REDVision Technology provides software for investment advisors, financial planners, agents and investors for tracking investments in different Mutual Funds in India. REDVision Technology is a leading company in such field which are providing Software solutions.

1. An ISO 9001:2008 Certified Company
Registered Office:
Navneet Plaza, Old Palasia, 313,
Indore 452001 (M.P) INDIA
+91 731 40 26004
+91 930 29 80808
E-mail : query@redvisiontech.com
Website : www.redvisiontech.com

2. REDVision Computer Technologies Pvt. Ltd. is a diversified IT solutions company
offering world class B2B application services since 2006 to help organization
exceed its technological expectations in India. Our competencies lie in Enterprise
Resource Planning (ERP) Development and Maintenance.
We offers a mature and seasoned team for implementing ideas in real business.
The team's exposure in software implementation, Product ranges starts from
Wealth Management ERP system which is currently used by more than 340 CFPs
and MF Advisors across 75 cities in India who are providing professional advisory
services to 92000 satisfied Online Portfolio users across the globe, which makes
Wealth eoffice one of the India’s largest Online wealth management software
providers, other product ranges from financial website development, Financial
tickers & Financial Planning software. With diverse implementation exposures,
REDVision Technologies has good grasp over Financial Domain & Technologies
and quality implementations are mandatory for us.

3. REDVision Financial Products

4.  Created with International practical Approach especially for “Indian”
Clients.
 Consulted by Team of CFPs, CAs, MBAs, having combine Work
Experience of more than 100 years.
 More focus on simplicity with comprehensiveness to address
client’s need.
 Huge plan storage capacity because you may review plan of a single
client 100 times in next 10 years.
 It’s Online: Access from anywhere any time, no geographical
limitation.
 Unique 6 Methods for Life Insurance Need Calculation.
 Self Developed ‘PERP Method’ to calculate exact amount of
monthly pension at the time of retirement.
 Retirement Corpus utilization table to make clients comprehend the
post retirement cash flow scenario.
 Ample space to add products suggestions and recommendations
in the plan.
 PDF Conversion & storage facility.

5. Financial Planning Software
Add more details
Tabs for filling FP Data
Unique “PERP Method” to
Calculate accurate Pension
amount.
6 Methods for Life
Insurance Sum assured
Amount Calculation
Save & Submit to Generate
Primary Financial Plan

6. Primary Financial
Plan
We are on Front Page
of Financial Plan.
A Primary Financial Plan
some thing like Diagnosis
Report for a Doctor.
Now the Financial Planner’s
work starts here, you can
add recommendations,
Suggestions & solutions for
improvement in financial
health and on different
Goals, Will Creation, Asset
Allocation, Life Insurance,
Health Insurance, Retirement
Planning etc.
Table of Contents
It will help you and your
clients to view the areas
covered in the financial plan.
Define Fee
Structure
This is a part of “Letter of
Understanding”, It is
always recommended to
agree with a client on a
fee structure in various
heads and signed it up to
avoid any confusion in
future.
The Fee structure is
generated along with
“Letter of Understanding”,
it will be saved with
Financial plan, So that
you can view or review
any time in future.

7. Suggest a Will.
This page will be added
when you click on the
check box in the personal
information under head
“Suggest a Will”.
Income &
Expenses
This is one sight view of
client’s entire monthly
income and expenses
with pie chart. When you
have to suggest on
expense cutting it is
always better to have a
expenses distributed view
for better understanding.
Asset Liability &
Networth
Your Doctor always ask
about what drugs you are
already taking before
prescribing new one, same
way you must analyze
current asset allocation and
till what extend these asset
can help clients in
achievement of goals.

8. Liabilities &Liabilities &
Networth AnalysisNetworth Analysis
Liabilities Analysis sheet
give a brief overview on
EMI out flow, total
outstanding, rate of loan
and liability holder which is
useful in taking various
decisions regarding priority
in loan repayment.
The Net Worth Shows How
Much Money Would be left
if Everything Owned was
converted into cash and
used to pay off all debts.
Ratio AnalysisRatio Analysis
Ratio Analysis helps you in
finding symptoms of
Financial Disease, so that
you can take corrective
actions on time to improve
in the same.
Ratio Analysis includes
1. Reserve/Surplus
Ratio
2. Saving to Surplus
Ratio
3. Debt to Income Ratio
4. Liquid to Networth
Ratio
5. Solvency Ratio
6. Debt Asset Ratio
Asset AllocationAsset Allocation
AnalysisAnalysis
Asset Allocation analysis
forms the foundation of any
financial plan. In fact,
determining the right mix of
stocks, bonds, cash and
other asset classes may be
your one of the most
important investment
decisions.
Before reaching any
concrete decision it is must
to analyze what client
already owned, FP Samurai
provide analysis on Asset
Allocation, Return Efficiency
level, Expected Return
Delivery, Asset Liquidity
Level.

