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BECOME A
Shubhchintak

Infrastructure Managed by FIINFRA

Regulatory aspects to be looked at by Distributors with AMFI registration are permitted to distribute Mutual Fund products.AMFI registered distributors may carry out activities which are incidental to their business pertaining to Mutual Funds without triggering any specific registration under the SEBI (Investment Advisers) Regulation 2013. Selling, advising, distributing other instruments and financial products/services may trigger registration under the said regulation or under various other laws. Distributors are advised to consult their legal, tax and other advisors before carrying out any such activities.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

ABOUT

Make Your Relations Click

We believe that IFAs should be able to focus their energies on the aspect which is most important to them – client relationship management, and leave all the other operational/transactional/digital worries to rest.

With this as the context, we endeavour to empower IFAs with digital enablers which will not only help them grow their business but also make it sustainable & scalable. More importantly, it will help IFAs to use the power of digital medium to create engagement with clients and make relations click.

We are committed to providing IFAs with access to the services needed to grow their business and we believe that Shubhchintak offers the tools to enable this

At Axis Mutual Fund we are facilitating the creation of a new breed of mutual fund distributors – Shubhchintaks who are being equipped with the right infrastructure in terms of technology and processes to right-sell the various funds of Axis Mutual Fund and thus help investors in achieving their goals and aspirations.

ROLE OF AXIS ASSET MANAGEMENT COMPANY (AMC)

Axis Asset Management Company is playing the role of making the intermediary infrastructure available to those who are eligible to distribute mutual funds. Axis MF proposes to do this by on boarding Mutual Fund distributors who are willing to implement a systematic client engagement process.

To meet this requirement, Axis AMC has entered into an arrangement with a third party vendor to provide the necessary infrastructure support to distributors and help them in advising and selling mutual funds. For this purpose, distributors are required to independently enter into separate agreements or agree to the terms of the service provider and interact directly with the service provider. Axis AMC is facilitating this service to encourage right-selling of mutual funds.

Infrastructure Managed by FIINFRA

Regulatory aspects to be looked at by Distributors with AMFI registration are permitted to distribute Mutual Fund products.AMFI registered distributors may carry out activities which are incidental to their business pertaining to Mutual Funds without triggering any specific registration under the SEBI (Investment Advisers) Regulation 2013. Selling, advising, distributing other instruments and financial products/services may trigger registration under the said regulation or under various other laws. Distributors are advised to consult their legal, tax and other advisors before carrying out any such activities.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

FEATURES

Holistic

Holistic understanding of investor profile

Capturing investors' info in terms of financial needs, goals, inflow/outflow cycle, and risk appetite.

Need Analysis and Financial Diagnosis

Analysing current financial profile, detecting gaps and recommending suitable investment solutions using Axis Mutual Funds.

Financial-Diagnosis
Holistic

Infrastructure Managed by FIINFRA

FIINFRA is a third party service provider which interalia provides the infrastructure to distributors for facilitating better sales and client experience by combining People, Process, Technology & Knowledge. Distributors are required to enter into separate agreements with FIINFRA to avail the services provided by it.

Holistic

Complete Confidentiality

Separate agreement to be signed with FIINFRA thus ensuring complete data confidentiality. Axis Mutual Fund will have no access to Shubhchintak’s database.

Customizable:

You can white-label your company name & logo.

Financial-Diagnosis
Holistic

Implementation of action plan

Based on holistic understanding and need analysis, scientific 5D approach can be followed:

  • Why is one investing (Goal)
  • How far is the goal (Time)
  • What is the quantum of end goal (Corpus required)
  • How much can one invest currently (Investment amount)
  • Gap between existing investment & required investment to achieve a goal.
Holistic

Client-level revenue pipeline

Shubhchintaks can recommend an action plan based on the inputs received from the investors and the processing carried out by the service provider. They can assess client-wise quantum of potential revenue. This process would help move from a revenue-per-transaction approach which is short term to a revenue-per-client approach which is over the life of the investor.

Financial-Diagnosis
Holistic

Referral generation opportunities

As a result of enhanced experience for investors, they are likely to suggest the proposition to family/friends. The platform would have a referral capturing mechanism which would enable Shubhchintaks to expand their business.

