An ISO 9001:2008 Certified Company

Registered Office:

Navneet Plaza, Old Palasia, 313,

Indore 452001 (M.P) INDIA

+91 731 40 26004

+91 930 29 80808

E-mail : query@redvisiontech.com

Website : www.redvisiontech.com

REDVision Computer Technologies Pvt. Ltd. is a diversified IT solutions company offering world class B2B application services since 2006 to help organization exceed its technological expectations in India. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance.

We offers a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management ERP system which is currently used by more than 340 CFPs and MF Advisors across 75 cities in India who are providing professional advisory services to 92000 satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India’s largest Online wealth management software providers, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.

REDVision Financial Products

Created with International practical Approach especially for “Indian” Clients.

Consulted by Team of CFPs, CAs, MBAs, having combine Work Experience of more than 100 years.

More focus on simplicity with comprehensiveness to address client’s need.

Huge plan storage capacity because you may review plan of a single client 100 times in next 10 years.

It’s Online: Access from anywhere any time, no geographical limitation.

Unique 6 Methods for Life Insurance Need Calculation.

Self Developed ‘PERP Method’ to calculate exact amount of monthly pension at the time of retirement.

Retirement Corpus utilization table to make clients comprehend the post retirement cash flow scenario.

Ample space to add products suggestions and recommendations in the plan.

PDF Conversion & storage facility.

Financial Planning Software

Add more details

Tabs for filling FP Data

Unique “PERP Method” to Calculate accurate Pension

amount.

6 Methods for Life Insurance Sum

assured Amount Calculation

Save & Submit to Generate Primary Financial Plan

Primary Financial Plan

We are on Front

Page of Financial Plan.

A Primary Financial Plan

some thing like Diagnosis

Report for a Doctor.

Now the Financial

Planner’s work starts

here, you can add

recommendations,

Suggestions & solutions

for improvement in

financial health and on

different Goals, Will

Creation, Asset

Allocation, Life Insurance,

Health Insurance,

Retirement Planning etc.

Table of Contents

It will help you and your

clients to view the areas

covered in the financial

plan.

Define Fee Structure

This is a part of “Letter

of Understanding”, It is

always recommended

to agree with a client

on a fee structure in

various heads and

signed it up to avoid

any confusion in

future.

The Fee structure is

generated along with

“Letter of

Understanding”, it will

be saved with

Financial plan, So that

you can view or review

any time in future.

Suggest a Will.

This page will be

added when you click

on the check box in

the personal

information under

head “Suggest a Will”.

Income & Expenses

This is one sight view

of client’s entire

monthly income and

expenses with pie

chart. When you have

to suggest on expense

cutting it is always

better to have a

expenses distributed

view for better

understanding.

Asset Liability & Networth

Your Doctor always ask

about what drugs you

are already taking

before prescribing new

one, same way you must

analyze current asset

allocation and till what

extend these asset can

help clients in

achievement of goals.

Liabilities & Liabilities & Networth AnalysisNetworth Analysis

Liabilities Analysis sheet

give a brief overview on

EMI out flow, total

outstanding, rate of loan

and liability holder which

is useful in taking

various decisions

regarding priority in loan

repayment.

The Net Worth Shows

How Much Money Would

be left if Everything

Owned was converted

into cash and used to

pay off all debts.

Ratio AnalysisRatio Analysis

Ratio Analysis helps you

in finding symptoms of

Financial Disease, so

that you can take

corrective actions on

time to improve in the

same.

Ratio Analysis

includes

1. Reserve/Surplus

Ratio

2. Saving to Surplus

Ratio

3. Debt to Income

Ratio

4. Liquid to Networth

Ratio

5. Solvency Ratio

6. Debt Asset Ratio

Asset Allocation Asset Allocation AnalysisAnalysis

Asset Allocation analysis

forms the foundation of

any financial plan. In

fact, determining the

right mix of stocks,

bonds, cash and other

asset classes may be

your one of the most

important investment

decisions.

Before reaching any

concrete decision it is

must to analyze what

client already owned, FP

Samurai provide

analysis on Asset

Allocation, Return

Efficiency level,

Expected Return

Delivery, Asset Liquidity

Level.

