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REWARDS TABLES

Reward points calculation and amount is for illustrative purposes only.

BETTER PERFORMANCE
HIGH ACHIEVERS

AssetPlus is happy to launch ‘High Achievers Club’ - a rewards-based contest that enables our partners to make the most of what you are selling while getting recognition for the effort put in towards servicing clients. Open to all distributors registered with AssetPlus, the contest runs from 1st April 2021 to 31st March 2022.

 

Applicable for all Mutual Fund schemes, we have categorized them into Equity & Others, each with their reward point calculation.

Asset

SIP

15 BPS will be separately calculated for all triggered equity SIP instalments for the FY

1 CR OF TRIGGERED SIP VALUE
15000 REWARD POINTS

Contest rules

  • The contest is applicable for the entire financial year across all categories of Mutual Funds and Fund houses. 
     

  • To encourage distributors to recommend suitable products for client’s financial goals - all categories of investments (including Liquid) are eligible for the contest. 
     

  • Distributors can talk about various goals - emergency funds, kid’s education, or retirement planning to encourage investments into Mutual Funds without having to narrow down to any fund house or category.

The brokerage/commission/incentive structure is subject to the distributors adhering to all rules and regulations set forth by AMFI/SEBI and adherence to the prescribed code of conduct. T&C may be amended from time to time including any regulatory modifications thereof at the discretion of Valueplus Technologies Private Limited.

