6. 6
Kotak Group & the Entrepreneurial Spirit
This corporate go getter embarked on the success journey in 1985
with Kotak Capital Management Finance using
30 lac rupees borrowed from friends & family
members who ran a cotton-trading business.
Since then, there have been no ‘Ups & Downs’, only
‘Ups & Ups’.
The group hasn’t looked back and has always aimed
to move upwards, to move towards success.
7. On Ground Support.
Pan India presence with more than
235 offices to support you.
Our experts will organize joint calls to
guide you on how to efficiently
communicate with the customers
Your efforts and achievements will be
recognized and rewarded whenever
you deliver exemplary performance
You can source business anywhere
from India and get services at any
branch in the country
8. Few milestones in our successful journey…
ING Vysya
Merger General
Insurance Int.
ARC
BANK
Life
Insurance
Investment
Banking
Auto
Finance
Acquired
Scheme of
Pinebridge
MF
Alternate
Assets
Securities
Mutual
Fund
IPO
Bill
Discounting
9. Our Kotak Group
of Companies
Kotak Mahindra
Bank Ltd.
Kotak Mahindra
Capital
Company Ltd.
Kotak Mahindra
General Insurance
Company Ltd.
Kotak Mahindra
Asset Management
Company Ltd.
Kotak Mahindra
Old Mutual
Life Insurance Ltd.
Kotak Mahindra
Prime Ltd.
Kotak International
Business
Kotak Private
Equity Group
Kotak
Realty Fund
Kotak Securities Ltd.
10. Kotak Mahindra Group
• Kotak Group is a Global Indian Company having more than 36 years of experience in the financial
Services & One of the India’s Largest Financial Business Group
• Points of Presence in 4,202+ and with more than 73,000 employees
• Products and services available across India, London, New York, California, Dubai, Abu Dhabi,
Bahrain, Mauritius & Singapore
• Experts in the Financials Services Industry offering a bouquet of Financial Solutions to Customers
• 19 Core Businesses focusing on the Financial Well being of Clients
Current Market Capitalization Rs 3, 51, 289 Crores
Net worth of Rs 84, 836 Crores
Kotak Total Assets stands at Rs 4, 78, 873 Crores
12. The Face Behind the Success of Kotak Group
Mr. Uday S. Kotak
Executive Vice Chairman and Managing Director
In 1985, when he was still in his early twenties, Mr Kotak thought of setting
up a bank when private Indian banks were not even seen in the game
He was featured as one of the Global Leaders for Tomorrow at the World Economic
Forum's annual meet at Davos in 1996.
CNBC TV18 Innovator of the Year Award in 2006
Ernst & Young Entrepreneur of the Year Award in 2013 & 2014.
He was also featured among the Top Financial Leaders for the 21st Century by
Euro money magazine. CNBC TV18 India Business Leader of the Year 2008
The most valued CEO by business world in 2010
Ernst & Young World Entrepreneur of the Year Award in 2014. 2nd Indian across the globe
Govt of India nominated Mr.Uday Kotak as Chairman for CII-Confederation of Indian Industry
4th Richest Businessmen in India with $12.7BN & also World Richest Banker
26. Young and
Energetic
Skilled
Fresher
Experienced
Value Driven
Disciplined
Social
Acceptance
Successful
Leader
Rich Life
Experience
Whom would you choose as Leader
???
27. Why Retired Segment???
•To Lead by Example & develop
Financial Literacy in India
• Social Acceptance
• Abundance in Knowledge, Experience & Achievements
• Punctual and Value driven
• Belief in Hard work and No short cuts for Success
• Free Time & Willingness to support family financially
• Service Nature & Contribution attitude by Nature
29. How many of you would be interested in a business where…
You are the BOSS & No Reporting System
You Can Write Your Pay Cheque
You Make Only Profits (No Losses)
You Can Decide Your Market Segment
You Can Decide Your Work Timings
You Can Decide Your Working Days
You Can decide Your Holidays
Your Business will transform Peoples Lives
Earn up to 35% PROFIT on Referred
Business
30.
31. Today KFC Chain of
Franchise across the
Globe Around 20,000
Outlets
Understood the Art of the Business
KFC from small Outlet
Today Art of the Business Management
OPM& OPT
32. OPT OPM
With the Kotak Life AP model, you can save a lot of time building your business. You don’t need
to find new ways to earn more. Your team does the work for you.
