Start your own Financial Website with Online MF Buy Feature.

After much thought you have decided to become an Financial Advisor/ Planner, but there are many things that go into that decision once you start.For many Financial Planner the most difficult part of setting up a financial advisory firm is selecting the best technology in the budget.

REDVision Technologies brought the solution of quality website with advance feature in start-up entrepreneur’s budget.Have a look at Features as follows.

Financial Website for CFP and Financial Advisor

Sample Website

http://www.eminencewealth.in

http://www.kcimoney.com

http://www.osswealth.com

http://www.xfundzonline.com

 

Non Technical Features

  • Website pages: Upto 15 Dynamic Pages
  • Includes:Online MF buying Pages: Clients can buy following MFs:

1.         Birla Sun Life Asset Management Company Ltd.

2.         Edelweiss Asset Management Ltd

3.         Fidelity Mutual Funds

4.         Franklin Templeton Mutual Fund

5.         HDFC Asset Mgmt. Co. Ltd.

6.         ICICI Prudential Asset Mgmt. Co. Ltd.

7.         IDFC Asset Mgmt. Co. Ltd.

8.         Kotak Mahindra Asset Mgmt. Co. Ltd.

9.         L&T Investment Management Ltd.

10.        Quantum Asset Management Ltd.

11.        Reliance Capital Asset Management Ltd.

12.        Religare Asset Management Company Ltd.

13.        SBI Funds Management Private Ltd.

14.        Tata Asset Management Limited

15.        UTI Asset Management Company Private Ltd

 

  • Your Branded email ids : 3 email ids

example: yourname@yourdomain.com

*email id can be increased on demand

  • Admin-panel of dynamic web pages
  • Useful Links
  • Download section

 

Logo & Website Design

  • Corporate Designed Theme
  • Exclusive Designed Logo

 

 Social Media Marketing Tools

  • Facebook “Like Button” Integration
  • WordPress “ Blog Link” Integration
  • Twitter & Facebook Share Integration

 

 Advertisement Section

  • Advertisement Section to generate revenue

 

Insurance Features

  • Human Live Value Calculators
  • LIC ULIP NAV
  • Pay Life Insurance Premium Online page


Customer Service

  • Greeting cards sending panel
  • Video section
  • Schedule a meeting with us form
  • Check Your KYC
  • Live CNBC Awaaz TV

 

Technical Features

  • Domain Name Registration
  • Web Space    ( 1GB)
  • Home Page
  • Server Setup
  • Corporate Mail IDs – 3
  • Maintenance (One Year)
  • Quick Setup
  • 5GB Bandwidth
  • 24 hour FTP Access for Uploading/Updating Files Web Hosting
  • POP3 Emails & Web mail Anywhere Access
  • FrontPage, PHP, CGI, Perl
  • Webalizer Stats
  • 99.99% Uptime Guarantee

 

Financial Tickers Pack

  • SIP Caluculator
  • Loan EMI Calculator
  • FD Calculator
  • Child Marriage planning Calculator
  • Child Education Planning Calculator
  • Retirement Planning Calculator
  • Dividend History
  • Latest & Historical NAV Watch
  • TAX Calculator 11-12
  • Delay Cost calculator
  • Flash SIP-O-Meter
  • Year 2011-12 Income Tax Calculator
  • SIP Past performance Calculator
  • STP  Past performance Calculator
  • SWP Past performance Calculator
  • Lumpsum performance Calculator
  • NSE, BSE, Gold, Crude oil Real Time Rates
  • Mutual Fund 1,3,5 Years Top Performers
  • Latest MF & IPO News

Get the quotation of the website email at query@redvisiontech.com

Visit Us: www.redvisiontech.com

Posted in asset management software, CFP Brand Promotion, financial planner, financial planning software in India, financial technologies, Financial Tickers, Financial Website, mutual funds software, Social Media marketing for Financial Advisor In iNDia, wealth management software | Tagged , , , , , | 2 Comments

Promote Your Brand Name Without Any Cost!!!

Share your Website in social networks, groups and communities Share Website posted by you with your friends, colleagues, communities on social networking sites like facebook.com, orkut.com etc.

Financial Planner, Brand Promotion

Promoting your Website on FACEBOOK Log on to your Facebook account or create a new one and follow these easy steps. Go To:

Profile > Wall > Update Status
Write a brief heading for your Website along with the URL (eg. http://www.yourwebsitename.com)

Profile > Wall > Post Link
Post your Website URL

Profile > Edit Profile > Contact Information > Website
Enter your Website URL in the website field and save changes

Friends > Wall > Write
Visit a friend’s profile and write details/URL of your Website on their wall

Home > Search
Search users and communities which you think are related to your product or service. Join the community, participate in discussions, ask questions from other community members, tell them about your Website.

