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Manage Your Finance

On line Personal Finance

Funding / Capital

India ‘s 1’st Online Personal Finance Advisor N0 More Cheating By Your Financial Agents.

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Problem

• It can be challenging for advisers to explain to their clients how they can add value.

• One of the biggest challenges facing advisers today is saving investors and clients from themselves. The pressure that came with the recession of 2008 left many in a difficult position, the effects of which are still being felt

• Advisers can help clients by directing them to reliable sources of information. But don’t get tied up in the whirlwind of data that’s out there. Focus on your clients and their needs.

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SWOT Analysis

Online Personal Finance

Strength Weakness

• Consistent, Transparent and Unbiased.• Focus on Financial Discipline.• Experienced Team • Founders experience in Operations, Fin. & IT

• Market Penetration• Require funds to expand rapidly

Opportunity Threat•To make world a better place to live in by financial inclusion•We don't SELL, only ADVICE

• Arthayantra.com• Myfinanceplanner.com• Exidelife.com

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About GoFinx.com GoFinx is an online personal finance advisor.1. It is dedicated to providing high quality financial advise2. It analyses all aspects of personal finance and helps individuals take best financial decisions

to achieve their life goals.3. It uses its own tested platform to provide you unbiased advice to achieve your goals.4. It automatically pull all your financial information into one place, so you can finally get the

entire picture.

Values4. Consistent, Transparent and Unbiased.5. Customer First, Always!6. Focus on Financial Discipline.7. Privacy will be maintained.8. Vision9. To make world a better place to live in by financial inclusion

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Current Services

Kinds of Services• Financial Health check-up• Finance Management• Wealth creation

Above services includes Financial Ratios Net Worth Analysis Budget Management Goals Management Portfolio Management Insurance & Risk Management Stock Advice MF - Top Picks Real Estate – Advice Alternative Investment Advice Emergency Fund & Debt Advice

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Why Gofinx ?

Online Personal Finance Traditional method of finance planning

We don't SELL, only ADVICE Traditional Finance Planner sell their plans which have high commission

We do not get any COMMISSION from any bank or financial institution.

They get commission on all plans and advice they give .They highlight the selling propositions of a plan but hiding its fine print.

Unbiased and very transparent suggesting you any option after testing your financial health

Traditional planners are biased and not transparent and selling their own products.

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Team Core team • Satyam Chandra -He has over 10 yrs of experience in Banking/Finance domain .His specializes in Data

mining, statistical analysis, Risk Management & Derivative research. He is an IIT Graduate,, MBA (IMT Ghaziabad),CFA(US),FRM(US)

• Priyanka Agarwal- She has over 6 yrs of experience in Finance domain. She is B.Com,IRDA, CS (ICSI)

• We are a bunch of passionate finance technocrats, working day in and out to help you choose the best insurance plans. Holding an expertise and experience in the field of personal finance, we make it surprisingly easy for you to develop your own financial plan completely online. Online platform is first of its kind in India and has taken over 3 years to develop and test it.

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Organization Chart (Prospective)

FoundersTie-ups (2)

IT (2)

SEO (1)

Web Designer/ Developer/ Tech.

Experts(2)

Marketing(3)

Sales (Listings) (1)

Support staff(1)

Cust.Support(1)

Operations(1)

Research Team & Blogger (1)

Finance/Accounts(2)

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Promotion Technique• Innovative methodology • Newsprint, Radio , Digital Marketing • Community interactions and social media campaigns• Utilization of part time bloggers ,SEO & Social Media agents

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https://www.facebook.com/gofinxhttps://twitter.com/Gofinx_comhttps://www.pinterest.com/Gofinx/