A Reliance Capital Company Month 00 2006 Why earn? Why Invest?
A Reliance Capital company to 16 Confidential A Reliance Capital company Slide Select any Folio...
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A Reliance Capital companyConfidential Slide
Invest Easy Facility (Non Individuals)
Internet based online transactions and self service facility.
Eligible Investors entities (Non Individual)
- Companies (Pvt & Public Ltd), Partnership Firms, Societies, Trusts & HUFs & Sole
Proprietorships etc.
Key Features:
- Paperless: Replicates and automates work flow of physical transaction authorization process
- Reporting: Online & Scan upload based reporting on website
- Fast & Simple: Save critical time of resources
- Role Management: Assigning different roles to users (initiator & approver)
- Control: Ability to control and restrict access of personnel to accounts
- Efficient: Automated workflow achieves efficiency in operations and minimize the cost substantially
- Fund Transfer: Multiple fund transfer options.
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A Reliance Capital companyConfidential Slide
Existing offering from Reliance Mutual Fund (RMF)
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•
• Accessibility of past track records
• Clearly stated objectives & policies• Participation in Capital Market
• Simple Record keeping
• Liquidity - Portion or Entire
• Schemes with no entry/exit loads #
• No Transaction fees*
• Simple Products
• Diversified Asset Class
• Reduced exposure to risks
• Professionally Managed
Products Pricing
Decision
MakingConvenience
Invest Easy is a transaction Platform for your convenience.
We suggest you to consult your Advisor for investment advise
* applicable only on direct investments
# Applicable to the few schemes of RMF
for details refer SID/KIM
A Reliance Capital companyConfidential Slide
• Paperless Transactions
• Online Approvals
• Easy accessibility leads to better utilization of Idle Funds
• Fund Manager Interactions
• Nil Administrative Cost
• Nil Set-up cost• 24*7 Access to Portfolio
• Product Updates
Presenting Our Differentiated Service
RMF introduces New Era of Convenience with Invest Easy
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Products
ConvenienceDecision
Making
Pricing
Invest Easy is a transaction Platform for your convenience.
We suggest you to consult your Advisor for investment advise
* applicable only on direct investments
# Applicable to the few schemes of RMF
for details refer SID/KIM
A Reliance Capital companyConfidential Slide
Convenience with Invest Easy
Manage Your Portfolio Online
Online & Offline (Scan upload) reporting facility
Built-in Online authorization process for every transaction
Stay on top of every transaction under process through Email & SMS triggers
Access to multiple self service menu options enables instant access to details
Download instantly various reports at the click of a button
Avoid last minute Rush to execute transactions
Improved transaction efficiency and less follow ups
Save on time and effort spent on travelling for submitting transactions
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A Reliance Capital companyConfidential Slide
Decision Making with Invest Easy
Web-based access to Fund Managers
Greater engagement with Advisor
Periodic upcoming product updates and Product related feedback
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Speed of Execution with Invest Easy
Simple & Quick transaction process helps in investing idle money in account
Time saved in handling basic service related queries & transaction follow-up
Reduces paperwork engagements
A Reliance Capital companyConfidential Slide
Value Added Services
Invest Easy provides Self managed Online Services:
Access to Portfolio View & Profile Details
Account Statement in multiple formats (PDF, Excel etc)
Capital Gain Statement*
Transaction Details in downloadable format
Calendar of Upcoming Products
Product Details & NAV Updates
Fund Manager Chat
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*Investors are advised to consult their own legal, tax and financial advisors to determine possible tax, legal and other financial implication or
consequence of subscribing to the units of the schemes of Reliance Mutual Fund
A Reliance Capital companyConfidential Slide
Existing Transaction Process
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Investment Details
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Investment
Decision
2Call for
Application Form
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Form Signed
by Authorized
Signatories
4Initiate Fund
Transfer
(Chq, RTGS, DC)
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CHALLENGES
• Call for Application Forms
• Fill the Application form Manually
• Physical Signed by Signatories
• Run Against Time for reporting
APPLICATION - TIMESTAMPED
FUND TRANSFER - IDENTIFICATION
UNIT ALLOTMENT
CHALLENGES
• Submit Form at Branch
• Follow-up Communication on FAX, Email etc
