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Associate Offer Document

By,

Associate Care
IndianMoney.com
08064554040 / 09243404040 09243404050 / 09342856694 associatecare@IndianMoney.com contact@IndianMoney.com
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Our Proposal
We propose to become your one point Lead Provider to add value to your business. We at IndianMoney.com believe that Your Profitability is our Sustainability, hence providing you with quality and genuine leads of those customers who have expressed their interest in availing your services or specific products. Having served more than 8000 professionals and businesses over the past 4 years, we have developed a mutually rewarding business model powered by advanced technology.

Having developed the expertise to match the need of both the Buyer and Seller, we have been considered by most of the successful financial advisors as their partner in Success

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

About Us
Founded on 18th September 2008 under the name Suvision Holdings Private Limited it is the First and only Company in the Business of Creating Financial Literacy in India One of the Leading Financial Portals in India, which provides comprehensive comparison of Financial Products across various verticals like, Insurance, Mutual Funds, Real Estate, Banking and Stocks IndianMoney.com is not into any kind of Selling or Brokerage activities, we ONLY provide UNBIASED FREE FINANCIAL ADVISING to our Customers We are presently helping more than 5000 Professionals across the country to find Quality and Genuine Customers who are looking for various kinds of Financial Products/Services In the FY 2011-12 (till end of Nov), We have advised more than 3 lacs customers from across the country

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Why & How People Come to Us?


Miss selling of Financial Products in India has made many people to stay away from Buying Financial Products Hence, IndianMoney.com has taken up the initiative to Spread Awareness among common people to ensure that they dont get miss leaded by any agent or sales person while buying any kind of financial products We provide various user friendly Tools and Applications on our portal IndianMoney.com to enhance the knowledge and understanding of our Visitors along with Personalized and Free Advice on phone by our Expert Financial Advisors Our article base of over 15000 pages has increased our visibility on various search engines, which has helped us in getting good traffic to IndianMoney.com We reach out to more than 6 million people through our Unique E-Newsletter We run various campaigns on over 20000 websites and search engines through Google Adwords Our Network of Appointed Agencies across the country have helped us to reach People in Person through our unique Financial Planning Campaign
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

How we validate their Interest?


All requests posted by Visitors are delivered to our Financial Advisors based on skill and language through our unique CRM Application Then, Our Financial Advisors call them up and provide Free Financial Advising as per their request and validate their interest level and need Only after the confirmation of their immediate requirement, we educate them on various parameters to be considered while buying the respective Financial Product Then, we understand their preference and choice of Service Providers out of the many operating in India We do not forward any customer details to our associates without the consent of the customer If the customer has decided to meet only one company representative, then we forward his request to only one Associate, if he wants to take quotation from more than one company than we suggest him to meet maximum 3 Associates who deal with 3 different company products

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

We Generate/Provide leads for


SI No 1 2 3 4 5 6 7 8 9 10 If You are Dealing with Term Insurance ULIP Regular Premium ULIP Single Premium Child Insurance Traditional Child Insurance - ULIP Retirement/Pension Plans Money Back Policies Endowmenet Plans Life Insurance Auto Insurance We will Connect You with People who are looking for term insurance with an average annual income of above 2.4 lac. People who are looking for ULIP Regular Premium Plan with an average annual income of above 2.4 lac. People who are looking for ULIP Single Premium Plan with an average annual income of above 2.4 lac. - People who are looking for Child Insurance - Traditional with an average annual income of above 2.4 lac. People who are looking for Child Insurance - ULIP with an average annual income of above 2.4 lac. People who are looking for Retirement/Pension Plans with an average annual income of above 2.4 lac. People who are looking for Money Back Policies with an average annual income of above 2.4 lac. People who are looking for Endowmenet Plans with an average annual income of above 2.4 lac. People who are looking for Life Insurance with an average annual income of above 2.4 lac. People who are looking for Auto Insurance along with their Car Make, Model and Insurance Renewal Date.

