presents fee base program. is to develop ourselves as one point investment service provider in...
DESCRIPTION
Open and honest Targeted at value Respect our client Understand all our clients and partners Take responsibility Always strive to perfection Our Core Values Core ValuesTRANSCRIPT
Presents
PRIORITY CUSTOMER PLAN
FEE BASE PROGRAM
“is to develop ourselves as one point Investment service provider in geographical area of Madhya Pradesh & Chhattisgarh in first phase & later expanding service chain in other parts of the country.”
VISIOn ADVISORY
“To build a nation wide network for providing value and knowledge based financial services with innovation and desired quality.”
Our Vision
Our Mission
Open and honest Targeted at value Respect our client Understand all our clients and partners Take responsibility Always strive to perfection
Our Core Values
Core Values
Monthly consultation
Offers VISIOn ADVISORY
Investment Planning.
Investment Planning. Tax consultation. Monthly News Letter. Monthly Visit. Participation in Knowledge Seminar. Privilege Card. ( Coming Soon )
VISIOn ADVISORY
Unique Selling Proposition
Multiple Service Under One Roof. On-line Tracking. Portfolio Updation on Monthly basis
VISIOn ADVISORYPresent Scenario in Financial Market
People are Ready to pay fee for Quality & Regular services
People are getting more aware for their Investment Planning
Financial market regulators looking for Agents to be converted into Advisors / Consultants.
Who Can Join
VISIOn ADVISORY
Any Investor having Portfolio of 1lac or wish to enter in
Investment Option’s. Believes that ‘Investor Services/ Value Services are important for achieving investment goals. Looking forward for a Corporate Service
provider when his all investment needs can be catered.
Wish to have all his, his family investment records at One Place.
Looking for Updating & Advising Services time to time to improve knowledge.
PRIORITY CUSTOMER
PLAN
How To Join ?
VISIOn ADVISORY
PRIORITY CUSTOMER
PLAN
Fee Range
Rs. 5000/- Rs. 10,000/- Rs. 15000/-
You have to give all your past investment details Legal KYC (Know Your Customer). One year renewable contract
Whom to Contact
Plot No.36 E, Second Floor,Infront of Raj Homes Office Zone-II M.P.Nagar Bhopal (MP)
Contact-0755-4277186Visit us-www.visionadvisory.in