Business Query
 

We have three different categories of associate. Depending upon your profile and your area of desire. You can choose the one which interest you

   
Business Associate: Offering wealth management business as independent entities.
Franchisee :  Independent representative of our share trading business
   
 
Business Associate
 
Why be a part of Investshoppe’s Advisors Network
   
Complete Financial Solutions – From Life Insurance to Systematic Trading, Invest Shoppe offers a whole range of services. We also offering investments in a wide array of assets like Real Estate, Gold, Art and Private Equity
Relationship based model – We offer holistic solutions to our clients and focus on developing a long term, mutually beneficial relationship.
Need based services – We identify the needs of our clients through a systematic, well researched approach and then identify products to suit their needs
No minimum entry level  There is no minimum investment required to avail of Investshoppe’s services. With the help of technology and standardization of services we endeavour to offer ‘Platinum Class Services’ to even an ordinary investor.
Regular monitoring – we have systems in place to ensure that client servicing standards are maintained at various levels
Technology updates and systems – we use state of the art technology to make investing simpler, convenient and more beneficial for our clients.
Online Portfolio Tracking – Investshoppe offers all its clients the convenience of tracking their investments through the internet. Thus we are completely transparent and wish to continue making investment monitoring a very easy and comfortable experience for all our investors.
Flexibility of   offering between Fee and Commission Based Model to clients
  Advantage of Our affiliates
  HB Group which has over four decades of experience in the Capital Markets and manages over Rs 1000 crores of Capital Market Assets. It also owns Taurus Mutual Fund.
  RRB Master Securities Delhi Limited : 50 years experience in stock broking
  Merwanjee Securities Limited (over 150 year old company & one of the founding members of the Bombay Stock Exchange),
 
Who can join the Investshoppe Advisors Network?
 
Anyone who is involved or interested  in advisory, distribution and marketing of financial products can use this ccommission based business model to generate handsome levels of income.

For example:

AMFI registered Mutual Fund advisors,  Insurance advisors, Chartered Accountants or  Company Secretary.
Educated housewives, retired bankers and other professionals who wish to supplement their income by working full or part-time
Young professionals who are fresh out from the colleges and business schools who want to make a long term career in the finance industry or wish to expand their network .
Those already engaged in some other business but seeking an alternative source of income
 
Support from Investshoppe
 
With every passing day there are new investment products hitting the market and it is a really cumbersome task to be up to date with all investment products. The research wing at Investshoppe has developed a unique product by the name of ADEPT ( Analytical Dynamic Efficient Portfolio Tracker). As the name suggests this tool enables one to identify the perfect investment option which meets the client’s risk profile.
 
Single point contact
Investshoppe, through its coordination team, provides a single window for the following:
  1. Consolidated billing for all investment and insurance business
  2. Client-related information
  3. Market intelligence
  4. Research
 
Financial Planning Tool
We can provide Financial plan and  Financial Advisory services to your clients. It's all possible to succeed when you can By offering a sophisticated financial planning tool that gives a wide choice, you can not only retain your clients but help them achieve their financial goals. We are one of the pioneers in bringing this concept and now actively involved in making it a proven process in the Indian financial advisory business. We can also help you to grow into a proficient financial planner.
 

Growing Brand Name

Your association with us can help open many doors

1. Investshoppe is the preferred partner of the top AMCs

2. Investshoppe is one of fastest growing companies in NCR with a presence in  20 cities spread across 7 states and  expected to add their presence to another 60 cities by the end of the year.

3. Investshoppe’s top management are covered in both TV and print media.   

4. Investshoppe can help you organise seminar/meets for your invaluable clients to value their association.

 

Confidentialty

Your Client and their information shall be in safe hands. We have kept and shall continue to keep strict confidentialty of our associate’s client base and shall never approach them directly.
 
 
Franchisee
 
Franchising Opportunities
Profile: Person with good local contacts or good networking capabilities in their respective town/city
Investment required : Min Rs 3 lakhs
Area required : 500 sq ft of commercial space
Target cities : All major Indian cities
 
 
Franchisor Support
Back Office support for accounting and compliance with SEBI, NSE, DSE norms and rules.
Client account statement, queries, etc.
Marketing support / Brochure, mailers marketing forms, presence of seniors management in presentations, client interaction
Research report on industry as well as specific stock
Morning Updates, daily and weekly market reports as well as monthly newsletter- “Investalk”.
Portfolio Advice for clients – help in building, restructuring portfolio and advice on specific shares, mutual funds etc.
Staff Training
 
Stock trading terminal of allied broking outfit for NSE and BSE- cost of setting up independent stock broking operation with anyone exchange is Rs. 3 crore
Experience of four decades in wealth management
Benefits of brands visibility
Complete financial solution coupled with well-established personalized service and monitoring standards help in retaining clients
 
       
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