9. Life InsuranceLife Insurance
AnalysisAnalysis
A financial plan should
cover all areas of your
financial needs and should
result in the achievement of
your goals. The scope
should cover areas such as
risk management and
insurance techniques that
would protect your goals
against any unforeseen
calamity.
We Provide 6 Methods
of Life Insurance Need
Calculation which gives
you scope to protect
Income, outstanding
loans, Goals &
Expenses etc.
Life InsuranceLife Insurance
RecommendationsRecommendations
Life Insurance need
Calculation is like
diagnosing the patient and
finding the deficiencies, but
main part of solution is to
suggest the medicines, in
same way life insurance
analysis will calculate the
sum assurance amount but
in Recommendation section
you can suggest the
scheme name, type, sum
assured, yearly Premium
and tenure, also you can
add multiple policies and
reason to suggest the policy
in the last.
Health InsuranceHealth Insurance
AnalysisAnalysis
Health Insurance is one of
the important factor of
financial planning for your
client. In the recent survey,
it shows that India has the
highest number of diabetes
patients in the world.
This section not only
provide the health
insurance need details
but also give you panel
to add policy details
and recommendation
which will be saved
permanently in your
desk.

10. Asset AllocationAsset Allocation
RecommendationsRecommendations
Research has shown that
choosing right asset class
has highest impact on
returns, FP Samurai gave u
featured recommendation
panel which compare
current asset allocation with
buy/sell Action.
Contingency FundContingency Fund
ArrangementArrangement
Here FP Samurai makes
difference of creating a
contingency fund
arrangement separate for
husband & wife (if both are
earnings) according to
household monthly living
expenses.
Goal Plan AnalysisGoal Plan Analysis
andand
RecommendationsRecommendations
Goal Planning section give
a separate roadmap of your
each goal with Advisor’s
Recommendations, Goal
planning also includes “This
Goal has Been
PROTECTED” Seal if the
goal is insured by Client.
Goal Planning IncludesGoal Planning Includes
following Goals:following Goals:
- Child Education
- Child Marriage
- Retirement Planning
- House & Car Planning
- Holiday Planning
- Self Education & other
Goals
Retirement PlanningRetirement Planning
With Post Retirement CashWith Post Retirement Cash
Flow and RecommendationsFlow and Recommendations
Retirement is a very important
Goal in Financial Planning,
Client wants a fool-proof
pension plan with cash flow
statement till the end of life.
Retirement PlanningRetirement Planning
Includes:Includes:
- Find how much pension
required with the help of PERP
Method.
- Gives a corpus needed to form
a retirement kitty.
- Gives Complete retirement
amount utilization cash flow that
will be near to zero at the end of
life.
* Image is fade due to lack of space,
please go for live demo for actual look
& feel.
Important DisclosureImportant Disclosure
This section is necessary
important disclosures, you
can insert/edit/delete yours
points also.
You can also Generate
Financial Plan in PDF Format
by clicking on “Generate
Final Report” in the last of
the page.
Financial PlanFinancial Plan
StorageStorage
Software has storage area
with unlimited capacity which
can save all Financial Plans of
clients from First plan to each
review and there is one click
email sending panel which will
send an well drafted email to
your client with attached
Financial Plan in PDF Format.

11. Q: Is my data secure?
A: Yes, the Linux server which is being used is SSL Secure & Certified by Cyber Security
Companies like:
With these certification the Data is more secure even more then your PC.
Q: How I will Get After Sales Support?
A: Wealth eoffice is 100% Web based System, Queries Execute Directly From Server, So most of
the time client will not have any problem but in case if Client have any Problem it Can be Rectify
Without Any Physical Visit.
Q: I work from office as well as from home, can I work from both places?
A: Wealth eoffice gives you freedom to work from any part of the world, the only thing which is
required is a system with internet.
Frequently Ask Questions (FAQ)

12. RED Vision Computer Technologies Pvt. Ltd.
( An ISO 9001:2008 Certified Company )
Registered Office:
313, Navneet Plaza
Old Palasia,
Indore 452001 (M.P) INDIA
+91 731 40 26004
+91 930 29 80808
E-mail : query@redvisiontech.com
Website : www.redvisiontech.com
Contact Us

13. This Presentation is intellectual property of Red Vision Technologies. The
text of this presentation may contain information, which is proprietary and/or
confidential or privileged in nature belonging to Red Vision Technologies.
The authorized recipient of this presentation are not allowed to
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Vision Technologies authorized person. The recipient if not the addressee
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recipient acknowledges that Red Vision Technologies may be unable to
exercise control or ensure or guarantee the integrity of the text of the
presentation and the text is not warranted as to completeness and accuracy
and is subject to change without notice.
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