source: source · “the process of managing your clients’ wealth is complex and, at times,...

SOURCE: Source

SOURCE: Source

“The process of managing your clients’ wealth is complex and, at times, overwhelming. The relationship with your client shouldn’t be.

At AR Wealth, we offer to our partners the ability in-source wealth management solution whilst leveraging on the support of an award-winning, recognised private wealth management setup. The powerful technology solution equips our partners scale their business and grow their revenue 3x.

It’s your show, we help you keep it running! “

Regards,Amit Rathi Managing Director

Who we are

03

Who we are not!

Not a MF distribution platform nor a supermarket of products for IFAs

Just a platform to give operational convenience to your business

Technology led Holistic Wealth Management solution platform for IFAs

A Specialist in delivering investment advisory to mass affluent clients with over 20 years + experience

What we do?

• Through this solution, we offer our time-tested, award-winning Private Wealth Management philosophy, research and practices to the IFAs to manage the mass affluent segment. ‘Mass affluent’ to us is the emerging HNI segment.

• Some of the attributes of the mass affluent are

• 30 yrs – 55 years

• Investible surplus of 10 lacs and above

• Tech friendly

• Not first time investors

• Currently being serviced (or shall we say ‘mis-serviced’ by banks)

For whom

CLIENT ACQUISITION

Make their business become

Scalable

Profitable

Enjoyable

Wanting to help IFAs with what

matters the most to them in their business

The revenue generator to their business

Did we hear how?

Unique equity market protection

offering

Opens a whole new segment

Increased investment size

Higher conversion

Lower ongoing maintenance

Powerful brand association

Did we hear how?

Higher conversion


Unique equity market protection offering




• Because of the way we are designed and what the wealth management capabilities we bring on board, you now get access to segment which are so far being catered by premier or private channels of banks.

• We equip you to take competition head on! Sophistication is the name of the game!

Did we hear how?






Higher conversion

• It goes without saying, what’s uncomplicated and easily understood is what’s accepted and followed.

• We take a lot of pride in our completely data backed, fearless, uncomplicated advisory which has seen conversion like no other!

• Our current partners are convert and on-board 7 out of 10 clients.

• Need we say more!

Did we hear how?


Higher conversion





• Our platform helps IFA take a higher wallet share of investment from most clients

• Holistic Wealth Management approach vs the product led approach (that most Banks /Institutions takes) ensures greater wallet share.

Did we hear how?


Higher conversion





• This pre-built features reduces client anxiety during market volatility

• In turn increases the IFA’s ability to manage emotions of larger number of clients.

• Higher the stability - lesser the panic -higher the stickiness - reduced ongoing management – more time for new client acquisition – higher AUM – increased revenue

• Uncomplicated, isn’t it!

Did we hear how?


Higher conversion





• Our Wealth strategy ensures that client is committed to the current and ongoing investments

• Reducing the need for IFA to keep going back to client with new products to get fresh investments

• The client is on an auto mode.

• Hence, leaving the IFA with ability to manage more clients.

Did we hear how?


Higher conversion





• Established as one of the leading private wealth management brand in the country comes with its several advantages.

• Higher recall, brand value, trust , extensive research not opens door easily, but also increases conversion!

We have simplified it even further

FeatureFund

Super-markets

Banks AR DWM

Brand recall amongst clients No Yes Yes

Established wealth management practices, research and pedigree No Yes Yes

Qualified lead support through marketing campaigns No No Yes

Targeted marketing campaigns for higher brand recall No Yes Yes

Business compliance Yes Yes Yes

Help with setting up corporate group meetings No No Yes

Access to private wealth quality research/product inputs No Yes Yes

Pre-sales support

Sales support

FeatureFund

Super-markets

Banks AR DWM

Powerful video based sales pitch to enhance sales conversion No No Yes

Pre-built downside protection for equity exposure No No Yes

Ready answers to FAQs in video and text format No No Yes

Efficient objection handling techniques No Yes Yes

Instantly compare portfolios with actionable advise No No Yes

Joint client meeting support to help start up practice Yes No Yes

Post – Sales support and ongoing management

FeatureFund

Super-markets

Banks AR DWM

Regular training programs on markets and proposition Yes Yes Yes

Real-time monitoring of Portfolio against Goals set by client& Algorithm driven rebalancing

No Yes Yes

Flexi SIP – captures change in schemes and consistently aligns investment to model portfolio – preventing money going to underperforming schemes.

No No Yes

Dedicated call support team in the backend Yes Yes Yes

Regular client engagement with the brand No Yes Yes


What does this mean?

Let us show how simple it is !!

More clients

More AUM

More Revenue

of the base AUM of 5 Crores

5crBase AUM

14%Existing AUM growth rate

15%Wallet share from clients

15%New business

6.6 18.050.4

120.8

275.5

611.3

Y1 Y5 Y10 Y15 Y20 Y25

AUM Revenue

of the base AUM ( wallet share to double every 5 years )

Simply put together

Holistic platform

Larger walletshare

Client engagement

Technologybased

Allows you to

• Reach high net worth clients

• Maximize conversion

• Equity market protection and flexi SIPS enhances larger wallet share

• Dedicated client engagement model

• Technology aids in relationship managements

• Frees time for more sales


What does this mean?

Next steps

Come on board and become a partner with us !

Exclusive AR Wealth Partner Open Partner

Qualified client leads for business expansion Partner to reach within his/her own network

Access to corporate worksite leads Partner to reach within his/her own network

Pre-negotiated for office sharing space Pre-negotiated for office sharing space

Ipad Partner to get his/her own device

AR wealth branded business cards Partner to get their own card

AR Wealth official email id Partner to create/use their own id

Access to monthly product note Access to monthly product note

Exclusive partner

Exclusive partner is someone who has transferred his/her entire AUM on the platform or is doing business only on the AR Wealth Platform

Additional Benefits of becoming an exclusive partner via ARN Transfer

• Same brokerage to be paid for the next 6 months that the partner draws in an offline business

• On going assistance in transferring the existing clients portfolio to wealth strategy which will draw more brokerage than the current drawings of the IFA (most scenarios adviser draws 0.6% on an average of the total AUM which can go up to 1% if less than 20 cr and 1.05% if more than 20 cr )

• Ease in commission reconciliation

• Consolidation of assets and streamlining them leading to higher business valuations

• Easy succession or contingency planning

Allow us to show how we could partner with you to grow your AUM

100x

source: source · “the process of managing your clients’ wealth is complex and, at times,...

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