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Go4wealth Business Presentation

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Pratik Patel
Pratik Patel

The document provides an overview of Go4Wealth, a financial services company that aims to provide value-added services to investors. Some key points: - Go4Wealth believes in social entrepreneurship and identifying opportunities in people's daily lives. - It operates an automated trading system called ProfitGyan to manage risks for clients and provide personalized services. - ProfitGyan links investors, advisors, and brokers on a single platform and allows for advanced concepts like risk management. - This approach aims to protect investors from losses and create regular income sources for brokers and the company through management fees and brokerage commissions.

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Business Presentation
About Us We at Go4Wealth believe that a true business and a highly lucrative one comes from Social Entrepreneurship combined with a strategy which allows you to plug-in visible opportunities in a common mans day to day life. Why We Chose to Enter in the space of Financial Services ? Imagine a country with a population of over 112.98 crores, comprising of 29.37 crores of Urban Population with 5 crores+ households who have Internet access but they invest only 4% of their savings in Equity Related Instruments. Every Country in the World believes in the India Story and its ability to become a super power by 2020. But we all forget that a Developed Nation like the US, has its citizens investing up to 20% of their savings in Equity Related Instruments. The Number of Brokerage Houses registered with SEBI, FIIs and even Insurance and Mutual Funds companies are growing every single month, ready to compete with each other for brokerage and commissions.
Management Team Pratik Patel - Founder, Director - Business Consultant with Kesar Developers Ltd., India - Worked as Vice President with JM Realty Developers Ltd., India - B.Tech (IT) from AIT, India Manish Kumar Singh Associate Vice President - Manager for CapitalVia Global Research Company for 2 years - 4 years experience with Fidalgo Hotel in Goa - B. A. Economics, Philosophy from Varanasi - M. B. A. in Marketing from Delhi
About Go4Wealth Go4Wealth aims to provide value added services to this segment of the market as Automatic Trading System where client should sleep stress free in this market and our partner feels it fruitful. This happens Our Technology Partner www.profitgyan.com which can be understood as Risk Management application in short but to call this short is not enough. What will ProfitGyan do and why we believe in ProfitGyan? ProfitGyan will link the Investors and Advisors (as of now only Go4Advisory/Go4Wealth is using this) on a single platform emphasizing on the utmost ease of use and comfort. Allow Go4Wealth to deliver personalized services to their clients including practicing of advanced concepts like Risk Management & Relationship management which are computed by the application automatically for their clients. Opening up of newer business opportunities and domain for our brokers because of the very nature of the product. Serve as a Industry Certification Benchmark to ensure that only quality advisors and those with creditability gain a competitive edge as compared with other advisors on the Internet and elsewhere. Allow Go4Wealth to move up the value chain and introduce PMS Services with backend integration. Investors can link their broking account with ProfitGyan and trade via our Automated Trading Platform powered by ProfitGyan.
Money Management Why this is important? Well, we are in the business of making money, and in order to make money we have to learn how to manage it. Ironically, this is one of the most overlooked areas in trading. Many traders are just anxious to get right into trading with no regards to their total account size. They simply determine how much they can stomach to lose in a single trade and hit the "trade button. Theres a term for this type of investing.its called GAMBLING! When you trade without money management rules, you are in fact gambling. You are not looking at the long term return on your investment. Instead you are only looking for that "jackpot". Money management rules will not only protect us, but they will make us very profitable in the long run.
