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Why to become
Financial Advisor?
BE YOUR OWN
BOSS
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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
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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
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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
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> 25 Lacs Insurance Advisors V/s > 7,50,000 Mutual Fund Advisors V/s 12000 Financial Advisors
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VARIOUS FINANCIAL PRODUCTS TO OFFER
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Mutual Funds
Fixed Deposit Share Broking and DMAT Various Bonds Capital Gain Tax Bonds
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Mutual Funds A Great Product
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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
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Low Penetration of Mutual Funds in INDIA
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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)
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
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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
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Still Thinking?
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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
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EARNINGS
MUTUAL FUNDS Upfront Commission: Trail Commission: INSURANCE First Year Comm.: Renewal Comm.:
TOTAL EARNINGS:
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Why US ? ? ?
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Its TRUE
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BUT ? ? ? ? ? ? ? ? ?
S_CCE_S
without
US
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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
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Maintain back-office records and reports with yourself . Maintain records of the investments done by your clients . Manage smartly and monitor your business
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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
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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
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