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1. SREI MONEYMALL was established in 2003 as a "one-stop shop" for retail financial services in India, providing a range of financial products from various institutions under one roof. 2. The business model aims to target middle and upper-middle class customers by offering comprehensive financial planning, investment advisory, and wealth management services. 3. The long-term goal is to establish SREI MONEYMALL as the primary financial services provider for customers over their lifetime by gaining a thorough understanding of their needs and providing a high level of personalized service.
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This internship report summarizes the author's 45-day internship at Reliance Money in Chennai, India. The report provides background on Reliance Money and dematerialized trading accounts. It then describes the author's role as a Business Development Executive working to boost sales at an underperforming Reliance Money franchise location in Adyar. Through assessments of the franchise's visibility, area potential, and sales activities, the author identifies issues and provides recommendations to address low performance by improving signage, hiring sales staff, and upgrading the trading platform. The report concludes with lessons learned about corporate target-setting and stress management.Retail
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The document provides information about the MBA Retail Management program at NMIMS. The 2-year program is designed to provide students with an understanding of retail functions and the retail environment. The curriculum covers subjects related to various business areas including marketing, finance, operations, and IT. Students also complete a 4-5 month summer internship in their first year. Prominent industry speakers are invited to discuss issues facing the retail sector.Shreyas SIP project (1).pdf svims vadala
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The project report titled 'A Study of Empire Prime Realty' by Shreyas Chavan outlines an analysis of the real estate industry in Mumbai, emphasizing the company's customer-centric approach and diverse business operations. It covers various aspects including market trends, competitive analysis, growth opportunities, and the importance of professional real estate management while integrating innovative solutions for both buyers and developers. The report highlights the challenges and prospects of the Indian real estate sector, underscoring the industry's resilience and potential for future growth.Reliance fresh2
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This document provides an overview of retail management and Reliance Fresh stores. It acknowledges those who provided support and facilities for learning. It defines retail and discusses the nature and scope of retail management. It then provides details about Reliance Fresh, including an overview of the company, insights into its Jamshedpur stores, products offered, and career opportunities. It also analyzes store performance data and identifies areas for improvement.Mm International Pty Ltd Corporate Directory24aug11
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Masters in Success Dynamics is a growth dynamics organization established by founder and CEO Martin Morris to be a single source for education, mentoring, and coaching for individuals and businesses seeking prosperity, success, and achievement through its various divisions and affiliate partners that provide services such as brokerage, financial planning, marketing, and legal assistance. The organization has a central administration headed by Martin Morris that links members and customers to specialist divisions and affiliate partners through MMI Agencies to maximize success.Holistic Solutions for Key Challenges of the Wealth Management Industry
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The document discusses key challenges facing the global wealth management industry and provides holistic solutions. The key challenges are a challenging economic environment, sub-optimal strategies, client and advisor dissatisfaction, and regulatory pressures. Solutions include enhancing business models, improving client experiences, leveraging technology and data, and focusing on compliance. Adopting holistic solutions like these will help firms overcome challenges and capitalize on opportunities for growth.Finfortune Corporate Profile WOD Details Presentation_V1 (1).pptx
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This document summarizes the business plans of FinFortune Financial Services Private Limited and IVA Insurance Broking Private Limited. The companies aim to establish a futuristic fintech and insurtech company through state-of-the-art IT systems and a robust digital distribution network. They will offer banking, investment, and insurance products using four sales models: direct to market, virtual sales offices, digital marketing, and corporate sales. The companies expect to grow their mutual fund AUM significantly over the next two years through in-house consultants and channel partners.Chidan fortune
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The Indian stock brokering industry has existed for over a century, originating before 1875. Stock markets first began growing rapidly during the American Civil War when cotton exports to Europe were disrupted. By 1864, the number of stock brokers in India had reached 1,000, each earning around 200 rupees per day. Over time, stock brokering became popular in India and stock markets began operating from three different locations in Mumbai. Today, stock transactions typically settle on a T+2 basis through dematerialization. Some major stock broking firms in India include Share Khan, Religare Securities, Angel Broking, India Bulls, and Kotak Securities.Ad
MM ExecSummary
