i FAST WRAP i FAST Introduction q An
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i. FAST WRAP
i. FAST Introduction q An Award winning and largest online wealth management platform based in Singapore. q Providing solutions to financial advisors to help manage their clients portfolio with international standards and practices q Using high end technology, research and tools for executing a comprehensive range of investment strategies q Market leader also in other developed markets like Hong Kong and Malaysia q Joint venture in India with an international financial powerhouse that is Deutsche Group
i. FAST Introduction q i. FAST is a technology platform for Advisors, to help manage clients’ portfolio online for a fee. q Singapore based MNC, with 10 years of experience in managing clients money globally and profitably. q Presence in Hong Kong, Malaysia and India is the 4 th country of operations (a Joint venture with Deutsche Bank’s Asset Management Division). q Headquartered in Mumbai with branch operations across 7 cities and presence in 74 locations across India through our Service Partner, Deutsche Investor Services India Pvt Limited (DISPL).
i. FAST Achievements !! q 2 nd position in the Enterprise 50 Awards 2008, up from 9 th position in 2007 (Jointly organised by KPMG and Business Times) q Fastest growing 50 companies in 2009 (Compiled annually by DP Information Group) q Best-In-Class Award for Fund Platform in The Best Practice Financial Services Award 2009 (in Hong Kong) q Best-In-Class Award for Online Usability in The Best Practice Financial Services Award 2009 (Hong Kong) q ‘Best Wrap Platform Provider’ at the 2007 International Capital Financial Congress held in Beijing, China q Hitwise Singapore Top 10 Award for the quarter ending April to June 2008 q Hitwise Singapore Top 10 Awards Programme celebrates the most successful Singapore websites in over 160 online industries
Life Cycle of an Investor OFFLINE ONLINE Multiple One Time Risk Profiling Goals/Objective Setting Forms Cheques Transactions Physical presence X Multiple. Paper Based Portfolio Statement Multiple One Click 24*7 Review Rebalance X 5
Investor Concerns Have you ever – 1. Faced difficulty while tracking your various funds with numerous folios 2. Fallen short of time for filling various transactions forms and issuing Cheques 3. Lost out opportunity due to inability to transact Instantly Can the below points be the solution – 1. Invest in Mutual Funds while on the move 2. ConvenienceØ 1 Form Ø 1 Cheque Ø 1 Consolidated Statement Ø 1 Online Access Ø 1 Click for Executing Multiple Types of Transactions 1. Controlled & Professional Portfolio Management with Alignment of Clients & Advisors’ Interest 2. Qualified Exclusive Research Desk with Unbiased Professional Advice
Help your-self with i. FAST WRAP 7
Benefits to clients -Online Transaction and Execution q One time paperwork- No forms/cheques for buy/sell q Access all fund products in a single interface q No geographical boundaries – Stay in touch with your portfolio even on the move. q Quick decision making of the portfolio – Take timely decisions in face of market fluctuations. q Portfolio details updated daily- Track your investment performance
Benefits to Investor –Professional Portfolio Management q Professional Advice and Support with Research Backing from i. FAST q Advisor can create and execute various Investment Strategies based on client Risk Profile Analysis q Asset Allocation and Rebalancing at a click of a button q One Statement for All AMC’s- Consolidated Reporting for Better Analysis of Portfolio. 9
Benefits to Investor –Convenience q Freedom from Geographical or Physical boundaries q Split second execution of transactions, hence providing greater efficiency in portfolio management q Reduced transaction time enhances the opportunity to capture every market opportunities q Inter AMC Switch 10
Benefits to Clients - In Depth & Transparent Reporting q Valuation Report q P & L Report q Historical Transaction q Asset Allocation, Sector Allocation & Fund Allocation q Back Testing, Simulation, Personalized Portfolio, Rebalancing Reports 11
Benefits to Clients - Win Situation q Alignment of Interest with a Fee based Advisory Model on Assets Under Management – Prime Objective of the Adviser is to increase client’s wealth. q Transparent Remuneration 12
Solution -i. FAST WRAP • Min Investment amount – only Rs. 2. 5 lacs !! • ECS – Min Rs. 5000 • Cheque in the name of client • Transfer of Existing Holding • No Tax ambiguity
Data Reports Pre-Investment 14
Portfolio Back-testing report 15
Portfolio Back-testing report 16
Portfolio Simulation Report 17
Data Reports Post-Investement 18
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Unrealised Gain or Loss Statement 21
Realised Gain or Loss Statement
Set triggers on Scheme level
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On demand portfolio review report 26
On demand portfolio review report
On demand portfolio review report
Scientific Investment Strategies ü ü Model Portfolios Tactical Asset Allocation Strategic Asset Allocation Value Averaging
Model Portfolios Ø Based on Risk profiling Ø Necessary actions can be executed across clients within Hrs Ø Rebalancing is Cake walk – If IFA is over weight on Equities then Aggressive Portfolio can go as high as 100% Equity Conservative Investor can move to Aggressive
P/E Dynamic Asset Allocation §Simple way to allocate one Investment in E/D Ratios based on Market P/E §Performance across Market Cycles §Better Risk Management §No need to Time Markets §Brings Automatic Discipline and thus No worries on Hope, Fear, Greed §Full Deployment at all times P/E Band of Sensex Less than 13 13 to 16 16 to 19 19 to 22 22 to 25 Above 25 Equity 100% 80% 60% 40% 20% 0% Debt 0% 20% 40% 60% 80% 100%
P/E based asset allocation wins over 100% Equity investment End Value Std Probabilit Lowest CAGR Deviation y of Loss Return Highest Return Volatility (Range of Return) Sharpe Ratio Without Rebalancing 5336194 11. 41% 0. 238 41. 94% -36. 15% 64. 12% 100. 27% 0. 143 With Rebalancing 12303186 17. 58% 0. 163 25. 81% -18. 08% 52. 09% 70. 17% 0. 587 32
Fixed Asset Allocation / Rebalancing üIt ensures Client’s decided Asset Allocation stays intact at all times üEnsures Clients Risk & Returns remain consistent üHelps in Booking Profits on regular basis üCompletely removes factors like Hope, Fear, Greed
In Summary S. No Title Current Situation (Offline) With i. FAST WRAP Accounts 1 Business Model of Advisor Offline Online 2 Transaction Model Portfolio Management 3 Fees Model Every Transaction/Upfront 4 Forms Filling Multiple One 5 Cheques Multiple One 6 Transactions 7 Portfolio Rebalancing Multiple with Offline Time Consuming, Almost Impossible One Click of Button Quick, One Click of Button (Through Adviser Matrix software) 8 Physical Presence Required Not required 9 Reports Email/Hard Copy Online 24*7 AUM Linked (Alignment of Interest) 34 10 Switches Very Difficult One Click of Button
Thank You. . Happy Investing… 35
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