Orientation Presentation


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Orientation Presentation

  1. 1. PINC Money<br />Wealth Management Services<br />from Pioneer InvestCorp Limited (PINC)<br />
  2. 2. About Pioneer Investcorp<br /><ul><li>Pioneer Investcorp Limited (PINC) is a integrated financial services company, listed on the Bombay Stock exchange
  3. 3. Investment Banking
  4. 4. Institutional Broking
  5. 5. Wealth Management
  6. 6. Insurance Advisory & Intermediation
  7. 7. Advise largest 97 institutional and major corporate clients in country. Recent clients include
  8. 8. Jindla Drilling
  9. 9. Adani Enterprises
  10. 10. MCX
  11. 11. Amtek India
  12. 12. Monnet Ispat
  13. 13. Cranes Software</li></ul>2008<br />New Initiatives:<br />Wealth Management<br />2004<br />Expansion of Services: <br />Portfolio Management Services<br />2003<br />New Line of Business:<br />Insurance Broking <br />2000<br />Strengthening of Core: <br />Seeding of Equity Research Team<br />1995<br />Listed on BSE<br />Expansion of Securities Business: Equity Broking at NSE<br />1990<br />New Service Lines:<br />Investment Banking and Equity Broking at BSE<br />1985<br />Group Founded <br />Through Initiation Of ‘Lease Broking’ Business<br />2<br />Wealth Manageement Services<br />
  14. 14. What do I need to know on joining<br />After finishing your joining formalities, you need to <br />Call HR to confirm whether all formalities are over<br />Sign and despatch the employee code of conduct<br />Ask for a copy of targets and incentive schemes applicable to you<br />Ask for a copy of the KRAs that apply to you for performance appraisals and the review frequency<br />Understand office timings, applicable policies <br />Get a list of HO contact persons and their numbers<br />Get your visiting cards!<br />You need to then understand how our branch processes are <br />Broking Account Opening and LD system<br />Client Master Updation for Miles system<br />Trading and Trade Confirmation<br />Attendance Marking<br />Branch seating <br />Weekly Research Concall<br />
  15. 15. What is our Wealth Management Service<br />4<br />Wealth Manageement Services<br />
  16. 16. Options & Opportunities<br />Over 37 AMCs,1000 schemes ,6500 Stocks ,~25 PMS schemes and numerous Fixed Income products to choose from…<br />Clients Need Advice from qualified personnel to meet their life goals well<br />5<br />Wealth Manageement Services<br />Click http://www.youtube.com/watch?v=Wmhif6hmPTQ if you wish to understand what a financial plan is if your computer is Media Enabled<br />
  17. 17. Complete & Personalized<br />6<br />Wealth Manageement Services<br />
  18. 18. Planning & Execution<br />7<br />Wealth Manageement Services<br />Building successful strategies<br />
  19. 19. Our Productvs Client Risk Matrix<br />Risk/return pay off<br />8<br />Wealth Manageement Services<br />Selecting the right product<br />
  20. 20. How do we understand needs , risk and advise clients<br />A Detailed Risk Planner available with Research<br />A Do It Yourself Risk Planner available with Branch<br />
  21. 21. Our Key Strengths<br />Well recognised Research desk <br />Well known amongst most domestic institutions and research houses<br />Entire range of products<br />Including listed debt securities and launching during FY 2011: margin funding and commodities<br />Superior Technology<br />Capable of giving customers online and offline access to powerful reports in one single place<br />Range of trading options available<br />A Rapidly Growing , Ambitious Organisation<br />
  22. 22. Our Presence<br />Toll Free : 1800 – 209- 9989Our Registered Office: <br />1216, 12th Floor, Maker Chamber V, Nariman Point, Mumbai 400021<br />11<br />Wealth Manageement Services<br />www.pincmoney.com<br />
  23. 23. About Fixed Deposits<br />How do I know which ones we do?<br />The Branch gets a weekly update on fixed deposits and terms. Please ask for the latest copy from the Branch Manager or the Regional Office.<br />How do we do these?<br />We do fixed deposits through SCHIL and JM Financial <br />The codes for the two are 108283 and 65605 <br />Check the weekly term sheet sent by Info Desk for exact details / terms as these can change without notice<br />
  24. 24. About Broking <br />We have 3 sets of broking services <br />Branch Based broking for clients who need help with execution<br />Net Based broking<br />High Speed Broking for Hi Value traders through ODIN Diet<br />Medium to High Speed broking for traders and investors through www.pincmoney.com<br />There is a risk policy that governs how each client can trade with us. Check with your branch manager for a copy of the policy or contact Mr Sunil Oberoi for the same<br />Click below for a video on how to build a stock portfolio if your computer is media enabled<br />http://www.youtube.com/watch?v=LEArG8ebxAg&feature=related<br />Download an Online Broking demo at <br />https://pincmoney.com/downloader.asp?file=Upload/Downloads/Demo CD.pdf<br />
  25. 25. About Mutual Funds<br />We are empanelled with all major mutual funds in India and application forms / training is available locally<br />Instead of individual mutual funds, you can also sell a Mutual Fund PMS to the clients – this way, you have more time for sales and client gets better service!<br />
  26. 26. About Life Insurance<br />Which Insurance companies do we sell for?<br />Birla<br />Kotak<br />LIC<br />ICICI Pru<br />HDFC STD life.<br />For details on products available and commission rates, please be in touch with Dheeraj Mohan or log onto the Miles system.<br />Apart from our principals, you can get details of all other insurance companies at https://pincmoney.com/Insurance/INSInner.aspx?id=2<br />
  27. 27. Publications & Updates<br />Apart from these, we send out Daily SMS Updates and Stock Tips to clients <br />and employees<br />16<br />Wealth Manageement Services<br />
  28. 28. Marketing Collateral Available<br />Contact Arvind for more details <br />
  29. 29. Marketing Collateral<br />
  30. 30. Some Terms we use and what they mean for KRAs/Incentives<br />Margin Acquisition<br />Includes for offline broking, online broking and Margin Funding Accounts<br />Includes stocks and cash (Stock transfer only for accounts which are active each month)<br />As reported by MIS Team on Monthly Basis / Quarterly Basis<br />Third Party Income<br />Includes income from Insurance , Mutual Funds, Fixed Deposits, Bonds, IPOs<br />Includes base commissions unless otherwise communicated<br />As reported in Daily MIS by MIS Team<br />Broking Income<br />Income will be Net of Reversals, Brokerage Waivers and fresh debits for incentive calculations<br />As reported in Daily MIS by MIS Team<br />Credit to equity BEM / Dealers basis LD mapping done <br />Insurance Premium<br />Implies Weighted/ Blended Insurance premia as per insurance companies<br />Includes only recommended insurers – Business for unrecommended insurers will not be counted <br />As reported by MIS Team<br />Active Clients<br />Implies clients who have traded during the quarter for which performance appraisal / incentive calculation is carried out<br />Reported by MIS team on quarterly basis based on LD Mapping<br />Cheque Value Collected<br />Implies total cash inflows from client across products during the performance appraisal / incentive calculation period.<br />
  31. 31. Key HO Contact Points – Employees<br />