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

We Generate/Provide leads for


SI No 11 12 13 14 15 16 17 18 19 20 If You are Dealing with Business Insurance Home Insurance Health Insurance Travel Insurance Accidental Insurance Home Loans Loan Against Property Reverse Mortagage Educational Loans Personal Loans We will Connect You with People who are looking for Business Insurance along with their Business Details. People who are looking for Home Insurance along with their House Details. People who are looking for Health Insurance along with their Family Details. People who are looking for Travel Insurance along with their Travel Plan. People who are looking for Accidental Insurance with an average annual income of 2.4 Lac. People who are looking for Home Loan with minimum annual income Of Rs 3 lac. People who are looking for Loan Against Property with minimum annual income of Rs 3 lac along with their property details. People who are looking for Reverse Mortagage and of those who are aged above 60 years along with their property details. People who are looking for Educational Loan along with Course Details of the Student and Financial Details of the Parent - Annual Income Above 1.8 lac. People who are looking for Personal Loan with minimum annual income of Rs 2.4 lac.

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

We Generate/Provide leads for


SI No 21 22 23 24 25 26 27 28 29 30 If You are Dealing with Business Loans Auto Loans Gold Loan Two Wheeler Loan Loan Against Security Credit Card Mutual Funds Demat Account Stock Tips Commodity Account and We will Connect You with People who are looking for Business Loan along with their Business Details. People who are looking for Auto loans along with the vehicle make, value and of those whose annual income is above 2.4 lac. People who are looking for Gold alon along with the approximate value of Gold. People who are looking for Two wheeler Loan with minimum Annual income of Rs 1.2 lac. People who are looking for Loan Against Security with minimum Annual Income of Rs 2.4 lac along with details of the Securities. People who are looking for credit cards with minimum annual income of Rs 2.4 lac. People who wants to invest in Mutual Funds with an average annual income of Rs 2.4 lac and above. Trading People who wants to open a Demat and Trading Account with an average annual income of Rs 2.4 lac and above. People who have got a Demat and Trading Account and looking for stock tips. Trading People who wants to open a Commodity Trading Account with an average annual income of Rs 2.4 lac and above.

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

We Generate/Provide leads for


SI No 31 32 33 34 35 36 37 38 39 40 If You are Dealing with Currency Trading Account New Pension Scheme Infrastructure Bonds National Certificate We will Connect You with People who wants to open a Currency Trading Account with an average annual income of Rs 2.4 lac and above. People who wants to invest in New Pension Scheme with an average annual income of Rs 2.4 lac and above. People who wants to invest in Infrastructure Bonds with an average annual income of Rs 2.4 lac and above.

Savings People who wants to invest in National Savings Certificate with an average annual income of Rs 2.4 lac and above. People who wants to invest in Public Provident Fund with an average annual income of Rs 2.4 lac and above. People who are looking for a Independent House/Villa with annual income of minimum 3 lac and above. People who are looking for Residential Apartment with annual income of minimum 3 lac and above. People who are looking for Residential Land with annual income of minimum 3 lac and above. People who wants to invest in IPOs with an average annual income of Rs 2.4 lac and above. People who wants to invest in Corporate FD with an average annual income of Rs 2.4 lac and above.

Public Provident Fund Independent House/Villa Residential Apartment Residential Land IPOs Corporate FD

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

We Generate/Provide leads for


SI No 41 42 43 44 45 46 If You are Dealing with Fixed Deposits Savings Bank Account Currect Account PMS Recurring Accounts We will Connect You with People who wants to invest in Fixed Deposits with an average annual income of Rs 2.4 lac and above. People who wants to open a Savings Bank Account with an average annual income of Rs 2.4 lac and above. People who wants to open a Currect Account with an average annual income of Rs 2.4 lac and above. People who wants to open a PMS Account with an average annual income of Rs 2.4 lac and above. Deposit People who wants to open a Recurring Deposit Account with an average annual income of Rs 2.4 lac and above.

