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- Associates
- Franchisee
- Independent Financial Advisor
- Direct Sales Associate
SERNET seeks ambitious partners for its financial advisory services. Anybody who is at least a graduate with a lot of self-motivation and desire of writing their own cheque every month qualifies.
The associate can employ himself for full or part time in this activity. Though, it pays when you focus and target your prospects round the clock.
AMFI or IRDA certification shall definitely add to your value and CFP is a prestige feather in your goodwill. Need not mention the value of experience; it just gets richer by quality of time devoted towards one’s efforts.
Are you an Independent Financial Advisor?
Many independent Financial Advisors still prefer to retain their independent stand alone identity. To them, we offer four solid reasons for partnership.
- We aggressively advertise through print and electronic media reaches the mass. People watch and understand us as serious long-term financial planners, comparing to IFA far more easily approachable and an organization that communicates in a systematic and layman manner.
- We are the preferred partner of most mutual funds and other related companies.
- We can organize seminars and reach for joint calls for your invaluable clients to give them value addition and a chance to make you more prosperous.
- Your partnering with us puts you at your clients' shortlist when it comes to choosing financial services. Further you can explore many untouched opportunities with us.
Are you empanelled with other Distributor?
Many independent Financial Advisors have empanelled with available competent distributors in the market. To them, we offer four solid reasons for partnership.
- We are also aggressive to stay in competition to offer better deals to already performing IFA’s.
- We have got marketing, research and services efforts sharp enough to call quality IFA’s and request for joining us.
- We can encourage performing IFA’s to work in a bigger exposure to give them value addition and a chance to be more prosperous.
- We shall try our best to add value to your goodwill along with us that puts you at centre stage. Further you can explore many untouched opportunities with us.
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Are you planning to start your career in financial services?
If you are thinking of starting your career in this area, then you have come to the right place and an ideal platform for your kick start. To these promising aspirants, we offer four solid reasons for partnership.
- No need to empanel with different AMC and maintain records of each.
- No need to invest in office space, technology or marketing and branding.
- No need of back office staff as everything is centralized.
- We can help you for training, setting up exam schedule and empanelment with us as IFA’s.
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SERNET is on its verge to expand further and reach far with your togetherness.
- Products: We have got whole gamut of products under one roof to market and distribute.
| Category |
Type |
Description |
| Fixed Income Securities |
Bonds, FD’s |
Candidate must be a HSC Passed |
| Mutual Funds |
All |
Candidate must be an AMFI certified |
| PMS |
All |
Candidate must be an AMFI certified |
| Equity & Derivatives |
BSE, NSE |
(Through Motilal Oswal Securities Ltd) Candidate must be an NCFM certified |
| Life Insurance |
All |
Candidate must be an IRDA certified |
| General Insurance |
All |
Candidate must be an IRDA certified |
- Services: A team of experts is the strong platform for rendering following services
| Category |
Type |
Description |
| Professional Accounting |
Bonds, FD’s |
Candidate must be a Graduate + Professional A/C course certified |
| Financial Planning |
All |
Candidate must be an AFP / CFP certified |
| Documentation |
All |
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- Support: To facilitate our partners’ assimilation into SERNET we offer support through
- Training & Motivation
| Category |
Type |
Description |
| Training |
PPT |
AMFI, IRDA Exam |
| Training |
PPT |
Base Level, Next Level |
| Training |
PPT |
Management - Office, Client, HR |
| Motivation |
Mailer + PPT |
Self Improvement, Sales, Achievement |
| Motivation |
Mailer + PPT |
Leadership |
- Value Added Communication Services
| Category |
Type |
Description |
| Update |
Mailer + Publication |
Periodic Market Review & Outlook News Lette |
| Product Note |
Mailers |
Concept, Product, Service |
| Practice Tools |
Mailers |
Technology , Strategy |
| Fast Act |
Mailer + SMS |
Special Situation, Co. Announcement |
E2R2 Approach
- Base: Competitive brokerage slabs to Engage quality performers
- Innovative Contest Programs (ICP): On regular basis to Encourage better performers
- Recognition Club Levels (RCL): On annual basis to Recognize outstanding performers
- Special Privileges (SP): On annual basis to Respect consistent top performers
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More details at one to one communication basis.
In case you are interested in exploring the opportunity, please feel free to write to us at:
B/201 Hemu Classic Shopping Centre,
S V Road, Opp Newera Cinema,
Malad (west), Mumbai 64.
Or
Call us: 022-28887964/ 022- 66930993.
Or
Email: contact@sernetindia.com
Or
Give us your feedback on:
www.sernetindia.com\feedback
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An invitation to excel and prove yourself
It’s an immense pleasure to introduce SERNET Financial Services Pvt. Ltd., a young generation techno savvy financial services firm with a revolutionary vision.
