IndianMoney Associate Offer Document (New)[1]
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Transcript of IndianMoney Associate Offer Document (New)[1]
Associate Offer Document
By,
Associate CareIndianMoney.com08064554040 / 09243404040
09243404050 / 09342856694
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
Our Proposal�We propose to become your one point “Lead Provider” to add value to your
business.
�We at IndianMoney.com believe that “Your Profitability is our Sustainability”, hence
providing you with quality and genuine leads of those customers who have expressed
their interest in availing your services or specific products.
�Having served more than 8000 professionals and businesses over the past 4 years,
we have developed a mutually rewarding business model powered by advanced
technology.
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
technology.
“Having developed the expertise to match the need of both the “Buyer”
and “Seller”, we have been considered by most of the successful
financial advisors as their partner in Success”
About Us� Founded on 18th September 2008 under the name “Suvision Holdings Private
Limited” it is the First and only Company in the Business of Creating Financial
Literacy in India
� One of the Leading Financial Portals in India, which provides comprehensive
comparison of Financial Products across various verticals like, Insurance, Mutual
Funds, Real Estate, Banking and Stocks
� IndianMoney.com is not into any kind of Selling or Brokerage activities, we
ONLY provide UNBIASED FREE FINANCIALADVISING to our Customers
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
ONLY provide UNBIASED FREE FINANCIALADVISING to our Customers
�We are presently helping more than 5000 Professionals across the country to
find Quality and Genuine Customers who are looking for various kinds of Financial
Products/Services
� In the FY 2011-12 (till end of Nov), We have advised more than 3 lacs
customers from across the country
Why & How People Come to Us?� Miss selling of Financial Products in India has made many people to stay away
from Buying Financial Products
� Hence, IndianMoney.com has taken up the initiative to Spread Awareness among
common people to ensure that they don’t get miss leaded by any agent or sales
person while buying any kind of financial products
�We provide various user friendly Tools and Applications on our portal
“IndianMoney.com” to enhance the knowledge and understanding of our Visitors
along with Personalized and Free Advice on phone by our Expert Financial Advisors
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
� Our article base of over 15000 pages has increased our visibility on various search
engines, which has helped us in getting good traffic to IndianMoney.com
�We reach out to more than 6 million people through our Unique E-Newsletter
�We run various campaigns on over 20000 websites and search engines through
Google Adwords
� Our Network of Appointed Agencies across the country have helped us to reach
People in Person through our unique “Financial Planning Campaign”
How we validate their Interest?� All requests posted by Visitors are delivered to our Financial Advisors based on
skill and language through our unique CRM Application
� Then, Our Financial Advisors call them up and provide Free Financial Advising as
per their request and validate their interest level and need
� Only after the confirmation of their immediate requirement, we educate them on
various parameters to be considered while buying the respective Financial Product
� Then, we understand their preference and choice of Service Providers out of the
many operating in India
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
many operating in India
�We do not forward any customer details to our associates without the consent of
the customer
� If the customer has decided to meet only one company representative, then we
forward his request to only one Associate, if he wants to take quotation from more
than one company than we suggest him to meet maximum 3 Associates who deal
with 3 different company products
We Generate/Provide leads for
SI
NoIf You are Dealing with We will Connect You with
1 Term InsurancePeople who are looking for term insurance with an average annual income of above
2.4 lac.
2 ULIP Regular PremiumPeople who are looking for ULIP Regular Premium Plan with an average annual
income of above 2.4 lac.
3 ULIP Single PremiumPeople who are looking for ULIP Single Premium Plan with an average annual income
of above 2.4 lac.
4Child Insurance -
Traditional
People who are looking for Child Insurance - Traditional with an average annual
income of above 2.4 lac.
People who are looking for Child Insurance - ULIP with an average annual income of
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
5 Child Insurance - ULIPPeople who are looking for Child Insurance - ULIP with an average annual income of
above 2.4 lac.
6 Retirement/Pension PlansPeople who are looking for Retirement/Pension Plans with an average annual income
of above 2.4 lac.
7 Money Back PoliciesPeople who are looking for Money Back Policies with an average annual income of
above 2.4 lac.
8 Endowmenet PlansPeople who are looking for Endowmenet Plans with an average annual income of
above 2.4 lac.
9 Life InsurancePeople who are looking for Life Insurance with an average annual income of above
2.4 lac.