Tax Planning/Financial People who are looking for Tax Planning/Financial Planning services with minimum Planning Services annual income of Rs 2.4 lac and above.

Terms and Conditions: 1. If you have any other specific requirement apart from the above, kindly get that confirmed through a mail from contact@IndianMoney.com. 2. We dont market/promote any product/service/property/company while educating the customer.

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Types of lead Packages


We provide two kinds of lead packages: 1. Exclusive Package: In this package the leads which are provided to you will not be given to any other company/agent for the next 6 working days. 2. Normal Package: In this Package, with the consent and as per the requirement of the customer, a particular lead will be transferred to 3 associates from 3 different companies at a time.

Payment Modes
Online: You can make a payment through online by using your credit card, debit card, internet banking through CC Avenue which will be assisted by us. Offline: Cheque or demand draft should be made in favor of Suvision Holdings Private Limited and the same may be either send through courier to address given below or it may be directly deposited to our under mentioned bank account in any of the nearby SBI Bank branch in your city. Bank Account Number Bank Name Branch name IFS CODE : 30685569665 : STATE BANK OF INDIA : Mission Road, BANGALORE : SBIN0060133

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Benefits of IndianMoney.com Leads


We dont generate any lead through cold calling. People visit our website/call us to take our advice on various financial products and after advising them we validate their interest and forward their request to our Associates with the consent of customer All our customers are educated and have the basic knowledge of Financial Services, hence it is very easy to sell Minimum annual income of all our customers is 1.8 lac and the average income of customers is 4 lac All the leads forwarded to you are manually validated by our Financial Advising Team, hence you get connected only to the genuine and interested customers We send leads through SMS, Email and through a CRM application, specially designed for you You can access the leads provided to you from anywhere and at any time through the CRM application. Also you can follow up with customers through the same. Customer Service Executive are available between 9.30 AM to 6.30 PM on all the working days on 080-64554040/08553020367/associatecare@IndianMoney.com
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Replacement Policy
We at IndianMoney.com, strive hard to provide quality leads by doing everything possible from our end. However, in few situations things goes out of our control and we take the responsibility of the same to compensate your loss, if any. Therefore, we provide you with replacement of the leads served to you in the following situations, 1. If the contact number provided is invalid, wrong number, switched off/ Not Picking the call/ Not reachable continuously for more than 4 days 2. If the Customer says, he never asked IndianMoney.com Team to forward his request to any Service Provider 3. If the customer is staying in a place which is more than 60 KM from your place

Terms and Conditions


1. We will start delivering the leads to you only after the confirmation of payment 2. SMS and Email are just complimentary services provided to you, hence nondelivery of the sms/email for any reason is not the responsibility of the company 3. We do not guarantee any conversion ratio as it completely depends on You and the customers acceptance of your services 4. Money once paid will not be refunded
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Tips for Easy Conversion Leads


Introduce yourself as an Associate of IndianMoney.com Dont introduce yourself as a sales person Tell him that you are there to advise on his need Give him a feel that you are more concerned about his needs Before explaining the product, try to understand more about the needs and profile of the customer Introduce the product as per his need Dont stress on a particular product or company, try to explain 3 products but highlight the features of the product which you want to sell

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

Available Lead Packages


Packages
Platinum - Normal Platinum Exclusive Platinum Plus Normal Platinum Plus Exclusive Platinum Premium - Normal Platinum Premium - Exclusive Platinum 500 Normal Platinum 500 Exclusive Platinum 1000 Normal Platinum 1000 Exclusive

Leads 100 100 200 200 300 300 500 500 1000 1000

Rate 110 330 105 315 100 300 90 270 80 240

Amount 11,000 33,000 21,000 63,000 30,000 90,000 45,000 135,000 80,000 240,000

Amount +10.3% Service Tax

12,133 36,399 23,163 69,489 33,090 99,270 49,635 148,905 88,240 264,720

Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027

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