SERNET has proven to become a quick yet comprehensive planned Wealth Management and Risk Management solution provider.
We would like to take this opportunity to invite you to be a part of our growing base of Associate Members at SERNET – a company with accurate knowledge, stalwart infrastructure with experienced and committed team.
What kind of an Associate you can become?
| Type |
Description |
| Individual Financial Advisor (IFA) |
Freelancer |
| Business Associate (BA) |
Franchisee Outlet |
| Direct Sales Associate (DSA) |
DSA |
Why with SERNET?
- Unbiased reliable advice
- Wide range of Products and Services
- ‘Update’ the quality informative WMRO (Weekly Market Review and Outlook) communiqué provided online, by e-mail and post (in local areas).
- ‘Product Note’ Alerts on MF NFOs, FD Programs and Equity IPOs, Bond Issues etc.
- ‘Fast Act’ Alert on important market events and announcements through email and/or SMS
- Dedicated CRE and CSE for personal attention towards servicing
- Event support by knowledge and sponsorship* (* conditions apply)
- Online 24x7 accessibility through www.sernetindia.com
- Plenty goodwill earned through over two decades experience in financial services sector
For more details please go to our company profile.
Whom do we serve?
Each client is important for us. We have distributed our clients into following categories as per their nature and service requirements.
    
See Investors link for more… |
Highlights
- Renowned Promoters awarded several times by organizations and government.
- More than 3,500 Loyal and Satisfied customers form all over India and abroad.
- Competitive Profit Sharing Ratio
- Regular Innovative Contest Programs
- Recognition Club Levels as per annual performance
- Special Privileges to consistent top performers
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SERNET seeks ambitious partners for its financial services as Business Associates. Prospects are willingly required to run a successful show with responsibility of not only growing direct business but also strengthening sales channel by recruiting IFA’s.
SERNET has taken enough efforts to curb In house Competition, which shall protect Prospect’s business interest and integrity.
- Objective:
• To increase geographical coverage and create a reliable financial services
brand.
• To prosper with togetherness and team spirit.
• To create a quality service standard for ethical advice, professional
approach and value added services across all investor categories.
- Key Task:
• To have fulltime involvement in this activity
• To upgrade self with knowledge and information from time to time
• To create a team of professionals and strengthen sales channel
• To offer quality service standards to clients as instructed by SERNET from
time to time
• To gain references from existing clients for service expansion and
networking
- Highlights:
• Must own and utilize minimum 300 Sq. Ft. Office space with required
infrastructure.
• Should have AMFI, IRDA, AFP or CFP Certificate; in case of existing one,
must carry minimum 6 months validity.
• Willing to invest in Franchisee Fee, Deposit and Other Expenses for
process.
- Requirements:
| Category |
Type |
Description |
| Tie-up |
Individual, Firm, Corporate
|
Owner, Partner or Director must be minimum Graduate Passed in any line in any grade |
| Infrastructure |
- Office Space
- Store Format
• Color Touchup
• Electrical Works
• Furniture
• IT HW & SW
• Display
• Signage
- Franchisee Fee
- Online Login
- Franchisee Deposit
• Store Format
• Prof. Liability
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Minimum 300 Sq. Ft.
• White only
• Lighting, Wall Fan & Networking
• 4 Table + 12 Chair
• 3 (P4) PC + 1 Laser Printer
• 5 Posters
• 1 Banner
• 500/= (One Time Franchisee Agreement)
• 5000/= (Annually)
• 50000/= (No Interest Payable)
25% Refund if active tie-up continues > 1 Yrs
50% Refund if active tie-up continues > 2 Yrs
75% Refund if active tie-up continues > 3 Yrs
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- How to become our Franchisee: Main Stages
Online Feedback>>Prospect visit to HO>>Submission of Business Plan>>SERNET visit to Prospect>>Signature of MOU>>Signature of Agreement>>Preparation of Opening Franchisee
- Offerings: E2R2 Approach
• Base: Competitive brokerage slabs to Engage quality performers
• Innovative Contest Programs (ICP): On regular basis to Encourage
better performers
• Recognition Club Levels (RCL): On annual basis to Recognize
outstanding performers
• Special Privileges (SP): On annual basis to Respect consistent top
performers
|
More details at one to one communication basis.
In case you are interested in exploring the opportunity, please feel free to write to us at:
B/201 Hemu Classic Shopping Centre,
S V Road, Opp Newera Cinema,
Malad (west), Mumbai 64.
Or
Call us: 022-28887964/ 022- 66930993.
Or
Email: contact@sernetindia.com
Or
Give us your feedback on:
www.sernetindia.com\feedback
|
SERNET seeks ambitious partners for its financial services as IFA’s. Prospects are willingly required to run a fulltime or part time activity with responsibility of growing direct business with an option to upgrade self as DSA’s if they start create a sales team under them.