Holistic

Analytics

Whom to approach and for what?

What if scenarios - analytics that will help you dissect your client portfolios.

Financial-Diagnosis

Infrastructure Managed by FIINFRA

Regulatory aspects to be looked at by Distributors with AMFI registration are permitted to distribute Mutual Fund products.AMFI registered distributors may carry out activities which are incidental to their business pertaining to Mutual Funds without triggering any specific registration under the SEBI (Investment Advisers) Regulation 2013. Selling, advising, distributing other instruments and financial products/services may trigger registration under the said regulation or under various other laws. Distributors are advised to consult their legal, tax and other advisors before carrying out any such activities.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

BENEFITS

Why become a  

Freedom from working on multiple software solutions as it offers a comprehensive view of the Client data.

Intuitive interface allows you to handle Client requirements seamlessly.

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Regular Learning & Development interventions to help you enhance your business.

Marketing support & sales enablers which will help grow your business.

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Access to Knowledge Sharing Power Meets and other resources for knowledge upgradation.

The platform helps reduce operational costs and enhance business opportunities.

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More than anything else, Shubhchintak helps you get recognized as a life goals planner of Clients, thus moving away from being seen just as a 'transaction-based advisor'.

Infrastructure Managed by FIINFRA

Regulatory aspects to be looked at by Distributors with AMFI registration are permitted to distribute Mutual Fund products.AMFI registered distributors may carry out activities which are incidental to their business pertaining to Mutual Funds without triggering any specific registration under the SEBI (Investment Advisers) Regulation 2013. Selling, advising, distributing other instruments and financial products/services may trigger registration under the said regulation or under various other laws. Distributors are advised to consult their legal, tax and other advisors before carrying out any such activities.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

ELIGIBILITY

Who can become a  

Anyone with a valid ARN code who believes in goal planning and wants to considerably enhance investor experience, improve productivity and grow the business can become a Shubhchintak. The distributor also needs to be empanelled with Axis Mutual Fund.

The service provider also offers other services for which the distributiors may enter into appropriate arrangements/agreements with the service provider.

Infrastructure Managed by FIINFRA

Regulatory aspects to be looked at by Distributors with AMFI registration are permitted to distribute Mutual Fund products.AMFI registered distributors may carry out activities which are incidental to their business pertaining to Mutual Funds without triggering any specific registration under the SEBI (Investment Advisers) Regulation 2013. Selling, advising, distributing other instruments and financial products/services may trigger registration under the said regulation or under various other laws. Distributors are advised to consult their legal, tax and other advisors before carrying out any such activities.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

SUPPORT

Holistic

Become a   without any chinta!

  • Adequate learning & development intervention at every step of becoming a Shubhchintak.
  • Guidance and support required on a day-to-day basis.
  • End-to-end backend technology solution to equip Shubhchintaks to handle business operations including pre-sales, sales & post sales through a single sign-in.
  • Recognition & reward for carrying out best practices & taking up client centric approach for investment planning through mutual funds.

Infrastructure Managed by FIINFRA

Regulatory aspects to be looked at by Distributors with AMFI registration are permitted to distribute Mutual Fund products.AMFI registered distributors may carry out activities which are incidental to their business pertaining to Mutual Funds without triggering any specific registration under the SEBI (Investment Advisers) Regulation 2013. Selling, advising, distributing other instruments and financial products/services may trigger registration under the said regulation or under various other laws. Distributors are advised to consult their legal, tax and other advisors before carrying out any such activities.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

VIDEOS

 Diaries

Infrastructure Managed by FIINFRA

Regulatory aspects to be looked at by Distributors with AMFI registration are permitted to distribute Mutual Fund products.AMFI registered distributors may carry out activities which are incidental to their business pertaining to Mutual Funds without triggering any specific registration under the SEBI (Investment Advisers) Regulation 2013. Selling, advising, distributing other instruments and financial products/services may trigger registration under the said regulation or under various other laws. Distributors are advised to consult their legal, tax and other advisors before carrying out any such activities.

Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.