Nave Marg Financial Services · Tutorials for distributors

Learn the Game Zone in minutes

Short videos with a voice-over and on-screen captions that show every step. Watch them in order, or jump to what you need. Each video has the steps written below it.

Video 1 · 2:07

Sign up and log in

Create your distributor account in a minute: details, OTP and your first login.

  1. Open games.navemarg.com and click Sign up.
  2. Enter your name, firm, mobile number and email. Email is required. Choose a Login ID and a password of 8+ characters.
  3. Accept the Terms and enter the 6-digit OTP sent to your mobile. You get 2 resends, then OTP is locked for 30 minutes (password login still works).
  4. Next time log in with your Login ID and password, or choose OTP login.
Open sign up →
Video 2 · 2:11

Host your first game

Create a room, show the code and QR, run a live quiz and finish with the leaderboard.

  1. On your dashboard click Host this game on any game card.
  2. Choose the pace: I control the pace (no timer, best for seniors), Timer, or Own pace.
  3. Show the room code and QR on a big screen. Clients join from their phones.
  4. Press Start game. Green ticks show who has answered.
  5. Use Show the answer and Next question to explain each answer, then End game.
Open dashboard →
Video 3 · 1:27

How clients join and play

What your client sees on their phone: join, answer, results, bigger text and sound.

  1. The client scans the QR code or opens games.navemarg.com and types the code.
  2. They enter name, mobile, email and gender and tick the consent box.
  3. They tap an answer. It locks in at once and the result appears when you show the answer.
  4. A+ makes text larger for seniors. The speaker and music buttons control sound.
Open join page →
Video 4 · 1:32

Time Machine: asset allocation from real history

Players guess the mood of a mystery year, split money across assets and see the real returns.

  1. Host Time Machine: India or World. Players see only a news clue, not the year.
  2. On their phones they split money across Nifty 50, Sensex, Gold and Debt (or S&P 500, Nasdaq 100, Gold and US Bonds) and lock in.
  3. Press Reveal the year to show the real year and returns, then Shuffle the next year.
  4. At the end players see what a single asset would have done. A perfect way to discuss diversification.
Open dashboard →
Video 5 · 2:02

Financial calculators

SIP, step-up SIP, goal, retirement, cost of delay and more. Show clients the numbers live.

  1. Open Calculators from the top menu.
  2. Pick a calculator on the left and move the sliders or type values.
  3. Use Cost of delay and Goal planner to start planning conversations.
  4. Results are illustrations on assumed returns and are not guaranteed.
Open calculators →
Video 6 · 1:12

Client portfolio planner

Turn current holdings, goals and risk appetite into a model plan tested on real market history.

  1. Open Planner and choose the risk appetite and inflation assumption.
  2. Add the client’s current investments by asset class and their goals.
  3. Read the goal plan, the model mix versus current mix, and the real-history chart.
  4. Print or save as PDF. Nothing is stored on our server.
Open planner →
Video 7 · 0:55

Client data, CSV and 48-hour deletion

Find your clients’ details, download the CSV and understand the automatic deletion.

  1. On the dashboard, find your room and click Client data.
  2. See name, mobile, email, gender, score and result for each client, with the game, code, mode and date.
  3. Click Download CSV and keep it in your own records.
  4. Everything is deleted automatically 48 hours after the room is created. You can also use Delete now.
Open dashboard →

Which pace should I choose?

I control the pace

No timer. You press Next when everyone is ready. Best for seniors, workshops and long explanations. This is the default.

Timer for each round

Rounds move on by themselves with a countdown. Good for fast, energetic groups.

Everyone at their own pace

Each person moves at their own speed. Used for Crorepati Challenge, Risk Personality and the self-paced quizzes.

Tips for a great session

  • Test the room on your own phone first. Join with the code and play one question.
  • Show the QR on a big screen and read the code out loud for people who cannot scan.
  • Pause after each answer. The explanation is where the learning happens. Use the tip shown on your screen.
  • Switch on A+ on the shared screen for larger text when playing with senior clients.
  • Download the CSV before you leave. Client data is deleted automatically after 48 hours.
  • Games and calculators are for education only. Do not present game results as expected returns.

Troubleshooting

OTP did not arrive

Check the mobile number. You can resend twice. After that OTP is locked for 30 minutes, but you can still log in with your Login ID and password.

A client cannot join

Check the code, and that the mobile number has not already joined this room. Every player needs a valid email too.

Client data is missing

Rooms and all their data are deleted 48 hours after creation. Download the CSV soon after the game.

Games, calculators and the planner are for education and illustration only and are not investment advice. Mutual fund investments are subject to market risks, read all scheme related documents carefully.