Prudent Corporate Advisory Services Limited · NSE:PRUDENT
Prudent Corporate Advisory Services — Investor Presentation (October 2014)
40 slides from Prudent Corporate Advisory Services's investor presentation, October 2014
Slide 1: Welcome to Prudent InvestOn - MF Online Transact Facility
Prudent vestOn WELCOME TO 1 V = ST MF Online Transact Facility
Slide 2: Online Platform
ONLINE PLATFORM It is an Online Transaction platform for Mutual Fund Units Online Payment solution through Internet Banking enabled Bank Account Single Desk for transacting Online in schemes of various Mutual Funds Paper less functioning 24*7 accessibility through web
Slide 3: Online Platform: who, what and how
ONLINE PLATFORM WHO CAN AVAIL : Resident Individual and NRI Investors ; who are using Net Banking facility for funds Transfer. No need of Demat Account WHAT CAN AVAIL : Execute Financial Transactions of various Mutual Fund schemes on click from your own desk. Execute : Buy - Switch - Sell Set-up : S
Slide 4: Mutual Funds Integrated under Prudent InvestOn
ONLINEPLATFORM MutualFundsIntegratedunderPrudentInvestOn Birla SunLifeMutualFund KotakMahindra MutualFund BNPParibasMutualFund L&TMutualFund Canara Robeco MutualFund Mirae AssetMutualFund DeutscheMutualFund Pramerica MutualFund DSPBlackRock MutualFund PrincipalMutualFund Frankl
Slide 5: Banks Integrated under Prudent InvestOn
ONLINEPLATFORM BanksIntegratedunderPrudentInvestOn AllahabadBank FederalBank StateBankofBikaner andJaipur AxisBank HDFCBank StateBankofHyderabad BankofBahrainandKuwait ICICIBank StateBankofIndia BankofBaroda IDBIbank StateBankofMysore BankofIndia IndianBank StateBankofP
Slide 6: Investor Registration
INVESTOR REGISTRATION MANDATE Duly filled & signed Prudent InvestOn Registration Form along with other REGISTRATION: Mandate Forms ATTACHMENTS/ PANCARD, KYC Compliant letter, Cancelled Cheque Leaf SUPPORTING: SUBMISSION Submit full set of documents at Prudent Branches VERIFICATION & Verification & R
Slide 7: Transaction Cut Off Time
TRANSACTION CUT OFF TIME CUT – OFF TIME FOR TRANSACTION ON BUSINESS DAY : Buy / Redemption Switches Subscriptions Liquid Fund 12.00 noon 2.00 p.m. 2.00 p.m. For previous day NAV Non Liquid Funds 1.00 p.m. 2.00 p.m. 2.00 p.m. Note : Investor can place an order Anytime. If transaction is placed within
Slide 8: Prudent InvestOn Other Points
Prudent InvestOn Other Points • For all units purchased through InvestOn, Investors have to redeem through InvestOn. • Investor will receive order & transaction confirmation E-mail from [email protected] . Also respective AMCs will send email confirmation to clients. • At Present you ca
Slide 9: Wake Up!!! Register Yourself at Prudent InvestOn
WAKE UP !!! REGISTER YOURSELF AT PRUDENT INVESTON • For more details refer FAQs & Demo • Take print of Registration form & all related mandate forms • Submit full set of documents at Prudent’s nearest branch • Contact your RM / Broker / Prudent Branches OR write to us at : investon@prudentcorporate.
Slide 10: Presenting Client Desk
Prudent . On nvest MF Online Transact Facility PRESENTING Client Desk
Slide 11: Welcome to Prudent Desk
WELCOME TO PRUDENT DESK Click on “Prudent InvestOn “ Icon
Slide 12: Welcome to InvestOn Desk Home Page
WELCOME TO INVESTON DESK HOME PAGE Enter your Login ID & Password Download Registration Form-Other Forms, Presentation, FAQs, etc.
