Overview What is Insta MF? Why Insta MF? How to open an Insta MF - - PowerPoint PPT Presentation

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May 16, 2023 137 likes •421 views

Overview What is Insta MF? Why Insta MF? How to open an Insta MF account? What are the benefits of Insta MF? Marketing Plan / Branding Coming soon What is Insta MF? Easiest way to invest in Mutual Funds through Sharekhan

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Overview

What is Insta MF?
Why Insta MF?
How to open an Insta MF account?
What are the benefits of Insta MF?
Marketing Plan / Branding
Coming soon

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What is Insta MF?

Easiest way to invest in Mutual Funds through Sharekhan
Online & Paperless MF account that allows new users who are KRA

compliant to invest.

Quick 3 step process

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Why Insta MF?

Customers today want to transact digitally
Need of technology in the financial distribution space
One of the Milestones for Vision 2020
To be the preferred savings and investment partner for retail

investors

To be among the top 15 mutual fund distributors in the country

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How to Open an Insta MF A/c?

Simple 3 Step process
Simple Customer journey -

Basic details Pan and Aadhar Bank and

ther

details

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Get Started ! ! !

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Enter few details

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Verification of KRA & Aadhar

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Confirm contact details

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Enter OTP to confirm details

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Create personalized Login ID

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Account opened

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Account creation – Register Bank details

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Account creation – Upload scan copy

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Account creation – Enter personal details

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Account creation – Enter other details

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Account creation – Provide nominee details (Optional)

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Account created – Ok to Confirm

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Confirm Personal details

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It’s Done

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Account created

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Benefits of Insta MF

Instant Online A/C:
Pure paperless account opening
All you need… (PAN, AADHAR Credentials & Personalized

Cheque Scanned copy)

Register in less than 4 minutes
Extensive MF Research:
Dedicated teams of experts for in depth analysis
Funds We Like – Selected MF Schemes for Lump sum

investments

SIPs We Like - Selected MF Schemes for SIP investments

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Benefits of Insta MF

NEO:
A Goal based Robo Advisor
Helps to Automate your Goals based on risk profiling
Suggest a portfolio mix
Continuously keeps track of the progress and suggests

changes in portfolio

Speak to experts:
Instant Chat support
Speak to our advisors for guidance

022-33007100

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Marketing Plan / Branding

Posters -
Standees -

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Press release to be disseminated pan India to regional media in the following languages:

1. Hindi
2. Gujarati
3. Tamil
4. Marathi
5. Bengali
6. Malayalam
7. Kannada
8. Telugu

Press Release – Print

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Press Release – Online Publication

Online Café mutual

TechCrunch

HBL online Value research

Business Insider

Livemint Firstpost

FirstPost

Dalal Street Moneycontrol

Quartz

Sify News Bloomberg Quint

NDTV.com

FE online Morningstar

Inc42

FC online Mutualfundindia ET Online Myiris VCCircle BS online Indiainfoline InvestmentGuruIndia.Com zeebiz.com Money life online Forbes online Cio.in

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Coming Soon . . .

Aadhar based Insta MF Account…