ideal investment financial services presentation
TRANSCRIPT
Ideal investment financial services
PRESENTATION
Ideal Group of Companies• Ideal Investment Financial Services• Ideal Enterprise• Ideal Real-Estate• Ideal Metals• Ideal Promoter• Ideal Business Development• IDEAL CONSULTANCY SERVICES
About Us: IMHCompany ProfileDear Investors:• Ideal Investment Financial Services is an Ahmedabad (Gujarat) (INDIA) based leading Fund
Management and Monetary Planning company with a governing position in both Institutional and Retail industries. We have been rated top by many renowned independent research and investors. Ideal Investment Financial Services provides multitude of services to suit all kind of Investors in Indian Monetary market namely Safe Income Products, Bullion Investment, Monthly Chronicle (Collection) Products, Monthly annuity (retirement) Income Product, and even some products for Commodity (MCX) Traders Profit and Loss Sharing Product which aids to Investors, Traders and Portfolio Advisories personnel. All services are provided through our Branches and Sub Brokers (Business Partners). The sole purpose for creating site is, that, Ideal investment financial services wants to reach to a more number clients though they are far and vide , and provide them our services at their door step and thus converting every penny of our investors into potential investment. We are committed to provide an unparalleled Research Database Source for information and research regarding Indian Monetary Markets. More and more investors and traders are getting attracted to Monetary Markets to make quick money but often make huge losses in absence of any knowledge, strategy or discipline. We, Ideal Investment are committed in helping our investors and traders to benefit from Indian Monetary by adopting a reasonably correct strategy with discipline. This site is created purely on the basis of Technical / Fundamental Analysis of the Indian Monetary Markets.
• Our aim is to encourage more and more common people to enter into the Indian monetary market and to convert them as genuine fundamental investors and multiply the wealth of our client.
Our Aim
• Our Present Vision is to achieve 'Investment with perfection'. To build Ideal Investment as a globally trusted brand in the financial services.
• To provide maximum monetary income to retail and non individual clients in Indian monetary market by string technical & fundamental advice and market investors
• To facilitate the small investors to enter the Indian monetary market for multiplying their wealth.
Our Vision
Our Mission• We Provide complete financial care driven by the
core values of diligence and transparency.
Our Strength• Our biggest strength is providing the best value for money to our customers.• We provide services at your discretion with our vide range of products.• We have dedicated team.• We provide vide range of products suiting our investors from small to large.• We understand the needs of the investors.
• Our philosophy is to maximize our investor's wealth.• We believe in building wealth and relationship of Clients.• Our technical support provides right investment strategies based on needs and
risks. Research Based Team – market study and fundamentals
• All these helps to provide strong advice to the clients.
Our Business Philosophy
• This team is closely related with market.• They research on various companies, its growth, expansion, strength, P/E
ratio, EPS & Economic growth.• They also look after the foreign market strength, political interference in
Indian & foreign market and other operation factors.
FUNDAMENTAL BASED RESEARCH TEAM
COMPARATIVE STUDY
Comparison – Our productsPoints of comparision
Ideal Investment Fixed Investment Product
Savings Bank Account
Money Market Funds or liquid funds
Bank Fixed Deposit
Post Office Savings Schemes (POSS)
Public Provident Fund (PPF)
Company Fixed Deposits (FDs)
Debentures
Bonds Government Securities
Mutual Funds
Life Insurance Policies
Equity Shares
Risk on Investment
Medium
Low High Low Low Low High Medium
Medium
Low High Medium
High
Returns High Low High Low Low Low High Low Low Low Medium
- Medium
Liquidity
Medium
High High Low Low Low Low Low Low Low Low Low Medium
Tax Benefit
No Yes No No No Yes No No No Yes No Yes No
Value for Money
Yes No No No No No No No No No Yes No No
Other remarks
Comparison with Best Monetary OptionsCriteria IIFS/IMH
Fixed Product
Fixed Deposits
Real Estate
ULIPS/ Mutual Funds/Markets
Government /Post Schemes
Gold
Liquidity Yes ( Conditional ) Short Term
No Yes ( Conditional)
Yes ( Subject to Market risk)
No Yes
Guaranteed Income ( Monthly)
Yes No No No No No
Risk Medium Low Low High Low Low
Probability of capital loss
Medium Low Low High Low Low
Inflation Protection
Yes No Yes Yes No Yes
Guaranteed Returns (Appreciation)
Yes / High Yes / Low Yes / High ( Conditional)
No Yes / Low Yes/High
