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Financial Coach- AUM based FEE

Be a Partner in Disruptive Innovation… 

                                                     …Be a Financial Coach to your Client.

“There is No Free Lunch in this world” or “Free Lunch is always more costly in long run”

We know above proven proverbs, but most people in our country obsessed with FREE word… In fact one should be cautious when someone provide FREE products or FREE Service or FREE Advice because you don’t know how much costly in the long run.  But, Most of Indian Retail / HNI Investors like to get the “FREE” advice for their investments, but they do not understand if one really provides free advice then how one will survive without Income.

Most of Business channel / Magazines or News papers provide 24*7 free advices but it’s not really free… it is funded by either Advertiser or Operator.

Today, 8 out of 10 Investors failed to follow basic principles of Investing or financial planning…They do exactly opposite

Eg. Intra Day, F&O, Short term trading,

Buy high…Sell low,

Sell performing stocks… hold underperforming stocks,

Invest on tips,

Buy financial products based on a relationship with adviser not based on quality or suitability of products,

Invest in inferior quality stocks in anticipation of doubling or tripling of price, but forget that price can be one fifth or Zero (Dlist),

Believe themselves as an Investment Expert or Doctor without any relevant certifications or qualifications,

Invest long term in Fix Interest products and for short term in Equity products,

Blind trust on Adviser / Cos., Don’t check credentials of Company / Adviser before investment and many mores.

Finally, Mukesh Ambani can buy a Plane… but if he flies then plane crash… So, you have money with you if investments made without the help of “Coach / Mentor” then chances of Capital loss or poor return on Investments in the long run.

First time in India, we are launching “Mentor / Coach to Investor / Family” services FEE only Investments & Financial Planning advisory services. We charge based on Assets under Managements (AUM)

1st year:

Rs. 25 Lac to 40L = 2.5% Fee PA ( Min. Rs. 40,000/- PA onwards)

Rs. 41 Lac to 1 crore= 2% FEE PA ( Rs. 70,000/- PA Onwards)

Rs. 1 crore above = 1.5 % PA ( Rs. 1,50,000/- PA Onwards)

2nd year onwards

Rs. 25 Lac to 40L = 1.5% Fee PA ( Min. Rs. 30,000/- PA onwards)

Rs. 41 Lac to 1 crore= 1.25% FEE PA ( Rs. 50,000/- PA Onwards)

Rs. 1 crore above = 1% PA ( Rs. 1,00,000/- PA Onwards)

Note: AUM includes All financial & Physical Assets

Unique benefits of Coach / Mentor to our customers

1)      Highest level of domain knowledge & skill sets (expertise) – Team of CERTIFIED FINANCIAL PLANNER Practitioner ( Partner Coach & Mr. Keyur Shah, BE, MBA, CERTIFIED FINANCIAL PLANNER, India’s Best Expert Coach (Financial Planner / Financial Adviser) having 11+ years of domain experience.

2)    Highest level of Integrity / Honesty

3)    Unbiased High quality professional advice

4)    Only Advisory…No Products selling

5)    Save  Approx Rs. 1,00,000/- (One lac) to Rs. 5,00,000 (Five lacs) worth TIME in one year based on your annual income. (Approx 182.5 hrs of savings in years)

6)   An opportunity to generate excess / extra returns on your investments  with help right Asset Allocation strategy (Positive Alpha & Gamma returns of Approx of 1% to 3% pa in the long run)… Which will generate additional value of Rs. 1,50,000/- every year on AUM of 1Crore.

7)    Goal based comprehensive Financial Plan construction

8)      Save approx. 1% to 5% pa on charges (Approx Rs. 2 las pa savings on charges) due to a selection of lower charges products ( Direct Plans / Online Products)

9)    Selection of the best performing funds / products based on our fundamental research.

10)  Can work as an antivirus for your financial life.

11) Peace of Mind and more time with your family or for your business or job.

12) Implementation / Execution service available for additional fee.