It’s an open world for IFA’s; hence Prospects are responsible for their own business interest and integrity for which they are required to be highly self-motivated.
- Objective:
• To penetrate geographical coverage and brand.
• To prosper with togetherness and team spirit.
• To consolidate, grow and maintain practice volume and quality across all
investor categories.
- Key Task:
• To have fulltime or part time involvement in this activity
• To upgrade self with knowledge and information from time to time
• To create a team of professionals and strengthen sales channel if possible
without disturbing self practice.
• To offer quality service standards to clients as instructed by SERNET from
time to time
• To gain references from existing clients for service expansion and
networking
- Highlights:
• One can work full time or part time according to comfortable working hours.
• Should have AMFI, IRDA, AFP or CFP Certificate; in case of existing one,
must carry minimum 6 months validity.
• Willing to invest in IFA Fee and Other Expenses for process.
- Requirements:
| Category |
Type |
Description |
| Tie-up |
Individual, Firm, Corporate
|
Owner, Partner or Director must be minimum Graduate Passed in any line in any grade |
| Infrastructure |
- Office Space
- Store Format
|
Optional |
| Investment |
|
• 500/= (One Time IFA Agreement)
• 5000/= (Annually)
|
- How to become our Franchisee: Main Stages
Online Feedback>>Prospect visit to HO>>Submission of Business Plan>>SERNET visit to Prospect>>Signature of MOU>>Signature of Agreement>>Preparation of Opening Franchisee
- Offerings: E2R2 Approach
• Base: Competitive brokerage slabs to Engage quality performers
• Innovative Contest Programs (ICP): On regular basis to Encourage
better performers
• Recognition Club Levels (RCL): On annual basis to Recognize
outstanding performers
• Special Privileges (SP): On annual basis to Respect consistent top
performers
|
More details at one to one communication basis.
In case you are interested in exploring the opportunity, please feel free to write to us at:
B/201 Hemu Classic Shopping Centre,
S V Road, Opp Newera Cinema,
Malad (west), Mumbai 64.
Or
Call us: 022-28887964/ 022- 66930993.
Or
Email: contact@sernetindia.com
Or
Give us your feedback on:
www.sernetindia.com\feedback
|
SERNET seeks ambitious partners for its financial services as DSA’s. Prospects are willingly required to run a fulltime activity with responsibility of growing direct business and strengthening sales channel primarily through Tele Marketing or FOS model.
It’s like best of both the world for DSA’s; hence expectations from Prospects are high and performances are closely monitored.
- Objective:
• To penetrate geographical coverage and brand through direct marketing.
• To prosper with togetherness and team spirit.
• To consolidate, grow and enhance practice volume and quality across all
investor categories.
- Key Task:
• To have fulltime involvement in this activity
• To upgrade self with knowledge, information & technology from time to time
• To create a team of professionals for strengthening sales channel and
increase volume.
• To offer quality service standards to clients as instructed by SERNET from
time to time
• To gain references from anywhere for service expansion and networking
- Highlights:
• Full time involvement is necessary.
• Should have AMFI, IRDA, AFP or CFP Certificate; in case of existing one,
must carry minimum 6 months validity.
• Willing to invest in DSA Fee and Other Expenses for process.
- Requirements:
| Category |
Type |
Description |
| Tie-up |
Individual, Firm, Corporate
|
Owner, Partner or Director must be minimum Graduate Passed in any line in any grade |
| Infrastructure |
- Office Space
- Store Format
|
Optional |
| Investment |
- DSA Fee
- Online Login
- DSA Deposit
|
• 500/= (One Time IFA Agreement)
• 5000/= (Annually)
• 25000/= (Non Refundable)
|
- How to become our DSA: Main Stages
Online Feedback>>Prospect visit to HO>>Submission of Business Plan>>SERNET visit to Prospect>>Signature of MOU>>Signature of Agreement>>Preparation of Opening DSA
- Offerings: E2R2 Approach
• Base: Competitive brokerage slabs to Engage quality performers
• Innovative Contest Programs (ICP): On regular basis to Encourage
better performers
• Recognition Club Levels (RCL): On annual basis to Recognize
outstanding performers
• Special Privileges (SP): On annual basis to Respect consistent top
performers
At cost model is workable for limited period provided commitment and experience is present.
|
More details at one to one communication basis.
In case you are interested in exploring the opportunity, please feel free to write to us at:
B/201 Hemu Classic Shopping Centre,
S V Road, Opp Newera Cinema,
Malad (west), Mumbai 64.
Or
Call us: 022-28887964/ 022- 66930993.
Or
Email: contact@sernetindia.com
Or
Give us your feedback on:
www.sernetindia.com\feedback
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