PRODUCT DETAILS
INVESTMENT PRODUCTSSMALL INVESTMENT PRODUCT
OPTION INTEREST
1 Year 3 % / Month
2 Years 1st Year 2nd Year3 % / Month 3 % / Month
3 Years 1st Year 2nd Year 3rd Year
3 % / Month 3 % / Month 3% / Month
Investment – Minimum Rs.10,000/- to Maximum Rs.90,000/-
Rs10000/- to Rs50000/- interest given on yearly basis
Rs60000/- to Rs90000/- interest given on half yearly basis
PRODUCT DETAILS
INVESTMENT PRODUCTSLARGE INVESTMENT PRODUCT
OPTION INTEREST
1 Year 1.5 % / Month
2 Years 1st Year 2nd Year1.5 % / Month 3 % / Month
3 Years 1st Year 2nd Year 3rd Year
1.5 % / Month 3 % / Month 5% / Month
Investment – Minimum Rs.1,00,000/- to Maximum Rs.10,00,000/-
Benefits of our Investment Product
• Maximum returns in a short term• Product is for all i.e. Middle class to Higher class. i.e. we
entertain people from smallest investors to large investors• As we offer products ranging from, Rs. 10000 to Rs100000.• We have designed products keeping in view all the
government norms.• We make an Agreement (MOU) with the investor which is
done on Stamp Paper (Bank Franking) • We also give PDC’s as per the product chosen
Criteria IIFS/IMHFixed Product
Fixed Deposits
Real Estate
Mutual Funds
Insurance Gold
Liquidity Yes ( Conditional ) Short Term
No Yes ( Conditional)
Yes ( Subject to Market risk)
No Yes
Guaranteed Income ( Monthly)
YesNo No No No No
Risk Low Low Low High High Low
Probability of capital loss Low
Low Low High High Low
Inflation Protection
Yes No Yes Yes No Yes
Guaranteed Returns (Appreciation)
Yes / HighYes / Low Yes / High
( Conditional)No Yes / Low Yes/High
Comparison with Best Investment Products
Bullion Investment Products
Bullion Gold Silver Product
Term Benefits Additional Benefits
3 Years 1 gm Gold/Month 14 gms at the end of the term
3 Years 55 gms Silver/Month 750 gms at the end of the term
Investment – Minimum Rs 1 lac to 5 lac
Bullion Gold Silver Products - Yearly
Term Benefits Additional Benefits
1 Year 10 gms Gold/ 4Months 5 gms at the start of the term
1 Year 550 gms Silver/ 4Months 225 gms at the start of the term
Investment – Minimum Rs 1 lac to 5 lac
Bullion – Mini Gold / Silver
Term Benefits Additional Benefits
3 Years 1 gm Gold / 2 Months 7 gms Gold at the end of the term
3 Years 55 gms Silver / 2 Months
325 gms Silver at the end of the term
Investment Rs. 50000/-
Bullion – Micro Gold / Silver
Term Benefits Additional Benefits
3 Years 1 gm Gold / 4 Months 3 gms Gold at the end of the term
3 Years 55 gms Silver / 4 Months
150 gms Silver at the end of the term
Investment Rs. 25000/-
Benefits of our Bullion Product
• We give 50gms (5 Tola) Gold in just Rs.100000/- or one can also opt for 2730 gms Silver in Rs. 100000/-
• i.e. 1 gm Gold every month for 36 months & 14gms Gold that makes – 36gms + 14gms = 50gms
• 21 Carat gold with bill.• And for silver 55gms silver every month for 36 months & 750gms silver that makes
1980 + 750 = 2730gms Silver • Silver will be given with bill. • For clients who do not want to wait for 3 years we have the yearly offer as well.• And for small investors we have the small investment offers as well.• For Clients who do not want to keep the Gold/Silver we offer to give them double cash
back offer • That means you can Double your Amount in just 3 Years.• We make a Agreement (MOU) – On Stamp Paper ( Bank Franking) regarding the
above offers.
Criteria IIFS/IMHBullion Product
Saving Account
Real Estate
Investments
Gold Jewelers' Schemes
Liquidity Yes ( Conditional ) Short Term
Yes Yes ( Conditional)
Yes ( Subject to Market risk)
Yes No
Guaranteed Monthly Income/Investment
YesNo Yes
(Conditional)Yes No Yes
(Conditional)
Risk Low Low Low High Low Low
Probability of capital loss Low
Low Low High Low Low
Inflation Protection
Yes No No No No No
Guaranteed Returns (Appreciation)
Yes / HighYes / Low Yes / High
( Conditional)
No Yes / Medium
Yes/Low
Comparison with the other gold products
IDEAL CHRONICLE INVESTMENT PRODUCTMonthly Chronicle Investment Product
60 Months / 5 YearsFirst Year – Monthly Payment– Chosen AmountRanging from 100 to 5000i.e. Pay Rs100/Month
Collection of first yeari.e. Total – Rs1200/-
Second Year – Monthly Payment – half the amount in the first yeari.e. Pay Rs50/Month
Collection of second yeari.e. Total – Rs600/-
Third Year – Monthly Payment – half the amount inthe second yeari.e. Pay Rs25/Month
Collection of third yeari.e. Total – 300/-
Waiting period – Two years after the completion ofpayment – No payment inwaiting period
End of term you receive Doublethe amount of your collectioni.e. Rs2100/- =Rs4200/-
Investment Option Rs100/- to Rs5000/-
Benefits of our product
• Opportunity to invest from as low as Rs100/-• Invest on Monthly basis and avail the benefits of
your collections converted into investment.• First gather your amount and then double it.• We make an Agreement (MOU) with Clients on
stamp Paper (Bank Franking) regarding the product.