• Fund Transfer Details submitted
• Follow-up to ensure docs are submitted
• Applicable NAV
TRNX REPORTING PROCESS
AdvisorINVESTOR – NON INDIVIDUAL
CHECK LIST AT FRONT OFFICE
1. Application Completeness
2. Signature Verification
A Reliance Capital companyConfidential Slide
Transaction Process – With Invest Easy
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Investment Details
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INVESTOR – NON INDIVIDUAL
Anytime, Anywhere
Quick & Simple
Advisor
A Reliance Capital companyConfidential Slide
Registration Process
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One Time Application Form
• Provide Corporate Details
• Map all Existing Folios
• Facilitates Multiple Broker Code Mapping
• User Details
• Signed by Authorized Signatory
Role Mapping: Identify Users
• Role 1: Initiator – Not Mandatory
• Scope: Manages Transactions process and follow-up
• Number of users: Single or Multiple
Supporting Documents
• As per check list on Application Form
(Board Resolution, Trust Deed etc as applicable)
• Role 2 : Authorizer - Mandatory
• Scope: Authorized Signatory of Corporate
• Number of users: As per Signatories defined
Initiator(None, One or Many)
Authorizer(As Defined)
A Reliance Capital companyConfidential Slide
Activation Process at RMF
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Customization: Transaction Process
• Workflow Automation: As per supporting Document
Approval Logic
Transaction Rules
Marking of Limits
User Creation
• Creating common Group ID
• Mapping all Folios and Broker Code
• Configuration of individual user account
• Mapping of user rights
Login Details
• Issuing individual login details to users
A Reliance Capital companyConfidential Slide
Transaction Process
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Approval Process
• Authorizers receive instant alerts via Email & SMS
• Authorizer Login to approve / reject transaction
• Alerts are triggered other approvers
• Upon required approvals transaction is reported to RMF
Initiating Transaction
• Initiator/ Approver logon to website
• Selects Folio to initiate transaction
• Transaction type is initiated
• Transaction details are entered
• Submitted for approval
Settlement
• Other than purchases, transaction are settled as per transaction reported time
• For purchases, Credit and transaction reporting decide the applicable cut-off date
Approval Process
• Authorizer Signs the on physical form
• Initiator scan the form and uploads on portal
• Transaction is time stamped electronically
• Authorizers receive instant alerts via Email & SMS
Initiating Transaction
• Initiator/ Approver logon to website
• Selects Folio to initiate transaction
• Transaction type & details is initiated
• Prefilled formed is auto generated
• Initiator Prints the application form
1. Online Reporting 2. Scan based Reporting
A Reliance Capital companyConfidential Slide 14
Demo presentation:
How to activate and transact using
Scan Upload feature for Corporate Transactions?
A Reliance Capital companyConfidential Slide
One time instant activation of feature (Maker – Checker process)
- Maker / Initiator submits online request on website
- Checker / Authorizer(s) approves the request online (as per resolution)
- Service is instantly activated for transaction reporting
Start Transacting
- Maker / Initiator submits the transaction request
- Checker / Authorizer(s) approves the transactions (as per resolution)
Online: Login to website for online approval
Offline: Signature on pre-filled form for approval
Maker uploads scan of signed form for submission
Steps Involved
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A Reliance Capital companyConfidential Slide
Login to https://online.reliancemutual.com/investeasy/
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A Reliance Capital companyConfidential Slide
Click Status of registration request for Scan Upload
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A Reliance Capital companyConfidential Slide
Maker/ Initiator enters transaction details & Clicks Submit
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A Reliance Capital companyConfidential Slide
Transaction initiated - Click to Download prefilled form
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A Reliance Capital companyConfidential Slide
Print the Prefilled form for required signatory approval
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A Reliance Capital companyConfidential Slide
Scan the signed transaction form to upload
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Important:
Save the scan
image in .TIF format
A Reliance Capital companyConfidential Slide
Coordinating Team
Registration
- Contact your Relationship ManagerOR
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A Reliance Capital companyConfidential Slide
Disclaimer
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Mutual Fund Investments are subject to market risks,
read all scheme related documents carefully.