WealthHandHolding... About Us
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Transcript of WealthHandHolding... About Us
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WealthHandHolding…
…2nd thought to investment
WHH
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We are not Relationship Manager
We are distributor of Products
We are not Agents and Charge you for your investment
We Partner in your Inverment
Second Thought to your investment
Complete picture of investment
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About us
Vision
Our Offerings
Contact us
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About us
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1. WealthHandHolding is company which partners,
and makes investment decision easy. We are not
distributor of product we give second thought to
investments of clients.
2. Trusting RMs for the investments decision is tough.
We offer second thought and detailed analysis for
the investment.
3. Making easy understanding Investment Products.
Also providing with the thorough analysis.
4. Advising you at portfolio investment as perfect asset
allocation make money to grow
5. Associating with Broker house, to support there
clients with full services.
ABOU Tus
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Vision
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1. To bring more transparency in investments products
and making clients to understand the m fully before
investments
2. To associate with broker houses and take them one
step forward and offering complete package to their
clients
VISION
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Offerings
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For Clients:
1. Analysing investment products
2. Knowledge of Various Investments Products
3. 2nd thought while making investments
4. Making investment strategy and AUM level advisory
5. Understanding your need
6. Meeting requirement in minimal charges
7. Knowledge Boosters
OFFER INGS
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For Partners:
1. Exposing our clients to broker companies.
2. Providing Complete solution to your client base
3. Partnering for further synergy
4. Zero Charges once the client relationship goes to 10.
5. E-solutions to partners in minimum charges and
managing the same.
6. E-marketing solutions
OFFER INGS
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Charges
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For Clients/Investors:
1. Knowledge Boosters: Free of Cost
2. Product Analysis: For 5 products it is 500 i.e. 100 per
product
3. Yearly Package: 2500 -5000Rs includes advisory also.
4. For consultancy: First would be free then would be
charged accly
OFFER INGS
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For Partners
1. Relationship building starts with no money
2. E solutions like web development etc depends on
requirement
3. E-marketing: Rs.500 would be starting.
4. Consultancy to companies/broker houses in building
business.
5. Stocks ana lysis if they required for free.
6. We will also refer clients to you.
OFFER INGS