Comparison with the other Recurring products
Criteria IIFS/IMH Chronicle Product
Recurring Schemes
SIP Saving A/c
Liquidity Yes ( Conditional ) Short Term
Yes ( Conditional) Yes Yes
Risk Low Low High Low
Probability of capital loss Low
Low High Low
Inflation Protection Yes No Yes No
Guaranteed Returns (Appreciation) Yes / High
Yes / (Very Low) Yes / High ( Conditional)
Yes ( Very Low)
Products for Traders in Commodity Markets
• If you are trading in the Commodity Markets• Open a trading account with us and you can
avail benefits of our following products
PROFIT & LOSS SHARING PRODUCT
Profit and Loss sharing scheme in commodity()Option2: ()Option3: ()Option4: ()
LOSS / PROFIT SHARING PRODUCT
OPTIONS
Option1 10% Profit and loss sharing equally
No Loss willbe recovered or Given
Option2: 25% Profit and loss sharing equally
25% Losswill be recovered
Option3: 50% Profit and loss sharing equally
50% Losswill be Given
Option4: 100% loss sharing and profit sharing will be 80% - 20%
50% loss will be given & 50%will be recovered
For Option 1, 2, 3 And 4 All clients Should Open trading account with IdealInvestment Financial services
Benefits of our product• Clients can minimize their risk as we will share
it with them.• We make an Agreement (MOU) – On stamp
Paper (Bank Franking).• Client’s account monitored by expertise.
IDEAL BUSSINESS
OPPORTUNITY
Sub - Broker Offer• Join Ideal Monetary Hub Pvt. Ltd. as a Sub –
Broker and get an earning opportunity• Any one can avail this offer from unemployed
to working officials, from retired personals to house-wives.
• Sub Broker can earn a monthly income or earn an additional income for you and your family
Investment Product I1/I2 & Chronicle Investment Product – C1/C2
UPFRONT COMMISSION
SLABS Collection in RS. (lacs) Commission in Percentage
SLAB - 1 upto 15 3%
SLAB - 2 Between 15 to 30 4%
SLAB - 3 Above 30 5%
The commission in (I1 & I2) will be calculated on the collection amount and given upfront one time as per the above mentioned slabs. Commission in (C1 & C2) will be calculated on the total amount of collection and will be given at the end of the term of collection.
Sub - Broker Offer Investment Product
Bullion Investment Product
COMMISSION STRUCTURE
Product Option Commission details
G1 / S1 1 gm gold/55 gms silver/lac/ year addition 1gm gold or 55 gms silver as bonus at the end of the term
G2 / S2 1 gm gold/55 gms silver/lac i.e. 2 clients/ year addition 1gm gold or 55 gms silver as bonus at the end of the term
G3 / S3 1 gm gold/55 gms silver/lac i.e. 4 clients/ year addition 1gm gold or 55 gms silver as bonus at the end of the term
G4 / S4 1 gm gold/55 gms silver/lac - upfront – no additional bonus at the end of the term
The commission will be calculated as per the above mentioned product option chosen.
Sub - Broker Offer – Bullion Investment Product
Loss and Profit Sharing – L/P 1,2,3,4UPFRONT COMMISSION
SLABS Clients with Minimum margin of Rs100000/-
Commission in Percentage
SLAB - 1 upto 15 Clients 10%SLAB - 2 Between 15 to 30 clients 15%SLAB - 3 Above 30 clients 20%The commission will be calculated on the income generated by the client to the company as per the above mentioned slabs.
Sub – Broker Profit / Loss Sharing Product
OUR OTHER VENTURES
• REAL ESTATE PRODUCTS (COMING SOON)• ENTERPRISE PRODUCTS
– NON WOVEN– AGRICULTURE/FOOD PRODUCTS (COMING SOON)– CONSUMER PRODUCTS /SERVICES (COMING SOON)– ELECTRONIC PRODUCTS (COMING SOON)
• METALS- Dealing in all types of Metals
• BUSINESS DEVELOPMENT AND PROMOTION• WE ALSO HAVE ALL TYPES OF CONSULTANCY SERVICES
This is not THE END
MoreTo
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