Create your business page
Create your business page through this link: http://www.facebook.com/pages/create.php, add your Website details and invite friends to see your page (using the Share Feature).Login to Facebook NOW!

Promoting your ad on ORKUT
Log on to your Orkut account or create a new one. Please make sure that updates for any change in your profile is shown to your friends on Orkut. To enable “show updates” on your orkut accont, go to Home > My settings > Privacy > My updates > Select “show updates” and follow these easy steps:

Home > My Profile > Edit Status

Home > My Profile > Edit Profile > Social > Webpage
Enter your Website URL in the webpage field and update changes

Home > My Profile > Edit Profile > Professional > Company Webpage
Enter your Website URL in the webpage field and update changes

Home > Friend’s Profile > Scrap
Scrap your friends by visiting to their profile or replying to their scraps. Let them know about the Website.
Home > Search
Use Orkut search to find communities which you think are related to your product or service. Join the community, participate in discussions, ask questions from other community members, telling them about your Website.
Login to Orkut NOW!

3. Promote your Website on Online Bookmarking Websites – Its Easy!
There are millions of people who use internet to create bookmarks of their favourite web pages/sites on online bookmarking websites.
Make your Website visible to users of these online bookmarking websites:
Add to Stumble Upon | Add to Delicious | Add to Reddit | Add to Twitter | Add to Propeller

4. Create a press release and submit to free press release websites
Write a brief write up (press release) related to your Website. The press release should talk about the products and/or service offered as mentioned in your Website. After you have written the press release, you can submit the same to free press release submission websites along with the URL of your Website.
Free press release sites:
Subbmitt | i-newswire Press Exposure | Prfocus | Humsurfer

Also you can search google for “FREE PRESS RELEASE”, “WEBSITE SUBMITTION”, “POST FREE ADS” what ever site comes in search you can submit your website details there.

Visit Us: www.redvisiontech.com

 

Posted in financial planner, financial technologies, mutual funds software, wealth management software | Tagged , , , , , | Leave a comment

AMFI to launch new portal for all mutual fund transactions.

03 Oct 2011, Source: Economics Times

The Association of Mutual Funds in India plans to launch a portal, MF Utility, next fiscal that will facilitate transactions by customers, distributors and financial advisors in schemes offered by various asset management companies on a single, unified platform.
“MF Utility is planned to commence operations by the first week of April, 2012, subject to appropriate clearances from SEBI,” Indian mutual fund trade body AMFI’s Chief Executive H N Sinor said while addressing the body’s 16th Annual General Meeting.

The new portal will help customers, distributors and financial advisors carry out transactions in mutual fund schemes across all asset management companies (AMCs) at one place.

Various issues, including ways to encourage overall growth of the mutual fund industry and foster increased participation by retail investors, especially in smaller towns, were discussed at the meeting.

http://economictimes.indiatimes.com/personal-finance/mutual-funds/mf-news/amfi-to-launch-new-portal-for-all-mutual-fund-transactions/articleshow/10207623.cms

HOW YOU CAN BE TAKE MAXIMUM ADVANTAGE OF THIS UTILITY: HAVE A FINANCIAL WEBSITE, FEATURED AS FOLLOWS.

Sample Website

http://www.eminencewealth.in

http://www.osswealth.com

http://www.pentagraphcapitals.com

http://www.kcimoney.com

Non Technical Feature

  • Website pages: Upto 15 Dynamic Pages
  • Includes:Online MF buying Pages: Clients can buy / sell MFs online: Following AMC already providing online facility

Your Branded email ids

example: yourname@yourdomain.com

  •  Admin-panel of dynamic web pages
  • Useful Links
  • Download section

Financial Tools & Tickers Pack

  • SIP Caluculator
  • Loan EMI Calculator
  • FD Calculator
  • Child Marriage planning Calculator
  • Child Education Planning Calculator
  • Retirement Planning Calculator
  • Dividend History
  • Latest & Historical NAV Watch
  • TAX Calculator 11-12
  • Delay Cost calculator
  • Flash SIP-O-Meter
  • Year 2011-12 Income Tax Calculator
  • SIP Past performance Calculator
  • STP  Past performance Calculator
  • SWP Past performance Calculator
  • Lumpsum performance Calculator
  • NSE, BSE, Gold, Crude oil and Dollar Real Time Rates
  • Mutual Fund 1,3,5 Years Top Performers
  • Latest MF & IPO News

Logo & Website Design

  • Corporate Designed Theme
  • Exclusive Designed Logo

  

Social Media Marketing Tools

  • Facebook “Like Button” Integration
  • WordPress “ Blog Link” Integration
  • Twitter & Facebook Share Integration

