2. WHAT ARE FINANCIAL SERVICES
Services provided by financial Market
Organizations that deal with management of money
Firms provide money and investment related services
Largest in Market Resource
3. FINEASY FINANCIAL SERVICES
AIM/VISION: Providing efficient, reliable financial solutions to
customers
Risk has increased
Products have become more complex
Our company intends to simplify the process
Help customers understand their finances and possibilities in terms of
goals
Deliver more sustainable returns
Customer oriented
Increase profitability, enhance alertness factor
Connect customers with companies, suppliers, partners
4. THE PLAN
Start an ONLINE PORTAL/ WEB PORTAL
WHAT IT WILL COMPRISE OF:
Financial Portfolio (Analysis Report)
Joint Venture (Investors for Venture Capital)
Business Proposals (Start-ups)
Mutual Funds
Sharemarket Advisors
Realty
Loan
Gold
5. FINANCIAL PORTFOLIO
Main USP of our plan
Registration: Username(PAN Card Number), Password
Customers would be required to fill in a questionnaire
Questionnaire would comprise of:
Personal Details (Name, Address, Gender, Age, Marital Status, Kids)
Financial Details (Work Background, Income per month, etc)
Existing Assets ( House, Car< Cash< Bank Accounts, Mutual Funds)
Liabilities (Loans, Credit Card Balances, etc)
Savings (If Any)
Goals (2 years, 5 years, 10 years)
Financial Analysis will be done
Suggestions, in terms of Investments
Where to invest in order to achieve financial
goals
6. JOINT VENTURES
People with large amount of savings, no specific goals
People who have already joined the page looking to invest in joint
ventures
High NetWorth Individuals
BUSINESS PROPOSALS(START-UPS)
People having a business plan and looking for Investors
MUTUAL FUNDS
Will include: Insurance Plans, FD Plans, SIPs, FMPs
7. SHARE MARKET ADVISORS
People willing to invest in shares could join here
Buying, Selling, Understanding of Shares
REALTY
Buying and Selling of Real Estate (Houses, Plots, Land, etc)
LOAN
People wanting loans (Car, Education, Home)
GOLD
Investments in terms of Gold
Daily Gold Rates
8. HOW THE PLAN WORKS
Ads will be posted on these Groups
Free Registrations
Banks could post their ads on groups like:
Loans, Joint Ventures, Mutual Funds etc
Share market Biggies like ShareKhan, Motilal Oswal on Sharemarket
Advisors Group
Real Estate Agents, Builders and Developers on Realty Group
Companies like Muthoot Fincorp, SBI on Gold Group
Customers will have several options
9. HOW WE MAKE OUR MONEY
Advertisements
Tie-ups
Commission
10. WHY THE PLAN IS SUSTAINABLE
Financial security
Not many people are educated in terms of Finance
Unbias opinions
Several options
Understand how to go about achieving Individual Goals
Financial Hub
FREE Financial Analysis
Relevant Ads as per customer needs and requirements