IndianMoney Associate Offer Document (New)[1]

Associate Offer Document

By,

Associate CareIndianMoney.com08064554040 / 09243404040

09243404050 / 09342856694

[email protected]

[email protected]

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.


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


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


� 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


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


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.


SI


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


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.


SI


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


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



SI


31 Currency Trading AccountPeople who wants to open a Currency Trading Account with an average annual


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


34National Savings

Certificate

People who wants to invest in National Savings Certificate with an average annual


People who wants to invest in Public Provident Fund with an average annual income


35 Public Provident FundPeople who wants to invest in Public Provident Fund with an average annual income


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.


SI


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


45Recurring Deposit

Accounts

People who wants to open a Recurring Deposit Account with an average annual


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


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


� 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


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


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


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

IndianMoney Associate Offer Document (New)[1]

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