Requirement Enrolment with one compAxis Securites Income
Open a bank account done
Find out a branch office Find out a branch office
Items required for office
Recurring Expenses One time Expenses
Rent 11000 Printer
Tea 500 Water dispenser
Electricity 2500 Lock
Maintenance 2000
Water 500 TV connection
TV Connector 500 Bank deposit
Internet 1000 Security
Misc. 1000
Monthly Recurring 19000 Equity Security
Cost of Broking business 9500 Cost of Broking business
12-11-21 Cleint Meeting Visiting card Introdction message on WhatsApp
NISM regsitration - Manas
VPN connectivity charges
Security deposit with Axis
Find out a branch
Internet connect for branch
Monthly Gross Brokerage from 1st Jan 22 135000
Net 94500
Monthly Expenes Branch run 9000
Salary of Manas 20000
Salary of Munish 20000
Salary of Staff 15000
Marketing Expense 10000
Conveyanc Reimbursement 10000
Other unseen expenses 10000
94000
25000
8000
2000
2000
10000
20000
50000
117000
84500
Investor Trader
Margin Money 1000000 400000
Average Monthly broker 2000 3500
Advsiory 5000 5000
Total 135000
No of Investor 10 20
Brokerage 20000 70000
20000 20000
130000 91000
50000
141000
Investor Margin Money Trader
Nov 5 5000000 10 4000000
December 5 5000000 10 4000000
10 1800000
Action Plan Whats App message
Munish Referece
Manas Reference
Find out Profit Sharing person [Link] By Nivesh employeCA in referenc
Manish
Sulabh Lohia
Ashok Khadelw
Pradeep Dalmi
Shruti Mahesva
Hemant
Pankaj Bedi
Advisory
5
5
Banker HNI Client Sub-broker list
Deepankar Mandal Uma krishna Murhty
Nitin Agarwal Sanjay tripathi
Tarun Sulekha Amit Chaturvedi
Harish (HDFC) Akanksha- Gurgaon
Manu Goyal Dr. Gunjan
Sumit Saini Sarabjeet Singh
Sumit Talwar- By Munish Dileep Bedi
Saket Vadiya Saurabh Agarwal- CA/HNI
Ritesh Dagar Reference from Amit Kumar from Gurgaon
Dagarji - Gurgaon Property Harveen Ji ( Vivek Khare rference)
Anil Nanakani Sanjay Bhatia 9810065430 The number came from Munish phone book but n
Abhishek Todi Vinod Kumar 9811354056
Loveneet Puri Ankur Kumar from Bika 7057391175 Client of one sub-broker. The client is based at B
Hari Singh- Nehru Place (SBISethi Sir Super HNI client of Amit Jain. he takes kick back
e from Munish phone book but not sure who is he
-broker. The client is based at Bikaner
of Amit Jain. he takes kick back and having 100 cr AUM. Before sendign a message pls discuss
Finalize the client list There will be two types to clients
Know client
WhatsApp message to ClientsShould stsrt sending from 15th to know clients
NISM registration One exam & one CPE to be register
Security Deposit & VPN with Axis
Axis Securities Check if welcome email receiv Speak for VPN
Meetign with Clients Should meet 5 clients in 15-19 Giftign to clients
Introdctionay email to Bharat The email should reflect the offerign by M&M ventures Pvt. Ltd
Investor Trader
Margin Money 1,000,000 400,000
Average Month 2,000 3,500
Advsiory 5,000 5,000
Total #REF!
No of Investor 10 20
Brokerage 20,000 70,000
20,000 20,000
130,000 91,000
50,000
141,000
Investor Margin Money Trader
Nov 5 5,000,000 10
December 5 5,000,000 10
10 1,800,000
Action Plan Whats App message
Munish Referece
Manas Reference
Find out Profit Sharing person [Link] By Nivesh emp
Deadline
Unknown cline 44,516
know clients
15th Nov
20th Nov
Security deposBanner
tign to clients
gn by M&M ventures Pvt. Ltd
Advisory
4,000,000 5
4,000,000 5
CA in referencBanker HNI Client Sub-broker list
Manish Deepankar MaUma krishna Murhty
Sulabh Lohia Nitin Agarwal Sanjay tripathi
Ashok Khadelw Tarun SulekhaAmit Chaturvedi
Pradeep DalmiHarish (HDFC)Akanksha- Gurgaon
Shruti MahesvaManu Goyal Dr. Gunjan
Hemant Sumit Saini Sarabjeet Singh
Pankaj Bedi Sumit Talwar- Dileep Bedi
Saket Vadiya Saurabh Agarwal- CA/HNI
Ritesh Dagar Reference from Amit Kumar from Gurgaon
Dagarji - GurgHarveen Ji ( Vivek Khare rference)
Anil Nanakani Sanjay Bhatia ### The number came from Munish phone book but not sure
Abhishek TodiVinod Kumar ###
Loveneet Puri Ankur Kumar f ### Client of one sub-broker. The client is based at Bikaner
Hari Singh- NeSethi Sir Super HNI client of Amit Jain. he takes kick back and hav
phone book but not sure who is he
ient is based at Bikaner
e takes kick back and having 100 cr AUM. Before sendign a message pls discuss
Expenses Rs. Investment
01-11-21 Diwali Gift to clients 6000 01-11-21
9th Nov 21 Gas in a Car 380
11 Nov Dinner with Sidharth at Burger King 280
12 Nov Lunch with Client, Uma Krishnamur 780
12 Nov Gas in a car 380
12Nov Three days Car parking ( Noida+C 110
Pragati Maidan+ Lunch at CP 700
Bank account 10000
Exchange registrat 13500
Security amount 50000
Advisory Services Fees
1 month 3 months
Momentum Plan
4-5 calls per week Discount 10%
Trading Calls (Cash & Future) 5000 13500
(Intraday BTST & Positional) 5000 4500
