2. www.njwealth.in
2
*Private circulation only
ASSETS UNDER
MANAGEMENT
INR 1,60,076 Cr.
Asset managed by various AMCs, Mobilised by NJ
NJ STARTED IN
1994
HAPPY
INVESTORS
27,74,123
*Date
as
on
August
2023
LOCATIONS
165+
NJ IS THE LEADING B2B PLATFORM PROVIDER
FOR FINANCIAL PRODUCTS DISTRIBUTION IN INDIA
ACTIVE
DISTRIBUTORS
31,468
5. www.njwealth.in
5
*Private circulation only
MUTUAL FUND AUM - Rs. 46.38 Lakh Cr
MUTUAL FUND INVESTOR ACCOUNTS: 15+ Cr.
SIP ACCOUNTS: 6+ Cr.
Source
:
Amfi
|
Data
As
On
August
2023
MUTUAL FUND GROWTH IN INDIA
MUTUAL FUND AUM HAS GROWN 3.76 TIMES IN 7 YEARS WITH 20% ANNUAL GROWTH
46.38
7. www.njwealth.in
7
*Private circulation only
TYPE OF MUTUAL FUNDS
IDEAL PRODUCT
FOR PARKING
TEMPORARY
MONEY
IDEAL PRODUCT
FOR SHORT TERM
INVESTMENT
IDEAL PRODUCT
FOR GOLD
INVESTMENT
IDEAL PRODUCT
FOR WEALTH
BUILDING IN
LONG TERM
Lorem Ipsum
TYPE OF MUTUAL FUND
BEST PRODUCT
AGAINST SAVING
AND CURRENT
ACC
BEST PRODUCT
AGAINST BANK
AND CO. FD
BEST PRODUCT
AGAINST GOLD
BEST PRODUCT
AGAINST DIRECT
EQUITY
MONEY MARKET
FUNDS
DEBT FUNDS GOLD FUNDS EQUITY FUNDS
THINK INVESTMENT... THINK MUTUAL FUND
9. www.njwealth.in
9
*Private circulation only
769848
COMPARISON BETWEEN DIFFERENT ASSET CLASS
Source: BSE India & Handbook Of Statistics On Indian Economy, RBI, AMFI, *Returns from 31st Mar 2008 - 31st Mar 2023 | *For MF Equity Avg Return of Top 25 Funds as on 31st March 2023. (All Figures in Rs.)
THINK INVESTMENT... THINK MUTUAL FUND
Growth of Rs. 1 Lakh in Different Asset Classes in 15 years
10. www.njwealth.in
10
*Private circulation only
POWER OF SIP
*Period : Period: April 2008 - March 2023. | *Avg of top 25 funds as on 31st March 2023. (All Figures in Rs.)
THINK INVESTMENT... THINK MUTUAL FUND
11. www.njwealth.in
11
*Private circulation only
25 YEARS PERFORMANCE
amounted to
Rs. 63.32 LAKH
Investment scenarios in
30 EQUITY SCHEMES for last 25 YEARS
amounted to
Rs. 3.50 CR.
