status of IFA s 3 IS THERE A BETER WAY out Lessons from Gujarati peasants 4 5 Indian dairy industry in 50 s 6 Genesis of PROBLEM 7 LEADERSHIP played a role Tribhuvandas ID: 781330
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Slide1
Amulisation of IFA
1
Slide22
Present
status of
IFA’s
Slide33
IS THERE A BETER WAY out?
Slide4Lessons from Gujarati peasants
4
Slide55
Indian
dairy industry in 50s
Slide66
Genesis
of
PROBLEM
Slide77
LEADERSHIP played a role
Tribhuvandas
Patel
Slide88
Corporatisaton
played a role
Quality Assurance
Adoption of Technology
Products
Extension
Professional Approach
Influenced Regulations
Client
Centricity
Slide99
members played a role
Slide1010
Sisoti
Aapni hai, Aapni
Slide11Success
Prestige
Prosperity
11
Results are phenomenal
Slide1212
History was made by farmers
Vision
Mission
Commitment
Execution
Slide1313
History was made by housewives
Slide1414
Those are
farmers
, housewives and blue collared
workers. We Are different
Financial
Industry is different. Its
complex!
It can’t be
done!!
Are we really that different? Really!!!
History was made despite
doubting pundits
Slide1515
IT HAPPENED IN FINANCIAL SERVICES FIELD
Slide1616
IT HAPPENED IN FINANCIAL SERVICES FIELD
Slide1717
Rank
Firm
AUM $ MLN1Chevy Chase Trust Company21,2112
Hightower Advisors, LLC
20,597
3
Creative Planning
14,551
4
Oxford Financial Group, LTD
13,818
5
Canterbury Consulting
13,610
6
Comprehensive Financial
Management
11,100
7
AT Investment Advisers, Inc.11,035
8Plante Moran Financial Advisors10,9979Ehrenkranz Partners, LP10,87310Shepherd Kaplan10,276wealth advisory is bigSource: Forbes: 2015
Slide1818Economic Times
24
th
OctGeneral Atlantic to buy 21.6% stake in IIFL Wealth for Rs 1,122 cr valuing it at Rs 5194 Cr
….
the PE
firm will invest
Rs
863 crore to buy 13.6 million
warrants.. It
will buy another 2.7 million shares from the employees of IIFLW for
Rs
160
crore….
Business Standard
24
th
Oct
IT HAPPENED IN FINANCIAL SERVICES FIELD IN INDIA TOO
Slide1919
CAN AMULISATION OF IFAS BE DONE ?
Slide20LIMITATION OF IFAs
Focus on Asset side of Client- Selectively
Liability side is ignored
Geographical LimitationPersonal touch required for deliveryTechnology is a scare rather than an enablerCost and Adoptability Monetization of EffortsAnnuity business model is on paper20
Slide2121
Mutual
Funds
Insurance, Property, Broking, FX Bonds etc. One Stop Shop
Non Leveraged
Leveraged
Offline
Online
Product
Services: Estate & Retirement planning, Annuity, Taxation
Asset Side
Liability Side
: Loans for House/Auto/Personnel
Selling & Transaction
Advisory
&
Relationship
UNITED IFA India
limited
Prerequiste
Slide2222
Attract and Retain Talent
UNITED IFA India
limited
benefits
Lower Cost due to economies of Scale
Slide2323
Complete Value Chain
PE Investment
IPO Sell Out
UNITED IFA India
limited
monetisation
Slide24Owners to ManagersFreedom to AccountabilityEntrepreneurship to Corporate
Structure
24
Risks of getting corporatised
Slide2525
United IFA India
limited
Slide26Jour26
Choice is ours
Slide2727
Manthan
Slide28The information contained in this (document) is extracted from different public sources. All reasonable care has been taken to ensure that the information contained herein is not misleading or untrue at the time of publication. This is for the information of the person to whom it is provided without any liability whatsoever on the part of Kotak Mahindra Asset Management Co Ltd or any associated companies or any employee thereof.We are not soliciting any action based on this material and is for general information only.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Disclaimers & Risk factors28
Slide2929
UNITED IFA India
limited
No Innovation would have happened if one had to answer all the doubts at the start
Slide30Kotak MF will be happy to help
30