 

Advertisement Section

  • Advertisement Section to generate revenue

 

Insurance Features

  • Human Live Value Calculators
  • LIC Premium Calculator
  • LIC ULIP NAV
  • Pay Life Insurance Premium Online page


Customer Service

  • Greeting cards sending panel
  • Video section
  • Schedule a meeting with us form
  • Check Your KYC
  • Live CNBC Awaaz TV

 

Technical Features

  • Domain Name Registration
  • Web Space    ( 1GB)
  • Home Page
  • Server Setup
  • Corporate Mail IDs – 3
  • Maintenance (One Year)
  • Quick Setup
  • 5GB Bandwidth
  • 24 hour FTP Access for Uploading/Updating Files Web Hosting
  • POP3 Emails & Web mail Anywhere Access
  • FrontPage, PHP, CGI, Perl
  • Webalizer Stats
  • 99.99% Uptime Guarantee

For Website Developement related query feel free to contact us:

query@redvisiontech.com

www.redvisiontech.com

Posted in financial planner, financial technologies, Financial Tickers, Financial Website, mutual funds software, wealth management software | Tagged , , , | 1 Comment

6 Ways A Financial Planner Can Charge Fees.

When It Comes To Financial Planner Fees There Is No Such Thing As “Typical”.

Some financial planners charge fees in the form of commissions; others in the form of an hourly rate, and others as a percentage of your account value.

It means a financial planning fee can vary tremendously from planner to planner, so you want to know what to look for. wealth management softwareHere are the six types of financial planning fees you must understand before deciding your business model.

1. Commissions Paid To The Financial Planner.

This is the most common financial planner fee Before enter load abolished but still something is better than nothing . Some commission based financial planners provide quality advice; some are just good salespeople. The bad thing about commission is that the advice you give could be influenced by how much you will make on one product verses another. mutual funds software

2. A Percent Of Your Account Value.

A financial planner who works this way will charge a fee based on a percentage of client’s account value. If client’s account value grows, they will make more money. If client’s account value goes down, they will make less money. In this way they have an incentive to grow client’s account and to minimize losses. This type of fee can range from 2.5% per year on the high side to .50% per year on the low side. Typically the more assets you have, the lower the fee.

3. A Combination Of Fees and Commissions.

Many financial planners today can collect fees and commissions in both ways described above. They often use the term fee-based. It is important to understand the difference between a fee-only financial planner, and a fee-based financial planner.  Many fee-only Financial planners are emerging in India who are surrendering their agency code and providing pure advisory if you ask about purchase a financial product they have tie up with product vendor firms.  mutual fund software

4. An Hourly Rate For Financial Advice.

Just like advocate, or accountants, hourly rates will vary widely from planner to planner. Expect to pay a higher hourly rate for experienced financial planners, or planners who have an area of specialty. Lower rates will be charged by less experienced planners. Hourly rates can vary from Rs.500 an hour to well over Rs.3000 per hour.

5. A Flat Financial Planning Fee To Provide A Specific Analysis.

Since a flat financial planning fee is not tied to the value of investments, or generated by the purchase of any specific investment, client can feel confident you will receive objective advice. A flat financial planning fee should be quoted upfront, along with a clear description of what type of service or analysis will be provided. You must include follow up meetings, phone time and/or email questions in the fees.

6. A Quarterly Or Annual Retainer Fee to Provide Ongoing Financial Planning.

Since a retainer fee is not tied to the value of investments, or generated by the purchase of any specific investment, you can feel confident you will receive objective advice. After learning about the complexity of your situation, a financial planner can tell you what your quarterly or annual retainer fee would be, and what services are included for that fee. A written contract detailing the fee and services is usually provided. Financial planning retainer fees may vary from Rs.2,000 per year to over Rs. 40,000 per year for high net worth individuals.

Article is provided by:

Zahiruddin Babar

Chief Software Architect

REDVision Computer Technologies Pvt. Ltd.

email: query@redvisiontech.com

www.redvisiontech.com

Posted in financial planner, financial technologies, mutual funds software, wealth management software | Tagged , , , | Leave a comment

Economy Cycle

Wealth Management software

Economy cycle by redvision technologies

Economy Cycle: This is conclusion of economic events, if any one want to know when market will have big fall, keep track on this cycle.

Posted in financial planner, financial technologies, Financial Tickers, Financial Website, mutual funds software, wealth management software | Tagged , , | Leave a comment

5 Tips for Financial Advisor to kick start Social Media Marketing.

Social media for financial advisors is about to get a lot more crowded.  Recently, Morgan Stanley in US announced it will allow its financial advisors to begin using LinkedIn and Twitter.  They plan to start with about 600 advisors in … Continue reading

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