13)  Education Training / Videos provided for better understanding of investments / financial planning at Additional fees.

14) Guidance across Asset class (Equity, Debt, Real Estate, Alternative Investments, Structured products and Commodities etc.)

15)  Estate Planning

16) Tax Planning

17) Debt reduction planning (Savings of 1% to 2% interest pa )

18) Contingency Planning

19) Life style expenses reduction planning

Summary: You will have 3 to 5 times benefits of your annual fee (Eg. If you paid one lac fee and approx total benefits rs. 3,00,000 to 5,00,000 pa in long run)

Note: 1 Our relationship will be Mentor / Coach to Family not supplier or sellers. 2. We will charge half yearly fee based on AUM. 3. Man hours investment : Rs. 2000/- FEE per hour ( eg. When you have paid Rs. 1L fee…will invest approx. 50 hrs in year) More details visit our website www.theCFPaspirantClubIndia.Com Pls Call 9167362201 / 9930751709 / 7678063281

 

 

  1. Become “Partner Coach” with Keyur Shah CFP for

“AUM based FEE model”

Minimum Requirements as a Partner Coach:

# Completed CFP certification with Mr. Keyur Shah

# Full time IFA / Working in Corporate in Advisory

# Ideal Age Group: 30 to 50 / Retired Bank officers

# Openings only in Mumbai (5) , Pune (3) , Surat (2) , Vadodara (2) , Ahmedabad. (3)

Benefits as Partner Coach:

  1. No Opportunity Cost concept: You have to identify 20 good clients having financial wealth more than 25L who have not given good business in last 3 years or not earned more than average 10k commission in a year.                                                                                                                     
  2. Explain the concept & benefits of Financial Coach- AUM based FEE model and benefits to customers.                                                                                                                                                
  3. If client is positive and then fix meeting with Keyur Shah                                                                                           
  4. We will together work as a TEAM…Do Client Acquisition, Client Advisory and Client Retention…Indirectly both will invest 50% time in relationship management. Keyur Shah & Parner acts as Financial Coach.                                                                        
  5. Both will divide equal revenue from Client…Ideally, client will write cheque 50% in name of Partner and 50% in name of Keyur Shah                                                                     
  6. Partner can provide execution service at an additional fee.

Expected AUM:

1 Crore per partner in 1st year- Income to partner 100k (50% of average 2% fee)

2 Crore per partner by end of 2nd year- Income to partner 150k (50% of average 1.5% fee)

3 Crore per partner by end of 3rd year-Income to partner 225k (50% of average 1.5% fee)

5 Crore per partner by end of 5th Year- Income to partner 375k (50% of average 1.5% fee)

OR

Become “ Referral Partner ” with Keyur Shah CFP for “AUM based FEE model”

Minimum Requirements as a Partner Coach:

# Completed Training with Mr. Keyur Shah

# Full time IFA / Working in Corporate in Advisory

# Ideal Age Group: 25 to 60 / Retired Bank officers

# Openings only in Mumbai (5) , Pune (3) , Surat (2) , Vadodara (2) , Ahmedabad. (3)

Benefits as Referral Partner :

  1. No Opportunity Cost concept: You have to identify 20 good clients having financial wealth more than 25L who have not given good business in last 3 years or not earned more than average 10k commission in a year.
  2. Explain the concept & benefits of Financial Coach- AUM based FEE model and benefits to customers.
  3. If client is positive and then fix meeting with Keyur Shah
  4. Keyur Shah will do Client Acquisition, Client Advisory and Client Retention…Indirectly Keyur Shah will invest 80% time in relationship management…Referral partner will invest 20% time in relationship management.
  5. Keyur Shah will acts as Financial Coach.
  6. Client will write cheque in name of Keyur Shah. You will receive 20% referral fee from Keyur Shah.
  7. Partner can provide execution service at an additional fee.

Pls feel free to call or mail for more details.

www.TheCFPaspirantClubIndia.Com

Keyur@theCFPaspirantClubIndia.Com

9930751709 / 7678063281

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