numbers in the given fields Click Send
You 5 25 125 625
You 5 25 125
You 5 25
You 5
Clients
January
April
July
December
37
  • Virtual Appointment Manager
  • You can set appointment Date, Time Client Name.
  • Wealth eoffice will Remind You Via SMS Before the
    Appointment Time.
  • If Theres Any Delay,
  • its you who Pay!.

38
  • Q Is my data secure?
  • A Yes, the Linux server which is being used is
    highly secure Certified by Cyber Security
    Companies like
  • With these certification the Data is more
    secure even more then your PC.
  • Q How I will Get After Sales Support?
  • A Wealth eoffice is 100 Web based System,
    Queries Execute Directly From Server, So most of
    the time client will not have any problem but in
    case if Client have any Problem it Can be Rectify
    Without Any Physical Visit.
  • Q I work from office as well as from home, can
    I work from both places?
  • A Wealth eoffice gives you freedom to work from
    any part of the world, the only thing which is
    required is a system with internet.

39
The greatest danger for most of us is not that
our aim is too high and we miss it, but that it
is too low and we reach it.
- Michelangelo
40
  • REDVision Computer Technologies Pvt. Ltd.
  • (An ISO 90012008 Certified Company)
  • Head Office
  • Bansi Trade Center LG-11,
  • 581, M.G. Road,
  • Indore 452001 (M.P) INDIA
  • 91 930 29 80808
  • 91 932 93 90909
  • 91 0731 40 26004
  • E-mail query_at_redvisiontech.com
  • Website www.redvisiontech.com

41
  • Thank You

42
  • DISCLAIMER
  • This Presentation is intellectual property of
    Red Vision Technologies. The text of this
    presentation may contain information, which is
    proprietary and/or confidential or privileged in
    nature belonging to Red Vision Technologies. The
    authorized recipient of this presentation are not
    allowed to forward/distribute it by any medium
    without approval/ permission of Red Vision
    Technologies authorized person. The recipient if
    not the addressee should not use this
    presentation if erroneously received and access
    to this presentation by anyone other than the
    addressee is unauthorized. The recipient if not
    the intended addressee should delete the message.
    The recipient acknowledges that Red Vision
    Technologies may be unable to exercise control or
    ensure or guarantee the integrity of the text of
    the presentation and the text is not warranted as
    to completeness and accuracy and is subject to
    change without notice.
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