2. Wealth Management Services
⢠Advising & Managing portfolio of Investors for both
individual as well as Non individual
⢠Clients investment Portfolio would be greater than 1 Cr
⢠Relationship Managers to handle atleast 45 clients of 1
Cr or more
⢠RMâs would meet all his clients atleast once a month
⢠Clients portfolio to be reviewed atleast once a Quarter
in co-ordination with Research Team
⢠RMâs would maintain all customer files upto date , and
would keep records of all investments
7. Estate & Trusts
⢠Assets Classifications
⢠Rights of Male & Female members
⢠HUF formation
⢠Creation of WILL and executor Service
⢠Special Vehicle in India & Abroad
9. Cash & Risk Management
⢠Mapping Unexpected & Expected Events
⢠Financial Plan to meet the needs
⢠Back up plan for Events
⢠Loans Requirment Mapping
10. Research requirement
⢠Identifying the Product & services
⢠Product Notes
â MF , NFO, IPO & Structure Products
⢠Customized Financial Plans
â Retirement , Wealth Creations , Aggressive etc
⢠Portfolio Evaluation
â Quarterly & Yearly
⢠Client Meetings & Discussion
⢠Mutual Fund Trackers
⢠Insurance Notes
⢠Snapshot on Economic Environment
⢠Brief overview of Different Assets Class like - Equity , Bonds & Gold
11. Current Team
⢠1 Senior RM â Mumbai
⢠1 Junior RM â Mumbai
⢠1 Customer Support - Mumbai
12. Team Set Up â Phase 1
( to be reviewed by FY17)
Mumbai Team Pune Team Bangalore Team
2 Senior RMâs 1 Senior RM 1 Senior RMâs
3 Junior RMâs 1 Junior RM 1 Junior RMâs
2 Research Analyst 1 Research Analyst
1 Customer Support 1 Customer Support 1 Customer Support
1 Product Specialists
Portfolio Reporting System Requirement :
Current System used is ICRA software for Mutual Fund Holding only.
System like MILES Software , which offers a 360 View of all assets holding is
needed for Client reporting