10 Auto InsurancePeople who are looking for Auto Insurance along with their Car Make, Model and
Insurance Renewal Date.
We Generate/Provide leads for
SI
NoIf You are Dealing with We will Connect You with
11 Business Insurance People who are looking for Business Insurance along with their Business Details.
12 Home Insurance People who are looking for Home Insurance along with their House Details.
13 Health Insurance People who are looking for Health Insurance along with their Family Details.
14 Travel Insurance People who are looking for Travel Insurance along with their Travel Plan.
People who are looking for Accidental Insurance with an average annual income of
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
15 Accidental InsurancePeople who are looking for Accidental Insurance with an average annual income of
2.4 Lac.
16 Home Loans People who are looking for Home Loan with minimum annual income Of Rs 3 lac.
17 Loan Against PropertyPeople who are looking for Loan Against Property with minimum annual income of
Rs 3 lac along with their property details.
18 Reverse MortagagePeople who are looking for Reverse Mortagage and of those who are aged above 60
years along with their property details.
19 Educational LoansPeople who are looking for Educational Loan along with Course Details of the
Student and Financial Details of the Parent - Annual Income Above 1.8 lac.
20 Personal Loans People who are looking for Personal Loan with minimum annual income of Rs 2.4 lac.
We Generate/Provide leads for
SI
NoIf You are Dealing with We will Connect You with
21 Business Loans People who are looking for Business Loan along with their Business Details.
22 Auto LoansPeople who are looking for Auto loans along with the vehicle make, value and of
those whose annual income is above 2.4 lac.
23 Gold Loan People who are looking for Gold alon along with the approximate value of Gold.
24 Two Wheeler LoanPeople who are looking for Two wheeler Loan with minimum Annual income of Rs
1.2 lac.
People who are looking for Loan Against Security with minimum Annual Income of Rs
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
25 Loan Against SecurityPeople who are looking for Loan Against Security with minimum Annual Income of Rs
2.4 lac along with details of the Securities.
26 Credit Card People who are looking for credit cards with minimum annual income of Rs 2.4 lac.
27 Mutual FundsPeople who wants to invest in Mutual Funds with an average annual income of Rs 2.4
lac and above.
28Demat and Trading
Account
People who wants to open a Demat and Trading Account with an average annual
income of Rs 2.4 lac and above.
29 Stock Tips People who have got a Demat and Trading Account and looking for stock tips.
30Commodity Trading
Account
People who wants to open a Commodity Trading Account with an average annual
income of Rs 2.4 lac and above.
We Generate/Provide leads for
SI
NoIf You are Dealing with We will Connect You with
31 Currency Trading AccountPeople who wants to open a Currency Trading Account with an average annual
income of Rs 2.4 lac and above.
32 New Pension SchemePeople who wants to invest in New Pension Scheme with an average annual income
of Rs 2.4 lac and above.
33 Infrastructure BondsPeople who wants to invest in Infrastructure Bonds with an average annual income
of Rs 2.4 lac and above.
34National Savings
Certificate
People who wants to invest in National Savings Certificate with an average annual
income of Rs 2.4 lac and above.
People who wants to invest in Public Provident Fund with an average annual income
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
35 Public Provident FundPeople who wants to invest in Public Provident Fund with an average annual income
of Rs 2.4 lac and above.
36 Independent House/VillaPeople who are looking for a Independent House/Villa with annual income of
minimum 3 lac and above.
37 Residential ApartmentPeople who are looking for Residential Apartment with annual income of minimum 3
lac and above.
38 Residential LandPeople who are looking for Residential Land with annual income of minimum 3 lac
and above.
39 IPOsPeople who wants to invest in IPOs with an average annual income of Rs 2.4 lac and
above.
40 Corporate FDPeople who wants to invest in Corporate FD with an average annual income of Rs 2.4
lac and above.
We Generate/Provide leads for
SI
NoIf You are Dealing with We will Connect You with
41 Fixed DepositsPeople who wants to invest in Fixed Deposits with an average annual income of Rs
2.4 lac and above.
42 Savings Bank AccountPeople who wants to open a Savings Bank Account with an average annual income of
Rs 2.4 lac and above.
43 Currect AccountPeople who wants to open a Currect Account with an average annual income of Rs
2.4 lac and above.
44 PMSPeople who wants to open a PMS Account with an average annual income of Rs 2.4
lac and above.
