Sernet India Company Profile


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Sernet India Company Profile

  1. 1. About UsFinancial Consultants Mr. Bhavesh A. Vora (AFP) and Mr. Arvind J. Vora, known not only for their marketacumen but also for their commitment to perseverance. Under their leadership, SERNET serves more than 3000 Individual Families, made up of Retail Individuals, HNWand NRI’s. SERNET also serves hugely to Corporate and Trusts. These communities are embraced with latestsystems and dedicated team efforts.
  2. 2. “One full Scoop”All in one kitty!! Yes!!! At SERNET, you will find a variety of concentrated routes of: Wealth Management, Financial Management Risk Management andother Avenues for all your financial requirements with complete consultative and monitoring efforts all under oneumbrella. Today Planning is a brink mantra in one’s fiscal life, which will not only change your routine financial view but alsobecome a versatile code of conduct in your future financial performance.  Accurate Advice and well-timed Service has always been our forte.
  3. 3. Vision & Mission SERNET LogoLogo resembles glimpse of ‘US $’ with ethnic touch of ‘Red Bindi’ symbolizing Indian touch. Giving it the finishingtouch with a tag line, that humbly aligns the objective and philosophy of the company.  SERNET VisionTo become an Integrated Player in Financial Services Industry having Global Presence interacting with Mass andClass by Professional Management Practice, that adds value to one’s life and wealth. SERNET Mission To be a complete Advisory Destination for mass and class To be fully fledged Broking & Distribution house To have Significant Presence in urban and rural areas in organic way To become a competitive intermediary in Financial Services Industry
  4. 4. Outline Financial Planning Wealth Management Risk Management Fixed Income SecurityBudget Mutual FundsCareer Life Insurance PMSCelebration Personal & Health Insurance EquityRetirement Commercial & Marine DerivativesWealth Accumulation Insurance Real EstateTax Savings Financial Liability & Credit CommoditiesEstate Collectibles
  5. 5. Deals In Financial Planning Diagnostics Basic Specific Comprehensive Distribution Debt Mutual FundBroking Insurance Equity PMS Derivatives Real Estate Commodity Collectibles Currency
  6. 6. Goals & ValuesCompany’s GoalCompany established in 2004 to Act as a Financial Planning Consultant to Mass and Class. Act as an Intermediary inthe Global Financial Markets. Become and act as a Trading Member of Fully Automated Exchange in variousverticals such as Equity, Derivatives, Mutual Fund, Currency etc…Company’s ValuesSmall enough to hear you, Big enough to support you! With Quality, Transparency and Ethics keeping consistent,Rest everything should change with Time & Situation to ensure constant growth of the Company, Stake Holders &Employees.
  7. 7. SynopsisStrong & Respected Local Financial Service BrandEffective NetworkWide range of Products and Services available under one roofQualified and Experienced Professionals at your serviceOnline Access to market Information, Trading, Back Office and PortfolioInformative News Letter available Free of Cost for Limited period.
  8. 8. SynopsisEach client is important for us. We have distributed our clients into following categories as per their nature andservice requirements. Sernet Swadesh Sernet SevaSernet Akshat NRIs Trust Individual Sernet Shikhar Sernet Swastika HNIs Corporate Whom do we serve?
  9. 9. ActivitiesAdvisory Financial Planning Distribution Fundamental Research Mutual Fund Technical Research Insurance * Fixed Income IPO PMS Broking Equity Derivative Currency Real Estate * Collectible *
  10. 10. Legal Compliances & RecommendationsMy Home Zone Research Zone Membership Knowledge Zone ZoneInsider Trading Risk Management PMLA Policy Policy PolicyInactive Clients Tools & Reports Policy Zone
  11. 11. Our Endeavours SERNET Endeavours with your kind support.March 2004  Organized Basic Financial Literacy CampsApril 2004  Set up Financial Planning Practice as a Division October 2004 Set up IT Platform for Back Office & Client ServicingJune 2005  Set up Equity & Derivative Broking Activity with MOSLOctober 2005  Consolidation Distribution Activities of MF and FIDec. 2005  Introduce Corporate Website www.sernetindia.comJanuary 2006  Penetrating Broking & Distribution Activities beyond local areaApril 2006  Enhancement of IT Platform to April 2009  Open Office in Ahmedabad to reach at Regional LevelJune 2009  Initiate Indirect Sales Channel NetworkSept. 2009  Introduce Fee based MF Distribution ModelOctober 2009  Installation of National Fee Collection PlatformOctober 2010  Acquired BSE Trading Membership under Cash & FO Segment April 2011  Initiate BSE Trading OperationsApril 2011  Enhancement of Corporate Website
  12. 12. Finsen – Your Personal Financial Expert Thank You ... 