Bop

The Great Mutual Fund Business Opportunity Presenter:

<Parag Kabra> ICICI Prudential Asset Management Company limited. Private&confidential(For distributors only)

MF: Industry Trends Rapid growth in the MF Industry due to increasing MF awareness MF Market AUM INR Bn

46% = R CAG

Source: AMFI

India: Opportunities for AMC Growth in personal financial assets coupled with low penetration of mutual funds offers a huge opportunity to convert cash & deposits into MFs

Source: Indian Asset Management:Achieving Broad based Growth, Mckinsey & Company,Inc.

Low MF Penetration Growing economy and low penetration of MFs offers a significant opportunity for AMC business in India AUM % to GDP

Source: RBI report & Mc Kinsey report

Sustained economic growth & rising income levels Wealth generation is driven by strong economic and market capitalization growth Growth in Household Financial Assets

Strong Economy & Rising Market INR Tn

INR Bn

R= G CA 12%

Strong Economic (GDP) Growth

INR Tn

= R % G A 43

YoY incremental flows R= G A C 14%

+

C

Growing Market Capitalization

Source: RBI reports

Increasing Working Population

2006 Source: Census of India

2026

Low Penetration of Mutual Funds in Household Savings Distribution of Household Financial Assets As on 2006-2007 Share&Debentures 3% Others 17%

Cash&Deposit 41%

PF &Pension 19% Others 17% MF 4%

Source:RBI Report

Where is the opportunity?

Where is the Opportunity Addition of nearly 9 million first time retail customers expected in the next 5 years l AMC growth of retail segment is expected at a CAGR between 35% to 42% in next 5 years l

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Large untapped Client Segment -32% saving rate-one of the highest rate worldwide - Retail penetration is as low as 4% - Huge Potential in the semi urban & rural markets

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Wide range of products across various asset classes -Flexibility to offer schemes at every stage in an individual’s life

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High Scope for Value addition to Clients to Increase Client Loyalty

Source:”INDIAN ASSET MANAGEMENT :ACHIEVING BROAD –BASED GROWTH”Mckinsey&Company

Mutual Funds Sounds interesting But……

Does this help me to increase my earning?

MF Earnings potential Simple ! You earn 3.65 times more

Comparison of earning of advisors for Rs 1 lakh invested for 6 yrs DISCLAIMER:The Brokerage/Incentive structure mentioned hereinabove is solely payable to AMFI certified agents –IFAs of ICICI prudential Asset Management Company LTD(AMC.)and can be changed by the AMC at its discretion without any prior intimation or notification.The AMC shall not be responsible for any losses incurred by any one due to change in the Brokerage/incentive structure.The AMC can at its sole discretion also change the cities falling under various classes.All agents /Distributors should abide by the code of conduct and rules/regulations laid down by SEBI and AMFI .Also ,it is specifically mentioned that the Agents/Distributors will neither pass on or rebate Brokerage ?incentive back to Investors nor tempt them with rebate /gifts.The AMC will take disciplinary action against any Agent/Distributor who is found violating the rules ,regulations and Code of Conduct

Beauty of trail brokerage Trail is the route to long term regular income

ØSurprised ! Fact is you earn 6.90 lac instead of 1.80 lac i.e. almost 300% more ØIf one starts his Career at age 23 and starts with 20 lac of equity assets which grows by 10% every year then at retirement age of 60 he would be drawing 1 cr. Trail commission every year. DISCLAIMER:The Brokerage/Incentive structure mentioned hereinabove is solely payable to AMFI certified agents –IFAs of ICICI prudential Asset Management Company LTD(AMC.)and can be changed by the AMC at its discretion without any prior intimation or notification.The AMC shall not be responsible for any losses incurred by any one due to change in the Brokerage/incentive structure.The AMC can at its sole discretion also change the cities falling under various classes.All agents /Distributors should abide by the code of conduct and rules/regulations laid down by SEBI and AMFI .Also ,it is specifically mentioned that the Agents/Distributors will neither pass on or rebate Brokerage ?incentive back to Investors nor tempt them with rebate /gifts.The AMC will take disciplinary action against any Agent/Distributor who is found violating the rules ,regulations and Code of Conduct

Why tie-up with us?

Successful AMC Business Wide geographic footprint Large & diversified customer base Products with strong customer proposition Established distribution relationships Strong fund performance with risk controls Quality people & systems with strong brand and service Economies of scale with strong risk management framework

Managing assets of Rs.59,573.08 Cr + Presence in more than 240 locations SOURCE:ICICIPruAMC websites

Partner Support ….. l

Dedicated Relationship Manager

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Daily Market SMS.

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Bandhan – Agent Monthly News Letter.

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Regular meetings & Product Updates.

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Rewards and Recognizations l

Super Starter

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Chairman Circle

BE A SUPER STARTER Procure any ICICI Prudential Mutual Fund Schemes 5 Purchase Application OR Investments of Rs.1 lakh Within One Month of Your Empanelment & Win a Super Starter Advisor Memento DISCLAIMER:The Brokerage/Incentive structure mentioned hereinabove is solely payable to AMFI certified agents –IFAs of ICICI prudential Asset Management Company LTD(AMC.)and can be changed by the AMC at its discretion without any prior intimation or notification.The AMC shall not be responsible for any losses incurred by any one due to change in the Brokerage/incentive structure.The AMC can at its sole discretion also change the cities falling under various classes.All agents /Distributors should abide by the code of conduct and rules/regulations laid down by SEBI and AMFI .Also ,it is specifically mentioned that the Agents/Distributors will neither pass on or rebate Brokerage ?incentive back to Investors nor tempt them with rebate /gifts.The AMC will take disciplinary action against any Agent/Distributor who is found violating the rules ,regulations and Code of Conduct

Chairman’s Circle - Outline ICICI Prudential Chairman Circle A special Programme for most Valued Partners like

you Opportunity to win Trips at some exotic locations world over For terms and conditions kindly refer to icicipruchairmancircle .com

Gift Vouchers

Gift Hampers

WHAT NEXT FROM HERE l

Enroll for free AMFI training.

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Attend ICICI Sponsored AMFI training

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Appear for AMFI exam

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Get your ARN Code

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Empanel with ICICI Prudential Asset Management Co.

You are a Complete Financial Consultant

Risk Factors

For terms and conditions kindly refer to icicipruchairmancircle .com

THANK YOU