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/-