you can be “investment doctor” business opportunity ‘your concern is our concern’

YOU CAN BE “INVESTMENT DOCTOR”

BUSINESS OPPORTUNITY

‘Your Concern is Our Concern’

One Stop Investment Services

Agenda

Investment Doctor: The Future of Indian Investment Market

Who can become its part

Body of work: How it will work.

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What is the process to be “Investment Doctor”Investment

Return On InvestmentsWelcome


• 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

MFInsuranceEquity

FDPost Office

Care

er


Professionalism – Growth Chart of Intermediaries

Agent

Broker

Consultant

Investment Doctor

Segment

CFP/CA/MBA

INVESTMENT DOCTOR


A Unique Concept of Investment Advisory Franchise Model


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.

CONCEPT NOTE

What is common


1tP

Investment doctor

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

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5 Regular tracking / check-ups to save you from sudden accidents

Regular follow-ups take you to your Investment Goals


REQUIREMENTS

• Join us as ‘Business Partner’ (Franchise) at your city• Undergo Extensive Training for 15 days & Certification

(NCFM/AMFI)• Attending regular online/offline trading & knowledge

updating• It is a full time business

You can also Become Investment - Doctor


HOW WE CAN HELP YOU?

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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

You should have

Who Can Join


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.

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Payment of Franchise Fees

Process to become Investment Doctor

Official Launching

Training to Pass Exam

Certification(NCFM/AMFI)

At Head Office

Head Office/ Your Office

Within 30 days

Office Setup

Training

Sign up Aggreement

Initial 7 Days

Within 30 - 45Days

Investors ConferenceAt your Place

Within 45th- 60th Day


INVESTMENTS

HEAD FEES

FRANCHISE FEES 1.LAC (non-refundable)

MARGIN FEE (TERMINAL) Rs.50,000/- (refundable)

RE/MAX FEES (With ID)(without ID)

Rs.25,000/- YearlyNIL

Software Fees (First Year)Per Year

NILRs.5000/- per ID

RENEWAL FRANCHISE FEES Rs.25,000/- Every Three Years


INVESTMENTS

HEAD FEESYOUR COST FOR 3YRSFRANCHISE FEES

1.LAC (non-refundable)Rs.50,000/- Training & Development.Rs.50,000/- Knowledge sharing model, Network support, etc.)

I, II, III TIER MAJOR CITY

OFFICE EXPENSES (pm) RENT

Rs.10,000/- Rs.25,000/-

Electricity Exp.

Rs.3,000/- Rs.5,000/-

Staff Exp. Rs.15,000/- Rs.30,000/-

Other Exp.

Rs.5,000/- Rs.10,000/-

TOTAL Rs.33,000/- Rs.70,000/-

About UsOur Vision

To Build A Nationwide Network For Providing Value And Knowledge based Financial Services With Innovative and Desired Quality.

Key PromoterMr. 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) LtdOne Stop Investment Service‘Your Concern is Our Concern’

Member : MP Stock Exchange Ltd Membership No: 07/207SEBI 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


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


THANK YOU!

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you can be “investment doctor” business opportunity ‘your concern is our concern’

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