2. SAVINGS BANK ACCOUNT:
A BIG OPPORTUNITY

3. Banking Vs MF Industry Look at the Big Picture BANKING INDUSTRY
40 Crore Bank Account Holders
Rs. 100 Lakh Crore Bank Deposits
Rs. 26 Lakh Crore in Savings Account
MF INDUSTRY
1.5 Crore MF Investors
Rs. 15 Lakh Crore AUM
Around Rs. 10 Lakh Crore in Debt Funds
Why chase the Rs. 10 Lakh Crore AUM when there is twice the amount available in Savings Bank A/c which can be switched to Liquid Funds?

4. Why’s & Why Not’s?
Why Clients are not willing to invest in Liquid Funds?
Myth: Mutual Funds means Equity Funds
Lot of paperwork involved
Instant withdrawal not possible
Why Clients prefer Savings Bank A/c?
Easy availability of money in emergency
Full control over money
Why Distributors are not selling Liquid Funds?
Lower Revenue
Inconveniency due to lot of paperwork
Higher Transaction Cost
Execution Issues
Client’s low interest

5. : Salient Features : Your New Savings Account
Facility offered for Reliance Money Manager Fund
Currently, only Resident Individual or Minor are eligible
Redeem in just 30 minutes, 24x7 and 365 days
Redeem maximum upto Rs. 2 Lacs per day including multiple transactions
Redeem upto 95% of the Current Value
Redeem upto 50% of the Current Value if you are availing Reliance ATM
Card
Investor’s bank should be Immediate Payment Service (IMPS) enabled &
folio should contain the IFSC Code

6. Selling liquid funds is more relevant now
Why Distributors should start marketing
facility now?
It’s Paperless – Invest with just a few clicks at FundzBazar
Online Platform - No Execution Cost, No Transaction delays
With InstaFundz, redeem within 30 minutes, 24x7 and 365 days
No Competition - Rs. 26 Lakh Crore Savings Deposits Untapped
Large Bank Customer Base –
40 Crore Bank A/c Holders Vs. 1.5 Crore MF Investors

7. Investing in liquid funds is more relevant now
Why Clients should start investing in Liquid Funds now?
7%-8% returns compared to 4% given by Savings Bank A/c
More tax efficient than Savings Bank A/c
Easy Investing with just a few clicks at FundzBazar
Easy Redemption with InstaFundz in just 30 minutes, 24x7 and 365 days
Total Control over money

8. Returns: Liquid Funds Vs. Savings Bank A/c
1-year rolling returns of liquid funds versus savings deposit
Source: Liquid Funds-A Recipe for Safety, Liquidity & Returns, Mirae Asset Knowledge Academy
Liquid Funds’ returns have never been below Savings deposits rate

9. A Win-Win Proposition for Distributors and Clients