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Empowering Investors and Intermediaries: The Authorised Person Module

Discover the innovative Authorised Person (AP) module designed to cater to both investors and intermediaries. This comprehensive training program offers a unique alternative business model with minimal setup costs and no back-end operations. Benefit from a complete suite of products including equities, mutual funds, IPOs, and insurance. Enjoy dedicated financial planning support while ensuring the safety and security of investments. Localized services and transparent dealings foster robust client relationships, allowing you to focus on business development and personalized service.

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Empowering Investors and Intermediaries: The Authorised Person Module

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Presentation Transcript

  1. AP Module

  2. Preface…... • Understanding the needs of the Investor. • Understanding the needs of the intermediary. • Our offering for an alternate business model. • Authorised Person Module . • Training & Marketing Support . • Educational Support .

  3. Investors…..Wish List • One Stop shop for hassle free Investment . • Safety and Security of Funds and Instruments. • Transparent Dealings. • Localized and Personalized Service. • Complete Suite of Products –Equity, F&O, MF, IPO, • GOLD ETF, Debt , Bonds , Fixed Deposites , Life • Insurance etc • At last Financial Planner Support .

  4. FINANCIAL PLANNING LEADS TO HASSEL FREE INVESTMENT

  5. Intermediary ( AP )….. Wish List • Minimum set-up cost. • No back-end operations. • Negligible administration cost. • No stationery, staff expenses etc. • Research based market competitive best Investment • products . • All offerings at one place. • NSE / BSE / F&O / GOLD / MF / IPO / BONDS / FD / LIFE INSURANCE / DEBT / GOVT. SECURITIES • Best Financial Planners support .

  6. Intermediary….. Wish List (contd…) • Tie up with a strong brand. MP STOCK • EXCHANGE • Futuristic and sustainable business model. • Exchange based support • No worry of Regulatory compliance. • Should be able to offer F&O and IPOs also. • Focus only on business development and maintaining client relationships.

  7. AP Model “ AUTHORISED PERSON ”

  8. AP MODULE.. The Model • Authorised Person join hands as business catalyst with • MPCG Stock Brokers & • Acquire, develop and nurture clients as Financial Planner . • AP to register clients and provide Financial Planning • support . • All products/services/features of MPCGSB made • available to clients through AP. • AP need not maintain any back-office, online • back-office support provided.

  9. Value Proposition Contd.……. • Sustainable business model. • Can work with Futuristic Financial Planning support and more products. • AP to only identify, nurture and develop local business relationship. • Seamless settlements. • No back-office for AP and investor. • Direct dealing with MPCG Stock Brokers. • Contract Notes and other statements available online. • No legal intermediation.

  10. AP– Business Economics • Deposit with MPCG Stock Brokers India Pvt Ltd • Associated parterner MP Stock Exchange. • Low Variable Costs. • Revenue Sharing • Low referral fee per client. • Attractive sharing ratio as a % of net brokerage earned .

  11. Thank you

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