- 1. SREI MONEYMALL THE POWER OF CHOICE ! PAGE 1 OF 2 EXECUTIVE SUMMARY VER1.0 SREI International Finance Limited (SIFL) established a unique one-stop shop for retail financial services under the brand SREI MONEYMALL (SREI-MM) in 2003. SREI-MM currently provides a broad range of financial products from a number of participating financial institutions. SREI-MM was going to be the first of its kind in the market to make use of this opportunity to provide all kinds of financial services along with other facilities in a very personalized way. The whole shoppe will be a unique experience for the clients. From the time a customer enters the shop till the time he leaves the outlet, the shoppe shall strive to satisfy all his financial needs. The target customers are the average middle class/ upper class, with a savings potential, who have requirements for parking their household savings or going in for home loans, auto loans, credit cards, personal loans, etc. This section is normally unsure/unaware of all possible investment/financial opportunities available, which shall best fit their personal requirements. The shoppe shall cater to meet their personal objectives. The original objective of SREI-MM was to: Establish a one-stop shop offering all kinds of financial and related advisory services from a dedicated team of experienced professionals under one roof; Provide wide range of financial services from different financial institutions at their respective terms under one roof; To provide quality services at no additional cost to the customers; To develop and establish SREI MONEYMALL as a powerful brand in the financial arena, which shall subsequently be rolled out on a pan India basis; To facilitate convenient change in the investment habits for any section of society at no additional cost; To build up an effective customer relationship management; To maximize the first mover advantage and establish a brand name providing quality retail services in financial arena, which is relatively new and untapped; To attract new clientele while retaining the existing ones, thereby increasing the customer base resulting in greater business for the financial partners; The Group proposes to execute this project on a large scale and roll it over on a pan India. Initially this project shall be launched in Kolkata and thereafter, it shall be expanded to various cities across India in the future thus making its presence felt throughout the country. SREI MONEYMALL intends to provide: FINANCIAL PLANNING & EXECUTION SERVICES INVESTMENT ADVISORY & TAX PLANNING SERVICES WEALTH MANAGEMENT - MANAGED ACCOUNT SERVICES ONLINE FINANCIAL ANALYSIS TOOLS OFFSHORE & ALTERNATIVE INVESTMENT PRODUCTS BUSINESS MODEL: While SREI-MM currently provides execution services for many kinds of retail financial products out of its Kolkata office, management intends to extend SRE-MMs services to include financial/tax planning, investment advisory & wealth management services (managed accounts). Our long-term goal is to establish SREI-MM as a gatekeeper to our clients assets. This role necessitates a comprehensive or holistic approach to wealth accumulation a thorough understanding of our clients financial goals, requirements & lifestyle expectations throughout their financial lifecycle. We must be able to provide the highest level of service for middle-market financial consumers - based upon proactive, personalized financial/tax planning, investment advisory & execution services - at a reasonable cost. Our primary target market will be young urban professionals, small business owners & middle-aged consumers with some level of existing financial assets. This newly wealthy, or aspiring middle-class represents the best of the New India. They are emerging citizens of the world, with access to global brands, information & financial products. A 2nd distinct target market is expected to be the female consumer. While potentially necessitating a 2nd brand (eg, separate marketing collateral, website, etc.) and distinct/alternative marketing channels to reach effectively, all customer support,
- 2. SREI MONEYMALL THE POWER OF CHOICE ! PAGE 2 OF 2 EXECUTIVE SUMMARY VER1.0 SREI-MM operations (product development, accounting, back-office processing), etc. would remain common across both brands. A 3rd target market that overlays the first two is the online, self-help market those technology savvy financial consumers who wish to research, compare & purchase various financial products online, with minimal human interaction. We will facilitate intelligent financial decision-making through the provision of online comparison tools combined with interactive online/phone support. SREI-MM will provide a blended consumer touch comprised of both online & offline components to effectively target all three market segments and offer the appropriate level of customer service & support to each segment. The online business (MoneyMall.com) is expected to become operational within the 1st 3 months, corresponding with a significant media launch. The physical/offline presence would initially comprise a restructured Kolkata operation, with the launch of a 2nd office in Mumbai within the 1st 6 months. Subsequent offline locations would be launched on a predefined schedule1 , with approximately one office opening per quarter. These locations will be targeted for retail locations (eg; shopping malls) and office buildings with significant foot traffic to facilitate branding & media exposure. As our primary focus will be developing client relationships, rather than product development, we expect to partner heavily with external parties (including SREI Financial) on non-core products (e-brokerage, tax planning, SME financing). Expand retail presence rapidly via franchising, distribution partners &/or reseller (fee for service) agreements. VALUE PROPOSITION: Our core value proposition is our consistent, long-term customer-orientation. We will grow with our customers, as their financial needs evolve over their lifetime. Accurate, insightful & professional advice, combined with proactive customer support will be crucial - as our commercial success hinges on our ability to differentiate SREI-MM from the typical short-term commission-driven broker/distributor. This commitment to fostering long-term customer relationships over a transaction-based organization requires a flexible approach to product pricing & internal compensation. This flexibility in pricing implies multiple revenue streams per customer. For example, certain customers who prefer a self- help approach may choose to pay a small subscription fee for online information services & analysis tools, or a simple transaction fee. Others may decide to pay a small fee for specific services (Single-year financial planning or tax filing) while higher net-worth investors may look to bundled &/or performance-based fees for our managed account services. This high value-added approach to service requires a significant investment in, and focus on, our human capital. We must acquire & retain the best people by committing to ongoing, high-quality staff training, management development & innovative incentives/compensation schemes. In addition, our technology infrastructure must support them with the appropriate decision-support & customer service tools. Downstream, we need to establish a reliable, consistent network of reputable retail agents to supplement & extend our direct sales team. SREI-MM will work closely with these downstream providers to define solid sales & marketing plans, including measurable targets/deliverables & pre-defined incentives, as well as providing responsive support & technical infrastructure to help them achieve the defined commercial goals.