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Summer Delight : Mutual Fund Fly High Contest

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Presentation on theme: "Summer Delight : Mutual Fund Fly High Contest"— Presentation transcript:

1

2 Summer Delight : Mutual Fund Fly High Contest
Jan 01 to Mar

3 Mutual Fund 7.5 Lac 30 Lac Thailand 15 Lac 60 Lac Europe 3 Cr 12 Cr
1st Jan to 31st March 2017 Incremental SIP Book Destination L1 L2 7.5 Lac 30 Lac Thailand 15 Lac 60 Lac Europe L3 as per team performance 1st Jan to 31st March 2017 MF Net Fresh Lumpsum Destination L1 L2 3 Cr 12 Cr Thailand 6 Cr 24 Cr Europe L3 as per team performance MF Fund Type Weighted Equity ,ELSS & Balanced Fund 100% Debt & Hybrid Fund 50% Liquid Fund 0% Participating AMC : Axis, Birla, Canara Robeco, DSP BR, HDFC, ICICI, IIFL, Kotak, Mahindra, Peerless , Reliance, SBI,Sundaram,TATA & UTI

4 Triple Dhamaka Europe with Spouse !!! WOW !!!
I will put my best effort to qualify for Europe by doing SIP Europe with Spouse !!! WOW !!! SIP & Insurance… Here I Come Europe with Family !!! Super WoW !!! Dream comes true. SIP, Insurance & MF AUM … This is my time to WIN

5 Terms & Conditions All The Best
The scheme can be withdrawn or modified without any notice at management’s discretion. There may be changes in the scheme for e.g. an destination (subject to availability) which may be different from the scheme above, as required and deemed necessary by the management team. Any mis-sell of product or withdrawal within a short time (define timelines) or any other, will not be counted or contest money will be reversed. Incentive paid can also be recovered in such cases. AIF & Perpetual Bond will also get considered SIP amount more than 10,000 per month will be considered as 10,000 only (max cap) Fresh SIP amount means new to system, first amount SIP will get considered. Sourcing employee will get 36 month upfront income for SIP amount 10k and less. IR credit : One month after second SIP amount debit from clients Bank or Ledger Mutual Fund sourced through MA & FAN will not be considered. SIP AUM will not get consider for Mutual Fund Lumpsum AUM business If SIP gets STOP or Cancelled before 36 months, IR will be recovered from IR & Incentive will be recovered from incentive or salary. For Franchisee recovery will be from FAN payout. Direct Plan SIP will not get considered Mutual Fund Lumpsum and SIP business will get considered as per RTA transaction data. Mutual Fund offline business credit as per ACE back office entry data. Offline SIP : Kindly do ACE entry on same day For Daily MIS data from TTAdv & ACE software will get capture Result and payout as per successful registration and transaction of SIP Result of the contest will be announced by April 2017. There may be disqualification if there is any serious violation of integrity, mis-selling, serious investor grievances or violation of code of conduct. Management decision will be final and binding. All The Best


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