A LUMP SUM of
Rs.1 LAKH
A SIP of
Rs.10,000
with
18.05% CAGR
with
15.34% CAGR
Source:AMFI as on 31st Mar 2023
12. www.njwealth.in
12
*Private circulation only
MUTUAL FUND OFFERS
WEALTH BUILDING
ASSESSMENT
REGULAR INCOME
ASSESSMENT
SHORT, MEDIUM & LONG TERM
INVESTMENT ASSESSMENT
TAX SAVING
ASSESSMENT
RETIREMENT
ASSESSMENT
FINANCIAL NEEDS
ACHIEVEMENT ASSESSMENT
THINK INVESTMENT... THINK MUTUAL FUND
14. www.njwealth.in
14
*Private circulation only
MUTUAL FUNDS BUSINESS OPPORTUNITY
140
Crore+
80
Crore+
48
Crore+
43
Crore+
14
Crore+
INDIA’S
POPULATION
NO. OF PEOPLE
HAVING A
BANK ACCOUNT
NO. OF PEOPLE
HAVING AN
INSURANCE POLICY
NO. OF PEOPLE
HAVING AN
PAN NUMBER
NO. OF MUTUAL
FUND ACCOUNT
(FOLIOS)
Source
-
AMFI
STILL LONG WAY TO GO As on March 2023
3.5
Crore+
LESS THAN
3%
NO. OF
MUTUAL FUND
INVESTORS
NO. OF POPULATION
INVESTING IN
MUTUAL FUNDS
NO. OF
REGISTERED
TAX PAYERS
8
Crore+
16. www.njwealth.in
16
*Private circulation only
MF INDUSTRY INDIA vs GLOBAL
COUNTRY
US
FRANCE
UK
GERMANY
BRAZIL
JAPAN
CHINA
INDIA
WORLD
140
80
67
63
68
40
21
17
75
AUM to GDP Ratio (%)
Source: AMFI,World Bank. Data as on 2021.
MUTUAL FUND PENETRATION IS LOW IN INDIA CREATES GOLDEN OPPORTUNITY !!
19. www.njwealth.in
19
*Private circulation only
EXAMPLE OF TRAIL
YEAR AUM GROWTH TRAIL CUMULATIVE
INCOME
1 Rs. 1,15,000 805 Rs. 805
2 Rs. 1,32,250 926 Rs. 1,731
3 Rs. 1,52,088 1065 Rs. 2,795
5 Rs. 2,01,136 1408 Rs. 5,428
10 Rs. 4,04,556 2832 Rs. 16,344
15 Rs. 8,13,706 5696 Rs. 38,302
Assumption : Market Growth -15%,Trail - 0.70%
LUMPSUM INVESTMENT OF Rs. 1 LAC FOR 15 YEARS
20. www.njwealth.in
20
*Private circulation only
EXAMPLE OF TRAIL
YEAR NEW INVESTMENT AUM GROWTH TRAIL CUMULATIVE
INCOME
1 Rs. 1,20,000 Rs. 1,38,000 966 Rs. 966
2 Rs. 1,20,000 Rs. 2,96,700 2077 Rs. 3,043
3 Rs. 1,20,000 Rs. 4,79,205 3354 Rs. 6,397
5 Rs. 1,20,000 Rs. 9,30,449 6513 Rs. 17,734
10 Rs. 1,20,000 Rs. 28,01,913 19613 Rs. 85,969
15 Rs. 1,20,000 Rs. 65,66,097 45963 Rs. 2,55,781
Assumption : Market Growth -15%,Trail - 0.70%
SIP INVESTMENT OF Rs. 10,000 FOR 15 YEARS
21. www.njwealth.in
21
*Private circulation only
CAREER OPPORTUNITY
IF MUTUAL FUND DISTRIBUTOR DOES PER MONTH
New Clients: Only 10 clients per month
Lumpsum Sales: Rs.1 Lakh Per clients (Rs.10 Lakh/Month)
SIP Sales: Rs.5,000 per clients (Rs.50,000 SIP/Month)
MUTUAL FUND BUSINESS & EARNING GROWTH PATH
AFTER YEAR
VALUE OF TOTAL
INVESTMENT (AUM)
YEARLY TRAIL
INCOME
1 Rs. 1.70 Cr. Rs. 1,19,000
2 Rs. 4.50 Cr. Rs. 3,15,000
3 Rs. 8.50 Cr. Rs. 5,95,000
5 Rs. 20.00 Cr. Rs. 14,00,000
Assumption: 15% Market Growth, 0.70% Trail
MF DISTRIBUTOR GETS REGULAR INCOME FOR LONGER PERIOD TIME
22. www.njwealth.in
22
*Private circulation only
WHAT DOES THIS MEAN
AUM MONTHLY INCOME
Rs. 5 Crore Rs. 25,000
Rs. 10 Crore Rs. 50,000
Rs. 20 Crore Rs. 1,00,000
Rs. 50 Crore Rs. 2,50,000
Rs. 100 Crore Rs. 5,00,000
PASSIVE FIXED INCOME
24. www.njwealth.in
24
*Private circulation only
