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YOU CAN BE “INVESTMENT DOCTOR” BUSINESS OPPORTUNITY ‘Your Concern is Our Concern’

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Presentation on theme: "YOU CAN BE “INVESTMENT DOCTOR” BUSINESS OPPORTUNITY ‘Your Concern is Our Concern’"— Presentation transcript:

1 YOU CAN BE “INVESTMENT DOCTOR” BUSINESS OPPORTUNITY ‘Your Concern is Our Concern’

2 Investment Doctor: The Future of Indian Investment Market Who can become its part Body of work: How it will work. ‘Your Concern is Our Concern’ What is the process to be “Investment Doctor” Investment Return On Investments Welcome

3 ‘Your Concern is Our Concern’ CHANGING Scenerio of Investment Industry. SEBI-Regulator’s Push: Preference to Advisory Module Young Generation of Professionals: high Income group Wealth – Advisory need of time as no Pension generation Entrepreneurship: Buzz word Huge Upcoming Opportunity

4 MF InsuranceEquity FD Post Office Career ‘Your Concern is Our Concern ’ Agent Broker Consultant Investment Doctor Segment CFP/CA/MBA

5 ‘Your Concern is Our Concern’

6 An Investment Doctor is similar to a medical doctor……..he check’s the Financial health and other is in to physical health. We believe that in near future, investors will look for a professionally sound and educated expert/institution to serve them not only as one time advisor or distributor but a long term DOCTOR/Nursing Home/Hospital. Where not only they’ll get the investment health check up regularly but also monitoring of the their individual investment goals along with the personalized supports and latest online updating, Education and records keeping. We are enabling OUR INVESTMENT DOCTOR, similar to the market need and equipping him/her with exhaustive continuous trainings and certifications, to serve up to the best of the Investor Satisfaction.

7 ‘Your Concern is Our Concern’ tP Investment doctor 1 1 Examine Physical health or illness Medical Doctor Investment Health & Goal Analyze the problem & suggest Suggest investment plans according to need Recommend medicine to fit Recommend ‘Plans’ to invest Buy medical – Retail counters Distributor/ Vision Investment Shoppe 2 2 3 3 4 4 5 5 Regular tracking / check-ups to save you from sudden accidents Regular follow-ups take you to your Investment Goals

8 ‘Your Concern is Our Concern’ You can also Become Investment - Doctor

9 ‘Your Concern is Our Concern’ 11 22 33 44 55 Vision - Conceptualization - Implementation Branding & Impressive Body of Work Sharing Experience of 10 years in similar business Providing “Range of Products” to you “Investment Shoppe” Software support, back office support, new products

10 You should have ‘Your Concern is Our Concern’ VISION – To make Career in Investment Industry in Organized Manner Attitude to get “Training Yourself” Office Premises: 200 – 400 sq feet.(preferably in good location) Basic Investment For Business. ✓ ✓ ✓ ✓ 11 22 33 44

11 ‘Your Concern is Our Concern’ Payment of Franchise Fees Official Launching Training to Pass Exam Certification (NCFM/AMFI) Training to Pass Exam Certification (NCFM/AMFI) At Head Office Head Office/ Your Office Within 30 days Office Setup Office Setup Training Sign up Aggreement Initial 7 Days Within 30 - 45Days Investors Conference At your Place Within 45 th - 60 th Day

12 ‘Your Concern is Our Concern’

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14 Our Vision To Build A Nationwide Network For Providing Value And Knowledge based Financial Services With Innovative and Desired Quality. Key Promoter Mr. Pradeep Karambelkar being the key promoter has 18 years of experience in Financial Services and IT. Our Values: Open and honest Targeted at value Respect all our clients and partners Take Responsibility Always strive to perfection OUR INVESTMENT SERVICE Wealth Advisory Share Trading (NSE/BSE, F&O) Mutual Fund Distribution Insurance Services (GI/LI) FD/ Bonds/ Gold ETF Real Estate Services with RE/MAX Our ITeS Division: Sewa - A Complete Hospital & Patient Management System, where we are providing software as well as execution of the system. We are presently working at distinct Headquarters. Vision Advisory Services (P) Ltd One Stop Investment Service ‘Your Concern is Our Concern’

15 Member : MP Stock Exchange Ltd Membership No: 07/207 SEBI Registration: INB07418512 Features:- Trading on NSE/BSE/F&O We bring you the trust and integrity of Share Trading Complete Transparency Timely Updated about the Markets Order confirmation through contracts notes, mobile alerts Flexible pricing Monitoring the Market constantly for you so that you can take informed decision time the market Help you invest in Stocks with strong upside potentials through research reports Facility to call up and seek information or guidance before trading We offer very attractive sharing structure We offer Online & Offline trading platform. A Place of Buy/Sell/Rent of Properties Whether you are searching for a property, selling your property or looking for a new career opportunity – choosing RE/MAX means you choose success. We Offer the Following:- Buy/Sell both Resale and New Property Rentals and Leasing Residential, Industrial and Commercial segments Lands from small laid out plots to large industrial and agricultural land Facility of Property Management Services Home and Mortgage loan facility Vision Advisory Services (P) Ltd One Stop Investment Service ‘Your Concern is Our Concern’

16 Business Partner With Us Our Salient Features: Over 40 franchises, 20,000 customers. Five diverse business Multiple services under one roof Supported by top notch professionals like CFM, MBA, CA etc. Join Us In Our Growth Journey As: Investment Doctor Business Partner (For all Biz together) Business Associate (For selected segment) Broker Associate (Real estate Biz with RE/MAX Business Facilitator (CFM Education) Our Other Services: Publication- ‘Investment Avenue’ (A Monthly News Magazine) Investment Education-CFM Travel Services- sukhadsafar.com PAN/TAN Services Legal Consultation Vision Advisory Services (P) Ltd One Stop Investment Service ‘Your Concern is Our Concern’

17 THANK YOU! Your Logo


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