myFin Advisor - aboutus
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Transcript of myFin Advisor - aboutus
About us
ONLINE FINANCIAL ADVISORY
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PHONE & EMAIL ONLY
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ORGANIZATION 4
Retail Investment
Corporate Investment
Non-Resident
Investment
Finance
Marketing
Human Resource
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Financial Advisory Services Insurance – Life & General Loans – Housing, Loan against Property Mutual Fund Investments Equity Share Investments PAN Card Creation Income Tax Returns filing Balance Sheet preparation Tax-Free and other Bonds Fixed Deposits
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Funding via Secured or Unsecured Loans
Funding via Venture Capitalists
Investment Advisory Services for corpus funds
Bonds and Fixed Deposits
Insurance – Group and General
Tax Returns
Company/LLP Formation
Audits, ….
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Investments in India – Mutual Funds, Shares
Housing Loans
Loan Against Property
PAN card creation
Finding Indian Partners for overseas Corporate Entities
For Expatriates, NRIs, PIOs
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AGENCIES & PARTNERS
Insurance – Corporate & Retail ◦ Aviva India Insurance
◦ Life Insurance Corporation of India – LIC
◦ SBI Life
◦ Bajaj Allianz
◦ Max Life Insurance
Loans – Retail and Corporate ◦ Indiabulls Housing Finance Corporation Limited
◦ Tata Capital Housing Finance Corporation Limited
◦ Tata Capital Financial Services Limited
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Fixed Deposits and Bonds ◦ Any and All through SBI Capital Securities
Mutual Funds ◦ Any and All through CAMS and Karvy
Equity Shares ◦ through Anand Rathi & Company
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Expat Group
Vigneshwara Developers
Cosmic Group
Earth Infrastructures Limited
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CLIENTELE
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Corporate Customers
Spread of Retail Customers
Across India from Shillong to Mumbai, Delhi to Chennai – more than one thousand customers consulted so far First NRI customer based out of Dubai and still counting
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MILESTONES
November 09, 2011 Incorporation with “Retail” vertical
September 01, 2012 Start of “Corporate” Vertical
September 01, 2012 First Client of “Corporate” Vertical
November 01, 2012 Start of “Non-Resident” Vertical
November 08, 2012 First Client of “Non-Resident” Vertical
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CONSULTATION FEE
Comprehensive Financial Planning - ₹6,000 ◦ Life Insurance Consultancy ◦ Medical Insurance Consultancy ◦ Income Tax Saving Consultancy ◦ Financial Goal Setting Consultancy ◦ Financial Goal Achieving Consultancy ◦ Retirement Planning Consultancy ◦ Investment (Mutual Fund and Equity) Consultancy
Child Future Planning Or any Goal - ₹1,250 Retirement Planning, Income Tax Planning,
Insurance Planning - ₹1,250
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Income Tax Returns Individual/HUF - ₹350
PAN Card Creation - ₹200.00
Balance Sheet Preparation - ₹2,000 + efforts
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CO-ORDINATES
Registered office: A-603, Park View City 2
Sector 49, Sohna Road
Gurgaon – 122018 (Haryana) - India
+91.987.100.myFA (6932)
http://www.myfinadvisor.com
http://www.facebook.com/myfinadvisor
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