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Mr Advisor,
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Kucch wish karo,
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Are these you current concerns?
Genie understands your issues.
AAJ KE BAAD, AAPKE PROBLEMS,
Increasing client
AUR HIS SOLUTIONS servicing costs
Shrinking margins
Evolving regulatory
environment
Increasing need
for 'professional' set-up
Need to shift
from 'sales based
advice' to 'advice
based sales'
Genie se kucch bhi
maango-Knowledge, power,
time but related to your Dear Associate,
HELLO profession. You are
The advisory business in India is changing rapidly. I have seen these changes in my 14 years of experience where I
Independent, not alone. have witnessed the journey from an agent to a broker, a broker to an advisor and now to the new era of Financial
Mr. Advisor Hum aapke saath hain! Planners. At each & every step one requires to gain more product knowledge, deeper understanding of financial
markets & wider information of clients, enhance skills, upgrade technology, etc. It's an enormous task, but the truth
is, our world of investments is changing dramatically and we have to cope up with the change.
There are two ways to go about it. First, spend huge time, money & resources to enhance the capabilities and
facilities on an on-going basis so that we are able to retain our clients and thereby increase the business. However,
this option seems to drift us away from our core competency of financial planning.
Rajan Pathak The second & viable option is to partner with experts of the industry and out source all the services which are required
VP & National Head to enhance our business, help us retain clients & compete with big organizations.
'ING Financial Advisors Network - IFAN', an answer to this growing & challenging need by an IFA.
IFAN is a web based platform designed to help you grow your business & strive to become a true financial planner. I
sincerely do feel that IFAN is the answer to all the queries & challenges the future holds.
Our solutions will come in the form of Research Reports, Product Baskets, Financial Planning Tools, ING One Answer
Help Desk, Web based Technology and High Revenue Sharing models. More importantly, we will support you with
continuous training and education. In short, you get the advantage of our brand & resources without compromising
on your independence!.
IFAN provides you the opportunity to sprint while others will walk the changes and believe me, together we can
change the Financial Advisory concept that will help us reach the pinnacle of success.
Warm Regards,
Rajan Pathak
VP & Business Head
Co mp
l ete fin
We b b ancia
ased p l pl a n
latform ning t
for any ools I have a support system
time, a
Online acc nywhe
re con
that will give you near to
ess to you v enienc super powers...
r clients' p e
ortfolio
Centralized s
upport in the
tchkk
Cost effective & scalable model
d research
Access to unbiase
w e ll as your c lients’ needs
cting y o u rs a s
ance for prote
Robust compli
REDUCE YOUR SERVICING COST
TRANSFORM YOURSELF AND PROVIDE save time & spend it on giving your clients more support, more services.
VALUE ADDITIONS TO YOUR CLIENTS It’s time they understand and appreciate your understanding of their goals.
Education
To increase your network and create value for your services, IFAN will
educate you on all new products & formats and also assist you in
acquiring certification.
Benefit from this
INNOVATIVE WEB TECHNOLOGY
• Personalized business related MIS online, in minutes
• State-of-the-art web based technology to help manage & grow your business
• Client Relationship Management (CRM) helps you create a structured database to serve your
clients effectively.
• Financial Planning & Goal Solver which enables you to get a right picture of your clients’
current financial position and risk appetite. You can analyze the goals of your clients and solve
it by analyzing the portfolio with help of recommended schemes.
• Distributor Back Office System which helps you to manage your commissions & control your
network
• You & your clients can manage and track portfolio as well as generate reports
Phone Web
GET A WIDE RANGE OF PRODUCTS
IFAN is created to empower Independent Financial Advisors (IFA) with a comprehensive
range of investment products and services.
Through this one point of contact, you will now have an access to:
• Mutual Funds
• Housing Loan*
• Real Estate*
* launching soon
STRONG BRAND
IFAN is a part of ING Group
• About 125,000 employees (As on 8/2/10)
• Based on market capitalization, ING features in the European Financial Top 25 list
• ING serves more than 85 million private, corporate and institutional customers in
Europe, North and Latin America, Asia and Australia
• ING Group is rated A (S&P’s rating was last updated on 29th Oct’09) &
A1 (Moody’s rating was last updated on 5th Feb’10)
UNBIASED RESEARCH CLIENT FIRST
Without diluting associates' identity, IFAN will share in-
Through IFAN you can offer the following services & products to your clients:
house research on monthly basis. It would cover
Equity and Debt market view, current market scenario, • Online advisory round the clock (24 x 7) through IFAN Web access
product recommendations, other useful tools, etc.
• Association with IFAN allows you to maintain your client’s family portfolio under a single master portfolio
• IFAN empowers its associates with financial planning & risk profiling tool. This will help you understand your
client’s current financial health, in line with his/her long term financial commitments. It maps his/her assets &
liabilities, cash flow, risk appetite, etc.
• Know how to achieve your commitment. With IFAN you can now generate a Long Term Investment Plan / Action
plan for your client, in line with his/her risk appetite and long term commitments
• Wide Product Range at one place. FAN empowers you with a comprehensive range of investment products and
services to choose from one single point of contact.
Associates
Value
ValueProposition
Proposition w.e.f. 01 Oct.’09
ab
wish karo...
Note:
^Associates are eligible for 1,000 printed copies of the newsletter in a financial year based on achieving target. Thereafter soft copy will be provided till such time AUM is maintained at INR 250 lacs & above
#
FPA is an Annual gathering of financial planners from across the world) to be held in US in October 2010; The package includes Registration fees for FPA, Return Airfare, 4N-5D accomodation on twin sharing basis,
escorted visits to local financial planning companies, Airport transfers, Breakfast & all meals for all days