MFRT Announces Innovative AMC Awards 2014

ASK Circle Mutual Fund Round Table proudly presented “Innovative AMC Awards” at the Annual conference of MFRT. All these years Mutual Fund Industry has seen various awards based on performance and ratings only. But actually it is not only the performance of the Asset Management Company which makes the difference. The Managing Directors, CEOs, Sales Head and the entire team work really hard to make an impact on the investors and the distribution community at large.

ASK Circle MFRT has been poised to bring innovative and creative ideas to the community of financial advisors in India. Mutual Fund Round Table stands for its motto which is Informed Investor and Responsible Advisor. This category of award to the AMCs is a humble feedback of ASK Circle to all the AMC’s who are innovative in various categories of creating business opportunities for the Financial Advisors in India.

• 1^st category of award is for the Most Innovative Training Program conducted during the year. Training for the distributors and the financial advisors is the key ingredient for the success. The nomination for the most innovative training programs as liked and appreciated by the advisors are: ICICI Prudential, Birla Sun life, Franklin Templeton and DSP Black Rock -Winner2013 - ICICI Prudential AMC. ( Nominees for 2014- Birla Sunlife , Franklin Templeton , DSP BR , Reliance MF & other) Winner 2014 - Birla Sun life Mutual Fund


• 2^nd Category of award is for the Most Innovative Product Positioning & Presentation. It is said that Mutual Funds manages Debt and Equity. All fund will have debt or equity any way. But taking the fund to the customers by way of storytelling is innovative. The nomination for the AMC’s with most innovative Product positioning are: Birla Sun life, ICICI Prudential, Franklin Templeton, IDFC and Axis Mutual Fund- Winner2013 Birla sun life ( Nomination for 2014- ICICI Prudential , DSP BR , Birla Sunlife ,Motilal Oswal & other) Winner 2014 - ICICI Prudential AMC


• 3^rd Category of award is for the Most innovative Empowering Tools produced by any AMC for the distributors and customers. These tools can be simple , in form of games or in form of movies. But the idea is impacting the performance of the distributors by way of using the tools. The nomination for the most innovative tools produced by any AMC are: Birla Sun life, IDFC , DSP Black Rock, Kotak and Reliance Mutual Fund- winner 2013- IDFC AMC( Nomination for 2014 - IDFC MF, Axis MF, Reliance MF, Franklin Templeton & others) Winner 2014 - Axis Mutual Fund


• 4^th Category of award is for the Most Innovative Exchange Traded Funds. ETF’s are the future and the innovation in this category of products will define the future of Indian Mutual Fund Industry. With everything going online ETF’s will play an important role in Mutual Fund Industry. The nomination for the most innovative Exchange Traded Fund’s are: Goldman Sachs , Motilal Oswal, Reliance and Kotak Mutual Fund- Winner 2013- Motilal Oswal ( Nomination for 2014 GoldMan Sachs, Motilal Oswal, Reliance, Kotak & others) Winner 2014 - Motilal Oswal AMC


• 5^th Category of award is for the Most Innovative Payout Model to the distributors. The most innovative payout model for the IFA’s across world is by way of trail. Only trail model is the requirement for the wealth management industry. The nomination for the most innovative Payout model to the distributors are: Motilal Oswal, Franklin Templeton , IDFC and Axis Mutual Fund- winner 2013 Franklin Templeton (Nomination for 2014 - Franklin Templeton, Axis, Motilal Oswal, IDFC& others) Joint Winner 2014 - Franklin Templeton & Axis MF


• 6^th Category of award is for the most innovative reward system for the distributors and advisors. Reward is not only in form of trips or gifts. It’s much beyond that. Reward for the loyalty is the key to get the maximum mind share of the distributors and the advisors. The nomination for the most appreciated reward system of current times are: ICICI Prudential, Birla Sun life , Franklin Templeton and UTI- Winner 2013Birla Sunlife ( Nomination for 2014 - ICICI Prudential , Birla Sunlife , Reliance , UTI & any other) Winner 2014 - Reliance MF


• 7^th Category of award is for the Most Number of Consistent Fund Performance and overall fund performance. It also includes performance in negative market also. What clients need is not the highest return but consistency most of the time. The nominations for the most innovative and consistent performance are : Birla Sun life, ICICI Prudential , IDFC, HDFC and Axis Mutual Funds- Winner 2013 ICICI Prudential ( Nomination for 2014 - ICICI Prudential, Axis MF, Axis, HDFC ,Birla Sunlife & any other) Winner 2014 - ICICI Prudential AMC


