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NJMARS Presentation
NJMARS Presentation
NJMARS Presentation
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ELITE ADVISOR V/S NORMAL ADVISOR
AVERAGE ELITE
PARTICULARS
ADVISOR ADVISOR
Client Interaction 16% 32%
Client Acquisition 10% 17%
Research & Portfolio Management 24% 11%
Office Admin & Back Office Mgt. 20% 5%
Training & Process Setup 10% 20%
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ROLE OF A DISTRIBUTOR
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TOO MANY FUNDS!!
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OTHER CRITERIAS TO PICK FROM
Returns/ 05 AMC
Performance
01 04
Fund Manager’s
Fund Size &
Experience
Expense Ratio
02 03
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FUND SELECTION ON 1 YEAR PERFORMANCE IS A FUTILE ACTIVITY!
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FUND SELECTION ON 1 YEAR PERFORMANCE IS A FUTILE ACTIVITY!
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FUND SELECTION ON 1 YEAR PERFORMANCE IS A FUTILE ACTIVITY!
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TOO MUCH CONFUSION????
● my client?
How to select best fund for my
● How ??
client to evaluate the
● portfolio
How regularly?
to evaluate that portfolio
● How to change
regularly ?? the portfolio
for large no. of clients ?
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Presenting………
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Methodology of Portfolio Creation
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FUND SELECTION
- -Checking
Regular Fund
fundsManager Interactions
performance.
- Identifying consistent performing
funds from scoring exercise done by
NJ research team.
- Regular interactions with fund
manager
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POST SELECTION
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DIFFERENT CLIENT TYPES
NEED/TYPE OF THE INVESTOR
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DIFFERENT CLIENT TYPES
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FUND SELECTION - DIFFERENT PORTFOLIOS
● Equity schemes are common in all above portfolios but weights are
different depending on asset allocation.
Flexi-Cap & Large Mid & Small Value & Contra Large Cap &
& Mid Cap Funds Cap Funds Funds Focussed Funds
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FUND SELECTION - DIFFERENT PORTFOLIOS
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FUND SELECTION - DIFFERENT PORTFOLIOS
OTHER PORTFOLIOS
SIP AGGRESSIVE ● 5 Schemes from Mid & small cap Funds based
PORTFOLIO on their score.
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SCHEMES REVIEW FREQUENCY
● For MARS SIP portfolios new series is being launched every year for new inflow &
existing SIP portfolio continue for 5 year period
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NJ MARS BALANCED ADVANTAGE PORTFOLIO
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BAF CATEGORY - INDUSTRY SCENARIO
Equity+ Hybrid
BAF AUM
Period AUM
(INR in crore)
(INR in crore)
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CONCEPT - BAF
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WHY MARS BALANCED ADV PORTFOLIO
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About BAF Models
NJ BAF 1) Market Indicators : - NJ BAF adheres to the Rule-Based Active Investment approach
- Equity Valuation - Rule-based active asset allocation
- Long Term G-Sec Yield - Rule-based active stock selection using factor-based analysis
2) Macro Indicators : - Disciplined and time bound rebalancing, eliminating human bias
- Liquidity - Diversification opportunity at style and portfolio levels
- Overnight Rates
Edelweiss 1) Core Factors : - Follows a unique Pro cyclical model which aims to maximize the benefits
BAF - Market Trends of trending markets, both upside and downside
- Trend Health - Model based asset allocation approach smoothens the ride in a volatile
2) Overriding Factors : equity market, thus enhancing risk adjusted returns for an investor
- Fundamentals - Systematic process driven approach
- Avoids timing of market reversal
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About BAF Models
Scheme Asset Allocation Criteria Scheme USP
Name
ABSL BAF 1) Valuation Ratios - Applies counter cyclical approach to reduce equity
- P/E, P/B, Yield Gap when it is in expensive zone to limit the downside and
2) Trend Ratios vice versa
- Linear Momentum, Momentum Reversal, Copper to - Rebalancing is done basis the P/E levels, market
Gold Ratio valuations, the stage of economic cycles and fund
3) Volatility Ratios manager’s views
- India price Vol/India VIX , US price Vol/US VIX - Large Cap oriented diversified portfolio of quality
companies
Nippon 1) Valuations - 1 Year forward P/E of MSCI India - Lower Drawdown, Emotion free asset allocation
India BAF Index - Active equity stock selection to aid in differential
2) Trend Following - Short term & medium term trends returns
3) Equity Risk Premium (Earning yield of MSCI India - ‘Alpha Potential’ in full market cycle through, Downside
vs Avg 10 yr treasury bond rate of US & India) Risk Management in Falling Markets & Upside
4) Trade Weighted Dollar (US dollar trend) participation in Rising Markets
5) Global Demand Indicator (Commodities like
Lumber, Copper & Nickel) www.njwealth.in
SWP IN MARS Balanced Advantage Portfolio
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NJ TECHNOLOGY
Easy to invest.
Easy to Rebalance.
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MARS OBJECTIVES
OBJECTIVES
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ULTIMATELY…
HIGHER
HIGHER
PARTNER
PARTNER
EARNINGS
EARNINGS
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MOVE YOUR BUSINESS TO..
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MARS ON NJ PARTNER DESK
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PERFORMANCE REPORT: NJ MARS
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NJ MARS TRANSACTION & REPORTS ON E WEALTH
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TRANSACTION REPORT: NJ MARS
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TRANSACTION REPORT: NJ MARS
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SUMMING IT UP
● Adopt NJ MARS to increase the productivity and efficiency to manage large
no. of clients. No need to do it self.
➢ research and portfolio management
➢ schemes selection, schemes reviews and scheme changes
● NJ MARS Balanced Advantage Portfolio is best suited for clients who seek
➢ Better risk adjusted equity returns
➢ Better tax efficient returns
➢ Less operational hassles
➢ Diversification in style and asset allocation models
➢ Regular income through SWP
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