Presents FEE BASE PROGRAM. “is to develop ourselves as one point Investment service provider in geographical area of Madhya Pradesh & Chhattisgarh in.

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Presentation transcript:

Presents FEE BASE PROGRAM

“is to develop ourselves as one point Investment service provider in geographical area of Madhya Pradesh & Chhattisgarh in first phase & later expanding service chain in other parts of the country.” VISIO n ADVISORY “To build a nation wide network for providing value and knowledge based financial services with innovation and desired quality.” Our Vision Our Mission

 Open and honest  Targeted at value  Respect our client  Understand all our clients and partners  Take responsibility  Always strive to perfection Our Core Values Core Values

Monthly consultation Offers VISIO n ADVISORY Investment Planning.  Investment Planning.  Tax consultation.  Monthly News Letter.  Monthly Visit.  Participation in Knowledge Seminar.  Privilege Card. ( Coming Soon )

VISIO n ADVISORY  Multiple Service Under One Roof.  On-line Tracking.  Portfolio Updation on Monthly basis

VISIO n ADVISORY Present Scenario in Financial Market People are Ready to pay fee for Quality & Regular services People are getting more aware for their Investment Planning Financial market regulators looking for Agents to be converted into Advisors / Consultants.

Who Can Join VISIO n ADVISORY  Any Investor having Portfolio of 1lac or wish to enter in Investment Option’s.  Believes that ‘Investor Services/ Value Services are important for achieving investment goals.  Looking forward for a Corporate Service provider when his all investment needs can be catered.  Wish to have all his, his family investment records at One Place.  Looking for Updating & Advising Services time to time to improve knowledge.

How To Join ? VISIO n ADVISORY Fee Range Rs. 5000/- Rs. 10,000/- Rs /-  You have to give all your past investment details  Legal KYC (Know Your Customer).  One year renewable contract

Whom to Contact Plot No.36 E, Second Floor,Infront of Raj Homes Office Zone-II M.P.Nagar Bhopal (MP) Contact Visit us-