I saw this news item that “Reliance to enter BFSI” and thought of what all could be done by RIL when they enter the BFSI space

  1. They could acquire controlling stake in Hdfc group – gives them a helicopter entry into the financial services space and with a solid brand name. Is it difficult? I do not know what is difficult for MDA, but this is possible. Of course he coule get Icici also – or something else.
  2. Knowing MDA’s love for building instead of acquiring, he could set up these businesses on his own.

If he were to set up an Nbfc, an amc, a brokerage firm, and a Re-insurance firm, he would be in all the areas of financial services. Once you have size, margins do not matter – the numbers will make it happen.

What if he were to give you a Rs. 10,000 per month offer?

You get internet, brokerage services, asset management services (a range of 20 etf or Fof), demat. No percentages, no nothing. Just about 3 million customers.

What happens to fund managers?

Well they could all be given free or advertised space on JIO. So I go and advertise my investment skills. I then offer advice on portfolio management – and the client pays me a fee. Jio constantly shows my aum and returns on an aggregate basis. So a fund manager named XYZ has say Rs 10,000 cr aum and has a trailing growth of 12% when the sensex has returned 9%. People come to me.

JIO does the basic due diligence, and lets ME access clients portfolio (my clients) on a piecemeal basis – but I can’t access his portfolio without paying him a fee! So fund managers get a platform to showcase their portfolios.

Research companies can come and show case their research. Financial planners can come and build “portfolios” – depending on risk profile, age, sum of money, etc.

So as an investor I come to JIO platform read about Goal based Investing (on Subramoney.com of course!!), go to a risk profiling agency. Once that is done Jio will suggest some fund managers ranked on some basis. I may then buy a Large and Midcap fund by Anand Radhakrishnan, a Contrarian fund by Naren, and a debt portfolio by Hdfc mutual fund. I may go to Hdfc bank and set up a sip. It might cost me in ABSOLUTE fees of say Rs. 25000 per annum IMMATERIAL of the amount of money invested. For these 3 fund advisers they get a huge amount – even though the amount per person is very small.

Wow that’s exciting !!

 

 

https://www.financialexpress.com/industry/reliance-industries-financial-services-segment-march-quarter-profit-fall-jio-revenue-jumps-mukesh-ambani-fundraising-rights-issue/1944781/

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