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Published byEsmond Robbins Modified over 9 years ago
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Presents FEE BASE PROGRAM
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“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
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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
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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 )
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VISIO n ADVISORY Multiple Service Under One Roof. On-line Tracking. Portfolio Updation on Monthly basis
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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.
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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.
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How To Join ? VISIO n ADVISORY Fee Range Rs. 5000/- Rs. 10,000/- Rs. 15000/- You have to give all your past investment details Legal KYC (Know Your Customer). One year renewable contract
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Whom to Contact Plot No.36 E, Second Floor,Infront of Raj Homes Office Zone-II M.P.Nagar Bhopal (MP) Contact-0755-4277186 Visit us-www.visionadvisory.in
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