Support Structure & Practice PlatformPractice Platform & Support Structure for Independent Financial Planners
Sykes & Ray, the pioneers of Financial Planning services in India offers robust & comprehensive platform for Financial Planners to build their practice. We have built a solid support structure so that you concentrate on building your practice and engaging with your clients and achieve success. Go through the list of support systems which we have build for you and compare it to if you were to go all alone or join any other Financial Advisory firm.
| particulars | sykes & ray financial planners |
| Planning Services | |
| Comprehensive Financial Planning |  |
| Core Components Planning | |
| Specific Goal Planning | |
| Hourly Consultancy | |
| Implementation Services | |
| Equity Trading (BSE & NSE) | |
| Mutual Funds (All) | |
| Life Insurance (All) | |
| General Insurance (All) | |
| Fixed Deposits (Leading NBFCs) | |
| Debt Instruments | |
| Initial Public Offers | |
| Tax Consultation & Filing | |
| Trust & HUF Creation | |
| Preparation of Wills | |
| Technology | |
| Financial Planning Software | |
| Client Relationship Management Software | |
| Investment Portfolio Tracking Software | |
| Research | |
| Equity Markets | |
| Mutual Funds | |
| Insurance | |
| Other Product Researches | |
| Client Case Studies | |
| New Product Launches | |
| Infrastructure | |
| Work Station | |
| Personal Computer | |
| Phone Line & Internet Connection | |
| Reception | |
| Meeting Rooms | |
| Printer, Scanner, Fax & Copier | |
| Marketing | |
| Media Opportunities | |
| Central Branding | |
| Marketing Collaterals | |
| Client Brochures | |
| Advertisements | |
| Lead Generation Campaigns | |
| Sales Promotion Activities | |
| Consumer Seminars & Workshops | |
| Planner Webpage | |
| Common Resources | |
| Implementation Operations Desk | |
| Secretarial Services | |
| Receptionist | |
| Administrative Support | |
| Plan Vetting Team | |
| Training & Development | |
| Full Orientation Program | |
| Soft Skills Training | |
| Mock Presentations | |
| Dummy Case Studies | |
| Product Training | |
| External Workshops & Seminars | |
| Other Benefits | |
| Support of Established Corporate House | |
| Choice of Revenue Sharing Models | |