Per Month Per Month
Hedge With Edge Discount 10%
4-5 calls per week 6000 16200
Trading Calls (Trade with Hedge in options) 6000 5400
(Intraday BTST & Positional) Per Month Per Month
Investment Plan Discount 10%
1-2 calls per week 6000 16200
Fundalmental Calls for Investment 6000 5400
(Mid & Long Term) Per Month Per Month
Hybrid ( Investment & Momebtum & Hedge with Edge Discount 10%
(Combination of Type I, II & III) 10000 27000
10000 9000
Per Month Per Month
Note The longer period you go the higher discount you g
You can move from shorter time plan to longer period time any time. The lower time period pla
Account Opening with M&M Ventures
Margin Money Account Openingwith
Momentum Plan 200000 Profit mart
Hedge With Edge 400000 Profit mart
Investment Plan 1000000 Axis Securites
Hybrid ( Investment & Momebtum & Hedge with Edge 2500000 Axis Securites
Fees
6 months 1 year
25% 50%
22500 30000
3750 2500
Per Month Per Month
25% 50%
27000 36000
4500 3000
Per Month Per Month
25% 50%
27000 36000
4500 3000
Per Month Per Month
25% 50%
45000 60000
7500 5000
Per Month Per Month
riod you go the higher discount you get
any time. The lower time period plan fees will be adjusted in longer period time plan
Intraday/F&O delivery Lot
1 paisa 10 paisa 20
2 paisa 20 paisa
2 paisa 20 paisa
All one time expenses for opening a company & branch will be borne by Munish Chauhan
Company will be opened & owned by Munish Chauhan
The regular/running expenses will be taken from company
All expenses like travel/ food /hotel stay etc will be taken from company if gone for official work
Munish & Manas will share 50% profit ( after all monthly expenses) from the Coefficient Capital
Both Munish & Manas can do any other business parallely except equity. However Manas can carry
The profit sharing will be done only for equity broking business. However for any other product partne
The equity trading business will be opened in the name of Manas Chatterjee
04-10-21 Both partners will meet on 1st April 2022 and plan if to go with same understanding or to create new
All communication with any company has to be on email
Will introduce each other as partner. Manas taking care of direct equity & Munish is of Wealth Manag
by Munish Chauhan
any if gone for official work
rom the Coefficient Capital
uity. However Manas can carry on with his existing equity broking franchise & clients
ever for any other product partner will discuss each other for sharing
e understanding or to create new identity and re-work the commercials, work, team etc
ity & Munish is of Wealth Management
Date Meeting Point Current Status
04-10-21 Product There will be a three types of product
1 Advisory
2 Trader
3 Investor
Product Note Munish
Manas willwill
givebuild a product
a note note for
on different all of
types
product offering/ ideally pricing
1. First capture the low hanging fruits like
Sales immediate friend/family
HNI data and andHNI
source from HNIRMclients
like
Farooq nbe & Rakesh Ojha
ideas and will circulate through broadcast
list
Munish will be responsible for all online
Operations account opening works
Manas will be responsible for ll offline
account opening work
Target till 31st March 22
AP registration
Fees 15000
05-10-21 Paid sales session
Sales Client list to be prepared
06-10-21 HNI
Existing Investor
Potential Known Investor
Potential Unknown Investor
Munish will do the fine tuning
06-10-21 of introductions
database message.
with Manas , two Done
categories Known & Unknown
the idea of creating Broadcast Under Process
list and
categories of clients
structure the Under Process
message sending Under Process
messenger company- TDI
07-10-21 online service- jaipur done
Activities through Social
08-10-21 Media : to be send
recommendations Under Process
through Broadcast
- Daily post from 11-02
on MoneySutram Under Process
- Youtubewebsite
video content – Under Process
understand&technical
daily weekly nitty- Under Process
- Facebookgritty
pages – video & Under Process
post on regular basis Under Process
- Publicity through LinkedIn Munish will do this
15-10-21 Diwali Gifting to HNI Clients
Novbeen
has & December
finalisedPlan fixed
for Nov & Under Process
December
to focus only on acquisition of
Getclients & margin
clients throughmoney
direct &
through reference
for different clients or
customers done
Online campaign planning call
16-10-21 with all
databaseof Siddharth
equity broking Document shared with Manas
house
Munish will fine tune the Add this point in business plan
advisory
Munish product
& Manas willsheet
find out Done
the gift
in Money Sutram as Done
coo@[Link] Done
19-10-21 Updation of client list Comlete the
While updating the client
list bylist
27th Oct add
, please
the category as well
NSE registration Mans will take care of it.
