LOGO       Copyright © Wondershare Software
Copyright © Wondershare Software
• VIVA Financial Advisor Private Limited (VIVA) is  emerging as one of the finest Financial Hub in India  having Sub-membe...
• The Group is promoted by Chartered Accountants       Mr. Vikas Aggarwal and Mr. Bikash Singhi and       by professionall...
Business Development and Superior Product   Offering:• VIVA recognizes the efforts required to grow the  business of its B...
Back Office Support    VIVA (with support of Master Trust) provides web based back    office software through which the cl...
Free Training Sessions     VIVA provides the following training programs with the support of     Master Trust;•    Trainin...
Research Support   Business Associates would be provided access to   technical & fundamental equity and commodity   resear...
Advisory Support   • Research reports – Daily & weekly reports ,         sector wise reports, industry analysis,         f...
 We help our associates in identifying potential business. Continuous training to our Business Associate and their  empl...
 Trading of Equity & Derivatives, Commodities &    Currency ,IPOs , Mutual funds distribution, Portfolio    management se...
In this business layout, we explain the     cost involved and the earning potential     in doing this business with us.   ...
Capital Cost Includes:                                      Amount (in Rs.)Computer                                       ...
Recurring Expenses (per Month)                            Amount (in Rs.)Salaries                               Operator  ...
Turnover          1st Month         2nd Month           3rd Month     4th MonthJobbing-Futures           20,000,000       ...
Revenue               1st Month           2nd Month          3rd Month          4th MonthJobbing-Futures                  ...
Primary Market Revenue : (On Monthly Basis)Products                               Mobilisation (Rs.) Average       Retenti...
Particulars                           Amount (Rs.)Capital                                    1,07,618Interest for 4 Months...
Documents Required For Registration 4 Copies PAN Card of applicant. 4 Copies of Qualification Certificate of applicant m...
Copyright © Wondershare Software
Upcoming SlideShare
Loading in …5
×

Viva Financial Advisor Private Limited

1,170 views
1,079 views

Published on

Our Passion - Your Potential For Our Bussiness Associates

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,170
On SlideShare
0
From Embeds
0
Number of Embeds
8
Actions
Shares
0
Downloads
8
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Viva Financial Advisor Private Limited