CONTEST FAQS

  • How can AssetPlus assist me in offering Fixed Deposits (FDs) to my clients?
    AssetPlus provides a seamless digital platform where you can explore and recommend various Fixed Deposit options to your clients. The platform allows you to track FD investments efficiently and streamline the entire process.
  • Can I manage multiple FDs for different clients on AssetPlus?
    Absolutely. AssetPlus provides tools for in-depth analysis and comparison of various Fixed Deposit schemes, helping you make informed recommendations based on your clients' financial goals and risk preferences.
  • What are the schemes of fixed deposits available?
    Cumulative as well as non-cumulative schemes are available for fixed deposits.
  • Can I customize reports for my clients regarding their FD portfolios?
    Yes, AssetPlus allows you to generate customized reports for your clients, providing a detailed overview of their FD investments, returns, and other relevant information.
  • Is there any training available on AssetPlus for maximizing FD-related opportunities?
    AssetPlus offers training resources and webinars to help you understand market trends, FD products, and strategies for maximizing opportunities in the Fixed Deposit segment.
  • If the parents of the minor are not alive, then who is to be deemed as the guardian?
    Only the person(s) who have been appointed as guardian(s) by the competent court should sign the application. A copy of the court order has to be submitted while investing.
  • How can I troubleshoot any issues related to FD investments on AssetPlus?
    AssetPlus provides a dedicated support team to assist you with any issues related to FD investments. You can reach out through the platform for prompt resolution of queries and concerns.
  • What is the minimum deposit amount for the cumulative deposit & the non-cumulative deposit schemes?
  • What is the difference between a non-cumulative deposit and a cumulative fixed deposit?
    In a 'non-cumulative scheme' the interest is payable on a half-yearly basis. The scheme will be convenient for a pensioner or anyone who requires a periodical interest payment. In the ‘cumulative deposit scheme', the interest is payable at the time of maturity along with the principal. This scheme is suitable for people who do not require periodical interest payments and this can be thought of as a money multiplier scheme.
  • Are there any tools on AssetPlus to analyze and compare different FD options?
    Absolutely. AssetPlus provides tools for in-depth analysis and comparison of various Fixed Deposit schemes, helping you make informed recommendations based on your FD clients' financial goals and risk preferences.
  • How does AssetPlus ensure the security of client data related to FD investments?
    AssetPlus follows industry-standard security measures to safeguard client data. The platform uses encryption and other security protocols to protect sensitive information related to FD investments.
  • Can a fixed deposit be made in the name of a minor alone?
    Yes. The deposit can be made in the name of a minor provided the minor is represented by his/her natural or legal guardian and the application form for the deposit is signed by the natural/legal guardian, on behalf of the minor. All communication in relation to the deposit shall be addressed to the guardian.
  • Can existing partners sign up as NPS advisors?
    Yes. All existing AssetPlus Mutual Fund partners can become NPS advisors. To register, click here
  • Can MFDs become NPS advisors?
    Yes. There is no certification required to become an NPS retirement advisor with AssetPlus. Click here to register with us
  • How does AssetPlus ensure the security of client data related to NPS investments?
    AssetPlus prioritizes data security and employs industry-standard encryption and security measures to protect client information associated with NPS investments.
  • Is there any training available on AssetPlus for maximizing NPS-related opportunities?
    AssetPlus offers training resources and webinars to keep you informed about market trends, NPS products, and strategies for maximizing opportunities within the National Pension Scheme segment.
  • How can I seek assistance for troubleshooting any issues related to NPS investments on AssetPlus?
    AssetPlus has a dedicated support team available to assist you with any issues related to NPS investments. Feel free to reach out through the platform for timely resolution of queries and concerns.
  • How can AssetPlus support my role as an MFD in offering National Pension Scheme (NPS) solutions?
    AssetPlus provides a comprehensive platform that enables you to explore, recommend, and manage NPS investments for your clients. It streamlines the NPS investment process for a smoother experience.
  • Can I track the NPS investments of multiple clients on AssetPlus?
    Yes, AssetPlus allows you to efficiently manage NPS investments for multiple clients through a user-friendly dashboard. This feature simplifies tracking and reporting for your clients' NPS portfolios.
  • What is the commission structure?
    Account opening fee - Rs. 500 (one time)(For 1st 100 New PRAN creation on AssetPlus) Each contribution - 0.30% of contribution amount (upfront payment)
  • Are there tools on AssetPlus to analyze and compare different NPS options?
    Absolutely. AssetPlus offers analytical tools that allow you to compare and analyze various NPS options, assisting you in making well-informed recommendations aligned with your clients' financial objectives.
  • What does an NPS Advisor do?
    Advise prospects on the necessity of old age income security and the importance of retirement planning Guide the subscriber about the risk and return profiles of the different financial assets Facilitate on-boarding of the prospective subscriber to the National Pension System
  • What are the criteria to become an NPS advisor?
    There are no criteria to become an NPS advisor. Any individual who is willing to become a financial planning consultant can register.
  • Can I generate personalized reports for my clients regarding their NPS portfolios?
    Yes, AssetPlus enables you to generate customized reports that provide your clients with a detailed overview of their NPS investments, returns, and other relevant details.
  • Is there training available on AssetPlus for maximizing opportunities in the insurance segment?
    AssetPlus provides training resources and webinars to keep MFDs informed about insurance market trends, products, and strategies for optimizing opportunities in the insurance segment.
  • Can I generate personalized reports for my clients regarding their insurance portfolios?
    Yes, AssetPlus allows you to generate customized reports for your clients, offering a detailed overview of their insurance portfolios, premiums, and other relevant details.
  • Are there tools on AssetPlus to compare and analyze different insurance options?
    Absolutely. AssetPlus provides analytical tools that enable you to compare and analyze various insurance options, helping you tailor recommendations based on your clients' specific needs and preferences.
  • Why should you sell Insurance with AssetPlus?