Risk Management Consider this example Lets say you have a $100,000 and you lose $50,000. What percentage of your account have you lost? The answer is 50%. Simple enough. Now, what percentage of that $50,000 do you have to make in order to get back to your original $100,000? Its not 50%--youd have to make back 100% of your $50,000 to get back to your original $100,000. The point of that little illustration is that it is very easy to lose money and a lot harder to make it back. We know youre saying to yourself, Im not going to lose 50% of my account in one trade." Well we would certainly hope not! However, what if you lost 3, 4, or even 10 trades in a row? That couldnt possibly happen to you, right? (Sarcasm used) You have a trading system that wins 70% of the time, so there is NO way you could lose 10 trades in a row. (Even more sarcasm used) Well, while you may have a good system, consider this example:
Continue In trading, we are always looking for an edge. That is the whole reason why traders develop systems. A trading system that is 70% profitable sounds like a very good edge to have. But just because your trading system is 70% profitable, does that mean for every 100 trades you make, you will win 7 out of every 10? Not necessarily! How do you know which 70 out of those 100 trades will be winners? The answer is that you dont. You could lose the first 30 trades in a row and win the remaining 70. That would still give you a 70% profitable system, but you have to ask yourself, "Would you still be in the game if you lost 30 trades in a row?" This is why money management is so important. No matter what system you use, you will eventually have a losing streak
Value Proposition Why we believe in ProfitGyan is because of the value proposition on offer. An investor/trader gets access to: Current Market outlook which is published not by the elite but by real traders who are the driving forces behind these markets who are often overlooked and never appear on the top of the heap. A complete 360 Degree portfolio tracker which is one of its kind and tracks futures, options, forex and commodities as well, something which even money control does not offer to its clients. All we are missing is live pricing. Risk adjusted trading calls personalized as per investor specifications to suit his financial goals, portfolio size, diversification and margin availability. All he needs to do is just punch in the order and never worry about losses. In built Messenger, Live Interaction, Portfolio Guidance, Equity Curve and much more.
Now this is where our Mission steps in, what we at Go4Wealth do is close the Gap which has been evidently visible for years. Just compare this with the current situation of the Industry wherein people pay thousands for a simple SMS, and on the other hand if they get so much wont they stick up with ProfitGyan ? On the other hand, an Advisor stands to benefit in more ways than one: Acquire new clients and expand their and the entire Industrys horizon. Acquire new clients and expand their and the entire Industrys horizon. Turning their unhappy client into happy ones because since all calls are risk balanced the chances of the clients going bankrupt or loosing virtually their complete portfolio is impossible. This in turn would enable the Go4Wealth and partners (you) to service our clients better and even and ensure the continuity of not only their Subscription Fee but Retention benefits and references as well.
Why to choose us? Now this is the most interesting and valuable question, so here are the answer: :- There is no one in the market who cares about the investors money. Everyone is running behind their own profit whether it is brokerage or advisory money. :- Here we dont forget that the client should earn then only he would be fruitful for everyone. :- We understand that the client should not be considered as hen, instead they are our partners. :- Everyone thinks about the profit and has to think, but most importantly, REGULAR BUSINESS so we are the solution for all of us (You, we and clients) to get regular business. :- When client is happy, for sure they will keep us happy while paying brokerage to you and management fees to us which is our income. :- We are the only who follow the Risk Management System and that is the biggest reason to choose us as this application is been created and held by us only and if Risk Management is existing, nobody can make out to the investors from the market and till they are existing in the market, means they are earning.
Revenue Sources We at Go4Wealth would make sure we take up only those business opportunities where we see multiple sources of revenue. An Example of the same can be ProfitGyan.com where we expect business from: This way you can make your existing client happier with tension free trading and can take more references and also new sources from your own. The way is been designed for you to earn regular income through brokerage because we will help you to create 10 times volume of your clients capital on intraday basis only and that would be quality only. So, we believe that a client wants only profit, nothing else and if he is getting this with his own broker, who would be happier than him?
Thanking You !