Terms & Condition on Product Manas will add the terms & condition
01-11-21 Email to Axis Securities Munishwill
Manas willget
sendthata done
email by
to November
Axis team
NISM certification End
Net Banking of Aix Bank Manas will get that
Diwali
should Greetings
have tax saving Manas
Munish has toacreate
will create proposla &
presentation presentation
02-11-21 To streamline
Find out a CRMthe forclient
clientengagement
engagement
activity
All send
To activities to be started
a starting message from
to 11th Nov
all clients
on 7th Nov
Under this category , client have to pay
a advisory fees
Advisory fees will be of two types a Fundamental
wanted to have a low brokerage or b Technical
discount
A person brokerage
who wanted format
to invest for long
term Hedge With
sub topic our USP Edge
Advisory Investor Trader
40 40 100
SEBI
Security Advisory fees
50000
Will get this done from 1st April 2022 creation - Circulation
YouTube
Questions video creation
to be prepared for call with manas and branding
Axis Securities
to Retail
send to HNI
client
on every
weekend
related
disclaimer
Retail Daily market
Trader Investor Trader update
week except Intraday calls
Trader Investor Trader intraday
Trader
to be
Product Name & all relevent in trader prepared
account
Circualtion
Manas from
will share 27th
the Oct on
details
WhatsApp
To create a process where client is
being touchbased in regular interval Munish
Munish
Munish
Delivery only for Hedge With
positional
every investor Edge
saturday
Opening of all online account is Munish
responsibility
Manas
Planning
Sales
Opening of all offline account is
Operations Manas responsibility
Compliance Manas will collate the circular
Generating trading/investment
Business Development ideas
Defining & executing the Sending
a messages
Manas will completely own this
Trading process
Generate trading ideas
Preparing weekly reports
Manas will provide the bank
Accounting statement by 5th of every month
Munish will write all notes on products,
Munish
processes
Opening of all online accounts are Munish
responsibility
Both Manas & Munish will take the final
call on all compliances
Munish will devise a process how many
and when to send a message
By Name Phone Email ID Location Client Category
Munish Adarsh Sharma 9837634370 Investor
Munish Abhishek 9599108872 Investor
Munish Air Marshal Gehlot 9746522974 Investor
Munish Ajay ji Cient 9810060062 Investor
Munish Ajay Sinha 9582005523 Trader
Munish Aman MF RM 9899645734
Munish Anil Goel 9896444123
Ashok Gupta (ZM- Turtlemint) 9983573337
Manas Pankaj Bedi CA 9811921825
Manas G Praveen Chopra 9810081821
Manas Ashok Khandelwal CA 9810313391
Manas R. K. Raheja Cost Accountant 9810881721
Manas Surojit Dew 9321954477
Manas Sandeep Lodh 8527952149
Manas Dr. Gunjan Bikaner 9829217280
Manas Debabrata (Debu) 9868341338
Manas Rajgopal Pandiyan 9840097445
Manas G Dilip Bedi 9810070057
Manas B. K. Dhar (Retd. CEO - Mfar) 9845030663
Manas Dr. Anil Garg Kota 9414225805
Manas Suresh Taneja CEO - Triveni 9810003686
Manas Ashok Srivastava CEO - Aluwa 9810044007
Manas Gautam Bahari Jaipur Golden 9810088768
Manas Anil Dhar Regional Head D-Ba 9810507011
Manas Darshan Shah CFO - RL Steel 9890215707
Manas Arul Mani 9500057883
Manas Roshan Lal Chief Manager SB 9871388156
Manas Dipankar Mandal Retired BM 9910087644
Manas
Manas
Manas
Manas
Manas
Manas
Munish
Munish Ashutosh Puri 9650724449
Munish Atul Goel 9650487185
Munish Baljeet Mam- Arthmate 9811232242
Munish Bhagat Ji- Faidabad 8307418389
Munish Brij Birla Life Insurance 9711195584
Munish Manish CA 8506893229
Munish Rajiv Malhotra CA 9888880123
Munish CA Subhash Chhabra 9412063044
Munish Dagar Ji 9818301777
Munish Farooq nabi 9817592222
Munish Furniture Wala Kunihar 9817607470
Munish Dr. Goel 9336410193
Munish Gopal Agwarwal 9935002237
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
Munish
ent Category Address HNI Retail Reference can be Only Add in Bro
y Y
Y N He is a owner of one club based at Gur
y Stickly NO He is ex-airforce officer having good mo
Y Stickly NO
Stickly NO
Y
Y
Y
Y
Y
Y (MF)
Y Trader
Y (MF)
Y
Y
Y (MF)
Y
Y (MF)
Y (MF)
Y Trader
Y (MF)
Y (MF)
Y (MF) Y (MF)
Y (MF)
Y (MF)
Super HNI
Background
He is a sub-broker of [Link], good understanding of financial planning, technology.
is a owner of one club based at Gurgaon
is ex-airforce officer having good money