    Enjoy a 100% digital experience when engaging with us. We provide support in closing deals, ensuring a seamless process. Access all the top insurance companies through our platform, offering you a wide range of options.
  • How is client data related to insurance policies secured on AssetPlus?
    AssetPlus prioritizes the security of client data and employs robust encryption and security measures to safeguard sensitive information related to insurance policies.
  • Can I manage different insurance policies for multiple clients on AssetPlus?
    Yes, AssetPlus offers a centralized dashboard allowing you to efficiently manage and track multiple insurance policies for different clients, enhancing the overall management of your insurance portfolio.
  • How can I get assistance for troubleshooting any issues related to insurance policies on AssetPlus?
    AssetPlus offers a dedicated support team to assist MFDs with any issues related to insurance policies. You can reach out through the platform for prompt resolution of queries and concerns.
  • How does AssetPlus facilitate MFDs in offering insurance solutions to clients?
    AssetPlus simplifies the process of offering insurance solutions by providing a digital platform where MFDs can explore, recommend, and manage various insurance products for their clients.
  • How can I seek assistance for troubleshooting any issues related to PMS investments on AssetPlus?
    AssetPlus has a dedicated support team available to assist MFDs with any issues related to PMS investments. Feel free to reach out through the platform for timely resolution of queries and concerns.
  • Are there tools on AssetPlus to analyze and compare different PMS options?
    Absolutely. AssetPlus provides analytical tools that enable you to analyze and compare various PMS options, empowering you to make well-informed recommendations aligned with your clients' financial goals.
  • How can AssetPlus support MFDs in offering Portfolio Management Services (PMS) to clients?
    AssetPlus provides a user-friendly platform where MFDs can explore, recommend, and efficiently manage PMS solutions for their clients, streamlining the entire PMS investment process.
  • Can I generate customized reports for my clients regarding their PMS portfolios?
    Yes, AssetPlus enables you to generate personalized reports for your clients, offering a detailed overview of their PMS portfolios, returns, and other relevant information.
  • Can I manage multiple PMS portfolios for different clients on AssetPlus?
    Yes, AssetPlus offers a centralized dashboard that allows you to manage multiple PMS portfolios for different clients, providing a comprehensive view and enhancing overall portfolio management.
  • How does AssetPlus ensure the security of client data related to PMS investments?
    AssetPlus prioritizes data security and utilizes industry-standard encryption and security measures to protect client information associated with PMS investments.
  • Is there training available on AssetPlus for maximizing opportunities in the PMS segment?
    AssetPlus provides training resources and webinars to keep MFDs informed about market trends, PMS products, and strategies for optimizing opportunities in the Portfolio Management Services segment.
  • How do I sign up?
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  • What are the benefits of the 1% club?
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  • Can I generate personalized reports for my clients regarding their mutual fund portfolios?
    Yes, AssetPlus enables you to generate customized reports for your clients, offering a detailed overview of their mutual fund portfolios, returns, and other relevant details.
  • Is there training available on AssetPlus for maximizing opportunities as an MFD?
    AssetPlus provides training resources and webinars to keep MFDs informed about market trends, mutual fund products, and strategies for optimizing opportunities in the mutual fund distribution segment.
  • Can I manage mutual fund investments for multiple clients on AssetPlus?
    Yes, AssetPlus provides a centralized dashboard that allows you to manage mutual fund investments for multiple clients, offering a convenient and streamlined approach to portfolio management.
  • How can I seek assistance for troubleshooting any issues related to mutual fund investments on AssetPlus?
    AssetPlus has a dedicated support team available to assist MFDs with any issues related to mutual fund investments. You can reach out through the platform for prompt resolution of queries and concerns.
  • How can AssetPlus help to build my business and grow my clientele?
    AssetPlus offers a comprehensive digital platform designed to empower MFDs, providing tools and resources to help you build and grow your business while efficiently managing your client base.
  • Are there tools on AssetPlus to analyze and compare different mutual fund options?
    Absolutely. AssetPlus offers analytical tools to help you analyze and compare various mutual fund options, enabling you to make informed recommendations aligned with your clients' financial objectives.
  • Why Aim to Become a 1% MFD?
    Becoming a 1% MFD isn't just a goal; it's a game-changer. Aspire to be among the best and gain the competitive edge you need to stand out in the market. Embrace the essence of excellence, and you'll witness your career soar to new heights.
  • How does AssetPlus ensure the security of client data related to mutual fund investments?
    AssetPlus prioritizes data security and employs industry-standard encryption and security measures to protect client information associated with mutual fund investments.
  • Are there charges or fees involved for registering with us?
    AssetPlus is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.
  • Which AMCs are available to partner with on the AssetPlus Platform?
    AssetPlus enables you to empanel with all the 33+ AMCs in India and distribute the 2000+ mutual fund schemes. A few AMCs to name are: Axis Mutual Fund Aditya Birla Sun Life Mutual Fund Canara Robeco Mutual Fund DSP Blackrock Mutual Fund Franklin Templeton Mutual Fund HDFC Mutual Fund ICICI Prudential Mutual Fund Bandhan Mutual Fund Invesco Mutual Fund Kotak Mahindra Mutual Fund Quant Mutual Fund Mirae Asset Mutual Fund Motilal Oswal Mutual Fund Nippon India Mutual Funds SBI Mutual Funds Sundaram Funds Tata Mutual Funds UTI Mutual Funds
  • What is the minimum SIP installment amount?
    The minimum SIP installment amount shall be the same as the minimum amount prescribed for SIP under monthly frequencies in the respective schemes.
  • What products can I distribute/ Can you cross-sell financial products?
    Yes, we provide mutual fund distributors the ability to enhance their earning potential by cross seliing other investment and financial products. As an MFD, you can also cross sell Insurance, NPS, Corporate FDs in our platform. You can also provide Portfolio Management Services (PMS) to high networth individuals (HNIs).
  • Do we provide portfolio tracking faclities?
