Transcript Presentation

Ideal investment
financial services
PRESENTATION
Ideal Group of Companies
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Ideal Investment Financial Services
Ideal Enterprise
Ideal Real-Estate
Ideal Metals
Ideal Promoter
Ideal Business Development
• IDEAL CONSULTANCY SERVICES
About Us: IMH
Company Profile
Dear Investors:
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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
• 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 Vision
• 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 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 Business Philosophy
• 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.
FUNDAMENTAL BASED RESEARCH TEAM
• 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.
COMPARATIVE STUDY
Comparison – Our products
Points
of
compa
rision
Ideal
Invest
ment
Fixed
Invest
ment
Produc
t
Saving
s Bank
Accou
nt
Money
Market
Funds
or
liquid
funds
Bank
Fixed
Deposi
t
Post
Office
Saving
s
Schem
es
(POSS)
Public
Provid
ent
Fund
(PPF)
Compa
ny
Fixed
Deposi
ts
(FDs)
Debent
ures
Bonds
Govern
ment
Securit
ies
Mutual
Funds
Life
Insura
nce
Policie
s
Equity
Shares
Risk on Mediu
Investm m
ent
Returns High
Low
High
Low
Low
Low
High
Mediu
m
Mediu
m
Low
High
Mediu
m
High
Low
High
Low
Low
Low
High
Low
Low
Low
-
Liquidit
y
Tax
Benefit
Value
for
Money
Other
remark
Mediu
m
No
High
High
Low
Low
Low
Low
Low
Low
Low
Mediu
m
Low
Yes
No
No
No
Yes
No
No
No
Yes
No
Yes
Mediu
m
Mediu
m
No
Yes
No
No
No
No
No
No
No
No
No
Yes
No
No
Low
Comparison with Best Monetary Options
Criteria
IIFS/IMH
Fixed
Product
Fixed
Real
Deposits Estate
ULIPS/
Governme Gold
Mutual
nt /Post
Funds/Ma Schemes
rkets
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
Yes / High
Yes / Low
Yes / High (
Conditional)
No
Yes / Low
Yes/High
PRODUCT DETAILS
INVESTMENT PRODUCTS
SMALL INVESTMENT PRODUCT
OPTION
INTEREST
1 Year
3 % / Month
2 Years
3 Years
1st Year
2nd Year
3 % / Month
3 % / Month
1st Year
2nd Year
3 % / Month
3 % / Month
3rd Year
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 PRODUCTS
LARGE INVESTMENT PRODUCT
OPTION
INTEREST
1 Year
1.5 % / Month
2 Years
3 Years
1st Year
2nd Year
1.5 % / Month
3 % / Month
1st Year
2nd Year
1.5 % / Month
3 % / Month
3rd Year
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
Comparison with Best Investment Products
Criteria
IIFS/IMH
Fixed
Product
Fixed
Deposit
s
Real
Estate
Mutual
Funds
Insurance
Gold
Liquidity
Yes (
Conditional )
Short Term
No
Yes (
Conditional)
Yes ( Subject
to Market
risk)
No
Yes
No
No
No
No
No
Low
Low
High
High
Low
Low
Low
High
High
Low
No
Yes
Yes
No
Yes
Yes / Low
Yes / High (
Conditional)
No
Yes / Low
Yes/High
Guaranteed
Income (
Monthly)
Yes
Risk
Low
Probability of
capital loss
Inflation
Protection
Guaranteed
Returns
(Appreciation)
Low
Yes
Yes / High
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
3 Years
1 gm Gold / 2 Months
3 Years
55 gms Silver / 2
Months
Additional Benefits
7 gms Gold at the end of the term
325 gms Silver at the end of the
term
Investment Rs. 50000/Bullion – Micro Gold / Silver
Term
Benefits
3 Years
1 gm Gold / 4 Months
3 Years
55 gms Silver / 4
Months
Additional Benefits
3 gms Gold at the end of the term
150 gms Silver at the end of the
term
Investment Rs. 25000/-
Benefits of our Bullion Product
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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
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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.
Comparison with the other gold products
Criteria
IIFS/IMH
Bullion
Product
Saving
Account
Real
Estate
Investment
s
Gold
Jewelers'
Schemes
Liquidity
Yes (
Conditional )
Short Term
Yes
Yes (
Conditional)
Yes ( Subject to
Market risk)
Yes
No
No
Yes
(Conditional)
Yes
No
Yes
(Conditional)
Low
Low
High
Low
Low
Low
Low
High
Low
Low
No
No
No
No
No
Yes / Low
Yes / High (
Conditional)
No
Yes /
Medium
Yes/Low
Guaranteed
Monthly
Income/Invest
ment
Risk
Probability of
capital loss
Inflation
Protection
Guaranteed
Returns
Yes
Low
Low
Yes
Yes / High
IDEAL CHRONICLE INVESTMENT PRODUCT
Monthly Chronicle Investment Product
60 Months / 5 Years
First Year – Monthly Payment– Chosen Amount
Ranging from 100 to 5000
i.e. Pay Rs100/Month
Collection of first year
i.e. Total – Rs1200/-
Second Year – Monthly Payment – half the amount
in the first year
i.e. Pay Rs50/Month
Collection of second year
i.e. Total – Rs600/-
Third Year – Monthly Payment – half the amount in
the second year
i.e. Pay Rs25/Month
Collection of third year
i.e. Total – 300/-
Waiting period – Two years after the completion of
payment – No payment in
waiting period
End of term you receive Double
the amount of your collection
i.e. Rs2100/- =Rs4200/-
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
Low
High
Low
Low
High
Low
No
Yes
No
Yes / (Very Low)
Yes / High (
Conditional)
Yes ( Very Low)
Risk
Low
Probability of capital
loss
Low
Inflation Protection
Yes
Guaranteed Returns
(Appreciation)
Yes / High
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
LOSS / PROFIT SHARING PRODUCT
OPTIONS
Option1
Option2:
Option3:
Option4:
10% Profit and loss sharing
equally
No Loss will
be recovered or Given
25%
Profit
and scheme
loss sharing
25% Loss
Profit and
Loss
sharing
in commodity
equally
will be recovered
()
Option2:50%
() Profit and loss sharing 50% Loss
Option3:equally
()
will be Given
Option4:100%
() loss sharing
50% loss will be given &
and profit sharing will be
80% - 20%
50%
will be recovered
For Option 1, 2, 3 And 4 All clients Should Open trading account with Ideal
Investment 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
Sub - Broker Offer Investment Product
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 – Bullion 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 Profit / Loss Sharing Product
Loss and Profit Sharing – L/P 1,2,3,4
UPFRONT 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.
OUR OTHER VENTURES
• REAL ESTATE PRODUCTS (COMING SOON)
• ENTERPRISE PRODUCTS
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–
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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
More
To
Come…