Gandhi Financial Services.

Table of Contents Table of contents Executive summary General company description Products and services Marketing Plan Operational Plan Management and Organization Personal Financial Statement Financial History and Analysis Financial Plan Appendices Refining the Plan

Company Description The challenge is to diversify the individuals income to the stock market. Vision: Growing Indian economy I am in financial services for providing services to the customers benefitting them in increasing their money value day by day by the way of investing their money in the stock market which finally help the industries to grow and spread their business which in return helping the investors in growing their money.This is the way where investors can increase their money easily with little risks. The Group's principal activity is to provide financial services and manage portfolios. The services include advisory services, brokerage services. Gandhi Financial Services.com is the web based investment portal (with Online Stock Trading) from Gandhi Financial Services. This website enables its customer to invest & manage most of the services provided by Gandhi Financial Services including Equity (Stock) Trading, Commodity Trading, and Derivatives. Company recently entered in to Wealth Management with tools like investment in equity-linked portfolio management services, structured products. This company will be going to tapped to all those individuals, or groups of people who are ready to invest in the stock market and are going to explain the benefit of investing in equity market to those people who have fear about the stock market in their mind.

This is the growth industry as we can see that day by day people had started investing in the stock market. It has been said that in India still today only hardly 3-5 percent people had started investing in the stock market. In India still more broking firm is required to open to make the people understand to invest in the stock market. We the Gandhi Financial Services started a new technique to encourage the people to invest in the stock market. The trust of the people and the company’s unique sales proposition are definitely going to help the Gandhi Financial Services to succeed. The competitive strengths of the company are their research and low cost –high

quality services. The company will have the 10-15 more branches in the next year by adding lakhs of customer. The company will definitely have the high quality services for which the the investors are looking.this company had done the research on the services provided by other firm and keeping in the mind what the customer wants the different scheme has also prepared. As the new capital comes in the firm this capital gets diversify in the different section like R&D, and services to customer.

In future the business will expand to many metro cities as well as in the rural areas. In the rural areas initially the knowledge of stock market were spread and then the target people were encourage to invest and grow their money. Looking on all these strategies the company will grow at the rate of 20%25% P.A. and the company will spread their business in different sector so that the investors of this will have many benefits and chances of losing will eventually become less. Products and Services Gandhi Financial Services will going to provide their customers a different variety of products at very reasonable cost with high quality. We are initially dealing with Equity (Stock) Trading, Commodity Trading, and Derivatives.and there after we will get into the mutual fund, sip, etc. We service customers through a network of offices spread across the country. An online trading platform that offers real time script prices, market news and information, data analytics at your finger tips. If you prefer human interface instead of technology, you can make investments via a dedicated dealer and a proactive Relationship Manager attached to your account. Relationship Managers are available 24*7 to assist you in making the right investment decisions. A dedicated customer service desk with well qualified customer representatives supports the Relationship Managers in providing you with customized services.

A centralized back office is located at Delhi with over 100 experienced professionals to handle the large operations that are a pre requisite of a retail organization. Key features of Compounding Growth Portfolio: 1. Portfolio of Large cap, Blue chip liquid stocks only. 2. Unique style of compounding the portfolio by increasing the number of shares over a period of time. 3. A fund that is designed to cope with bear market cycles and capture the volatility to its advantage over a period of time. 4. A disciplined approach towards portfolio management with strong risk management rules and processes. 5. An approach understood by the investor.

Services quality and variety of product as well as research based tips with 85%-90% success ratio are the competitive advantages which are the unique features of this company.

Gandhi Financial Services Brokerage and fees: Brokerage:0.15% & 0.02%

Fee Head DP Charges Annual Services Charges - For Individuals / HUFs / Trust Rs. 50/Annual Services Charges - For NRIs / Foreign Nationals, Corporates / Others Rs. 1000/Transaction Charges SELL (Market & Off Market) Rs. 25/For instructions given in physical form. Transaction Charges SELL (Market & Off Market) For instructions received through Internet/ online trading through Reliance Securities Rs. 12/Ltd.