Life Insurance Life Insurance AnalysisAnalysis

A financial plan should

cover all areas of your

financial needs and

should result in the

achievement of your

goals. The scope should

cover areas such as risk

management and

insurance techniques

that would protect your

goals against any

unforeseen calamity.

We Provide 6

Methods of Life

Insurance Need

Calculation which

gives you scope to

protect Income,

outstanding loans,

Goals & Expenses etc.

Life Insurance Life Insurance RecommendationsRecommendations

Life Insurance need

Calculation is like

diagnosing the patient

and finding the

deficiencies, but main

part of solution is to

suggest the medicines,

in same way life

insurance analysis will

calculate the sum

assurance amount but in

Recommendation

section you can suggest

the scheme name, type,

sum assured, yearly

Premium and tenure,

also you can add

multiple policies and

reason to suggest the

policy in the last.

Health Insurance Health Insurance AnalysisAnalysis

Health Insurance is one

of the important factor

of financial planning for

your client. In the recent

survey, it shows that

India has the highest

number of diabetes

patients in the world.

This section not only

provide the health

insurance need

details but also give

you panel to add

policy details and

recommendation

which will be saved

permanently in your

desk.

Asset Allocation Asset Allocation RecommendationsRecommendations

Research has shown

that choosing right asset

class has highest impact

on returns, FP Samurai

gave u featured

recommendation panel

which compare current

asset allocation with

buy/sell Action.

Contingency Fund Contingency Fund ArrangementArrangement

Here FP Samurai makes

difference of creating a

contingency fund

arrangement separate

for husband & wife (if

both are earnings)

according to household

monthly living expenses.

Goal Plan Analysis Goal Plan Analysis and and

RecommendationsRecommendations

Goal Planning section

give a separate

roadmap of your each

goal with Advisor’s

Recommendations, Goal

planning also includes

“This Goal has Been

PROTECTED” Seal if the

goal is insured by Client.

Goal Planning Goal Planning

Includes following Includes following

Goals:Goals:

- Child Education

- Child Marriage

- Retirement Planning

- House & Car Planning

- Holiday Planning

- Self Education & other

Goals

Retirement Planning Retirement Planning With Post Retirement Cash With Post Retirement Cash

Flow and Flow and RecommendationsRecommendations

Retirement is a very

important Goal in Financial

Planning, Client wants a

fool-proof pension plan with

cash flow statement till the

end of life.

Retirement Planning Retirement Planning

Includes:Includes:

- Find how much pension

required with the help of PERP

Method.

- Gives a corpus needed to

form a retirement kitty.

- Gives Complete retirement

amount utilization cash flow

that will be near to zero at the

end of life.

* Image is fade due to lack of

space, please go for live demo for

actual look & feel.

Important Important Disclosure Disclosure

This section is necessary

important disclosures, you

can insert/edit/delete

yours points also.

You can also Generate

Financial Plan in PDF

Format by clicking on

“Generate Final

Report” in the last of the

page.

Financial Plan Financial Plan StorageStorage

Software has storage area

with unlimited capacity

which can save all

Financial Plans of clients

from First plan to each

review and there is one

click email sending panel

which will send an well

drafted email to your

client with attached

Financial Plan in PDF

Format.

Q: Is my data secure?

A: Yes, the Linux server which is being used is SSL Secure & Certified by Cyber Security Companies like:

With these certification the Data is more secure even more then your PC.

Q: How I will Get After Sales Support?

A: Wealth eoffice is 100% Web based System, Queries Execute Directly From Server, So most of the time client will not have any problem but in case if Client have any Problem it Can be Rectify Without Any Physical Visit.

Q: I work from office as well as from home, can I work from both places?

A: Wealth eoffice gives you freedom to work from any part of the world, the only thing which is required is a system with internet.

Frequently Ask Questions (FAQ)

RED Vision Computer Technologies Pvt. Ltd.( An ISO 9001:2008 Certified Company )

Registered Office:313, Navneet PlazaOld Palasia,Indore 452001 (M.P) INDIA

+91 731 40 26004+91 930 29 80808

E-mail : query@redvisiontech.comWebsite : www.redvisiontech.com

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