• 8^th Category of award is for the most innovative in terms of Client Convenience. Clients are the Gods of advisors and the AMC’s. Any convenience for them is appreciated by the distributors on first hand. This can be in form of mobile investing, online investing or by way of an ATM card. The nominations for the most innovative AMC in terms of client convenience are: Reliance, IDFC, ICICI Prudential and Birla Sun life - Winner 2013 Reliance ( Nomination for 2014- Motilal Oswal, IDFC, Reliance , Birla Sunlife , any other) Winner 2014 - Reliance MF


• 9^th Category of award is for the most innovative AMC in terms of Presentation and Certification Programs for the Advisors and Distributors. This award can be in form of enabling advisors with effective presentation and multimedia form so that they can use it for the presentation to the investor. This can be various certification programs for the IFA’s to empower them and enable them to write degrees after their name. The nomination for most innovative presenter and certification enabler AMC are: Reliance , DSP Black Rock, ICICI Prudential ,IDFC and Birla Sun life Winner 2013- DSP BR( Nomination for 2014 - DSP BR, Reliance, Birla Sunlife, ICICI Prudential & any other) Winner 2014 - DSP Black Rock Mutual Fund


• 10^th Category (New) of award is for the Most Innovative Investor Programs by any Mutual Fund House. Today the most important area of engaging clients, investors and advisors is by way of Investor Camps. If done appropriately can create better environment for MF industry in long term. ( Nomination for 2014- ICICI Prudential, Birla Sunlife , Reliance MF , Axis MF & any other) Winner 2014 - ICICI Prudential AMC


• 11^th Category (New) of Award is for the Highest Campaign on investor Awareness from an AMC point of view in an effective way. This can be by media or by help of some advisors to promote Mutual Fund amongst the people of INDIA- Nomination for 2014- Birla Sunlife MF, Reliance MF, SBI MF & ICICI Prudential MF) Joint Winner 2014 - Birla Sunlife AMC & Reliance AMC


• 12^th Category ( New) of Award is for the Most Innovative Characters in Advertising and awareness Campaign- This characters become brands of its own and may create widespread awareness amongst the advisors and the Masses of India ( Nomination for the year 2014 - L & T MF, Tata MF, Edelweiss MF , Birla Sunlife MF & any other) Winner 2014 - L & T MF


• 13^th Category of award is for the Highest Mind share of clients in B15 cities of India. Most of the Advisors get a feel of the mind share of the AMC amongst the clients. This award is based on the feedback received from the distributors about the mind share of the B15 clients. The nomination for the Highest Mind share of B15 clients are: SBI, UTI, ICICI Prudential HDFC and LIC Mutual Fund- Winner 2013- SBI( Nomination for 2014- SBI, UTI, HDFC, ICICI Pru & any other) Winner 2014 - SBI MF


• 14^th Category of award is for the Highest Mind share of the clients in T15 Cities of India. Most of the advisors get a feed back of the mind share of the Fund house to invest when they interact with their clients. This award is based on the feedback from the distributors about the mind share of the clients of T15 cities. The nominations for the highest mind share of T15 clients are: SBI, ICICI Prudential, HDFC and DSP Black Rock Winner 2013- HDFC ( Nominaton for 2014- HDFC, ICICI Pru, Reliance MF, Birla Sunlife & any other) Winner 2014 - HDFC AMC


• 15^th Category of award is for the Highest Advisors Mind share in B15 Cities of India. This nomination is based on the branding of highest mind share of the IFA’s across India for years . This brand has been promoted across India by the distributors because of its high mind share amongst the distributors. The nominations for the Highest Advisor Mind share B15 cities are: SBI, UTI, LIC and HDFC Mutual Fund- Winner2013- UTI( Nomination for 2014- ICICI Pru , Birla Sunlife, Axis, UTI & any other) Winner 2014 - UTI MF


• 16^th Category of award is for the Highest Advisor Mind share In T15 cities in India. The significant business which comes across in India is from the distribution network of IFA in the T15 cities in India. This award is the result of the endless hard work of the sales team of a company. Its all about the mind share of the IFA’s. Business results are so much dependent on the mind share of advisors and distributors of T15 cities. The nomination for the most innovative and highest Advisor Mind Share AMC in T15 cities are: UTI, SBI, ICICI Prudential and Birla Mutual Fund Winner 2013- ICICI Pru and Birla Sunlife( Nomination for 2014- ICICI Pru, Birla Sunlife MF, SBI , Reliance & any other) Joint Winner 2014 - ICICI Prudential AMC & Birla Sun Life AMC

Note- Joint Winners are decided on the basis of the basis of votes received and second joint winner is decided on the basis of recalculation formula of MFRT where the votes of the participants are multiplied with the number of years they have attended the MFRT conference. ( e.g. if one delegate have attended 5 MFRT conference his vote will be considered as 5 votes, like wise if one year then one vote)