Online investment and wealth management platform

Commission free investing using fiduciary standard

www.Robobanking.in

Private and Confidential

Company Background:
We are a fin-tech start up that aims to provide Robo-advisory services in India. We have
launched an innovative platform at Robobanking.in where customers can buy financial products
without paying any commission.

The platform supports various Government initiatives like financial inclusion and Digital India.
For less than the cost of a coffee, customers can get high quality financial advice plus option to
invest or redeem online in commission-free products and track their portfolio online. We are
witnessing disruption in all walks of life. In financial sector, JAM trinity has opened up huge
opportunities for financial inclusion even to lower sector of society also. The platform also
supports Digital India initiative where entire investment process is digital and reduces paperwork
and improves turnaround time and productivity for our country.

Private and Confidential

Leadership team
Amit Mehendale - Co-founder
Ex-group CFO IIFL, managed Balance Sheet of ~Rs 15,000 Cr, Previous work-ex with Schlumberger,
Glaxosmithkline. Financial controller with Schlumberger. CFO during start up stage at IIFL
MBA London Business school, Chartered Accountant, CISA, B.com.
Mukesh Kumar Singh - Co-founder
Ex Director IIFL Finance, Headed lending business ~1,000 Cr revenue. Headed equity broking, insurance,
mutual fund distribution businesses. Part of core team during start up stage at IIFL.
Mechanical Engineer, MBA Finance
S Sriram - Chief Technology officer
Co-promoter of erstwhile IIFL, Ex-CTO at IIFL. Financial services sector experience of 30 years. Several start
ups including online grocery. Currently promoter of fin-tech firm. Previous experience with Unilever and
D&B.
Chartered Accountant, ICWA, CISA, CISM

www.Robobanking.in

Private and Confidential

Challenge:
Answer the below question and win the offer,
How should RoboBanking.in acquire customers from bank?

Will banks cannibalize their current business & launch a platform for direct scheme of mutual
fund?
What is the current perceived value proposition of RoboBanking.in and how should we change it
to better suite the suggested target market.
*Register in groups of two at our website and get 500 voucher
*Register in groups of two and submit a solution of minimum 1 page
report and get 1000 voucher
*best answer gets 2000 voucher
*All the student will have to email their answers with institute id card to support@robobanking.in
*In case of just registration both the students will have to email their institute id card to
support@robobanking.in both ids should be in one email
*In case you have any query call us at 022-49242148
Private and Confidential

Online wealth management platform from Robobanking.in

Most bank offer investment products where customers pay commission
Using Robobanking.in you get to investment in Direct Plans which are commission free
Customers can save loads of money using Robobanking.in. See example below

If your current investment is 4,00,000 and if you so SIP of 5,000 per month, you can potentially
save 10,17,224
Existing Investment in Mutual Fund

Monthly investment (SIP)

Savings*

4.00,000

5,000

10,17,224

*based on 12% expected ROI for 20 years

www.Robobanking.in

Private and Confidential

What is customers get by usingRobobanking.in

Features

Live

Online Offering

Live

Transaction Platform

Robo Advisory Service

Paperless Investing

Best Performing Funds

Asset allocation

Best Systematic Investment Plans (SIP)

Transaction Statement

Highest Ranked Liquid Funds

Holding Statement

Model Portfolio

Holding Statement

Best Arbitrage funds

Dashboard

www.Robobanking.in

Private and Confidential

Thanks
Register at www.robobanking.in
OR
Email to support@robobanking.in
OR
Call us on 022-49242148

The above investment simulation or calculation is for illustration purpose only and should not be construed as a promise on
returns or safeguard of capital.
Robobanking.in is not forecasting or promising or guaranteeing any returns. Mutual Fund investments are subject to market risks,
read all scheme related documents carefully.
Robobanking makes no representation or warranty as to the accuracy or completeness of this information and shall not have any liability for any representations (expressed
or implied) regarding information contained in, or for any omissions from, this information or any other written or oral communications transmitted to the recipient in the
course of its evaluation of the Company. This Information includes certain statements and estimates provided by the Company with respect to the projected future
performance of the Company. Such statements, estimates and projections reflect various assumptions by management concerning possible anticipated results, which
assumptions may or may not be correct. No representations are made as to the accuracy of such statements, estimates or projections. Prospective investors will be expected
to have conducted their own due diligence investigation regarding these and all other matters pertinent to investment in the Company.
Robobanking.in

Private and Confidential