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One Stop Investment Solution

One Stop Investment Solution. FEE BASE PROGRAM “Your Concern is Our Concern”. Presents. Gold Customer Plan.

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One Stop Investment Solution

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  1. One Stop Investment Solution FEE BASE PROGRAM “Your Concern is Our Concern”

  2. Presents Gold Customer Plan

  3. Our VisionTo build a nation wide network for providing value and knowledge based financial services with innovation and desired quality.Our MissionOur Mission is to develop ourselves as one point Investment service provider in geographical area of MadhyaPradesh & Chattisgarh in first phase & later expanding service chain in other parts of the country. • Our Core ValuesOpen and honest • Targeted at value • Respect our client • Understand all our clients and partners • Take responsibility • Always strive to perfection

  4. We Offers : • Investment Planning. • Tax consultation. • Monthly News Letter. • Monthly Visit. • Participation in Knowledge Seminar. • Privilege Card. ( Coming Soon )

  5. U.S.P. (Unique Selling Proposition) • Multiple Service Under One Roof. • On-line Tracking. • Portfolio Updation on Monthly basis

  6. Present Scenario in Financial Market 1. People are getting more awarefortheirInvestment Planning. 2. People are Ready to pay fee for Quality & Regular services. 3. Financial market regulators looking for Agents to be converted into Advisors / Consultants.

  7. Who Can Join It…? • 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 & Advicing Services time to time to improve knowledge.

  8. How To Join ? Fee Range : Rs. 3000/ Rs. 5000/- • Rs. 10,000/- • You have to give all your past investment. • Legal KYC (Know Your Customer). • One year renewable contract.

  9. Whom to Contact…? • VISION ADVISORY SERVICES (P) LTD. E-7/ HIG-455, OPPOSITE HANUMAN MANDIR, ARERA COLONY, BHOPAL – 462016 CONT NO.- 0755 4700428-427 VISIT US : visionadvisory.in

  10. * THANK YOU *

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