PLAN – A (For ARN-Holders):
  • Mobile app for all clients.
  • Online portfolio access to all clients.
  • Online promotion of your business.
  • Very competitive commission sharing.
  • Club-membership benefit for privileged club members.
  • Access to our Wealth Coach portal to manage the business.
  • Soft copy of design for visiting card, letterhead etc.
  • Complete security of data of your business & clients.
  • Dedicated RM for back-office system & marketing.
  • Support to arrange client meet in cost-sharing basis.
  • Weekly two product promotional flyer & co-branded marketing materials.
  • Eligibility to join active-group to take part in different marketing activities.
  • 360° back-office support system (Online, Offline, logistic) to do MF business.
  • Different product basket selling access such as – MF, FD’s, Financial Planning, Estate Planning etc.
  • Sales Bag including customized Co-Branded laminated pitch-book, Pen, Sales Tools etc.
  • 30 full day local or outstation workshop during 12 months on Products, uses of web-portal, Financial Calculator etc.

Life time Subscription charges: Rs. 3,000/- only
+ GST Extra.

Plan- B (For Non ARN-Holders):

(Who want to clear AMFI with assistance of Saffollya)

  • Provisional registration as Wealth Coacheswith Saffollya.
  • Registration with NISM for MF Advisor module
  • 7 day whole day training for AMFI exam clarifications ( Including food & Night stay, if required)
  • Assigning of 2 experienced coaches to clear EXAM.
  • Practical Mock-test question paper with 6000 questions.
  • Supply of required study materials.
  • Instruction of To-doand Not-to-do for final exam.
  • Assistance of self-promotion to future prospect for future business with MF.
  • Real-time view in MF back office & online system.
  • Required assistance to get ARN card including KYD complete.
  • Freedom to do business with himself of with Saffollya as wealth-coach.

Plus all features and facilities provided in Plan-A

Life time Subscription Charges – Rs 8,000/-
+ GST Extra. ARN fees, presently INR 3,450/- to be paid by applicant.

Documents required for registering as wealth coaches:

Self attested PAN, AADHAAR, ONE Passport size Photo, Bank cancelled check, ARN card ( for ARN holder)

Bank Account Details of Saffollya:
A/c Holder Saffollya Investment Advisory LLP
Bank’s Name Axis Bank
Branch Shyamnagore
A/c No. 91720078450032
IFSC UTIB0001488
MICR 700211068

Additional recommended tools can be procured form Saffollya or personally with cost to cost basis:

  • Additional MF exam attempt Cost – 2000/- incl Mock Test.
  • Casio FC-200V Financial Calculator – 2050/-
  • Nehru Jacket Waist Coat – Saffollya Logo embroidered – 2,200/-
  • NISM Book on Mutual Fund Distributors – 300/-
  • Pitch book – Revised & new – 1200/- (total), single Laminated page – 40/-