Our Back Office Advantages
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- Get your own Branch code Log-in for online portfolio access of your clients.
- Get your clients online Log-In for online access of their own portfolio.
- View a check your earned commission at a click and on every transaction.
- Use various online utility for growing your business efficiency.
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Business Associates
Mutual funds have been a very versatile and a profitable investment avenue in India. NRIs can take the benefit of investments in open ended schemes of mutual funds without any hassels.
Below are the questions which will clarify all the doubts, formalities and tax implications related to mutual fund investments in India. We will passionately partner our clients to climb the Wealth Pyramid
Why be a part of the Secure Money?
Today the financial advisory business has become very competitive.More and more MNCs, banks and stock brokers are entering into the business of distribution of financial product and services, and many banks are planning to go retail. As such, the choice for investors will be many.
Competition will be driven by knowledge-based advice and service, supported by up-to-date technology support. The cost of operation will go up and margins might shrink. It is not viable for all players to invest in technology and brand building, and hence there is a need to form an alliance in form of advisors network.
Competition will be driven by knowledge-based advice and service, supported by up-to-date technology support. The cost of operation will go up and margins might shrink. It is not viable for all players to invest in technology and brand building, and hence there is a need to form an alliance in form of advisors network.
Eligibility
Who can join the Secure Money Group Advisors Network? Anyone who is involved in (or is interested in) advisory, distribution and marketing of financial products is welcome to join the network.
For instance, you may be a sub-broker of stock brokers, an Insurance agent, an AMFI registered Mutual Fund advisor, a Chartered Accountant or a Company Secretary.
This can be a part-time business opportunity for many educated housewives, retired bankers and other professionals. Even those already engaged in some other business but seeking an alternative source of income can look at this golden business avenue.
Joining Secure Money Advisors network becomes an additional revenue stream. Starting and estabilishing your own financial operation and handsome income comparable to other professions like Medicine or Law,
Secure Money can help you grow to viable level. Young professionals out from the colleges and business schools, thinking of making a long term career in this industry. Can find this network helping them in their career objective.
Support & Training
Whether you are an independent financial advisor working full-time or part-time, you would like to your business to succeed. The Secure Money is here to ensure that you reach your goal easily and quickly by providing training from time to time. Success is lot easier to achieve when you have the time and resources to focus on your greatest asset -- your clients.
Financial Planning
Look for broadening your client base with the one of the most successful Financial Advisory services. It's all possible to succeed when you can offer a sophisticated financial planning tool that gives a wide choice.
We are one of the pioneers in bringing this concept and now actively involved in making it a proven process in the Indian financial advisory business.We can help you to grow into a proficient financial planner.
Confidentiality
Your Client has chosen to deal with you. As the principle we have kept strict Confidentiality of our associate its client and have never approach them directly.This is why independent financial Advisors prefer to deal with Secure Money Group.
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