Self Many
The money you earn is proportional to
the time you invest.
100% earnings by self-effort.
If you work for 10 hours, your earning is
restricted to those 10 hours only.
More effort is required, increasing the
stress levels.
The money you earn is proportional to
the number of people in your team.
1% earnings of 100 people’s effort.
If 4 people work 10 hours, your earning is
multiplied by 4X.
Less effort is required from the AP,
leading to reduced stress levels.
Advantage of Agency partner model
34. Super Stockist Super Stockist Super Stockist
Stockist Stockist Stockist
CAP
SAP SAP
AP AP AP AP AP
Advisor Advisor Advisor Advisor Advisor Advisor Advisor Advisor Advisor Advisor Adviso
35.
36. Your Income & Professional Growth
Join as Financial Advisor
Senior Manager– 20 to 30 L P
a
Manager – 12 to 15 L P a
Chief Manager– 30 to 40 L P
a
37. 1. Enjoy up to 30-35% returns, no business or profession offers such a high margin.
1. Start your business with zero capital and get paid at regular intervals.
2. Our Organization gives you all the 5 big reasons to join the business and be a part of the successful
journey
How it is different from
other professions ?
45. Peace of Mind
Protect your family’s dreams
Everyone dreams of a future that is filled with happiness and success.
But sometimes in our efforts to make these dreams come true, we forget to plan for tomorrow.
What if something tragic happens to the sole bread winner? Who takes care of the family and their dreams in his/her absence?
During such events, Life Insurance can help protect their dreams and provide financial support to the dependents in the family.
Human Life Value:
10 Times Life Cover
X
Annual Income
46. Best Products to maintain the Status
Child
Education &
Marriage
Retirement Protection
Wealth
Creation
We have the best products to help you with your life needs.
47.
48. Name : Smt. N Bhagya Lakshmi SAP
Before Kotak : Home Maker-63 years,
DOJ : June 2016
Joined For: Recognition, Income & Growth
Employment given to 65+ Members.
2020-21 Year Income—18.61 L.
Since joined Earned :- 1.25 Cr +
Name : Smt. Giduthuri Visalakshmi SAP
Before KOTAK : Tupperware T L
DOJ : May 2017
Joined for Income, Rewards & Recognition
Employment given to 105 Members.
2020-21 F Y Income:- 22.38 L
Since joined:- 1.53 Cr +
Name : Smt. M V S H Devi (Fastest CAP)
Before Kotak : Home Maker
DOJ: August 2018
Joined for: Recognition, Income & Growth
Employment given:- 125 Members.
2020-21 F Y Income:- 35.74 L Income
Since Joined Earned:- 75 L
Name : Smt. A Sailaja Venugopal CAP
Before Kotak : Industrialist
DOJ: June 2017
Joined for: Recognition, income & growth
Employment given to 110 members.
2020-21 F Y Income:- 30 L
Since joined Earned :- 1.45 Cr +
Name : Smt. G Nirmala devi CAP
Before kotak : SBI life advisor
Joined in Kotak : Jan 2016
Employment given to 159 Members.
Why Kotak- To Become a Leader, R & R
2020-21 F Y Income:- 24.3 L
Since joined Earned :- 1.83 Cr +
Name : Smt. J Vara Lakshmi SAP
Before Kotak : House wife
Joined Kotak : July 2019
Employment given to 40 members.
2020-21 F Y Income:- 18 L
Since joined Earned:- 35.8 L
49. Name : Shri K Narayana Raju (MDRT)
Before Kotak : Rtd. From H P C L
Joined in 2020 as an Advisor & Achieved
Global Recognition MDRT & IAP
2020-21 F Y Income - 23 L & 38 L Since Joined
Name :Capt. Dr D L N Raju (MDRT)
Before Kotak : Rtd. CEO of Chaitanya
Educational groups
Joined in 2019 as an Advisor & Achieved
Global Recognition MDRT & IAP
2020-21 F Y Income - 22.5 L & 41 L Since
Joined
Name : Shri P D V Ratna Kumar (MDRT)
Before Kotak : Rtd. J D A from
Agriculture Dept.
