SERNET is a financial services firm led by Mr. Bhavesh A. Vora and Mr. Arvind J. Vora. It serves over 3000 individual families as well as corporate clients and trusts. SERNET provides a variety of financial services including wealth management, financial management, risk management, and other avenues to meet all client financial needs through consultative and monitoring efforts. The vision is to become a global integrated player in financial services using professional practices to add value to clients' lives and wealth.

3. About Us
Financial Consultants Mr. Bhavesh A. Vora (AFP) and Mr. Arvind J. Vora, known not only for their market
acumen but also for their commitment to perseverance.
Under their leadership, SERNET serves more than 3000 Individual Families, made up of Retail Individuals, HNW
and NRI’s. SERNET also serves hugely to Corporate and Trusts. These communities are embraced with latest
systems and dedicated team efforts.

4. “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 and
other Avenues for all your financial requirements with complete consultative and monitoring efforts all under one
umbrella.
Today Planning is a brink mantra in one’s fiscal life, which will not only change your routine financial view but also
become a versatile code of conduct in your future financial performance.
Accurate Advice and well-timed Service has always been our forte.

5. Vision & Mission
SERNET
Logo
Logo resembles glimpse of ‘US $’ with ethnic touch of ‘Red Bindi’ symbolizing Indian touch. Giving it the finishing
touch with a tag line, that humbly aligns the objective and philosophy of the company.
SERNET Vision
To become an Integrated Player in Financial Services Industry having Global Presence interacting with Mass and
Class 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

7. Outline
Financial Planning Wealth Management Risk Management
Fixed Income Security
Budget
Mutual Funds
Career Life Insurance
PMS
Celebration Personal & Health Insurance
Equity
Retirement Commercial & Marine
Derivatives
Wealth Accumulation Insurance
Real Estate
Tax Savings Financial Liability & Credit
Commodities
Estate
Collectibles

8. Deals In
Financial Planning
Diagnostics
Basic
Specific
Comprehensive
Distribution
Debt
Mutual Fund
Broking
Insurance
Equity
PMS
Derivatives
Real Estate
Commodity
Collectibles
Currency

9. Goals & Values
Company’s Goal
Company established in 2004 to Act as a Financial Planning Consultant to Mass and Class. Act as an Intermediary in
the Global Financial Markets. Become and act as a Trading Member of Fully Automated Exchange in various
verticals such as Equity, Derivatives, Mutual Fund, Currency etc…
Company’s Values
Small 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.

11. Synopsis
Strong & Respected Local Financial Service Brand
Effective Network
Wide range of Products and Services available under one roof
Qualified and Experienced Professionals at your service
Online Access to market Information, Trading, Back Office and Portfolio
Informative News Letter available Free of Cost for Limited period.

12. Synopsis
Each client is important for us. We have distributed our clients into following categories as per their nature and
service requirements.
Sernet Swadesh Sernet Seva
Sernet Akshat
NRIs Trust
Individual
Sernet Shikhar
Sernet Swastika
HNIs
Corporate
Whom do we serve?

13. Activities
Advisory
Financial Planning Distribution
Fundamental Research Mutual Fund
Technical Research Insurance *
Fixed Income
IPO
PMS
Broking
Equity
Derivative
Currency
Real Estate *
Collectible *

14. Legal Compliances & Recommendations
My Home Zone Research Zone
Membership Knowledge
Zone Zone
Insider Trading
Risk Management PMLA Policy
Policy
Policy
Inactive Clients Tools & Reports
Policy Zone

15. Our Endeavours
SERNET Endeavours with your kind support.
March 2004 Organized Basic Financial Literacy Camps
April 2004 Set up Financial Planning Practice as a Division
October 2004 Set up IT Platform for Back Office & Client Servicing
June 2005 Set up Equity & Derivative Broking Activity with MOSL
October 2005 Consolidation Distribution Activities of MF and FI
Dec. 2005 Introduce Corporate Website www.sernetindia.com
January 2006 Penetrating Broking & Distribution Activities beyond local area
April 2006 Enhancement of IT Platform to
April 2009 Open Office in Ahmedabad to reach at Regional Level
June 2009 Initiate Indirect Sales Channel Network
Sept. 2009 Introduce Fee based MF Distribution Model
October 2009 Installation of National Fee Collection Platform
October 2010 Acquired BSE Trading Membership under Cash & FO Segment
April 2011 Initiate BSE Trading Operations
April 2011 Enhancement of Corporate Website

16. Finsen – Your Personal Financial Expert
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