Recurring DepositPeople who wants to open a Recurring Deposit Account with an average annual
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
45Recurring Deposit
Accounts
People who wants to open a Recurring Deposit Account with an average annual
income of Rs 2.4 lac and above.
46Tax Planning/Financial
Planning Services
People who are looking for Tax Planning/Financial Planning services with minimum
annual income of Rs 2.4 lac and above.
Terms and Conditions:
1. If you have any other specific requirement apart from the above, kindly get that
confirmed through a mail from [email protected].
2. We don’t market/promote any product/service/property/company while educating
the customer.
Types of lead PackagesWe provide two kinds of lead packages:
1. Exclusive Package: In this package the leads which are provided to you will not
be given to any other company/agent for the next 6 working days.
2. Normal Package: In this Package, with the consent and as per the requirement
of the customer, a particular lead will be transferred to 3 associates from 3
different companies at a time.
Payment Modes
Online: You can make a payment through online by using your credit card, debit
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
Online: You can make a payment through online by using your credit card, debit
card, internet banking through CC Avenue which will be assisted by us.
Offline: Cheque or demand draft should be made in favor of “Suvision Holdings
Private Limited” and the same may be either send through courier to address
given below or it may be directly deposited to our under mentioned bank account in
any of the nearby SBI Bank branch in your city.
Bank Account Number : 30685569665
Bank Name : STATE BANK OF INDIA
Branch name : Mission Road, BANGALORE
IFS CODE : SBIN0060133
Benefits of IndianMoney.com Leads
�We don’t generate any lead through cold calling. People visit our website/call us to
take our advice on various financial products and after advising them we validate
their interest and forward their request to our Associates with the consent of customer
� All our customers are educated and have the basic knowledge of Financial
Services, hence it is very easy to sell
� Minimum annual income of all our customers is 1.8 lac and the average income of
customers is 4 lac
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
� All the leads forwarded to you are manually validated by our Financial Advising
Team, hence you get connected only to the genuine and interested customers
�We send leads through SMS, Email and through a CRM application, specially
designed for you
� You can access the leads provided to you from anywhere and at any time through
the CRM application. Also you can follow up with customers through the same.
� Customer Service Executive are available between 9.30 AM to 6.30 PM on all the
working days on 080-64554040/08553020367/[email protected]
Replacement Policy
We at IndianMoney.com, strive hard to provide quality leads by doing everything
possible from our end. However, in few situations things goes out of our control and
we take the responsibility of the same to compensate your loss, if any. Therefore, we
provide you with replacement of the leads served to you in the following situations,
1. If the contact number provided is invalid, wrong number, switched off/ Not Picking
the call/ Not reachable continuously for more than 4 days
2. If the Customer says, he never asked IndianMoney.com Team to forward his
request to any Service Provider
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
3. If the customer is staying in a place which is more than 60 KM from your place
1. We will start delivering the leads to you only after the confirmation of payment
2. SMS and Email are just complimentary services provided to you, hence non-
delivery of the sms/email for any reason is not the responsibility of the company
3. We do not guarantee any conversion ratio as it completely depends on You and
the customers acceptance of your services
4. Money once paid will not be refunded
Terms and Conditions
Tips for Easy Conversion Leads
� Introduce yourself as an Associate of IndianMoney.com
� Don’t introduce yourself as a sales person
� Tell him that you are there to advise on his need
� Give him a feel that you are more concerned about his needs
� Before explaining the product, try to understand more about the needs and
profile of the customer
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
profile of the customer
� Introduce the product as per his need
� Don’t stress on a particular product or company, try to explain 3 products but
highlight the features of the product which you want to sell
Available Lead Packages
Packages Leads Rate AmountAmount +10.3%
Service Tax
Platinum - Normal 100 110 11,000 12,133
Platinum -
Exclusive100 330 33,000 36,399
Platinum Plus -
Normal200 105 21,000 23,163
Platinum Plus -
Exclusive200 315 63,000 69,489
Suvision Holdings Private Limited, No 16, Apple Villa, Lalbagh Road, Bangalore - 560027
Platinum Premium
- Normal300 100 30,000 33,090
Platinum Premium
- Exclusive300 300 90,000 99,270
Platinum 500 -
Normal500 90 45,000 49,635
Platinum 500 -
Exclusive500 270 135,000 148,905
Platinum 1000 -
Normal1000 80 80,000 88,240
Platinum 1000 -
Exclusive1000 240 240,000 264,720