This document provides information about an online financial advisory organization that offers various financial services to retail, corporate, and non-resident clients. The organization provides services such as financial planning, insurance, loans, investments, tax services, and more through partnerships with various agencies. It has served over 1,000 retail customers across India as well as its first non-resident customer based in Dubai since being incorporated in 2011. Contact information and consultation fees are also listed.

1. About us

2. ONLINE FINANCIAL ADVISORY
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3. PHONE &
EMAIL ONLY
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4. ORGANIZATION
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5. Retail
Investment
Corporate
Investment
Non-
Resident
Investment
Finance
Marketing
Human
Resource
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6.  Financial Advisory Services
 Insurance – Life & General
 Loans – Housing, Loan against Property
 Mutual Fund Investments
 Equity Share Investments
 PAN Card Creation
 Income Tax Returns filing
 Balance Sheet preparation
 Tax-Free and other Bonds
 Fixed Deposits
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7.  Funding via Secured or Unsecured Loans
 Funding via Venture Capitalists
 Investment Advisory Services for corpus
funds
 Bonds and Fixed Deposits
 Insurance – Group and General
 Tax Returns
 Company/LLP Formation
 Audits, ….
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8.  Investments in India – Mutual Funds, Shares
 Housing Loans
 Loan Against Property
 PAN card creation
 Finding Indian Partners for overseas
Corporate Entities
For Expatriates, NRIs, PIOs
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9. 9
AGENCIES & PARTNERS

10.  Insurance – Corporate & Retail
◦ Aviva India Insurance
◦ Life Insurance Corporation of India – LIC
◦ SBI Life
◦ Bajaj Allianz
◦ Max Life Insurance
 Loans – Retail and Corporate
◦ Indiabulls Housing Finance Corporation Limited
◦ Tata Capital Housing Finance Corporation Limited
◦ Tata Capital Financial Services Limited
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11.  Fixed Deposits and Bonds
◦ Any and All through SBI Capital Securities
 Mutual Funds
◦ Any and All through CAMS and Karvy
 Equity Shares
◦ through Anand Rathi & Company
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12.  Expat Group
 Vigneshwara Developers
 Cosmic Group
 Earth Infrastructures Limited
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13. 13
CLIENTELE

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Corporate Customers
Spread of Retail Customers
Across India from Shillong to Mumbai, Delhi to Chennai – more than one
thousand customers consulted so far
First NRI customer based out of Dubai and still counting

15. 15
MILESTONES

16. November 09, 2011 Incorporation with “Retail” vertical
September 01, 2012 Start of “Corporate” Vertical
September 01, 2012 First Client of “Corporate” Vertical
November 01, 2012 Start of “Non-Resident” Vertical
November 08, 2012 First Client of “Non-Resident” Vertical
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17. 17
CONSULTATION FEE

18.  Comprehensive Financial Planning - ₹6,000
◦ Life Insurance Consultancy
◦ Medical Insurance Consultancy
◦ Income Tax Saving Consultancy
◦ Financial Goal Setting Consultancy
◦ Financial Goal Achieving Consultancy
◦ Retirement Planning Consultancy
◦ Investment (Mutual Fund and Equity) Consultancy
 Child Future Planning Or any Goal - ₹1,250
 Retirement Planning, Income Tax Planning,
Insurance Planning - ₹1,250
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19.  Income Tax Returns Individual/HUF - ₹350
 PAN Card Creation - ₹200.00
 Balance Sheet Preparation - ₹2,000 + efforts
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20.  Please contact customer care at
wecare@myfinadvisor.com
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21. 21
CO-ORDINATES

22. Registered office:
A-603, Park View City 2
Sector 49, Sohna Road
Gurgaon – 122018 (Haryana) - India
+91.987.100.myFA (6932)
wecare@myfinadvisor.com
http://www.myfinadvisor.com
http://www.facebook.com/myfinadvisor
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