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Click To Invest Presentation

Click To Invest aims to guide individuals towards financial freedom through tailored investment advice and a client-centric approach. The wealth management market in India is projected to grow significantly, driven by various economic factors, and the company plans to enhance its tech capabilities and digital presence to capture this growth. Their goal is to reach ₹1000 Crores in assets under management within five years by expanding their client base and offering innovative solutions.

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Dee Kay
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6 views9 pages

Click To Invest Presentation

Click To Invest aims to guide individuals towards financial freedom through tailored investment advice and a client-centric approach. The wealth management market in India is projected to grow significantly, driven by various economic factors, and the company plans to enhance its tech capabilities and digital presence to capture this growth. Their goal is to reach ₹1000 Crores in assets under management within five years by expanding their client base and offering innovative solutions.

Uploaded by

Dee Kay
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Click To Invest

We support your journey to financial freedom


Company Overview
• Our primary mission is guiding individuals toward the realization of
their attainable financial objectives.
• Devoted to delivering insightful guidance on performance-driven
investments for optimal returns and empower clients to make well-
informed financial decisions.
• Our Client centric approach ensures that our clients receive
guidance tailored to their unique circumstances, creating a
foundation for sustained financial success.
Market Opportunity & Growth Potential
• The demand for wealth management services is set to more than
double, with AUM growing from Rs. 95 Lakh crore (US$ 1.1 trillion) in
FY24 to Rs. 199 Lakh crore (US$ 2.3 trillion) by FY29.
• This expansion is fueled by the "Triple Multiplier Effect"—a 16% rise in
the HNI individual segment, a 10% annual asset appreciation, and an
incremental 3-5% growth in earnings and savings. These combined
factors position the industry for a robust CAGR of 25-30% in the coming
years.
• Indian Equities have delivered ~15% in the last 20 years outperforming
all other asset classes in the long run.
• In the ever-changing landscape of personal finance, there is significant
demand for comprehensive and private wealth management services
in India.
Business Model & Services

• Our suite of services include Equity, Debt, MF, PMS/AIF, Gift City
investments, NPS, LAS
• Our portfolio construction approach focuses on crafting customized
portfolios with strategic diversification for optimized risk-adjusted
returns
• We manage an MF AUM of ~ ₹130 Crores (approx. 120 clients) and ~
₹30 Crores (approx. 20 clients)
• We oversee direct equity investments through a third-party platform,
managing a portfolio of ~220 Demat clients with an AUM ranging
between ₹6-7 crore.
Investment Requirement
Enhancing Tech Capabilities
 Develop tools to provide personalized investment solutions
 Leverage AI-driven tools for portfolio optimization, predictive
analytics, and smarter investment decisions.
 Build an advanced portfolio tracking system with real-time
analytics.
 Automate performance reports and insights for clients.
 Invest in cloud-based architecture to ensure seamless scalability.
 Implement robust cybersecurity measures to protect client data.
 A Client Relationship Management (CRM) system to enhance client
engagement and retention.
 Automate follow-ups, portfolio updates, and personalized insights.
Increasing Digital Footprint
Strengthen brand presence and client acquisition through digital
channels.
 Develop a financial knowledge hub (blogs, podcasts, webinars)
 Improve search engine rankings to attract organic traffic.
 Run targeted digital campaigns (Google Ads, LinkedIn, YouTube,
social media).
 Implement retargeting strategies to nurture potential clients.
 Partner with financial influencers and industry experts for
credibility.
 Host webinars and live Q&A sessions.
 Improve website UI/UX for seamless client onboarding.
 Develop a mobile app for real-time portfolio tracking and insights.
Increasing Digital Footprint
Improving Digital Transaction Experience.
 Ensure seamless, secure, and fast transactions for clients.
 Implement e-KYC and digital onboarding to reduce paperwork.
 Enable facial recognition and biometric verification.
 Provide one-click investments through UPI, net banking, and auto-
debit.
 Offer seamless SIP/STP/SWP execution directly through the
platform.
 Use encryption-based authentication to prevent fraud.
 Deploy AI-driven chatbots for real-time client support.
Growth Plan

Goal: ₹ 1000 CR AUM in the next 5 years


Strategy to achieve it:
 Expanding individual & corporate client base
 Focus on group insurance policies for corporate clients.
 Offering innovative investment solutions
 Strengthening digital capabilities
Thank You

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