Benefits of having a Gandhi Financial Services account: 1. It's Cost-effective You pay comparatively lower transaction fees. As an introductory offer, we invite you to pay a flat fee of just Rs. 500/- and transact through Gandhi Financial Services. This fee is valid for two months or a specified transaction value*. See the table for details. Validity (wichever is Turnover limit earlier) Access (Rs.)

Fee Time Validity

Turnover Validity

Non-delivery turnover

Delivery turnover

500

2 months Rs. l Cr.

Rs. 90 Lac

Rs. 10 Lac

1350

6 months Rs. 3 Cr.

Rs. 2.7 Cr.

Rs. 30 Lac

2500

12 months Rs. 6 Cr.

Rs. 5.4 Cr.

Rs. 60 Lac

2. It offers Single Window Access to almost all financial products. 3. Its Convenient - Gandhi Financial Services's services are through the Internet, Transaction Kiosks and over the phone. 4. It's Safe Accounts are safe guarded with a unique security number that changes every 32 seconds. This number works as a dynamic password to keep your account extra safe. 5. It provides you a 3...in...l facility of Banking, Trading and Demat Account through a single window and transfer funds across accounts seamlessly! •

Historical Data Percentage Share of Top 'N' Securities / Brokers Month-wise

5

10

25

50

100

May-2009

19

31

55

72

86

Apr-2009

21

33

58

76

89

Mar-2009

26

40

63

81

92

Feb-2009

24

38

62

79

91

Jan-2009

24

38

65

82

93

Marketing Plan

According to our marketing strategy we think that we will expand our business in different products like mutual funds, systematic investment plan, insurance, and etc.keeping customer in the mind these different products had been designed. For individual customer there are different products are available, as you can say the products are made by looking the customer demand. we planned to use media like news paper and advertise on the television as well as on radio and internet.the reason behind this is that most of the people read news paper daily new generation goes for internet and listen to radio and finally the aged people like to see the news channel and the serial are viewed by most of the housewives. In this way we cater all the segment of the people and attract them towards equity market. Now coming to the budget of marketing. We have decided to spend ---% . Price of the product should be at an average level and it will be different for different products. What we think that keeping the lowest is not the solution for increasing the sales or making the revenue .Simply by asking the reasonable price and providing the better service to the customer is the motto of the company and definitely we are going to beat the other financial services in providing quality services and quality product. And we believe in purchasing the quality product rather than buying quantity product.

Factor

GFS

Reliance Money

Sharekhan

Angel Broking

Importan ce to Customer

Products

few

Vast product

Vast product

Vast product

3

Price

Average

low

low

Low

1

Quality

Verygood

ok

Ok

Ok

1

Service

Very good

ok

ok

Ok

1

experts person only in managemen t

experts person only in managemen t

experts person only in managemen t

1

Expertise experts person in the whole company Location

Initially in cities

cities

Cities

cities

1

Sales Method

Direct meeting of customer to RM’s

Sales agent

Sales agent

Sales agent

1

Advertisi ng

Every where.

e-media

N.A

1

e-media

Location: The company location will be selected as per the customer convenient and they must be having thje place for parking too. It will be located on the route where the travelling will be easier. The too will be selected by rthe customer too. Distribution channel: the product will obviously be retail and we will be having many employee who will take care of all the procedure of selling.till the customer receive the products in hand. Even they are going to be in touch with that customer.

Management and organization:We have our own management team .they are going to handle the business in a well-mannered way and they are preplanned with their strategies.Theyy will definitely going to change the way the people are trading. Industry: If we see the previous page the table given about the top brokers we find that only top 5 brokers covers the 20% of the target audience. As per the whole chart we can be able to predict that as the month is passing on the % of market share among them is decreasing.We are here to increase that %age.