So-Ai

When is Aionion started?

• 2019

• Sep 2019

• July 2019

• July 2020

Select the products which are offered by Aionion (Multiple answer)

• Bonds

• Fixed Deposits

• Stocks & Mutual Funds

• Public Provident Fund

• Insurance

Select the products which are offered by Aionion (Multiple answer)

• Bonds

• Fixed Deposits

• Stocks & Mutual Funds

• Public Provident Fund

• Insurance

Which vertical will work on the leads generated through Instagram, Face book etc

• Digital Marketing

• Distance marketing

• Direct Marketing

• Device Marketing

Which team will dedicatedly work on the complaints and queries from our clients

• Customer Service Department

• Client Care

• Customer Care cell

• Complaint Cell

What is the type of license we have acquired from IRDAI for selling insurance products

• Individual License

• Corporate Agent

• Composite Agent

• IMF

What are the roles of a dealer? (Multiple answers)

• Connect with clients on daily basis

• Recruit People

• Provide market updates, recommendations and execute orders

• cross sell other products

For De-mat account opening, to whom we have associated with...

• Zerodhaa

• Upstocks

• Grow

• Cholamandalam Securities

Ideally, which one of the following is not an important factor in financial planning

• AGE

• Income and expenses

• No. of dependents in the family

• Location

Typically, how long the RM's dedicated services will be available to the clients?

• Life Long

• One Year

• 6 Months

• 30 Months