  1. 1. LOGO Copyright © Wondershare Software
  2. 2. Copyright © Wondershare Software
  3. 3. • VIVA Financial Advisor Private Limited (VIVA) is emerging as one of the finest Financial Hub in India having Sub-memberships of BSE,NSE and the two leading commodity exchanges in the country i.e. NCDEX and MCX.• VIVA is registered as a Sub-member of Master Capital Securities Limited (Master Trust) which focuses on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology. Copyright © Wondershare Software
  4. 4. • The Group is promoted by Chartered Accountants Mr. Vikas Aggarwal and Mr. Bikash Singhi and by professionally managed team of 15 + direct employees. • VIVA has nation wide network comprising two Regional centers, six Branches and nine Business Associates .Copyright © Wondershare Software 4
  5. 5. Business Development and Superior Product Offering:• VIVA recognizes the efforts required to grow the business of its Business Associates.• VIVA (With support of Master Trust) will provide business development support by providing regular trainings, new client development support, client interaction and seminars, business analysis as well as business expansion ideas.• The support shall be made available from VIVA. We offer a wide range of products to suit varying investment needs. Copyright © Wondershare Software
  6. 6. Back Office Support VIVA (with support of Master Trust) provides web based back office software through which the clients can access their accounts/reports mainly ;• Back office reports for all segments i.e. NSE F&O,NSE CM, BSE CM, NCDEX, MCX,DP.• Holding Report, A/c Statement, Client dues and transaction ledger related to the Depository.• Reports available in F&O, NCDEX and MCX: a) Account statement b) Combined detail c) Combined outstanding d) Combined trade summary e) MIS-P&L report f) Trial balance & contract notes (Digitally) Copyright © Wondershare Software
  7. 7. Free Training Sessions VIVA provides the following training programs with the support of Master Trust;• Training program to develop necessary business knowledge.• Basic, Induction and functional training to Business Associates and their employees for operational knowledge.• Training provided on Master Dealer back office software• Training on risk management of the clients.• Training on the KYC.• Commodity and WMS training provided on building up the knowledge in commodity market and wealth management. Copyright © Wondershare Software
  8. 8. Research Support Business Associates would be provided access to technical & fundamental equity and commodity research of our R&D wing• Regular intra day SMS and research on Master Dealer terminal• Emails for both Equity and Commodity Segments• Worldwide News flow via Newsletter – VIVA “The Pinnacle”Copyright © Wondershare Software
  9. 9. Advisory Support • Research reports – Daily & weekly reports , sector wise reports, industry analysis, fundamental and technical analysis. • SMS alerts on mobile (if required). • Positional & intraday calls, momentum calls etc. on Business Associates terminals (with the support of Master Trust. • Positional & intraday calls, momentum calls on Yahoo messengers id of Business Associates (with the support of In House built Software i.e.“VIVA Catalyst”).Copyright © Wondershare Software
  10. 10.  We help our associates in identifying potential business. Continuous training to our Business Associate and their employees on various products and services of VIVA. Onsite training at our corporate office (With Support of Master Trust). We share all our products and services with our Business Associates. Back office support to manage risk, business growth, banking and other Back Office processes. Copyright © Wondershare Software
  11. 11.  Trading of Equity & Derivatives, Commodities & Currency ,IPOs , Mutual funds distribution, Portfolio management service by team of expert analyst. Investment banking services like; Corporate advisory, Public issues management, Capital restructuring, Private equity , Working Capital Loan and debt syndication, Advisory of merger & acquisition, Valuation of securities and ESOP. Third party distribution s like Insurance Business.Copyright © Wondershare Software
  12. 12. In this business layout, we explain the cost involved and the earning potential in doing this business with us.  Firstly, we will take up the basic assets and capex required in setting up of the office.  Secondly, we will take up the Monthly Revenue chart.  Thirdly, we will calculate the Net Profit/Loss.Copyright © Wondershare Software
  13. 13. Capital Cost Includes: Amount (in Rs.)Computer 25,000Printer/Fax/Scanner 5,000Phone Lines 1,000Furniture & Fixtures 20,000Deposit (Refundable) 50,000SEBI Registration Fees 6,618 Total 1,07,618 Copyright © Wondershare Software
  14. 14. Recurring Expenses (per Month) Amount (in Rs.)Salaries Operator 8,000 Peon & Field Boy 5,000Telephone 5,000Rent 8,000Electricity Bill 2,000Broadband Connection 1,500Overheads 5,000 Total 34,500 Copyright © Wondershare Software
  15. 15. Turnover 1st Month 2nd Month 3rd Month 4th MonthJobbing-Futures 20,000,000 40,000,000 60,000,000 80,000,000Jobbing-Option per lot 4,000 5,000 6,000 8,000Delivery 1,000,000 2,000,000 3,000,000 4,000,000MCX/NCDEX 10,000,000 20,000,000 30,000,000 40,000,000Currency per lot 200 400 600 800 Copyright © Wondershare Software
  16. 16. Revenue 1st Month 2nd Month 3rd Month 4th MonthJobbing-Futures 1,500 3,000 4,500 6,000Jobbing-Option 20,000 25,000 30,000 40,000Delivery 750 1,500 2,250 3,000MCX/NCDEX 500 1,000 1,500 2,000Currency 1,000 2,000 3,000 4,000Revenue Monthly 23,750 32,500 41,250 55,000If One Client Margin 200,000 200,000 200,000 200,000For One Client 23,750 32,500 41,250 55,000For Two Client 47,500 65,000 82,500 110,000For Three Client 71,250 97,500 123,750 165,000* These projections are assumed on the basis of ideal condition of the Capital & Commodity Market Copyright © Wondershare Software
  17. 17. Primary Market Revenue : (On Monthly Basis)Products Mobilisation (Rs.) Average Retention (Rs.) EarningMutual FundIncome Funds/ Gilt Fund 2,00,000 0.30% 600Equity 2,50,000 0.50% 1,250ELSS 25,000 2.00% 500InsuranceLife Insurance 5,00,000 5% 25,000General Insurance 50,000 5% 2,500Capital Gain Bonds 25,00,000 0.03% 750Fixed Deposit 10,00,000 0.25% 2,500Total 60,55,000 33,100 Copyright © Wondershare Software
  18. 18. Particulars Amount (Rs.)Capital 1,07,618Interest for 4 Months @ 18% P.A. 6,457.08Net Income (Secondary + Primary) 2,25,500Net Profit (4 Months) 81,042.92Monthly Profit (Average of 4Months) 20,260.73Copyright © Wondershare Software
  19. 19. Documents Required For Registration 4 Copies PAN Card of applicant. 4 Copies of Qualification Certificate of applicant minimum 10 th Passed required. 4 Copies of Address Proof of residence & office. 1 Cheque of Rs. 6742/- in the favor of “Master Capital Securities Ltd”. 4 CA reference letter (it should be on Original CA Letter Head). 1 Photograph of applicant. 1 A/c Opening Form in the name of Business Associate. 1 Physical Verification Form. Master Undertaking.Copyright © Wondershare Software
  20. 20. Copyright © Wondershare Software

×