Slide 13: InvestOn Desk Investor Login Home Page
INVESTON DESK INVESTOR LOGIN HOME PAGE TRANSACTION MENU VALUE ADDITION SERVICES MENU ACCOUNT SCHEME MY PURCHASE SELL STP SWP SWITCH SIP NAV HELP FAQ STATMENT INFO PROFILE
Slide 14: Menu: Process Flow Overview
TRANSACTION MENU : PROCESS FLOW OVERVIEW Investor can Execute following Transaction Through Prudent InvetOn : Buy Mutual Fund Units in Fresh Folio or Existing Folio holding under Prudent PURCHASE InvestOn SELL Sell / Withdrawal / Redemption of Units holding under Prudent InvestOn Transfer of Existin
Slide 15: Transact Process Flow: Overview
TRANSACT PROCESS FLOW : OVERVIEW SELECTION OF TRANSACTION TYPE : Purchase, Sell, STP, SWP, Switch, SIP PURCHAS SELL STP SWP SWITCH SIP
Slide 16: Transact Process Flow: Purchase Transaction
TRANSACT PROCESS FLOW : PURCHASE TRANSACTION Click on PURCHASE for Buy/Subscription of Units. Select AMC name Sort by PURCHAS Fund Class, Scheme pattern, Plan & Option, Scheme Type Click on “search” to view list of scheme
Slide 17: Transact Process Flow: Purchase Transaction
TRANSACT PROCESS FLOW : PURCHASE TRANSACTION Select existing folio Or new folio as applicable PURCHAS for additional purchase/Fre EXISTING FOLIO NEW FOLIO sh purchase Click on Purchase to Buy selected scheme
Slide 18: Transact Process Flow: Purchase Transaction
TRANSACT PROCESS FLOW : PURCHASE TRANSACTION Enter Amount, Security code PURCHAS PURCHAS and Select Bank ENTER AMOUNT Click on “Buy Now” SECURITY CODE BANK NAME Click “Ok” to BUY NOW confirm the Order
Slide 19: Transact Process Flow: Purchase Transaction
TRANSACT PROCESS FLOW : PURCHASE TRANSACTION On conforming order, You will be redirected to Bank’s webpage Insert Bank’s Net Banking User ID & Password Make Payment from your Bank’s Web Page
Slide 20: Transact Process Flow: Purchase Transaction
TRANSACT PROCESS FLOW : PURCHASE TRANSACTION After payment, you will be redirected to Prudent InvestOn web page. View Transaction completion status. On next business day, successfully processed Transaction by RTA, investor shall be allotted respective Units.
Slide 21: Transact Process Flow: Sell Transaction
TRANSACT PROCESS FLOW : SELL TRANSACTION Click on SELL for withdrawal of Units. Click on “SELL” to withdraw units. Select “ Scheme Name” to view scheme SELL detail which you want to sell Click on “ Sell” to redeem particular scheme
Slide 22: Transact Process Flow: Sell Transaction
TRANSACT PROCESS FLOW : SELL TRANSACTION Entre Amount / Units SELL Click on “ Sell Now “ to placed the order Select Bank & Click on “OK” to confirm your Sell Order SELL NOW On completion of the transaction, screen will display Transaction completion status with transaction reference ID. On transacti
Slide 23: Transact Process Flow: STP Transaction
TRANSACT PROCESS FLOW : STP TRANSACTION Click On STP for schedule your Systematic Transfer Plan Select AMC Name, Scheme Name, Folio No. to transfer Amount. Select Scheme Name and Enter STP Amount for transfer into. Enter Frequency, Day, Starting & Ending Month-Year for transfer. Click on “Submit" to
Slide 24: Transact Process Flow: SWP Transaction
TRANSACT PROCESS FLOW : SWP TRANSACTION Click On SWP for schedule your Systematic Withdrawal Plan. Select AMC Name, Scheme Name, Folio No. to withdraw Units/Amount from. SWP Enter Amount / Units for systematic withdraw Select Frequency, Day, Starting & Ending Month- Year for withdrawal . Click on “S
Slide 25: Transact Process Flow: Switch Transaction
TRANSACT PROCESS FLOW : SWITCH TRANSACTION Click on SWITCH to transfer units from one scheme to other scheme. Select AMC Name, Scheme Name, Folio No to switch Units / Amount from scheme SWITCH Select Scheme Name and Enter Units / Amount to switch into scheme . Click on “Submit” to confirm your switc
Slide 26: 3 Easy Steps for SIP Transaction
TRANSACT PROCESS FLOW : SIP TRANSACTION 3 EASY STEPS FOR SIP TRANSECTION The Systematic Investment Plan ( SIP ) registration process on Prudent InvestOn desk shall be followed in three step : 1. SIP Mandate Registration 2. Mandate Status 3. Purchase SIP STEP 1: SIP Mandate Registration : SIP Mandate
Slide 27: Transact Process Flow: SIP Transaction - Mandate Status
TRANSACT PROCESS FLOW : SIP TRANSACTION STEP 2: Mandate Status Investor can check / view their SIP Mandate Registration status under “ Mandate Status” in “SIP” Log after 30 working days from date of SIP mandate received at Prudent HO. On completion of SIP Mandate Registration process, updated status
Slide 28: Transact Process Flow: SIP Transaction - Purchase SIP
TRANSACT PROCESS FLOW : SIP TRANSACTION STEP 3: Purchase SIP On successfully Registration of SIP Mandate, Investor can Scheduled their SIPs from “Purchase SIP” under “SIP” log. Investor can schedule any number of SIPs by selecting AMC, Scheme, SIP Amount, SIP day, SIP Frequency, SIP start –End Month
Slide 29: Transact Process Flow
TRANSACT PROCESS FLOW For detailed Process Demo for all type of transactions, Please visit Investor’s desk under Prudent InvestOn Y O U C A N O P E R AT F R O M A N Y W H E R E IT’S EASY….. SMART & SAFE…..