    Yes, we offer exclusive portfolio tracking facilities. You can now directly upload client portfolios from CAMS with just an OTP. You can also track external and internal investments of your clients directly on the dashboard. Additionally we provide detailed reports like Portfolio Report, Capital Gains Report, Investor Report, Family Report and various other reports to help you have a detailed and steady control over your business and client investments.
  • How does the AssetPlus help me in my business?
    AssetPlus acts as the perfect partner in your distribution business by providing you end to end solutions. Right from training eligible candidates to qualify their NISM series VA certification & obtain an ARN, to providing tech support, operational assistance, business development guidance, marketing & client acquisition strategies, we help you expand your client base, increase your AUM and ultimately grow your MFD business.
  • Why choose AssetPlus?
    AssetPlus is one of India's fastest growing digital platform for Mutual Fund Distributors. We empower MFDs in their distribution business by enabling them to sell mutual funds of all AMCs in India and also cross sell other financial products like Insurance, Corporate FDs, NPS, Loans, Bonds and Portfolio Management Services (PMS). We offer complete end to end business solutions to MFDs and help them achieve financial independence.
  • What types of transactions are possible?
    Right from onboarding your clients across multiple mutual funds into a single platform, you can facilitate purchase and sale of mutual funds, investment in NPS & Corporate FDs, purchase of Insurance policies, switching between mutual fund schemes under STP, convert direct investments into regular mode under your ARN, track external investments made by clients, etc.
  • What services do you offer?
    We encourage more people to enter this promising career of Mutual Fund Distribution by offering training support to appear and qualify the NISM VA certification. Once you start your MFD business, you can partner with us to distribute the 2000+ mutual funds of all AMCs in just a single empanelment. We offer a comprehensive digital platform to conduct your business anytime anywhere through a web version and mobile application. You can onboard multiple clients across different mutual funds under your ARN. We also provide operational assistance, business development and upskilling guidance, marketing and client acquisition strategies.
  • Technology Solutions
    Easy client onboarding Online KYC Mobile app for partners & clients Complete back-offcie solution
  • What are the interest rates and fees associated with AssetPlus loans?
    Interest rates and fees vary depending on the loan type, tenure, and applicant's credit profile. We offer competitive rates and transparent fee structures. Please refer to our website or contact our team for detailed information on interest rates and fees.
  • What makes AssetPlus loans stand out from competitors?
    AssetPlus loans offer several advantages, including competitive interest rates, flexible repayment options, quick approval process, and dedicated customer support. Additionally, our secure online platform ensures a hassle-free loan management experience. Choose AssetPlus for reliable and convenient loan solutions tailored to your needs.
  • What types of loans does AssetPlus offer?
    AssetPlus offers a wide range of loan products, including personal loans, business loans, home loans, auto loans, and more. Whatever your financial needs may be, we have a loan solution for you.
  • How does the loan application process work?
    Applying for a loan with AssetPlus is simple and convenient. Just visit our website, select the desired loan type, fill out the online application form, and submit the required documents. Our team will review your application promptly and notify you of the status.
  • How long does it take to get a loan approved and disbursed?
    At AssetPlus, we understand the importance of quick access to funds. The approval and disbursal timelines vary depending on factors such as the type of loan, completeness of documentation, and verification process. Typically, our team strives to process loan applications efficiently to ensure timely disbursal.
  • What documents are required for loan application?
    The documentation requirements vary based on the type of loan. Generally, you may need to provide proof of identity, address, income, employment, and other relevant documents. Specific document lists are available on our website and during the application process.
  • What are the eligibility criteria for applying for a loan?
    Eligibility criteria vary depending on the type of loan you're applying for. Typically, factors such as age, income, credit score, and employment status are considered. Visit our website or contact our team for specific eligibility requirements.
  • How often should I review my insurance policies with AssetPlus?
    It's recommended to review your insurance policies periodically, especially during major life changes such as marriage, childbirth, or career advancements, to ensure your coverage remains adequate.
  • What benefits does Guaranteed Claim Assistance offer?
    Guaranteed Claim Assistance ensures a hassle-free claims experience, guiding you through the process and ensuring timely resolution for added peace of mind.
  • How secure is my personal information on the AssetPlus platform?
    At AssetPlus, we prioritize the security and confidentiality of your personal information. Our platform employs robust encryption and security measures to safeguard your data against unauthorized access.
  • How do I purchase insurance through AssetPlus?
    Purchasing insurance through AssetPlus is simple. You can download our app, explore available plans, compare options, and purchase the desired policy directly through the app.
  • What sets AssetPlus apart from other insurance platforms?
    AssetPlus stands out for its innovative features, such as Guaranteed Claim Assistance, seamless integration of insurance and investment management, and partnerships with top insurance providers, offering unparalleled convenience and reliability.
  • What types of insurance products does AssetPlus offer?
    AssetPlus offers a wide range of insurance products, including health insurance, term insurance, and motor insurance, to meet diverse needs.
  • Are the insurance policies offered by AssetPlus customizable?
    Yes, our insurance policies are customizable to suit your specific needs and preferences. You can choose coverage limits, add-on options, and more to tailor the policy to your requirements.
  • What support options are available if I have questions or need assistance?
    AssetPlus offers multiple support channels, including in-app chat support, email assistance, and a dedicated customer service helpline, ensuring prompt and efficient resolution of queries and concerns.
  • Can I manage my insurance policies and investments through the AssetPlus app?
    Absolutely! AssetPlus provides a comprehensive platform where you can manage both your insurance policies and investments seamlessly, all from one convenient app.
  • Is AssetPlus available in multiple languages?
    Yes, AssetPlus is available in multiple languages for the convenience of our diverse user base, ensuring accessibility and ease of use for all.
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