A brief write-up on the Moneytouch platform with features and benefits for Advisors.

1. Money touch Retail Financial Services - Proposition 1
Our proposition
It offers you a whole host of services such as:
 State-of-the-art web platform which provides you up-to-date news and information, tools,
single customer view, alerts, for multiple products across the wealth cycle
 Client solutions - multiple products (limited to Mumbai currently) and leverage our partners
across multiple products such as :
Home Loans Loans against Shares Art
Loans against property Loans against MFs REITs
Commercial Prop. Loans Equities/ Derivatives* Real Estate Properties
Business Loans Demat* Life Insurance
Personal Loans Mutual Funds General Insurance
Auto Loans Bonds Small Savings
Gold Loans Fixed Deposits Basic Financial Planning
Education Loan PMS Trusts/Wills*
 Operations support
 Business Development
 Training and certification
There are many platforms in the market, how are we different.
We give you 7 good reasons:
1. Build your business in own name.
2. No AUM transfer mandatory**, IFA need’s to reap the benefits of your hard work
3. No sharing of revenues from the primary lines of business IFA already fulfilling
4. No force to change partners, where there is a gap use our partner network
5. Generate additional revenue by cross selling more products to customers by addressing
the Individual customers needs across the wealth cycle.
6. Also address financial needs of your SME clients business
7. Ride the economic cycles effectively
Our Uniqueness
1. Multi product – most players are focussed on single line like Mutual Funds (ifast, Omnimax)
2. Augment Revenue – we do not seek share of existing revenue from IFFTM, we share only in
the incremental revenue IFF TM earns unlike other competitors (IFAN, N J Invest)
3. Own indentity – IFFTM does not lose their identity, continues to be his own brand and build
that with our support
We provide whole host of benefits :
 Multi product solution – enable transition from single/dual product provider to solution
provider
 Better earning capacity – as an IFFTM one can increase product penetration and earning
capacity
 Provide solutions to both Individuals and SME customers
 Provide access to state of the art technology at a marginal cost so that IFFTM can compete
with large established players
 Reducing customer acquisition cost as we will support in lead generations
This note is issued on a strictly confidential basis and for information purposes only
to intended recipients. It should not be distributed, published or reproduced in
whole or in part, nor should its contents be disclosed by intended recipients to any
other person.

2. Money touch Retail Financial Services - Proposition 2
Addressing key customer pain points like:
 One stop solution for clients, otherwise clients were dealing with multiple intermediaries for
different needs
 Offer consolidated statements instead of managing multiple statements
 More time to deal with addressing customer needs rather than in operations
 Transparency in dealing as all the information is available on the website on charges/fees
etc.
Team behind the venture
Raj Mahadev CFP
An MBA with over 21 years of experience in consumer banking with MNC banks like Citi, SCB,
American Express and DBS across assets, liabilities, product, marketing, branch banking, Wealth
Management etc
Sunil Shukla
Post graduate in Business Management with over 17 years of experience as an entrepreneur. He had
managed large team across Retail assets, BPO, Telecom and human resources. He started his career
as a management trainee with American Express Bank. Even though he belonged to a family of
profound bankers, he had an entrepreneur drive from the starting of his career.
Subir Ray
An MBA with over 11 years of experience in managing large teams across Philips, ICICI, Centurion
Bank managing channels and a large sales force over 3000. Finally was the Regional Head for
Centurion Bank. An aggressive person with tremendous execution skills
Harpreet Singh
An MBA and Computer Engineer has 10+ years’ experience in Fortune 500 companies, in software
product management and development. Domain expertise in Internet B2B/B2C technologies, Online
Retail/Travel, Online Transaction Processing/Reconciliation, ERP, Risk/Fraud Management and
Corporate Governance & Compliance
Kuntal Dave
A Fellow member of ICAI with over 18 years of experience in advising clients on tax, auditing, foreign
exchange and valuation matters. He actively advises clients on various corporate restructuring
matters and on foreign collaboration arrangements. He is a member of central Young IFA Network
(YIN) committee of International Fiscal Association, Netherlands. He is secretary of IFA India Branch
and of Western Regional Chapter of IFA India Branch.
This note is issued on a strictly confidential basis and for information purposes only
to intended recipients. It should not be distributed, published or reproduced in
whole or in part, nor should its contents be disclosed by intended recipients to any
other person.