Sie sind auf Seite 1von 23

FINANCIAL

HOSPITAL

Why to become

Financial Advisor?

BE YOUR OWN

BOSS

FINANCIAL CAREER AS A FINACIAL ADVISOR

HOSPITAL

IMPACT
Well reputed Profession. Help people get financial freedom, create wealth

INDEPENDENCE
Be your Own Boss

INCOME
Great Earnings Potential Fee Based. Commission Based.

FINANCIAL
ROLE AS A FINANCIAL ADVISOR

HOSPITAL

Help individuals plan their financial future Make Important decisions regarding Investments & Finance Goals, dreams, obligations in life An variety of Financial Products to cater each and every need of Clients

The Job is personally rewarding and gives a great sense of satisfaction & self respect when you know that you are helping people achieve their goals in life

FINANCIAL Growth Potential

HOSPITAL

The Indian Economy is growing at a very rapid pace (8% - 9%) and enjoys a very strong demographic structure the main point which strengthens the argument for growth Young population with rising incomes & high saving potential Increased nuclear families, longer life expectancies Growing complexity & dynamism of the financial markets Change in life-style, ambitious & busy Growing importance / need for 'expert' financial advisors

All these factors would create a huge demand for professional financial advisory services in years to come

FINANCIAL

HOSPITAL

Low Competition of Financial Advisors


Lack of competition represents a very big opportunity to grow your business anywhere in India.

> 25 Lacs Insurance Advisors V/s > 7,50,000 Mutual Fund Advisors V/s 12000 Financial Advisors

FINANCIAL
VARIOUS FINANCIAL PRODUCTS TO OFFER

HOSPITAL

Mutual Funds

Fixed Deposit Share Broking and DMAT Various Bonds Capital Gain Tax Bonds

Life Insurance General Insurance Health Insurance

Great product for Protection, Investment, Wealth Creation, Preservation

FINANCIAL
Mutual Funds A Great Product

HOSPITAL

Professional Management Portfolio Diversification Reduction in Risk Choice of Products Flexibility and convenience Liquidity

Transparency Low Transaction Cost MFs also offer great tax benefits :
no long term capital gains on equity funds, tax free dividends & eligibility u/s 80C

FINANCIAL
Low Penetration of Mutual Funds in INDIA

HOSPITAL

Measure Rupees invested in Mutual Funds out of 100 MF Industry size as % size of economy (GDP) Total size / value of MF industry (Rs. Lac Crores)

US > 30 83% > 496 *Figures are approx.

India <2 6% > 5.4

*for House Holds savings

Few people have been exposed to the idea & advantages of mutual funds and even fewer actually invest in mutual funds, because of lack of adequate no. of advisors

FINANCIAL

HOSPITAL

INSURANCE - A Noble Profession


Social service oriented
Its a noble professionyou touch peoples lives You are helping people protect the people they love

Other interesting attributes


Relationship business, not transaction Insurance is always sold, not bought Trust is the keyit is just a piece of paper, a drop of ink and a promise to pay

FINANCIAL

HOSPITAL

Insurance Products
Comprehensive suite of products that allows over 500 combinations from more then 10 Life Insurance Companies as per individual customer requirement
Whole Life Plans Unit Linked Insurance Plans Endowment Plans Children Plan Money Back Plans Pension Plans Health & Accident Related

FINANCIAL

HOSPITAL

Still Thinking?

We have more reason to join the TEAM

FINANCIAL

HOSPITAL

Attractive and Sustainable Earnings Potential

Its all about MONEY HONEY

FINANCIAL

HOSPITAL

EARNINGS
MUTUAL FUNDS If you bring 50 SIPs of Rs.3,000 each for duration 10 years every month for 5 years. Market growth rate 20%. Commission : Upfront 2% and Trail 0.15%, INSURANCE If you bring 10 Policies per month of Rs. 10,000/- AFYP for 5 Years. Commission : 20% and Renewal : 5% for 5 years

FINANCIAL

HOSPITAL

EARNINGS
MUTUAL FUNDS Upfront Commission: Trail Commission: INSURANCE First Year Comm.: Renewal Comm.:

TOTAL EARNINGS:

FINANCIAL

HOSPITAL

Why US ? ? ?

FINANCIAL

HOSPITAL

Its TRUE

We cant spell S_CCESS without

FINANCIAL

HOSPITAL

BUT ? ? ? ? ? ? ? ? ?

You cant spell

S_CCE_S
without

US

FINANCIAL

HOSPITAL

ABOUT US
Entrepreneur skill to offer Complete Business Platform to financial advisors / firms to manage, monitor and grow their advisory practice. one of the leading advisors & distributors of financial products & services in India. Established domain. in 2004, has rich experience in the concerned

Integrated, comprehensive, convergent & practical business solutions

FINANCIAL CURRENT STRENGTH ( As on 31st March 2009)


No. of Associated Financial Advisors / Advisory Firms More then 2500 Asset Under management More the Rs. 200 Crore No. of Investors More the 10,000 No. of Insurance Policies Sold More then 700

HOSPITAL

FINANCIAL With our IT Support

HOSPITAL

Maintain back-office records and reports with yourself . Maintain records of the investments done by your clients . Manage smartly and monitor your business

FINANCIAL Ideas for Business Growth

HOSPITAL

A dedicated Marketing platform to add a professional edge to your Advisory Business. We offers wide range of marketing material for your business with excellent features

Co branded Project your Brand / Company Professionally designed Quality / excellent content from NJ Marketing Ready Printed Door step Delivered Distinguishing factor - Get Ahead Available in many regional languages

FINANCIAL TRAINING

HOSPITAL

Regular training session for new Products and Sales Regular mail for latest market updates Exclusively Designed Quality Training Modules Training at every level of business / knowledge

Complete Training & Developmental Support

FINANCIAL

HOSPITAL

Be A Part of our TEAM


Thank you MANISH P. HINGAR CEO Financial Hospital Mihika Insurance & Financial Consultant Pvt. Ltd.

Das könnte Ihnen auch gefallen