Slide 30: Presenting Value Added Services
PRESENTING VALUE ADDED SERVICES
Slide 31: Value Added Services
VALUE ADDED SERVICES For Investor Assistance - Value Added Services On Prudent InvetOn : SHOPPING CART ACCOUNT STATEMENT NAV SCHEME INFORMATION MY PROFILE HELP FAQ
Slide 32: Value Added Services: Selection of Menu
VALUE ADDED SERVICES Selection of Menu for VALUE ADDED SERVICES Shopping Cart, Account Statement, NAV, Scheme Information, My Profile, Help, FAQ Shopping Account Scheme NAV My Profile HELP FAQ Cart Statement Info
Slide 33: Value Added Services: Shopping Cart and NAV
VALUE ADDED SERVICES For Investor Assistance - Value Added Services On Prudent InvetOn : SHOPPING CART: NAV : Investor can make multiple transactions in Investor can select an AMC & view the current single session, Shopping cart facilitates NAV for all the Schemes available in that AMC. investor to
Slide 34: Value Added Services: My Profile, Help, FAQs
VALUE ADDED SERVICES For Investor Assistance - Value Added Services On Prudent InvetOn : MY PROFILE: HELP: Investor can view their Personal Detail Clicking on Help menu, will flash “Demo” registered with Prudent InvestOn. On click on “Demo” the presentation flashes explaining all the features in Det
Slide 35: Value Added Services: Account Statement
VALUE ADDED SERVICES For Investor Assistance - Value Added Services On Prudent InvetOn : ACCOUNT STATEMENT Consolidated view of your all Investment details with its current valuations. Investor can download/print the Portfolio details in Excel/PDF format. CURRENT HOLDING (SCHEME WISE) : Investor c
Slide 36: Account Statement: Current Holding (Scheme Wise)
Account Statement : VALUE ADDED SERVICES : ACCOUNS STATEMENT CURRENT HOLDING (SCHEME WISE) : Scheme wise consolidated view of your all holding investment details ACCOUNT with its current STATEMENT valuations. Current Holding Scheme wise On click on “ (+)”, can view each Folio wise holding details
Slide 37: Account Statement: Current Holding (AMC Wise)
Account Statement : VALUE ADDED SERVICES : ACCOUNS STATEMENT CURRENT HOLDING (AMC WISE) : ACCOUNT STATEMENT AMC wise consolidated view of Current Holding (AMC Wise) your all holding investment details with its current valuations.
Slide 38: Account Statement: Current Holding (Transaction History)
Account Statement : VALUE ADDED SERVICES : ACCOUNS STATEMENT CURRENT HOLDING (TRANSECTION HISOTRY) : View of Each Transaction details ACCOUNT STATEMENT with its current status ordered by Investor. Current Holding (Transaction History)) Can view Transaction details for selective criteria by selecti
Slide 39: Value Added Services: Scheme Information
Account Statement : VALUE ADDED SERVICES : SCHEME INFORMATION ACCOUNT STATEMENT Current Holding (AMC Wise) Investor can select an AMC & view the complete Scheme details for any Scheme available in that AMC
Slide 40: Thank You
THANK YOU Prudent vestOn invest MF Online Transact Facility
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