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One Stop Investment Services. BUSINESS OPPORTUNITY. YOU CAN BE “INVESTMENT DOCTOR”. ‘Your Concern is Our Concern’. Agenda. Investment Doctor: The Future of Indian Investment Market. 1. Body of work: How it will work. 2. 3. Who can become its part. 4.

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  1. One Stop Investment Services BUSINESS OPPORTUNITY YOU CAN BE “INVESTMENT DOCTOR” ‘Your Concern is Our Concern’

  2. Agenda Investment Doctor: The Future of Indian Investment Market 1 Body of work: How it will work. 2 3 Who can become its part 4 What is the process to be “Investment Doctor” 5 Investment 6 Return On Investments 7 Welcome ‘Your Concern is Our Concern’

  3. Huge Upcoming Opportunity • 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 ‘Your Concern is Our Concern’

  4. Professionalism – Growth Chart of Intermediaries Investment Doctor CFP/CA/MBA Consultant Career Broker Agent Post Office FD Equity Insurance MF Segment ‘Your Concern is Our Concern’

  5. INVESTMENT DOCTOR A Unique Concept of Investment Advisory Franchise Model ‘Your Concern is Our Concern’

  6. CONCEPT NOTE 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. ‘Your Concern is Our Concern’

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

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

  9. HOW WE CAN HELP YOU? Vision - Conceptualization - Implementation 1 Branding & Impressive Body of Work 2 Sharing Experience of 10 years in similar business 3 Providing “Range of Products” to you “Investment Shoppe” 4 Software support, back office support, new products 5 ‘Your Concern is Our Concern’

  10. Who Can Join You should have ✓ VISION – To make Career in Investment Industry in Organized Manner 1 ✓ 2 Office Premises: 200 – 400 sq feet.(preferably in good location) ✓ Attitude to get “Training Yourself” 3 ✓ Basic Investment For Business. 4 ‘Your Concern is Our Concern’

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

  12. INVESTMENTS ‘Your Concern is Our Concern’

  13. INVESTMENTS ‘Your Concern is Our Concern’

  14. Vision Advisory Services (P) Ltd One Stop Investment Service ‘Your Concern is Our Concern’ About Us Our Vision To Build A Nationwide Network For Providing Value And Knowledge based Financial Services With Innovative and Desired Quality. Key PromoterMr. PradeepKarambelkarbeing 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.

  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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