Joined in 2019 as an Advisor & Achieved
Global Recognition MDRT & IAP
2020-21 F Y Income - 16 L & 25 L Since
Joined
Name : Shri K Koteswara Rao SAP
Before Kotak : Rtd. Andhra Bank
Manager
Joined as an Advisor & SAP
Joined for R & R, Income & Growth
2020-21 F Y Income- 18 L Income & 49 L
Since Joined
Name : Shri V Ramana Babu (IAP)
Before Kotak : Rtd. Andhra Bank
Manager
Joined as an Advisor & Promoted as IAP
Joined for R & R, Income & Growth
2020-21 F Y Income- 24.5 L Income & 53
L Since Joined
Name : Sri. Setti Satyanarayana IAP
Before Kotak : Rtd. Police Officer
Joined As Advisor in 2019 & Promoted as SAP
Joined For: Recognition, Income & Growth
Employment given to 15 Advisors
2020-21 F Y Income 12.35 L & 25 L Since Joined
50. Name :SriTule Janaki Rao SAP
Before Kotak : Rtd. Amry Officer
Joined as IMD in 2020 & Promoted as SAP
Joined for R & R, Income & Growth
Employment give to 45 Members
2020-21 FY Income -16.5 L
Name :Sri Mohammad Iqbal
Before Kotak : Entrepreneur.
Joined As : Started DPO @ VZM
Joined For: Recognition, Income & Growth
2020-21 F Y 35 L Income
83 L Since Joining
Name : Shri Muthya Sripadh SAP
Before Kotak : Financial Consultant
Joined as AAP in 2020 & SAP
Joined for R & R, Income & Growth
2020-21 F Y Income- 21 L
Name : Shri Y Ashish Gautam
Before Kotak : Pharma Employee
Joined As : AAP and promoted as CAP
Joined For: Recognition, Income & Growth
2020-21 F Y 19 L Income & 35 L Since
Joined
Name : Shri CH V Surya Rao SAP
Before Kotak : Entrepreneur
Joined as an Advisor in 2017 & CAP
Joined for R & R, Income & Growth
2020-21 F Y Income – 26 L & 67 L
Since Joined
Name : Shri K Dattatraya SAP
Before Kotak : Enterprenure
Joined as an advisor in 2018 & SAP
Joined for R & R, Income & Growth
2020-21 F Y Income- 27 L & 69 L
Since Joined
51. Role & Responsibilities
• Attend for 6 days LAFS Training and get Govt of India License
• Refer 6 Investments & 5 Advisors to become Manager
• Learn the Model & Help your team to learn
• Attend for Trainings to become Financial Expert & build Wealth
• Provide Status Holder to your Near & Dear by providing Protection &
long term Savings
• Provide Part/Full Time Employment for needy & eligible people
• Develop Financial Literacy in India to make our Country Great
52. Preparing for a Life of Success
Just 6 days to be Financial Expert!!!
Exclusive TRAINING PROGRAM worth of 25000
which will help you understand about
o World of financial planning
o The need for saving and insurance
o Ways to invest your money
o Tax planning
o Personality development
o And more … In just 6 days
25,000/-
Worth
Training
53. What to do next
2 color passport size photos
Education Proof
PAN & Aadhar Copies
Rs.2000 Licensing Fee ( Rs.1200 on Spot Registration today )
Cancelled Cheque or Passbook First Page Copy
54.
55. Opportunity Benefits
• 1st of its kind EMPLOYER OPPORTUNITY providing by KOTAK by which you all can offer Part/Full Time
Employment to needy & eligible any where in India….
• Service Oriented Opportunity
• Service to Mankind is to Service to the Nation
• Work Part Time & Earn Life Time Opportunity
• Fixed Salary up to 3.6 L P a
• PF, Medical Benefits for Self, Spouse, 2 Children & Parents through ESI
• Free Life Cover - No Age Limit
• Incremental PENSION
• Huge Variable INCOME
• National / International / Global Club Memberships
56. As a Retired Person you have 2 Ways to
choose
* To continue living the holiday
with increased Idle Time
* No longer being the hub of
their family
* More vulnerable for health
issues
* Years of Experience,
Wisdom, Knowledge and
Achievements are left
unutilized
Help to build Nation
Increase Financial Literacy in
India
Be an active Citizen and help
protect lives
Provide employment
opportunities
Better Life and Health
