Wealth Management

Welcome new investors by rewarding account creation, first KYC approval, and initial investment allocation. Build momentum from the very first step.

Drive awareness by incentivizing app registration, use of advisory dashboards, or completion of learning tutorials. Build investor confidence through guided actions.

Drive awareness by incentivizing app registration, use of advisory dashboards, or completion of learning tutorials. Build investor confidence through guided actions.

Recognize customers who expand into new asset classes, add funds, or invest in alternative products. Incentivize well-balanced portfolios.

Recognize advisors for completing SEBI/NISM certifications, passing compliance checks, and closing their first portfolio. Early milestones reinforce credibility and speed up time-to-productivity.

Reward steady client acquisition, SIP persistency, and incremental AUM growth. Create tiered slabs for mutual fund inflows, PMS client acquisition, and AIF subscriptions.

Offer earnings fo submitting quality referrals every month. MoBoost motivation with gamified leaderboards, regional contests, and elite recognition programs. Acknowledge top performers and referrals that bring in HNI clients.re valid contacts, the more bonuses you unlock.

Group advisors by geography, AUM tier, or product mix. Launch seasonal contests (e.g., ELSS in tax season, festive SIP drives) to drive focused outcomes across investor cohorts.

Celebrate long-term value by rewarding advisors who cross client relationship benchmarks, sustain persistency ratios, or achieve high lifetime AUM.

Tie rewards to quarterly AUM inflows, SIP persistency, and cross-sell ratios. Use AI nudges to remind teams about client renewals, mandate expiries, or upsell opportunities in PMS/AIF.

Run leaderboards by branch/region, contests around SIP/ELSS targets, and recognition badges for client wallet share expansion. This keeps sales energy high while pushing targeted outcomes.

Group teams by geography, client tier, or product mix. Seasonal pushes (ELSS during tax season, festive SIP campaigns, SWP adoption) turn goals into collective challenges with peer benchmarking.

Drive deeper client engagement by rewarding sales reps who expand wallet share across multiple investment categories. Encourage them to move beyond single-product sales and build holistic client portfolios spanning mutual funds, PMS, AIFs, insurance-linked products, and structured notes. This not only improves revenue per client but also strengthens long-term retention through diversified offerings.

Welcome new hires in compliance, portfolio operations, and client servicing with joining bonuses, training rewards, and curated welcome kits. Incentivize quick adoption of CRM, PMS, and reporting tools.

Motivate employees with gamified dashboards, milestone badges, and peer-to-peer appreciation. Recognize timely NAV reconciliation, error-free KYC processing, or customer query resolution within SLAs.

Celebrate major career moments such as promotions, certification completion, leading SEBI audit success, or handling ₹500 Cr+ reconciliations. These milestone rewards highlight career-long contributions.

Reward employees who deliver measurable impact — like zero-audit breaches, faster reconciliation cycles, or higher compliance scores. Spot recognition can be used to highlight quick wins, innovation, and client appreciation.