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FINANCIAL SERVICES IN INDIA
• MUTUAL FUNDS• TRADING• INVESTMENTS• LOANS• INSURANCE• PORTFOLIO MANAGEMENT SERVICES• FOREX
COMPANIES DISTRIBUTING FINANCIAL SERVICES
• SHAREKHAN • ANGEL BROKING • VISION ADVISORY SERVICES• KARVY • OTHERS
OUR COMPANY
VISION
Our vision is to provide one stop solution for all financial needs.
MISSION
Our mission is to be the largest and most trusted name in financial products distribution, delivering solutions that fulfil today's needs and tomorrow's dreams.
SEGMENTATION AND POSITIONING
SEGMENTATION:-BUSY PROFESSIONALS
HOUSEWIFES
STUDENTS.
POSITIONING:-ONE STOP SOLUTION FOR ALL FINANCIAL NEEDS.
BUSINESS MODEL• WE HAVE BUSINESS ASSOCIATES FOR VARIOUS FINANCIAL SERVICES UNDER ONE ROOF
• OUR MAIN BUSINESS IS TO SALE OUT VARIOUS FINANCIAL SERVICES TO CUSTOMERS AND TO CHARGE ACCORDING TO THE SERVICES WE SELL OUT
OUR BUSINESS MODEL IS OF TWO TYPES I.E. DIRECT AND INDIRECT MODEL:-
• DIRECT MODEL CONSIST OF BUSINESS ASSOCIATES THEN KALP VRIKSH AND THEN CUSTOMERS
• INDERECT MODEL CONSIST OF FRANCHISING I.E. BUSINESS ASSOCIATES THEN KALP VRIKSH THEN FRANCHISE THEN CUSTOMERS
BUSINESS MODEL CONT…
POLICY FOR FRANCHISE :-• WE WILL GIVE FRANCHISEES WITH A
MONTHLY FEE OF Rs.5000/-
• TARGETS WILL BE GIVEN TO FRANCHISEES AND ON ACHIEVEMENT GIFT HAMPERS WILL BE GIVEN.
COMMISSIONSYEARLY QUATERLY
ASSET MANAGEMENT CHARGES*
2% 0.5%
* DEPENDS ON FUND VALUE
BROCKRAGE DEPENDING ON THE CHURNNING = 0.5%
PORTFOLIO MANAGEMENT
LOANS
MIN. MAX.
EDUCATION LOAN 0.5% 1%
VEHICLE LOAN 0.5% 1%
HOME LOAN 0.5% 1%
COMMISSION CONT….PLANS MIN. MAX.
TRADITIONAL PLAN 35% 40%
ULIP PLAN* 8% 10%
TERM 10% 15%
INSURANCE
*UNIT LINK INSURANCE PLANMUTUAL FUNDS
MIN. MAX.
COMMISSION .1% .5%
SHARE TRADINGTRADING PERCENTAGE
INTRADAY TRADING 0.05 PAISA PER 100 RS.
DELIVERY TRADING 0.5 PAISA PER 100 RS.
AREA
INITIAL LAUNCHING IS IN INDORE WHICH IS TAKEN AS
A TEST MARKET FOR 20 DAYS
AFTER 2OTH OCTOBER SERVICES WILL BE
LAUNCHED IN THESE MAJOR CITIES OF M.P
LAUNCHING PLAN
• Initially as a test market we have taken Indore where company will be launched on 1st Oct. and till 20th Oct. the feedbacks and review of the companies performance will be collected.
• After 20th Oct. we will expand our product in other major cities of Madhya Pradesh i.e. Bhopal, Jabalpur, Gwalior.
• By the response of these big cities, launching of smoodles in B and C grade cities will be done .
LAUNCHING STRATEGIES• TRADE FAIR
• SOCIAL CLUBS
• WORKSHOPS FOR STUDENTS
• SEMINAR FOR HNI CUSTOMERS
PROMOTIONWE HAVE FOLLOWING PROMOTIONAL MEDIUMS: -
HOARDINGRADIOPRINT MEDIAPAMPHLETBROCHURESEMINAR
HOARDINGS – 1018000 × 10 HOARDINGS = RS. 180000
RADIORATE = 7Rs./SEC – FOR 20 SECONDS = 140 RS. × 15 DAYS = 2100 ×10 TIMES A DAY = Rs.21000
PAMPHLETS
50,000 Pamphlets – ONE DAY .50 PAISA PER PAMPHLETi.e. 50000 × .50 = 25000 FOUR TIMES A MONTH 50,000 x 4 = 2,00,000 × .50 = 1,00,000
THE NET COST INCURRED IS = 1,29,600 FOR 4 ADS IN A MONTH
RATE 200/Sq.cm so for a 60cc ad = 48000 4 ads = 48000 × 4 =1,92,000
Discount 25% from Dainik Bhaskar Also 10% discount from agency
PRINT MEDIA - BUSINESS BHASKER
PROMOTION CONTI…
PROMOTION CONTI…
BROCHURE 1 Brochure = Rs. 810,000 BROCHURES WHICH WILL COST AROUND 80,000.
TOTAL COSTING Rs.6,90,000
SEMINARSAN INTRODUCTING SEMINAR FOR HIGH NETWORKING INDIVIDUALS(HNI’s) SAYAJI HOTEL FOR ABOUT 100 HNI’S , COST AROUND 80,000RS.
OTHERS A PROVISION OF 1,00,000 FOR INVITING EXPERT FOR WORK SHOP, SOCIAL EVENT AND TRADE FAIR STALLS.
AROUND Rs.7,00,000 FOR COST OF PROMOTION IN INDORESIMILAR PROMOTION FOR BHOPAL, JABALPUR, GWALIOR THE NET COST WILL BE AROUND Rs.21,00,000.
AS PER SHREE RAM AD AGENCY ( Alaknanda complex m.p. nagar )
SET UP COST
• BUSINESS PREMISES COST= 30,000RS.
• COMPUTER COST= 5×15000= 75,000
• FIXTURE AND FURNITURES= 50,000
• OTHER CHARGES=10,000
SO THE TOTAL SETUP COST FOR AN OFFICE IS AROUND 1,65,000
MIS
• OUR MIS IS BASICALLY FOCUSING ON THE CUSTOMER DATASHEET.
• THIS MIS IS TO BE FILLED BY THE RMS.• INITIALLY DURING THE LAUNCHING DAYS
CUSTOMER DATA REPORT WILL BE FILLED ON DAILY BASIS.
• AFTER TWO MONTHS IT WILL BE ON THE WEEKLY BASIS.
• FOLLOWING IS THE MIS FORMAT.