A new Brokerege Firm

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Company Presentation On Service Marketing By Tarjan and Shailend ISB&M Bangalo re

Transcript of A new Brokerege Firm

Page 1: A new Brokerege Firm

Company PresentationOn Service Marketing

By Tarjan and ShailendraISB&M

Bangalore

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THE ONLY THING IN STOCK MARKET WHICH ENSURES PERMANENT INCOME

IS

Brokerage Firm

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Steps to Start A Brokerage Firm

• Firstly, you need experience.• Have to clear certification.• You will need to register your business

(SEBI,NSE,BSE AND SEC ).• Setting up office• Recruiting employees• Finding customers• Marketing The legal setup is harder than the business setup to establish.

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Eligibility Criteria

Individuals (Sole Proprietor) CRITERIA• Age Minimum age : 21 years • Status: Indian Citizen• Education: At least HSC or equivalent qualification• Experience: Applicant should have an experience

for not less than two years as a partner with, or an authorized assistant or authorized clerk.

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Fees and Charges :

Application Processing Fees : Rs. 10,000/- Plus applicable Service Tax.Admission Fees : Rs. 5,00,000/- Plus applicable Service TaxAnnual subscription charges (Capital Market Segment):For Individuals/Partnership Firms - Rs. 50,000 P.A.Advance minimum transaction charges (Futures & Options segment): 1,00,000 p.a.Advance transaction charges (Currency Derivatives segment) Rs. 50,000 p.a.Networth : Rs. 75,00,000

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Existing Firms

And many more ..

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INTRODUCING OUR NEW FIRM

FULLY INVESTED IN OUR CLIENTS

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PRICING STARTEGY

Account Opening Charge: Rs. 500Annual Maintenance Charge (AMC): For Individual : NILFor HNI : Rs. 1000 p.a.For Institutional : Rs. 2000 p.a.Brokerage : Delivery : 0.40% Intra-Day : 0.05%

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Service Strategy

• Access : Online, Phone and Branch• Toll Free no. : 1-800-420-0420• Regularity in issuing of Contract notes.• Quality Research by experienced analyst.• Fair Recommendations on Buy, Sell And HoldOr Overweight and Underweight.• Trade Confirmation by Mail, SMS and

Telephone calls during every trading day.

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Service Strategy

•Security of Confidential data of Investors.•Building friendly relationship.•Provides services on other financial instruments.•To act as Financial Adviser.•To act as Distributer of Financial Products.

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Investor Education Services

THROUGH Campaigns Online Demo Trading A/C Online Return Calculator

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