Overview • What is Insta MF? • Why Insta MF? • How to open an Insta MF account? • What are the benefits of Insta MF? • Marketing Plan / Branding • Coming soon
What is Insta MF? • Easiest way to invest in Mutual Funds through Sharekhan • Online & Paperless MF account that allows new users who are KRA compliant to invest. • Quick 3 step process
Why Insta MF? • Customers today want to transact digitally • Need of technology in the financial distribution space • One of the Milestones for Vision 2020 • To be the preferred savings and investment partner for retail investors • To be among the top 15 mutual fund distributors in the country
How to Open an Insta MF A/c? • Simple 3 Step process Bank and Basic Pan and other details Aadhar details • Simple Customer journey -
Get Started ! ! !
Enter few details
Verification of KRA & Aadhar
Confirm contact details
Enter OTP to confirm details
Create personalized Login ID
Account opened
Account creation – Register Bank details
Account creation – Upload scan copy
Account creation – Enter personal details
Account creation – Enter other details
Account creation – Provide nominee details (Optional)
Account created – Ok to Confirm
Confirm Personal details
It’s Done
Account created
Benefits of Insta MF • Instant Online A/C: • Pure paperless account opening • All you need… (PAN, AADHAR Credentials & Personalized Cheque Scanned copy) • Register in less than 4 minutes • Extensive MF Research: • Dedicated teams of experts for in depth analysis • Funds We Like – Selected MF Schemes for Lump sum investments • SIPs We Like - Selected MF Schemes for SIP investments
Benefits of Insta MF • NEO: • A Goal based Robo Advisor • Helps to Automate your Goals based on risk profiling • Suggest a portfolio mix • Continuously keeps track of the progress and suggests changes in portfolio • Speak to experts: • Instant Chat support • Speak to our advisors for guidance 022-33007100
Marketing Plan / Branding • Posters - • Standees -
Press Release – Print Press release to be disseminated pan India to regional media in the following languages: 1. Hindi 2. Gujarati 3. Tamil 4. Marathi 5. Bengali 6. Malayalam 7. Kannada 8. Telugu
Press Release – Online Publication Online Café mutual TechCrunch HBL online Value research Business Insider Livemint Firstpost FirstPost Dalal Street Quartz Moneycontrol Sify News NDTV.com Bloomberg Quint FE online Morningstar Inc42 FC online Mutualfundindia ET Online Myiris VCCircle BS online Indiainfoline InvestmentGuruIndia.Com zeebiz.com Money life online Forbes online Cio.in
Coming Soon . . . • Aadhar based Insta MF Account…
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