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Go4wealth Business Presentation

  • 2. About Us We at Go4Wealth believe that a true business and a highly lucrative one comes from Social Entrepreneurship combined with a strategy which allows you to plug-in visible opportunities in a common mans day to day life. Why We Chose to Enter in the space of Financial Services ? Imagine a country with a population of over 112.98 crores, comprising of 29.37 crores of Urban Population with 5 crores+ households who have Internet access but they invest only 4% of their savings in Equity Related Instruments. Every Country in the World believes in the India Story and its ability to become a super power by 2020. But we all forget that a Developed Nation like the US, has its citizens investing up to 20% of their savings in Equity Related Instruments. The Number of Brokerage Houses registered with SEBI, FIIs and even Insurance and Mutual Funds companies are growing every single month, ready to compete with each other for brokerage and commissions.
  • 3. Management Team Pratik Patel - Founder, Director - Business Consultant with Kesar Developers Ltd., India - Worked as Vice President with JM Realty Developers Ltd., India - B.Tech (IT) from AIT, India Manish Kumar Singh Associate Vice President - Manager for CapitalVia Global Research Company for 2 years - 4 years experience with Fidalgo Hotel in Goa - B. A. Economics, Philosophy from Varanasi - M. B. A. in Marketing from Delhi
  • 4. About Go4Wealth Go4Wealth aims to provide value added services to this segment of the market as Automatic Trading System where client should sleep stress free in this market and our partner feels it fruitful. This happens Our Technology Partner www.profitgyan.com which can be understood as Risk Management application in short but to call this short is not enough. What will ProfitGyan do and why we believe in ProfitGyan? ProfitGyan will link the Investors and Advisors (as of now only Go4Advisory/Go4Wealth is using this) on a single platform emphasizing on the utmost ease of use and comfort. Allow Go4Wealth to deliver personalized services to their clients including practicing of advanced concepts like Risk Management & Relationship management which are computed by the application automatically for their clients. Opening up of newer business opportunities and domain for our brokers because of the very nature of the product. Serve as a Industry Certification Benchmark to ensure that only quality advisors and those with creditability gain a competitive edge as compared with other advisors on the Internet and elsewhere. Allow Go4Wealth to move up the value chain and introduce PMS Services with backend integration. Investors can link their broking account with ProfitGyan and trade via our Automated Trading Platform powered by ProfitGyan.
  • 5. Money Management Why this is important? Well, we are in the business of making money, and in order to make money we have to learn how to manage it. Ironically, this is one of the most overlooked areas in trading. Many traders are just anxious to get right into trading with no regards to their total account size. They simply determine how much they can stomach to lose in a single trade and hit the "trade button. Theres a term for this type of investing.its called GAMBLING! When you trade without money management rules, you are in fact gambling. You are not looking at the long term return on your investment. Instead you are only looking for that "jackpot". Money management rules will not only protect us, but they will make us very profitable in the long run.
  • 6. Risk Management Consider this example Lets say you have a $100,000 and you lose $50,000. What percentage of your account have you lost? The answer is 50%. Simple enough. Now, what percentage of that $50,000 do you have to make in order to get back to your original $100,000? Its not 50%--youd have to make back 100% of your $50,000 to get back to your original $100,000. The point of that little illustration is that it is very easy to lose money and a lot harder to make it back. We know youre saying to yourself, Im not going to lose 50% of my account in one trade." Well we would certainly hope not! However, what if you lost 3, 4, or even 10 trades in a row? That couldnt possibly happen to you, right? (Sarcasm used) You have a trading system that wins 70% of the time, so there is NO way you could lose 10 trades in a row. (Even more sarcasm used) Well, while you may have a good system, consider this example:
  • 7. Continue In trading, we are always looking for an edge. That is the whole reason why traders develop systems. A trading system that is 70% profitable sounds like a very good edge to have. But just because your trading system is 70% profitable, does that mean for every 100 trades you make, you will win 7 out of every 10? Not necessarily! How do you know which 70 out of those 100 trades will be winners? The answer is that you dont. You could lose the first 30 trades in a row and win the remaining 70. That would still give you a 70% profitable system, but you have to ask yourself, "Would you still be in the game if you lost 30 trades in a row?" This is why money management is so important. No matter what system you use, you will eventually have a losing streak
  • 8. Value Proposition Why we believe in ProfitGyan is because of the value proposition on offer. An investor/trader gets access to: Current Market outlook which is published not by the elite but by real traders who are the driving forces behind these markets who are often overlooked and never appear on the top of the heap. A complete 360 Degree portfolio tracker which is one of its kind and tracks futures, options, forex and commodities as well, something which even money control does not offer to its clients. All we are missing is live pricing. Risk adjusted trading calls personalized as per investor specifications to suit his financial goals, portfolio size, diversification and margin availability. All he needs to do is just punch in the order and never worry about losses. In built Messenger, Live Interaction, Portfolio Guidance, Equity Curve and much more.
  • 9. Now this is where our Mission steps in, what we at Go4Wealth do is close the Gap which has been evidently visible for years. Just compare this with the current situation of the Industry wherein people pay thousands for a simple SMS, and on the other hand if they get so much wont they stick up with ProfitGyan ? On the other hand, an Advisor stands to benefit in more ways than one: Acquire new clients and expand their and the entire Industrys horizon. Acquire new clients and expand their and the entire Industrys horizon. Turning their unhappy client into happy ones because since all calls are risk balanced the chances of the clients going bankrupt or loosing virtually their complete portfolio is impossible. This in turn would enable the Go4Wealth and partners (you) to service our clients better and even and ensure the continuity of not only their Subscription Fee but Retention benefits and references as well.
  • 10. Why to choose us? Now this is the most interesting and valuable question, so here are the answer: :- There is no one in the market who cares about the investors money. Everyone is running behind their own profit whether it is brokerage or advisory money. :- Here we dont forget that the client should earn then only he would be fruitful for everyone. :- We understand that the client should not be considered as hen, instead they are our partners. :- Everyone thinks about the profit and has to think, but most importantly, REGULAR BUSINESS so we are the solution for all of us (You, we and clients) to get regular business. :- When client is happy, for sure they will keep us happy while paying brokerage to you and management fees to us which is our income. :- We are the only who follow the Risk Management System and that is the biggest reason to choose us as this application is been created and held by us only and if Risk Management is existing, nobody can make out to the investors from the market and till they are existing in the market, means they are earning.
  • 11. Revenue Sources We at Go4Wealth would make sure we take up only those business opportunities where we see multiple sources of revenue. An Example of the same can be ProfitGyan.com where we expect business from: This way you can make your existing client happier with tension free trading and can take more references and also new sources from your own. The way is been designed for you to earn regular income through brokerage because we will help you to create 10 times volume of your clients capital on intraday basis only and that would be quality only. So, we believe that a client wants only profit, nothing else and if he is getting this with his own broker, who would be happier than him?