360° SUPPORT FOR ALL PRODUCTS
NJ UNIQUE 360O
PLATFORM
Comprehensive and Unique Services for Complete Wealth Control
SALES
SUPPORT
TRAINING
SUPPORT
TECHNOLOGY
SOLUTIONS
RESEARCH
SUPPORT
MARKETING
SUPPORT
CUSTOMER
CARE
360O
SUPPORT
FOR
NJ WEALTH
PARTNER
A UNIQUE 360° PLATFORM FOR MANAGING AND DEVELOPING WEALTH DISTRIBUTOR BUSINESS
AT NJ YOU ONLY NEED TO FOCUS ON SALES AND LEAVE THE REST ON US
25. www.njwealth.in
25
*Private circulation only
SALES SUPPORT
DEDICATED UNIT MANAGER
HIGHLY QUALIFIED, EXPERIENCED UNIT MANAGERS TO
SUPPORT IN YOUR BUSINESS DEVELOPMENT
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
26. www.njwealth.in
26
*Private circulation only
BEST IN CLASS TECHNOLOGY PLATFORM
ONE OF KEY DIFFERENTIATORS FOR
NJ WEALTH IS THE POWER OF TECHNOLOGY
NJ WEALTH PARTNER DESK
NJ E-WEALTH DESK
CRM DESK FOR CLIENT MANAGEMENT
28. www.njwealth.in
28
*Private circulation only
HOW TO BECOME A MUTUAL FUND DISTRIBUTOR
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
31. www.njwealth.in
31
*Private circulation only
ENROLLMENT FEES FOR NJ PARTNER
INVESTMENT REQUIRED TO BUILD CAREER
NJ VALUE PACK FEES - Rs.7,000
NISM MF VA EXAM + TRAINING FEES - Rs.2,000
NJ ENROLMENT FEES - Rs.5,000*
NJ NON VALUE PACK (ARN HOLDER) FEES - Rs.5,000
ARN REGISTRATION FEES - EXTRA
*ALL THE FEES ARE SUBJECT TO CHANGE AS PER NJ POLICY
32. www.njwealth.in
32
*Private circulation only
GET REFUND OF SUBSCRIPTION FEES
REFUND OF SUBSCRIPTION FEES
Rs. 5000ON
NET EQUITY SALES OF
Rs. 25LACS
OR
NET SIP SALES OF
Rs. 50,000
(*Within 3 months of registration)
*Terms & Conditions Apply
34. www.njwealth.in
34
*Private circulation only
THANK YOU
DISCLAIMER: NJ India Invest Private Limited (“NJ”) is a mutual fund distributor registered with AMFI. This material is for informational purposes only. Further, it is not
intended as investment advice or an opinion concerning securities or a public offer proving a basis for an investment decision. The views or expressions contained in
this material are not necessarily of NJ and NJ neither assumes any responsibility/liability nor does guarantee its accuracy, suitability, completeness and adequacy. The
figures and data that may be appearing in this material are taken from various sources deemed reliable by NJ. The content of this material including images, charts,
graphics and pictures are protected intellectual properties and cannot be amended, copied, reproduced, replicated, republished, uploaded, posted, published,
transmitted, displayed or distributed for any non-personal use without obtaining prior written permission, any non-adherence of which may attract appropriate legal
action. Nothing in this material is intended to construe an advertisement or an investment, financial advice and/or solicitation, advice to buy, sell or deal in any financial
product.
NJ INDIA INVEST PRIVATE LIMITED - AMFI REGISTERED MUTUAL FUND DISTRIBUTOR (ARN 0155)
