M2

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M2

  1. 1. Over 10Years of Experience In Creating Financial Planning Awareness. Identifying & Completing Financial Goals for Corporate & Individuals.Individual Goals can be classified as : - Emergency Money Planning, - Retirement- Child Education & Marriage Planning, - Planning a House etc.,Corporate Goals can be classified as :- Contingency Money Planning- Growing Business,- Future Capital Requirement, - Investment Planning Etc.,"Seeking to help Corporate & Individuals to improve the financial health & to create wealth to face any FINANCIAL challenges offered by LIFE."<br />
  2. 2. Service Philosophy @ m2(money.manage)<br /><ul><li>Think of the customer first, take responsibility, and make prompt service to the customer a priority
  3. 3. Believer upon the commitments & promises made on time
  4. 4. Anticipate, visualize, understand, meet, exceed our customer's needs
  5. 5. Bring energy, passion & excellence in everything we do
  6. 6. Be honest and ethical, in action & attitude, and keep the customer’s interest supreme
  7. 7. Strengthen customer relationships by providing service in a thoughtful & proactive manner and meet the expectations, effectively.</li></li></ul><li>SOLUTIONS WE OFFER :- <br />LIFE PLANNING SOLUTIONS :<br />- Short Term Money Planning,- Emergency Money Planning,- Debt Management,- Retirement Planning,- Child Education & Marriage Planning,- Investment Planning<br />
  8. 8. PRODUCTS WE OFFER :- <br />MUTUAL FUND ,<br />Covering all Asset Management Companies & all schemes,<br />SMALL SAVINGS :<br />Post Office Recurring, Monthly Income Plan, NSC, KVP Etc.,<br />GOVERNMENT / RBI BONDS,<br />FIXED DEPOSITS <br />Bank & Company Fixed Deposits<br />EQUITY BROKING – Edelweiss Capital <br />
  9. 9. Services We Provide @ m2(money.manage) <br />Service is the key to unlocking customer satisfaction, which again is key for sustainability of any business. At Manan Mankad & Associates, we understand this very well. We have set strict processes in place to deliver quality services to customers. At our end strict quality service standards are set and a well-defined process is established and followed religiously by us. <br />Further we,<br />Have well-defined "Privacy Policy" to keep clients’ information confidential & internal audits done on the same at regular intervals Receive various statistics which are analyzed on an ongoing basis to improve the service standards. We are committed to improve and enhance our services and undertake new service initiatives. Such and other services differentiate us with other service providers in the industry.<br />
  10. 10. Seeking to help individuals to improve the financial health & to create wealth to face any challenges offered by LIFE. <br /><ul><li>Core Competencies:
  11. 11. Ability for prompt response
  12. 12. Relationship Management
  13. 13. Hi-tech database management
  14. 14. Field proven capability for trustworthiness</li></li></ul><li><ul><li> Who always puts your *interests* first
  15. 15. Has enough time to provide the *service* you need
  16. 16. Can create a strategic plan with your *goals* in mind
  17. 17. You Wouldn't Need To Imagine, At This Is What We Provide As Standard
  18. 18. We won’t tell you, which stock will give you 100% returns…But we will advice you how you will be able to Plan your future…… FINANCIALLY !</li></ul>Imagine A Financial Advisor :-<br />
  19. 19. <ul><li>Financial Planning –
  20. 20. Emergency Money Planning
  21. 21. Child’s Education / Higher Education Planning
  22. 22. Child’s Marriage Planning
  23. 23. Retirement Planning
  24. 24. Passing the Created Wealth to the next Generation.
  25. 25. Buying a house / Car</li></ul> Some Goals Can be classified as :<br /><ul><li>Buying an LCD television
  26. 26. Big Vacation Abroad
  27. 27. Creating your own Gym</li></ul>Financial Planning Services : - <br />
  28. 28. At the following Fundsnet distributor locations, you can submit transactions till the cutoff time. Please note that Fundsnet locations are not CAMS locations; they are simply locations that have the ability to scan transactions to CAMS. These locations may not be able to provide post sales service. Not all Funds may be available via Fundsnet. CAMS takes no responsibility for transactions submitted to these locations.<br />http://www.camsonline.com/fnnetwork.html<br />Our Association In Distribution<br />
  29. 29. Our Association : - <br />
  30. 30. OFFICE : - <br />“SAKAR-VII” <br />A-121, 1st FLOOR,<br />NEHRUBRIDGE CORNER,ASHRAM ROAD, <br />AHMEDABAD-380009, GUJARAT, INDIA<br />Cell :- 98245 91660, Office – 079 30000619<br />Email: manan@mananmankad.com <br />Web: http://www.mananmankad.com<br />

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